Powell's Financial Planning Service

Powell's Financial Planning Service (CRD# 125825) is a financial advisory firm headquartered in Prospect, CT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Powell's Financial Planning Service
Showing 1 - 3 of 3 top financial advisors.
1
Vito S. Giannini
CRD#: 872523
42 Waterbury Road, P. O. Box 7077, Prospect, CT 06712
93
Wealthminder
score

Vito Giannini (CRD# 872523) is an Investment Advisor Representative working at Powell's Financial Planning Service in Prospect, CT and has over 13 years of experience in the finance industry.

2
Raymond J. Powell
CRD#: 2288536
42 Waterbury Road, P. O. Box 7077, Prospect, CT 06712
93
Wealthminder
score

Raymond Powell (CRD# 2288536) is an Investment Advisor Representative working at Powell's Financial Planning Service in Prospect, CT and has over 25 years of experience in the finance industry.

3
Raymond W. Powell
CRD#: 855705
42 Waterbury Road, P. O. Box 7077, Prospect, CT 06712
76
Wealthminder
score

Raymond Powell (CRD# 855705) is an Investment Advisor Representative working at Powell's Financial Planning Service in Prospect, CT and has over 15 years of experience in the finance industry. Raymond Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.