Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Christopher C Coburn will take the time to understand you and your goals, as well as... Read More about Christopher C Coburn - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, R Christopher Damon will take the time to understand you and your goals, as well as... Read More about R Christopher Damon - Private Wealth Advisor, Ameriprise Financial Services, LLC

At Coburn Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook, CT area to... Read More about Coburn Financial Group - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Janice Reed will take the time to understand you and your goals, as well as those... Read More about Janice Reed - Financial Advisor, Ameriprise Financial Services, LLC

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Susan M Dowling will take the time to understand you and your goals, as well as... Read More about Susan M Dowling - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Stephen J Adeletti will take the time to understand you and your goals, as well as... Read More about Stephen J Adeletti - Financial Advisor, Ameriprise Financial Services, LLC

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Eric Moreira will take the time to understand you and your goals, as well as those... Read More about Eric Moreira - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Stacey Lee will take the time to understand you and your goals, as well as those... Read More about Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Erica Damon will take the time to understand you and your goals, as well as those... Read More about Erica Damon - Financial Advisor, Ameriprise Financial Services, LLC

At Damon Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook, CT... Read More about Damon Wealth Management Group - Ameriprise Financial Services, LLC

At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook,... Read More about Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Bartley C Damon will take the time to understand you and your goals, as well as... Read More about Bartley C Damon - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Catherine Mezes Arnold will take the time to understand you and your goals, as well as... Read More about Catherine Mezes Arnold - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, James F Stuart will take the time to understand you and your goals, as well as... Read More about James F Stuart - Branch Manager, Ameriprise Financial Services, LLC

Savant Wealth Management’s Old Lyme team provides fiduciary, fee-only financial guidance to individuals, families, and business owners. Our advisors offer objective perspective across financial planning, investment strategy, and retirement considerations, with an emphasis on long-term goals. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types... Read More about Savant Wealth Management

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.