Financial Services

Medicare Plan Advisory

17 Gregory Boulevard
Norwalk, CT 06855

Mr. Charles Yost

203.856.7391

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Affinity Federal Credit Union

250 Westport Avenue
Norwalk, CT 06851

Mr. Juan Londono

800.571.6984

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AFN

94 East Avenue
1st Floor Front
Norwalk, CT 06851

John D'Onofrio

203.885.9058

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AssuredPartners

728 Post Road East
Westport, CT 06880

Mr. Scott Nickel

203.341.3830

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Bank of America Merrill Lynch

48 Wall Street
Norwalk, CT 06850

Ms. Carol J Heller

203.899.2551

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Bankwell

370 Westport Avenue
Norwalk, CT 06851

Mr. Rob Mallozzi

203.663.0480

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Chamber Insurance Trust/CFR

P.O. Box 581
Orange, CT 06477

Mr. Stephen Glick

203.795.9756

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Community Investment Corporation

2315 Whitney Avenue
Suite 2B
Hamden, CT 06518

Mr. Joe McCaffrey

203.776.6172

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Connecticut Green Bank

75 Charter Oak Avenue
Suite 1-103
Hartford, CT 06106

Mr. Peter Ludwig

860.563.0015

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ConnexMarkets Inc.

64 Wall Street
Madison, CT 06443

Timothy Clorite

833.296.5363

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Cross Insurance

Two Corporate Drive, #335
Shelton, CT 06484

Mr. Brian Lowell

203.418.4201

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DR Bank

138 Rowayton Avenue
Norwalk, CT 06853

Mr. John Barbalaco

203.669.4122

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Fairfield County Bank

69 Wall Street
Norwalk, CT 06850

Mr. Glen LeBlanc

203.857.5560

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First County Bank

660 Main Avenue
Norwalk, CT 06851

Mrs. Sheila Content

203.849.3122

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GEICO Norwalk

572 Main Avenue
Norwalk, CT 06851

Mark Fields

203.523.4910

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Guidelight Financial

50 Washington Street
7th Floor
Norwalk, CT 06854

Mr. Felix Serrano

203.354.3131

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Ideal Financial Group Inc.

569 Boston Post Road
Orange, CT 06477

Anthony Chamberlain

888.509.0029

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Ion Bank

363 Main Street South
Southbury, CT 06488

Ms. Kathleen McPadden

860.785.3602

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Janney Montgomery Scott LLC

800 Post Road, 2nd Floor
Darien, CT 06820

Mr. Colin Kelly

203.655.8266

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John H. Wygal & Company LLC

161 East Avenue, Suite 103
Norwalk, CT 06851

Mr. John Wygal

203.831.8555

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John M. Glover Agency

29 Haviland Street
Norwalk, CT 06854

Mr. John O. Forlivio

203.838.5554

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KeyBank

79 New Canaan Avenue
Norwalk, CT 06850

Ms. Megan O'Loughlin

203.847.3600

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Liberty Choice LLC

304 Main Avenue
#406
Norwalk, CT 06851

Tony Lopez

203.807.0918

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M&T Bank

501 Merritt 7
5th Floor
Norwalk, CT 06851

Mr. Sam Tingley

203.295.2787

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Marsh & McLennan Agency LLC

800 Connecticut Avenue, 4th Floor
Norwalk, CT 06854

Mr. Peter J. Murphy

203.663.0996

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Merrill Lynch

253 Post Road West
Westport, CT 06880

Mr. Ed Hynes, CFA

203.341.4954

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Mitsubishi HC Capital America

800 Connecticut Avenue, 4th Floor
Norwalk, CT 06854

Ms. Terry Hatfield

203.956.3000

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Mutual Security Credit Union

541 Westport Avenue
Norwalk, CT 06851

Ms. Meghan Alfen

203.402.7400

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NorthMarq

875 Avenue of the Americas, Suite 1603
New York, NY 10001

Mr. Ernest DesRochers

212.904.1138

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Northwestern Mutual Norwalk (Private Client Services)

50 Washington Street
Suite 600
Norwalk, CT 06854

Chase Caldwell

203.945.5891

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Norwalk Bank & Trust

605 West Avenue
Norwalk, CT 06850

Mr. Dean Trombetta

203.854.9442

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Nutmeg State Financial Credit Union & DMV Express

500 West Avenue
Norwalk, CT 06850

Mr. Luis Mejia

860.513.5000

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Patriot Bank

16 River Street
Norwalk, CT 06851

Ms. Valerie Watson

203.324.7500

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Perfect Credit Consulting LLC

50 Washington Street, Suite 914
Norwalk, CT 06854

Mr. Howard Cutler

203.291.9465

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Principle Wealth Partners

20 Bay Street
Westport, CT 06880

Ms. Julina Ogilvie

203.227.7156

860.250.0482

Principle Wealth Partners We provide fee-only wealth management and comprehensive financial planning services to individuals, families and institutions. Our independence empowers us to provide custom-tailored financial solutions that are in the best int

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Ron Aarons & Associates