Financial Services

Coastal Bridge Advisors is an independent wealth management and investment advisory firm in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. Our dedicated financial advisors have decades of experience serving individuals and families, as we

Bridgelight Financial Advisors is an experienced team of fiduciary financial planners serving our community in Connecticut and beyond.

The Connecticut Institute of Finance works with you to create a comprehensive, affordable holistic plan so you can become financially healthy, wealthy, and wise. You don’t have to be in the upper one percent, but we will treat you like you are. If you ha

We are committed to helping our clients achieve their financial goals. Learn about our team.

Our team acts as educators, coaches, and advocates for our clients’ financial future and walk with them every step of the way. We make the effort to understand our clients’ past, present, and future, and work with them to develop strategies that are tail

Find the loan to fit your life - Select from hundreds of loan products tailored to your needs

Mary Jo Romano has been working with individuals and businesses to bring creative solutions and unbiased advice to her clients since 1992.

Business Established 2010

Family owned and operated for more than 25 years, AFC Mortgage Group provides personalized mortgage solutions including expert guidance for first-time homebuyers and investors. 

We are dedicated to your financial well-being and to helping you achieve all your financial goals.

For the past 60 years, we’ve served as your trusted financial partners. When you find balance and meet life goals, the benefits ripple out. We love to see it happen, which is why we position ourselves as connectors. Together, let’s leverage our experienc

We are a full-service independent investment advisory firm with more than 25 years of experience helping families, pre-retirees, retirees, business owners, foundations and endowments through all market cycles.

Primerica has been committed to helping families save and invest for their futures since 1977. With Primerica, no client is too big or too small.