Financial Services

Ambergris Wealth Management
33 Old Field Hill Rd. Unit 9 Southbury, CT 06488
Frank Brill
Frank Brill
203-405-6630
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Advisers Trust LLC
30 Main Street Newtown, CT 06470
Walter Pachniuk
Walter Pachniuk
270-7700
http://www.adviserstrust.com

EXPERIENCE – KNOWLEDGE – INDEPENDENCE Since 1984, Walter Pachniuk, CFP® of Newtown, Connecticut has provided wealth management services to a wide variety of individuals, businesses, and non-profits located throughout the United States. He is a CERTIFIED FINANCIAL PLANNER professional, Series 24 Principal and Series 7 Registered Representative, and a Registered Investment Advisor representative overseeing client assets in excess of $100 million, approximately, as of May 31, 2014. Our focus is tax efficient life-long asset-management investment advisory services for high net-worth individuals, and institutions seeking highly experienced cost-effective prudent money management. We’ve provided people and organizations the solutions, the insight, the alternatives they’ll require to succeed financially. We will work with you to structure plans and portfolios that meet your needs today, and tomorrow. We are committed to high standards of integrity – acting and advising in the best interest of you, our client.

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Blueprint Financial Strategies
75 Glenn Road, Suite 208 Newtown, CT 06470
Noah Schwartz
Noah Schwartz
203-240-6226
http://www.blueprintplanning.org
Fee-Only Advice, Fiduciary Standard
Delivering transparent, scalable and objective investment and financial planning advice to our clients.

Dedicated to the advancement of investment and financial planning, Blueprint Financial Strategies is a comprehensive fee-only registered investment advisor. Noah Schwartz is a Certified Financial Planner.

Febraury 2016
Edward Jones
19 Church Hill Road Newtown, CT 06470
Bryan Roth
Bryan Roth
203-426-7826
http://www.edwardjones.com

We serve individual investors and business owners, on a very personal basis. Helping them reach there long term financial goals.

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Jones Financial Group
1449 Old Waterbury Road Southbury, CT 06480
Attn: Lisa Lettieri
Lisa Lettieri
860-990-2366
Liberty Mutual
7 Sawmill Ridge Rd. Newtown, CT 06470
Myra Leuci
Myra Leuci
203-598-7177 x.52017
http://www.libertymutual.com

Health Insurance, Retirement Planning, Financial Planning, Long-Term Care

Mary Jo Romano, Financial Planner
38 Wauneta Road Trumbull, CT 06611
Mary Jo Romano
203-257-9208
http://www.MJRFinancialPlanners.com
Fee-based retirement planning, estate planning and asset management services.

Mary Jo Romano has been working with individuals and businesses to bring creative solutions and unbiased advice to her clients since 1992. She started her own practice as an independent investment advisor in 2006 to focus solely on her clients without any obligation to sell proprietary products or uphold a corporate agenda.

She received her MBA from Sacred Heart University in Fairfield, CT and her BA from Western Connecticut State University in Danbury, CT. She holds multiple FINRA Registrations Series 7-General Securities Representative, Series 6-Investment Company/Variable Contracts Representative, Series 63-Uniform Securities Agent State Law & Series 65 -UniformInvestment Advisor as well as two professional designations. She obtained theRFC (Registered Financial Consultant) designation from the International Association of Registered Financial Consultants after receiving a Certificate in Financial Planning from Kaplan College and she obtained the CRPC (Chartered Retirement Planning Consultant) designation granted by the American College for Financial Planning. Both designations require ongoing continuing education credits. She is certified in the Connecticut Partnership for Long Term Care and is licensed in Life andHealth Insurance policies. She is registered in Connecticut and New York for both securities and insurance.

Mary Jo is a member of the Greater Valley Chamber of Commerce and their Women in Networking Group in Shelton, CT. She is also a member of the Newtown Chamber of Commerce and their Power Network Group in Newtown, CT. She lives in Trumbull, CT with her husband and two sons.

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Feb. 2011
New York Life
15 Grand Place Newtown, CT 06470
Scott Anders
Scott Anders
203-385-5232
http://www.wscottanders.com

Insurance and Services Life Insurance – Long Term Care Insurance – Investments Business and Personal Insurance planning

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WayPoint  Financial
107 Church Hill Road, Ste 1B Sandy Hook, CT 06482
Tim Haas
Tim Haas
203-304-9691