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.
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.
Health Insurance, Retirement Planning, Financial Planning, Long-Term Care
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.
Scott is an experienced financial services professional with over 32 years in the industry. He offers expertise in life insurance, savings and investment products with focus on planning for retirement and business needs.
Scott graduated from the United States Military Academy at West Point, NY in 1977. He earned a Masters of Science in Financial Services Management (MSM) from the American College in Bryn Mawr, PA, in 1997. He also holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Leadership Fellow (CLF). He holds FINRA Series 6, 7, and 63 licenses as a Registered Representative with NYLIFE Securities, LLC (member FINRA/SIPC), and as a Financial Adviser with Eagle Strategies LLC., (a Registered Investment Adviser).
Scott is currently President of the West Point Society of Connecticut, Vice President of the Newtown Chamber of Commerce, and a member of the Rotary Club. He is also an active member of the Knights of Columbus and Veterans of Foreign Wars. He has been a resident of Newtown since 1993. In 2005, Scott retired as a Lieutenant Colonel in the US Army reserves.
We work with pre-retirees, retirees and people in transition – between jobs, loss of spouse, or divorce, for example. We also specialize in working with business owners on executive benefits, tax reduction and succession planning. Discover Financial Solutions that Match Your Unique Situation Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org)/SIPC (SIPC.org), 15 Fisher Lane, White Plains, NY 10603 (914)428-4000 Waypoint Financial is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), located in Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96141(0617)p
Sandy Hook, CT 06482
Schooley Mitchell is a large network of independent and objective telecom, merchant services and small package shipping experts. Both friendly and competent, we are consultants with specialized expertise you can trust, as thousands of happy clients have already experienced. Schooley Mitchell handles your telecom, merchant services and shipping needs without selling you anything, allowing you to focus on your core business knowing your systems are fully optimized and any wasted money is recovered.