Financial Services

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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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
15 Grand Place Newtown, CT 06470
Scott Anders
Scott Anders
203-617-9070
http://www.wscottanders.com

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.

Integrated Financial Partners
44 Old Ridgebury Road, P-140
Danbury, CT 06810
Tim Haas
Tim Haas
203-456-3976 x 212
http://www.TimothyJHaas.com

For over 15 years, Tim has helped individuals, families and business owners gain control of their complex financial lives. Tim provides comprehensive financial planning, business exit planning, investment and wealth management services. He coordinates optimal solutions with his experienced team, and also works along with your own tax and legal consultants. He works as a fiduciary , and as an independent financial advisor, to design cost-effective and tax-efficient strategies for your family and business. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts a registered investment advisor. Integrated Financial Partners and Integrated Wealth Concepts are separate entities from LPL Financial.

2005
Schooley Mitchell
31 Bennetts Bridge Road
Sandy Hook, CT 06482
Matthew McCarthy
Matthew McCarthy
203-304-9886

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.

 

May 2018