Financial Services

Address: 75 Glenn Road, Suite 208 Newtown, CT 06470
Owner: Noah Schwartz
Main Contact: Noah Schwartz
Business Phone Number: 203-240-6226
Business Contact Email: noah@blueprintplanning.org
Business Website Address: http://www.blueprintplanning.org
Short Business Description: Fee-Only Advice, Fiduciary Standard
Delivering transparent, scalable and objective investment and financial planning advice to our clients.
Long Business Description:

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.

Business Genre:
Member Since: Febraury 2016
Address: 19 Church Hill Road Newtown, CT 06470
Owner: Bryan Roth
Main Contact: Bryan Roth
Business Phone Number: 203-426-7826
Business Contact Email: bryan.roth@edwardjones.com
Business Website Address: http://www.edwardjones.com
Long Business Description:

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

Business Genre: ,
New York Life
Address: 15 Grand Place Newtown, CT 06470
Owner: Scott Anders
Main Contact: Scott Anders
Business Phone Number: 203-617-9070
Business Contact Email: wanders@ft.newyorklife.com
Business Website Address: http://www.wscottanders.com
Long Business Description:

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.

Business Genre:
Waypoint  Financial Planning
Address: 107 Church Hill Road
Suite 1B
Sandy Hook, CT 06482
Owner: Tim Haas
Main Contact: Tim Haas
Business Phone Number: (203) 304-9690
Business Contact Email: Tim@waypfp.com
Business Website Address: https://www.waypfp.com/
Long Business Description:

Tim Haas, CFP®, MBA is “The Approachable Financial Planner”. He works one-on-one with clients to meet their unique needs, which means he works in your best interests and is available to you throughout the year. Tim’s fees are reasonable, because his primary goal is helping his clients by simplifying the complex and sharing plans and projections with clarity. Tim works in person or remotely, while maintaining confidentiality and securing your information with encryption.
Tim’s ideal clients are couples and singles who are nearing or currently enjoying retirement, who want to ensure their income lasts a lifetime and would like to leave a legacy. Tim is also adept at helping clients in their working years achieve goals for college planning, tax reduction, and estate planning. His specialties include investment management, social security maximization and medicare planning. He enjoys helping people eliminate debt and get on a solid financial path.
The best way to get started with Tim is scheduling a 10 minute get acquainted call to learn if working together will be worthwhile for you. Naturally there is no obligation to move forward with any next meeting, until you feel confident and comfortable. Tim is easy to to talk with and easy to do business with, while delivering great confidence and value to his clients. All are welcome.

Business Genre:
Member Since: 2005