Financial Planning and Services
Beamer Retirement Planning
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Providing investment and retirement advice for both pre-retirees and retired clients.
Wayne C. Beamer, Owner, 176 Rt. 81, Bldg. 5, Killingworth. (860) 663-3327.
Email:Wayne@brpnow.com
Edward Jones Investments
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Thomas A. Houpert, Investment Representative, 7 West Main St., Clinton, CT 06413, (860) 669-4344
Email: Thomas.Houpert@edwardjones.com Website: www.edwardjones.com - Gene Antosh, financial advisor. Offering numerous investments and services to help clients reach their financial goals.
26 Shunpike Rd., Cromwell, CT 06416 (860) 347-0028
Email: geno.antosh@edwardjones.com Website: www.edwardjones.com
MacKinstry Financial & Investments, LLC
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Life, Health, Long-term Care Insurance, fixed interest rate and other retirement accounts
Tracy A MacKinstry, CFS, CDFA, CCPS, 9 Old Post Rd., Clinton, CT 06413, (860) 669-9900, Fax (860) 669-9800
Email: tracy.mackinstry@LPL.com Website: www.mackinstry.com
UBS Financial Services
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Provide customized wealth management advice to individuals and businesses.
Jason. A. Macaluso, vice president, investments. 1 Century Tower, 6th flr., 265 Church St., New Haven, CT (203) 498-3384
Email: Jason.macaluso@ubs.com Website: www.ubs.com/fa/jasonmacaluso
WJ Financial Advisors, LLC
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Wallace Jones, owner. Investment management and financial planning. 4 Fritz Road, Killingworth, CT 06419. (860) 663-3646.
Email: wj@wjadvisors.com Website: www.wjadvisors.com
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