Edward Jones - Financial Advisor: Sue Banville

Sylvie Fillion at Guaranteed Rate Affinity in West Hartford, CT, is a mortgage lending company that offers a range of home loan products and services. With a focus on personalized customer service, they assist clients in navigating the mortgage process and finding the right financing options for their needs. Generated from their business information

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA and CFP professionals, we provide tailored guidance to a wide range of families and business owners.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of todays institutional investment community.Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.