Ironridge

Comprehensive Planning Associates Ltd, located in Westport, CT, is an independent registered investment advisor dedicated to providing families and businesses with innovative financial strategies and planning for enhanced financial clarity and security. The firm focuses on comprehensive financial planning that prioritizes clients' retirement needs, goals, and dreams, ensuring a tailored approach to creating a personalized retirement roadmap. With a commitment to reducing client stress through clear vision and regular advisor engagement, Comprehensive Planning Associates offers complimentary risk assessments, personalized income projections, and educational resources such as workshops and podcasts. Their guiding principles emphasize the importance of capital protection, balanced financial planning, and collaboration between clients and trusted advisors to navigate complex financial decisions effectively. Generated from the website

Perigon Wealth Management is a leading financial advisory firm based in Westport, CT, specializing in personalized wealth management solutions. With a dedicated team led by Michael Lombardo and David Bauer, clients receive expert guidance tailored to their financial goals. Located at 225 Main Street, Suite 301, Perigon Wealth Management offers comprehensive financial planning services to help individuals and families secure their financial futures. Contact them today to start building a solid financial foundation. Generated from their website's infomation

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.