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The Greater New Milford Chamber of Commerce - Investments


Charles Schwab & Company
Robert Whitfield
457 North Main Street (The Atrium), Unit 2B
Danbury, CT 06811
Phone: (203) 744-6406
Fax: (203) 744-6818
Email: Robert.Whitfield@schwab.com
For More Information:New Milford Financial & Retirement Planning Charles Schwab & Company



Edward Jones
Luis Abella
2A Main Street
New Milford, CT 06776
Phone: (860) 354-4017
Fax: (888) 461-8934
Website: www.edwardjones.com
For More Information:New Milford Financial Advisors Edward Jones



Infiniti Wealth Management, LLC
Robert J. McDermott, CFP
23 South Main Street
New Milford, CT 06776
Phone: (860) 354-5615
Fax: (860) 354-7085
Email: infinitiwealth@aol.com
Store Hours: 9 am to 5 pm
Closed: Major Holidays
For More Information:New Milford Investments Infiniti Wealth Management, LLC

Registered Investment Advisor (RIA). Fee only Investment Advisory Services. Firm packages actively managed mutual funds (no load) with traditional low cost index funds and exchange traded funds (ETF's) to form a well diversified client portfolio - constantly measuring rish versus rate of return on investment. All mutual funds purchased are no load (no commission) or NTF (no transaction fee) funds. ETF's (exchanged traded funds) are employed extensively to meet client financial goals & objectives. Heavy emphasis on "asset allocation", "asset class" investing and modern portfolio theory as developed by Harry Markowitz. Firm uses well known brokerage services to custody client assets.


Matson Financial Advisors, Inc.
Wayne Locke
103 Newtown Road
Danbury, CT 06810
Phone: (203) 743-0131
Fax: (203) 743-4086
Email: wayne@matsonfinancial.com
Website: www.matsonfinancialadvisors.com
For More Information:New Milford Financial Planning Matson Financial Advisors, Inc.



MetLife Home Loans
A Division of MetLife Bank, N.A.
Frank Magnante
1 Hidden Brook Road
New Milford, CT 06776
Phone: (860) 237-8926, (800) 269-6797
Fax: (866) 393-8704
Email: fmagnante@metlife.com
For More Information:New Milford Financial & Retirement Planning MetLife Home Loans



Pasnau Investment Management
Janet Silano
375 West Meetinghouse Road
New Milford, CT 06776
Phone: (860) 354-9903
Fax: (860) 354-9904
For More Information:New Milford Investments Pasnau Investment Management



Raymond James Financial Services, Inc.
Frank Gavel & Charles Meade
31 Old Route 7/PO Box 689
Brookfield, CT 06804
Phone: (203) 775-1434
Fax: (203) 775-1488
Email: Frank.Gavel@raymondjames.com
Website: www.raymondjames.com/Gavel-Meade
For More Information:New Milford Financial & Retirement Planning Raymond James Financial Services, Inc.



The C.M. Beach Company
Charles B. Barlow
34B Main Street
New Milford, CT 06776
Phone: (860) 355-5545
Fax: (860) 350-9428
For More Information:New Milford Investments The C.M. Beach Company



Wells Fargo Advisors
Bill Hall
50 Wooster Street
Bethel, CT 06801
Phone: (203) 313-1581
Fax: (203) 313-1581
Email: Bill06801@yahoo.com
For More Information:New Milford Investments Wells Fargo Advisors



 

The Greater New Milford Chamber of Commerce
11 Railroad Street, New Milford, CT 06776
Tel. (860) 354-6080 ~ Fax. (860) 354-8526
nmcc@newmilford-chamber.com