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Certified Financial Planner in Guilford, CT

Welcome to OES Wealth Partners, where we specialize in providing experienced financial planning services to the residents of Guilford, CT.

 Our team of dedicated professionals is here to help you achieve your financial goals and make your financial future brighter and more secure. As a local firm, we understand the unique needs of the Guilford community and are committed to offering personalized, comprehensive financial advice.

Why Choose a CFP in Guilford, CT?

Why Choose a CFP in Guilford, CT?

When it comes to managing your finances, having a Certified Financial Planner (CFP®) in Guilford, CT, can make a significant difference. A CFP is a professional who has met rigorous education, examination, experience, and ethics requirements. Here’s why working with a certified financial planner in Guilford, CT, can benefit you:

  • Professional Guidance: CFPs are trained to provide holistic financial planning, considering all aspects of your financial life.
  • Fiduciary Responsibility: As fiduciaries, CFPs are legally obligated to act in your best interest, ensuring transparent and unbiased advice.

Comprehensive Financial Services

At OES Wealth Partners, we offer a wide range of services to meet your financial needs:

Retirement Planning

We help you plan for a comfortable retirement, ensuring your savings are on track. We can help with retirement fund rollovers as well.

Investment Management

Our financial advisors in Guilford, CT, create customized investment strategies to grow your wealth.

Estate Planning

We assist you in developing an estate plan that protects your assets and provides for your loved ones.

Tax Planning

Our strategies aim to minimize your tax liabilities and maximize your savings. A little tax planning can save you big time!

The Benefits of Working with Guilford, CT Financial Advisors

Choosing Guilford, CT financial advisors from OES Wealth Partners means partnering with professionals who are deeply rooted in the community. Our fiduciary advisors in Guilford are committed to providing:

  • Personalized Service: We take the time to understand your unique financial situation and life’s ambitions. From there, we create custom plans to help you achieve your financial goals and experience the life of your dreams.
  • Long-Term Relationships: We build lasting relationships with our clients, offering ongoing support and guidance. We live to see legacies preserved and passed down properly.
Why a Fiduciary Advisor in Guilford Matters

Why a Fiduciary Advisor in Guilford Matters

A fiduciary advisor in Guilford is someone you can trust with your financial well-being. Unlike other financial professionals, fiduciary advisors are required to:

  • Prioritize Your Interests: They must put your financial interests ahead of their own.
  • Provide Transparent Advice: They are committed to clear, honest communication and full disclosure of any potential conflicts of interest.

Local Expertise for Guilford Residents

Living in Guilford, you deserve a financial partner who understands the local economy and community values. Our team is here to offer you:

  • In-Depth Local Knowledge: We understand the financial landscape of Guilford and can provide relevant, timely advice.
  • Community Engagement: We are actively involved in the Guilford community, giving us insight into the needs and concerns of local residents.
Contact Us Today

Contact Us Today

Are you ready to take control of your financial future? Contact OES Wealth Partners today to schedule a consultation with a CFP in Guilford, CT. Let us help you make informed decisions and achieve your financial goals. 

Phone: 800-878-7152


Address: 71 Bradley Road Suite 4A Madison, CT 06443

Discover the difference that personalized, fiduciary financial advice can make. Trust OES Wealth Partners, your dedicated financial advisor in Guilford, CT.