Edward Jones - Financial Advisor: Charles B Carroll, CFP®

I’m Ciro Longobardi, a Private Wealth Manager in North Haven, Connecticut. When I started C.L.A. Wealth Strategies, LLC and joined forces with LPL Financial in 2007 it was because I knew that to serve my clients well I needed the access and variety that only an independent Investment Services Fir...

HistoryRyan leads the MWM team creating and executing financial services for our clients. We operate as a Registered Investment Advisor through Morrissey Wealth Management and always act as a fiduciary for our clients. That means you can trust that we operate according to a standard that always puts your interests above our own.SpecialtiesAt Morrissey Wealth Management, we believe in bringing people peace of mind. We do that through pursuing financial security and stability, by providing exemplary personalized wealth management. Our mission is to help our clients live the life they have always dreamed of by organizing and simplifying their financial lives.

InterMerchant Services is a Connecticut-based company dedicated to providing financing and growth opportunities for small to mid-sized businesses. As a direct funding company, they offer quick and efficient solutions to overcome financial challenges through their product offerings, including merchant cash advances, credit card processing, and payroll and HR services. With a focus on customer satisfaction, InterMerchant Services aims to help businesses obtain capital that they may otherwise be unable to obtain, and offers competitive pricing and features to meet their clients' needs. They have been recognized for their success, making the Inc. 5000 list, and are known for their professional and reliable services.Generated from the website