Financial Advisors in West Hartford, CT
75 Isham Rd
Suite 310
West Hartford, CT 06107
Focus Partners is your locally based investment advisor in West Hartford, CT- but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. You’ll find us in West Hartford Center, your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in West Hartford, CT. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
-
Your West Hartford Team
-
Jonathan Yolles
CPWA®
Senior Wealth Advisor
-
Brett Esterson
CFA
Wealth Advisor
-
Jacob C. Cohen
CSRIC™
Associate Wealth Advisor
-
Christopher Rafferty
CFP®
Director, Advisory Leadership Team
-
Michael Lepore
CIMA®
Head, Institutional Consulting
-
Claire Weil
CIMA®
Senior Director, Institutional Consulting
-
Shane Reilly
AIFA®, PPC®, AIF, CIMA®
Senior Manager, Institutional Consulting
-
Austin Monteiro
Institutional Consulting Analyst
-
Nicholas Munson
Institutional Consulting Analyst
-
Wendy Duncan
Senior Manager, Client Service
-
Nicole Bailey
MBA
Client Service Lead
-
Kyle Buchanan
Client Service Specialist
-
Nicolas Santos
Client Service Associate
-
Jennifer Grosberg
CPA, CFP®
Manager, Financial Compensation
-
Amy Jagodowski
Senior Executive Assistant
-
Rachel Gelb
VP of Benefits
-
Kimberly Sprague
Billing Specialist
-
Gerald Goldberg
JD, CIMA®
Division President
-
Jeffrey Darien
Regional Vice President