Financial Advisory Services in Connecticut

James F. Esposito has been a life-long resident of the town of Trumbull.  He raised his three children here, all whom have successfully completed post-graduate degrees in the fields of Accounting, Law and Education.

Mr. Esposito took the wisdom and knowledge in financial services he had amassed over 33 years and founded Trumbull Financial Services in 1985 as a vehicle to bring his expertise to the forefront of financial planning services.

Trumbull Financial Services provides retirement income planning with guarantees for life with 401Ks, SEPs, IRA rollovers and Roth conversions. Legacy planning and tax-free income planning are key focus points for the appropriate clients. Other services include business and estate preservation, asset protection, long-term retirement planning and tax-free retirement planning.

Shoff-Darby is an insurance agency in Trumbull. Shoff-Darby offer personals and commercial insurance, and insurance for builders, contractors and technology firms. Call the number provided for more information. 

In business since 1937, Waddell & Reed is a full-service management and financial planning firm. Located at One Hamden Center in a six-story professional office tower, Waddell & Reed is on the 5th floor, in Suite 5A. Whether you need advice on how to save for your child's college education, or are seeking guidance on how to invest your hard-earned money, the firm's professional staff of 15 financial advisors are prepared to meet all your financial needs.

Customized financial plans are created for each client. Whether you need help with estate planning, setting up a retirement nest egg or assistance with your 401K plan, Waddell's professionals are there to help. While waiting for your appointment, enjoy the relaxing water feature and wooden display case of the firm's awards and kudos. A free municipal parking garage is available on the premises.