CT · Uncasville

Fiduciary advisors in Uncasville, CT

1 advisor with offices in Uncasville. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Uncasville

Jabez Financial, LLC

Uncasville, Connecticut

Jabez Financial is a fee-only registered investment advisor in Uncasville, Connecticut, founded in 2002 by Glenn Johnson and now including financial advisor Austin Concascia. The firm specializes in retirement planning, offering personalized financial planning that covers goal-setting, investment selection, and ongoing reviews through its Manumit Freedom Wealth Plan process. Operating under a fiduciary standard, the firm does not earn commissions on securities recommendations and serves clients across retirement-focused needs including 401(k) optimization, cash flow planning, and legacy planning.

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Financial advisors in Uncasville, Connecticut

Advisors serving Uncasville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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