Contact your financial advisor

Complete this form our general inbox or scroll down to connect directly with one of our advisor.

Contact Us

North Haven, Connecticut

116 Washington Avenue
2nd Floor
North Haven, CT 06473

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed

(203) 243-4755

Richard Belanger
Senior Wealth Manager

Hons Yu, CFP®

Certified Financial Planner™
& Senior Wealth Advisor

Michael Belanger

Wealth Manager

Luke DeRose
Wealth Advisor

Thomas Wissenbach
Financial Representative

Nicara Enright-Alves

Wealth Advisor & Operations Manager

Anthony Persampieri

Client Services Associate

Verified by BrokerCheck Schedule a Meeting

We are here to help with any financial planning questions.

Our advisors are happy to hear from you!

203-243-4755

116 Washington Avenue | 2nd Floor
North Haven, CT 06473

LPL Financial Form CRS

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, KY, MA, MI, MN, NC, NH, NJ, NY, OK, OR, PA, RI, SC, TN, TX, VA.

Share by:

Contact your financial advisor

Contact Us

North Haven, Connecticut

Richard BelangerSenior Wealth Manager

Hons Yu, CFP®

Certified Financial Planner™ & Senior Wealth Advisor

Michael Belanger

﻿Wealth Manager

Luke DeRoseWealth Advisor

Thomas WissenbachFinancial Representative