Wealth Management and Investment Services

Guided Financial has the knowledge and experience to help identify which investments are most appropriate for our clients. As a client-centered firm, we take pride in having wide ranging knowledge over various asset classes. As a firm powered by LPL, we are also offered one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

We provide access to and advice in the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and ETFs
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding

Contact Us

Coping With Volatility


The investment professionals at Guided Financial Strategies, LLC are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Contact Info

100 Pitkin Street, Suite 1,
East Hartford, CT 06108

(860) 291 2800

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities:  AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit http://www.sipc.org. This should not be considered a solicitation or offer to sell securities in any state in which we are not registered.