Professional Advisors Network


The Connecticut Community Foundation works with professional advisors including lawyers, accountants, financial advisors and insurance professionals who serve our area donors, corporations and nonprofits.

With our deep knowledge of the needs and priorities of the region, we can help you help your clients achieve their charitable goals!

We offer you the opportunity to:

• be listed on the CCF website with a link to your website
• network online and in person
• co-host gatherings for professionals and clients
• increase your knowledge about charitable giving options in the region

If you would like to work with us and/or be included in our Professional Advisors Network listing, contact Ann Merriam Feinberg, Director of Outreach and Development, 203-753-1315.

Attorneys
 

Charles W. Henry, Henry & Federer LLP, 465 Heritage Road, P.O. Box 780, Southbury, CT 06488, chenry@henryfederer.com, 203-264-5606

Ann Martindale, Moots Pellegrini, P.C., 46 Main Street, New Milford, CT 06776, amartindale@mootslaw.com, 203-355-4191, www.mootslaw.com

Michael J. Reardon, Partner, Carmody & Torrance LLP, 50 Leavenworth Street, P.O. Box 1110, Waterbury, CT 06721, mreardon@carmodylaw.com, 203-575-2612, www.carmodylaw.com

Barbara W. Reynolds, Certified Elder Law Attorney, Barbara W. Reynolds LLC, 15 South Main Street, New Milford, CT 06776, bwr@barbarareynoldslaw.com, 860-350-0055, www.barbarareynoldslaw.com

David L. Sfara, Carmody & Torrance LLP, 50 Leavenworth Street, P.O. Box 1110, Waterbury, CT 06721, dsfara@carmodylaw.com, 203-575-2610, www.carmodylaw.com

Barbara A. Taylor, Reid and Riege, PC, One Financial Plaza, Hartford, CT 06103, and 47 Sherman Hill Road, Cornerstone Professional Park, Bldg. B, Office #201, Woodbury, CT 06798, btaylor@rrlawpc.com, 860-240-1033 or 203-267-6680, www.reidandriege.com

 

Accountants/CPAs
 

Cheryl A. Bakewell, CPA/Partner, Dumas, Bakewell & Mulhare, LLC, 28 Old Park Lane Road, New Milford, CT 06776, Cheryl@dumascpa.com, 860-355-2223, www.dumascpa.com

Leonard Romaniello, CPA/Partner, Lenkowski Lonergan & Co., LLP, Turnpike Office Park, 1579 Straits Tpke, Suite D, Middlebury, CT 06762, LMRomaniello@LenkowskiLonerganCPA.com, 203-574-3100, www.LenkowskiLonerganCPA.com

 

Financial Planner/Advisors
 

Dean M. Aita, CFP/Managing Director & Principal, Ericson Financial Services, Inc., 4 Green Hill Road, P.O. Box 382, Washington Depot, CT 06794-0382, daita@ericsoninc.com, 860-868-6140, www.ericsonfinancialservices.com

 

Insurance Professionals
 

Arthur J. Mulligan, III, The McKellan Group, Inc., 182 Grand Street, Suite 301, P.O. Box 2745, Waterbury, CT 06723, art@mckellangroup.com, 203-755-0447, www.mckellangroup.com

Dean M. Aita, CFP/Managing Director & Principal, Ericson Financial Services, Inc., 4 Green Hill Road, P.O. Box 382, Washington Depot, CT 06794-0382, daita@ericsoninc.com, 860-868-6140, www.ericsonfinancialservices.com