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Professional Advisor Network

PROFESSIONAL ADVISOR NETWORK

Connecticut Community Foundation works with a wide variety of professional advisors, including lawyers, accountants, financial advisors and insurance professionals who serve area families, individuals, 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 your colleagues and clients
  • Increase your knowledge about charitable giving options

If you would like to work with us and/or be included in our Professional Advisors Network listings, contact Julie Loughran, director of development and communications, at jloughran@conncf.org or 203.753.1315, x116.

Attorneys

Accountants/CPAs

Financial Planners / Advisors

  • Dean M. Aita, CFP/President, Aita Financial Group, Inc., 92 Bee Brook Road, Washington Depot, CT 06794-0382, daita@aitafinancial.com, 860-868-6140, www.aitafinancial.com
  • Mark A. Burns, CPA, Diversified Financial Solutions, PC, 100 Main Street North, Southbury, CT 06488, mark@dfspc.biz, 203-264-3131,  www.dfspc.biz
  • Brian M. Jones, CFP®, CPA, CLU®, CLTC, Gombatz Jones & Associates, Northwestern Mutual Wealth Management Company, One Reservoir Office Park, Suite 103, 1449 Old Waterbury Road, Southbury, CT 06488, Brian.Jones@nmfn.com, 203-264-8881, www.brianjones-nm.com

Insurance Professionals

  • Dean M. Aita, CFP/President, Aita Financial Group, Inc., 4 Green Hill Road, P.O. Box 382, Washington Depot, CT 06794-0382, daita@aitafinancial.com, 860-868-6140, www.aitafinancial.com
  • Mark A. Burns, CPA, Diversified Financial Solutions, PC, 100 Main Street North, Southbury, CT 06488, mark@dfspc.biz, 203-264-3131,  www.dfspc.biz
  • Brian M. Jones, CFP®, CPA, CLU®, CLTC, Wealth Management Advisor/Insurance, Northwestern Mutual Wealth Management Company, One Reservoir Office Park, Suite 201, 1449 Old Waterbury Road, Southbury, CT 06488, Brian.Jones@nmfn.com, 203-264-8881, www.brianjones-nm.com
  • Arthur J. Mulligan, III, The McKellan Group, Inc., One Reservoir Office Park, Suite 201, 1449 Old Waterbury Road, Southbury, CT 06488art@mckellangroup.com, 203-755-0002 Ext. 2, www.mckellangroup.com

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