This profile has been claimed by the business owner or representative.
Brian Skinner LPL Financial
- Investment Service
- Milford, CT
About this business
As your team, our job is to empower you to make educated decisions about your finances. Brian P. Skinner, CFP®, CRPC® does this by answering the questions you have about retirement planning, in a way that you can understand. This website should help inform you as to who we are, and how our complimentary, no obligation process works. We will show you how we strive to help, so that you can take the time to think it over and make the best possible decision.
Location details
472 Wheelers Farms Road, Suite 305, Milford, CT, 06461, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
I have been impressed by Brian since first meeting him 5 years ago. His insight, knowledge and awareness are amazing; it’s obvious he loves what he does. Brian and his team have created a very warm, welcoming office with a culture of family. He has a wealth of information (and history) and takes the time to share and explain what is pertinent to my situation. Brian's plan and suggestions are specific to my life because he has taken the time to know me along with my goals and priorities. He provides an atmosphere of comfort a... read more
I highly recommend Brian Skinner at Skinner Wealth Strategies. I first met Brian at a Retirement Planning course that he taught at the West Hartford Senior Center (4hours total). The course itself was very informative, and although I had been used to managing our investments on my own, I had recently retired and our finances looked different without a steady income . I realized I needed help formulating a retirement plan that took into account Roth conversion tax strategies, spending strategies, a plan for changing stock mar... read more
Brian's knowledge and passion for Retirement Planning has provided us with such peace as we plan for the exciting next phase. His emphasis on planning now for tax strategies in the future was enlightening and not something we had experienced in the past. We are now confident in the plan we have in place and that truly means everything to us. Thanks Brian!
Brian has been so helpful to my wife Lisa and myself in our retirement planning. He has provided the information and guidance during this transitional time in our lives and he gave us the confidence to retire a bit earlier than we had expected. He is available to answer questions and provides us with timely updates that are relevant to the current events that affect our financial future. Margo and Jessie are always welcoming and complete this team of financial professionals.
Brian and his team have been wonderful to work with. They have clearly answered all of our questions. Brian has worked closely with us to put our retirement strategy together and most importantly, for us, assisted in putting our retirement plan into motion. We look forward to our continued relationship with the Skinner team. We highly recommend Brian and his team. Bill and Kim
Frequently asked questions about Brian Skinner LPL Financial
How is Brian Skinner LPL Financial rated?
Brian Skinner LPL Financial has a 5 star rating with 36 reviews.
When is Brian Skinner LPL Financial open?
Brian Skinner LPL Financial is closed now. It will open on Monday at 8:00 a.m.