Confident Financial Solutions, LLC – Financial Advisors in Cheshire, CT - Cheshire, Connecticut

James C.

We recently worked with Nicole and Ethan at Confident Financial Solutions to complete a retirement plan. We found them to be very kind, knowledgeable, and they listened to all our questions and specific issues. We would highly recommend using them for any financial planning.

Amanda S.

Nicole & Ethan's expertise, care and professionalism have truly exceeded my expectations. Their ability to analyze complex financial situations and provide clear and concise recommendations has been invaluable. Not only have they helped me navigate through various investment opportunities, including establishing my own Roth, setting up life insurance for my family, and analyzing and advising on my current 401k but have also guided me in making informed decisions that have significantly improved my financial well-being.

Furthermore, their dedication to understanding my unique financial goals and tailoring their advice accordingly has been remarkable. Their personalized and personable approach has made me feel confident, comfortable and secure in my financial decisions.

I must also commend their promptness in responding to my questions and concerns. Their timely communication and willingness to go the extra mile to ensure my understanding and satisfaction have been truly impressive.

Overall, I am extremely pleased with the level of service and expertise they have provided. Their commitment to excellence, kindness and thoroughness, truly sets them apart from other financial advisors, and I would highly recommend their services to anyone seeking reliable and trustworthy financial guidance.

Stephen B.

I would personally like to state, how great and HONEST, Nicole Lee, of Confident Financial Solutions IS! Her financial knowledge, her ability to answer questions, in terms we layman, can understand, is SUPERB! I would recommend her and her company, to anyone! From, Stephen E. Barone, a C.F.S. client.

Tym

Confident Financial Solutions, LLC is hands down the best for planning your future retirement, investments and life insurance. I have never experienced the level of knowledge and professionalism anywhere like I do with Confident Financial Solutions, LLC. I can honestly say that I feel 1,000 times less stressed over my financial planning just knowing that I have them in my corner, working side by side with me to provide my family and I with a bright future.

Michelle C.

I love working with Nicole, Ethan and Kristina at Confident Financial Solutions, LLC. The whole firm is kind and professional but makes you feel like family. They helped us set up life insurance, investment accounts, set a financial plan to help us reach our savings goals as well as planning for retirement years down the road. We’re so thankful to have them as our advisors. 10 for 10 recommended!!!!

Don S. (.

Just had an amazing experience with Confident Financial Solutions, LLC! Nicole & Ethan truly know their stuff when it comes to managing finances. From the moment I walked in, their team was friendly, professional, and made me feel at ease. Kristina was so sweet. They took the time to understand my financial goals and provided personalized advice that has already made a positive impact on my financial situation. I highly recommend Confident Financial Solutions, LLC to anyone looking for expert guidance and exceptional service. #FinancialAdvisor #ExpertAdvice #HighlyRecommended

george R.

My wife and I have been clients of Medling Lucente & Associates for over twelve years. We are extremely happy with the firms handing of our financial future. The management team is both personal and professional. What interested us in entrusting our investments with Medling Lucente & Associates is they listened to our needs and concerns and provided financial vehicles to achieve our goals. They are not your typical 8 to 5 financial institution. They genuinely care about their clients and to that end, have become like family members. If you are looking for and honest, caring, and practical financial advice you cannot go wrong talking to Medling Lucente & Associates.

Ryan N.

After dealing with various financial planning services with varying success over the last few years, my search has ended after finding Medling, Lucente & Associates. They are extremely professional and responsive, and provide top-level financial planning with consistent results. I have since relied on Medling, Lucente & Associates for long-term as well as short-term investments without fail; there is simply no other firm in the area I would trust my to handle my investments!