portrait of Tom Casey
FINANCIAL ADVISOR

Tom Casey

ChFC®, CEPA®, AAMS™, CRPC™, CRPS™
66 Danbury Road, Ridgefield, CT 06877opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving
  • Intergenerational Planning

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • History and Museums
  • Swimming
  • Scuba Diving

Team Members

  • Michele Hernandez
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 09:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(203) 894-2304

Fax

(844) 805-4437

Office Address

66 Danbury Road
Ridgefield, CT 06877opens in a new window

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