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INNOVATIVE WEALTH PLANNINGFinancial advisor in Enfield, CT

INNOVATIVE WEALTH PLANNING is a financial advisor at 41 Mountain Rd, Suffield, CT 06078, ranked #34 of 177 financial advisors in Enfield and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Enfield, CTUpdated 0 paid placements in any rankingHow we rank

Call (860) 386-8550Website ↗

Key facts

Key facts about INNOVATIVE WEALTH PLANNING
Address41 Mountain Rd, Suffield, CT 06078, Enfield, CTGet directions
Phone(860) 386-8550
Websiteiwplan.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Enfield and 11 towns within 25 miles: Windsor Locks, Windsor, Ellington, South Windsor, East Hartford, Hartford, Manchester, West Hartford, Tolland, Wethersfield and Stafford.

Based in Enfield, CTView on map

Opening hours

Opening hours for INNOVATIVE WEALTH PLANNING
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about INNOVATIVE WEALTH PLANNING

How is INNOVATIVE WEALTH PLANNING ranked in Enfield?

INNOVATIVE WEALTH PLANNING is ranked #34 of 177 financial advisors in Enfield by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are INNOVATIVE WEALTH PLANNING’s hours?

INNOVATIVE WEALTH PLANNING is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does INNOVATIVE WEALTH PLANNING serve?

Serves Enfield and 11 towns within 25 miles: Windsor Locks, Windsor, Ellington, South Windsor, East Hartford, Hartford, Manchester, West Hartford, Tolland, Wethersfield and Stafford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about INNOVATIVE WEALTH PLANNING?

INNOVATIVE WEALTH PLANNING has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact INNOVATIVE WEALTH PLANNING?

Call INNOVATIVE WEALTH PLANNING on (860) 386-8550. The business is at 41 Mountain Rd, Suffield, CT 06078, Enfield, CT. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

INNOVATIVE WEALTH PLANNING compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
INNOVATIVE WEALTH PLANNING (this business)—655.0 (3)NoNo
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Impact Financial Planning#33655.0 (13)NoNo12.4 mi
The Retirement Doctor#35654.0 (4)NoNo0.9 mi

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