8 Whippoorwill Lane
Bethany, CT 06524

Phone: 203-393-9508
Fax: 203-393-9518
Berthann Jones, CFP®
Craig Newkirk, CFP®

Our Mission: To Provide Competent and Ethical Financial Planning & Investment Advice to All Who Desire It.

Finding a financial planner/advisor you can trust is a thorny process. As business owners, we know our success is determined by your satisfaction. You benefit from our total independence and our extensive experience. Our core values are to help you enjoy a better life and to put your best interests first. Whether you are struggling to pay the bills or you have built up a significant balance in your retirement plan, we have the experience to help you achieve your goals.


Financial Freedom Advisors Advocates for financial peace of mind