Doug  Bellfy

Doug Bellfy

| MBA, AFC®, CFP®

Synergy Financial Planning

Fee-Only Financial Planner serving the Glastonbury, CT area.

Specialties

  • Fee-Only Financial Planning
  • Hourly As Needed or Ongoing
  • Academic Investing
  • Pre and Post Retirement Planning
  • Investment Management
  • Widows/Widowers
  • Financial Counseling
  • Financial Review
  • Insurance Needs Analysis
  • Tax Planning
  • College Education Planning
  • Employee Benefits

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S Glastonbury, CT

Doug Bellfy is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Douglas Bellfy is a Fee Only Financial planner in South Glastonbury CT and is a NAPFA-Registered Financial Advisor as well as a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Financial Counselor® professional. 

"I believe that financial planning is a positive, powerful tool for changing lives and that it should be accessible to everyone regardless of net worth or investment amounts"