John Harrington

FINANCIAL PLANNER

John Harrington is a well-established CERTIFIED FINANCIAL PLANNER™ practitioner who has dedicated his practice to helping individuals and business owners gain control of their financial future to pursue their long-term financial goals.

With a strong background in estate planning and wealth management John can create a comprehensive approach that includes trust designs, gifting strategies, business succession planning, generational planning and asset management programs. In the area of business planning, John collaborates with the business owner(s) to implement executive employee benefit packages, exit planning, and retirement programs that adress specific business needs. Whether it is a confident retirement, wealth preservation, education funding, transfer, or leaving a legacy, each person is unique and requires strategies that are customized and highly personal to each client.

The first step of the process is an objective, comprehensive examination followed by an objective written plan. John utilizes his own team of professionals to work in conjunction with the client's tax and legal consultants. This assures that the client is well informed and in a position to make the best decisions possible. However, monitoring the client's situation is equally as important in order to make adjustments as necessary to accommodate the changing market environment as well as the changing needs and goals for each client. John states, “Our goal is to take the mystery out of complex financial issues and help our clients understand their various alternatives.”

John is a 1980 graduate of Manhattanville College and a resident of Easton, CT. John earned his CFP® certification from Kaplan University and has earned recognition as a Five Star wealth manager in 2014 and 2017 as seen in Hudson Valley Magazine*. John and his wife Teresa have two children, Jennifer, a literacy coach in Bridgeport, CT and Carolyn, a student in the Perkins school for the Blind. John is a committee member of the Pension and Benefit Board for the town of Easton, CT.

While John primarily helps clients in the Westchester, Putnam, Dutchess County, New York and Fairfield, Connecticut areas, his firm, Integrated Financial Partners has 23 offices along the East Coast, from Maine to Florida, providing comprehensive resources and personalized client service.

 


* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2014 & 2017 Five Star Wealth Managers.