BRIAN WADDELL
New England Financial Group
As a Certified Exit Planning Advisor (CEPA®), Brian Waddell is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Brian Waddell - - New England Financial Group - West Hartford, Connecticut, city=West Hartford, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=brian-waddell, lname=Waddell, hs_object_source_id=enrollmentId:1403664642183;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/WADDELL-BRIAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301187, cohortium_profile_title=Brian Waddell | Wealth Manager at New England Financial Group | CEPA Connect Member, state=Connecticut, id=20402535834, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Brian Waddell, email=brianwaddell@financialguide.com, cohortium_meta_description=Connect with Brian Waddell, a specialized Wealth Manager working with New England Financial Group based in Connecticut., associated_contact_record_id=65530600257, website=https://nefgrp.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8304_Waddell_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=brian-waddell, impersonate_user_url=https://exit-planning-institute.org/member-detail/brian-waddell?impersonation=true, full_name=Brian Waddell, hs_lastmodifieddate=1764932324584, phone=+18608088183, company_name=New England Financial Group, name=Brian, hs_object_id=20402535834, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=06107, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://nefgrp.com/ - Phone: +18608088183
- City: West Hartford
- State: Connecticut
- Postal Code: 06107
- Country: United States
- Designations:
- Markets Served:
- Company Name: New England Financial Group

