Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Consultants

Confident Financial Solutions LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(203) 806-1611Write a Review

About

Overview

Confident Financial Solutions LLC

609 W Johnson Ave Unit 409

Cheshire, CT 06410-4505

View Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 2:00 PM

BBB Accreditation & Rating

Confident Financial Solutions LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

Confident Financial Solutions LLC, formerly Medling, Lucente & Associates, provides financial advisory services, including retirement income planning, legacy planning, tax strategies for retirement, insurance, social security maximization, workplace benefits, defined benefit pension maximization, and investment management. The company assists clients with developing customized financial plans and strategies for retirement preparation.

BBB Accredited Since: 12/31/2024

Products and Services

Insurance, Investment Management, Legacy Planning, Pension Maximization, Retirement Income Planning, Social Security Maximization, Tax Strategies, Workplace Benefits

Business Details

Local BBB:
BBB, Connecticut
BBB File Opened:
11/12/2024
Business Incorporated:
6/15/2022
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Confident Financial Solutions
Business Management:
Ms. Nicole J Lee, Managing Member
Mr. Ethan Medling, Member

Additional Contact Information

Principal Contacts
Ms. Nicole J Lee, Managing Member
Customer Contacts
Ms. Nicole J Lee, Managing Member
Additional Phone Numbers
Other Phone: (203) 806-1612
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Consultants, Financial Planning Consultants, Retirement Planning Services, Investment Management

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.