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Financial Advisors in Milford, Connecticut (New Haven County)

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on s... See More

Highlights: Advisory And Investment Management, Investment Consulting, Debt Management, Asset Protection, Retirement Income Planning, Retirement Distribution Plan, ETFs, Fee Only, Estate Planning, Wealth Management, Professional Wealth Management, Stocks, 401K Consulting, Investment Management, Charitable Planning, Independent Investment Advisor, College Planning, IRA, Fee-Only, Registered Investment Advisor
Merit Financial Partners, LLC
16 miles from Milford, CT

R. Michael Terry, BA, CFP, MBA
Merit Financial Partners, LLC is an independent, fee only financial planning and investment advisory firm with locations in New York and Connecticut.

We specialize in helping couples and individuals navigate financi... See More

M.J. Petretto
18 miles from Milford, CT

We are a woman owned firm and, for more than 18 years, have worked worked with clients in the following areas: 1. Integrated Business Planning; 2. Retirement and Tax Planning; 3. Estate Planning; 4. Integrated Financial Planning. Our core values of ... See More

Highlights: IRA, Estate Planning, Investment Consulting, Wealth Management, Retirement Distribution Plan, Annuities & Life Insurance, Socially Responsible Investments, Comprehensive Financial Planning, Professional Wealth Management, Young Investors, College Planning, Certified Financial Planner, Legacy Planning, Middle Income, Family Financial Planning, Business Planning, Charitable Planning, Women's Issues, Investment Services, Investment Policy Statements
Real Financial Planning, LLC
20 miles from Milford, CT

Sally Kennedy, CFP, EA
Real Financial Planning, LLC is a true fee-only financial advisory firm offering not only investment assistance, but also comprehensive and/or targeted financial planning services specializing in: Retirement planning Tax plann... See More

Arendholz Bryan & Associates, PC
22 miles from Milford, CT

We are a full service accounting and financial service firm with offices and Branford and Farmington, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses. In addition, we a... See More

Highlights: Young Investors, Income Tax Planning, Retirement Distribution Plan, Charitable Planning, Education Planning- Fee-Only, Debt Management, 401K Consulting, Pension Plan Design & Management, Comprehensive Financial Planning, fee Based, Disability Income & Long Term Care Insurance, Education Planning, Trustee Services, MBA, Business Planning, Asset Protection, Accredited Business Valuation, Wealth Management, Retirement Planning, Rollover Of 401k Or IRA
Shea Financial Advisors
23 miles from Milford, CT

Brian Shea, BA, CFP, EA
Shea Financial Advisors is an independent, fee-only tax, financial and investment advisor located in New Canaan, CT. I specialize in working with individuals looking for a practical, comprehensive approach to investment, tax a... See More

Purkiss Capital Advisors, LLC
23 miles from Milford, CT

R. Allen Purkiss, CFP
Purkiss Capital Advisors, LLC specializes in helping people who are either retired or are thinking about retirement. With over 25 years experience in the markets, PCA uses a conservative, long term approach, focusing on absolute... See More

Arconti Financial Advisors, LLC
24 miles from Milford, CT

Thomas Arconti, CFP
Please Note: This advisor is not accepting new clients at this time. Arconti Financial Advisors (AFA) is an independent fee-only financial planning and investment management firm. As a member of the Garrett Planning Network, we o... See More

Granite Hill Capital Management, LLC
25 miles from Milford, CT

Granite Hill Capital helps busy professionals manage life savings to fund their retirement and goals. An independent financial planning and investment practice, we focus on: (1) creating investment plans that clearly integrate your resources with yo... See More

Highlights: Financial Planner, ETFs, Alternative Assets, Investment Consulting, Investment Management, Mutual Funds, Investment Planning, 401k Rollover, Financial Planning, Registered Investment Advisor, Individual Bonds, Fee-Only, Passive Investment Strategies, Independent Investment Advisor, Social Security Planning, Investment Review And Planning., MBA, Investment Policy Statements, Roth IRA Conversion, Tax Planning

Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.

Highlights: Trustee Services, Professional Wealth Management, Fee Only, Special Needs Planning, Investment Services, Independent Investment Advisor, Fiduciary
Loretta Nolan Associates LLC
29 miles from Milford, CT

Loretta Nolan, AEP, CFP
Loretta Nolan Associates LLC is a fee-only wealth management firm based in Old Greenwich, Connecticut. We provide comprehensive financial planning services, as well as investment management and family office services. Lorett... See More

Lifestyle Financial Strategies, LLC
31 miles from Milford, CT

Clifford Straub, BS, CFP, MBA
Lifestyle Financial Strategies, LLC is a special type of financial advisory firm. We take the guesswork out of smart financial lifestyle decisions by focusing on greater clarity, better control, and higher confidence.
Gr... See More

Director, Financial Advisor
33 miles from Milford, CT

It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as w... See More

Highlights: Young Investors, Retirement Planning, Special Needs Planning, Financial Planning Advice And Services, Retirement Income Planning, Crpc - Chartered Retirement Planning Counselor, College Planning, Stocks, Wealth Management, Legacy Planning, Aif - Accredited Investment Fiduciary, IRA, Retirement Distribution Plan, Socially Responsible Investments, Investment Consulting, Annuities & Life Insurance, Passive Investment Strategies, Asset Protection, Women's Issues, Cdfa - Certified Divorce Financial Analyst
Kane Financial Planning, LLC
41 miles from Milford, CT

Patricia Kane, CDFA, CFP, MBA
Kane Financial Planning assists clients in navigating the increasingly complex world of personal finance by helping them assess their present financial situation, determine a personalized strategy designed to reflect the... See More

Somnio Financial Group, LLC
42 miles from Milford, CT

Robert Roy, CFP, ChFC
We are a fee-only boutique financial planning firm located in Glastonbury, CT. We specialize in personal financial planning for individuals and families with $1 Million or more of investable assets. We utilize an attentive, pro-... See More

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