Click/tap here to find the best Connecticut financial advisor for your needs!

Financial Advisors in Connecticut

Visit Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present yo... See More

Highlights: Professional Wealth Management, Provide Divorce And QDRO Preparation Services, * Fiduciary, Comprehensive Financial Planning, Hourly Financial Planning, Wealth Management, Independent Investment Advisor, Fiduciary, Advisory And Investment Management, Specialize In Retirement Planning And Retirement Distribution, Rollovers, Divorce, Retirement Planning & Investing, Registered Investment Advisor, Financial Planning For Women, Retirement Solutions & Planning, Investment Advice, IRA, Investment Management, Certified Financial Planner
Visit Milestone Asset Management Group

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, Cryptocurrency, Investment Management, Charitable Planning, Crypto, Independent Investment Advisor, College Planning, IRA
Visit Arendholz Bryan & Associates, PC

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
WEALTHSHAPE
Windsor, CT
Visit WEALTHSHAPE

WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfo... See More

Highlights: Stocks, Retirement Planning, Investment Policy Statements, Fee-Only, 401K Consulting, Investment Services, ETFs, Advisory And Investment Management, IRA, Fee Only, Fiduciary, Retirement Distribution Plan, Comprehensive Financial Planning, Wealth Management, 403B Plans, MBA, Financial Planning Advice And Services, Retirement Income Planning, Family Financial Planning, Legacy Planning
Visit Granite Hill Capital Management, LLC

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
Visit Kane Financial Planning, LLC

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

Visit Arconti Financial Advisors, LLC

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

Somnio Financial Group, LLC
Glastonbury, CT
Visit Somnio Financial Group, LLC

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

Visit Real Financial Planning, LLC

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

Visit Lifestyle Financial Strategies, LLC

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

Shea Financial Advisors
New Canaan, CT
Visit Shea Financial Advisors

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

Visit Sage Financial Design, Inc.

Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college fund... See More

Visit Pinnacle Investment Management Inc.

John Shanley, CFP
Pinnacle Investment Management Inc. provides wealth management services to help families and individuals build and preserve their financial resources. These services may include: Managing globally diversified investment portfolios ... See More

Visit Merit Financial Partners, LLC

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

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
M.J. Petretto
Guilford, 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

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.168 secs on 12/03/21)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode