Financial advisors in Connecticut

Pick your town

Financial advisors help people plan for the years ahead, from retirement planning and investment management to tax planning, estate planning and trust administration. Many also offer wealth management, retirement income planning and legacy planning, so you can often handle several money goals with one professional. This page lists financial advisors across Connecticut, grouped by town, including Windsor, Manchester, Bloomfield, Darien, East Windsor and Glastonbury. Before you call, write down what you want help with, whether that is saving for retirement, managing investments or preparing an estate plan, so you can ask whether each firm handles it. Ask how each advisor is paid, such as a flat fee, an hourly rate or a percentage of assets, and request a clear explanation before you agree to anything.

• Windsor3 financial advisors
• Manchester2 financial advisors
• Westport2 financial advisors
• Bloomfield1 financial advisor
• Darien1 financial advisor
• East Windsor1 financial advisor
• Glastonbury1 financial advisor
• Madison1 financial advisor
• Vernon Rockville1 financial advisor
• Windsor Locks1 financial advisor