Best Financial Advisors in Fairfield County, CT

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List of Firms

Fairfield County, CT Fiduciary Financial Advisors

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Lincoln Financial Advisors
Location 18 Staples Rd, Easton, CT 06612, USA
Phone (203) 261-6669
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Merrill Lynch Wealth Management Advisor Victor H. Pena
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6955
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Rick Krollman - Morgan Stanley
Location 1229 Post Rd, Fairfield, CT 06824, USA
Phone (203) 319-5179
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Merrill Lynch Wealth Management Advisor Bruce S Manasevit
Location 1499 Post Rd 2nd Floor, Fairfield, CT 06824, USA
Phone (203) 254-6988
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The 1842 Group - Morgan Stanley
Location 1229 Post Rd, Fairfield, CT 06824, USA
Phone (203) 319-5140
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Merrill Lynch Wealth Management Advisor Nancy T Kiely
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6919
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Keith Somers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1495 Black Rock Turnpike Ste 2A, Fairfield, CT 06825, USA
Phone (203) 232-5993
Directions
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Soundview Financial Associates
Location 3638 Main St, Stratford, CT 06614, USA
Phone (203) 377-6056
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Michael Aloi, Certified Financial Planner
Location 300 Harvest Ridge Rd, Stratford, CT 06614, USA
Phone (203) 409-1270
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Merrill Lynch Wealth Management Advisor Mark Nastri
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6972
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Joseph J Matthews - Morgan Stanley
Location 1229 Post Rd, Fairfield, CT 06824, USA
Phone (203) 319-5165
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The I.S.T. Group
Location 2150 Post Rd Ste 402-B, Fairfield, CT 06824, USA
Phone (203) 659-2040
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Merrill Lynch Private Wealth Advisor Adam C. Stevko
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6927
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Connecticut Cambridge Advisors
Location 515 Fairfield Beach Rd, Fairfield, CT 06824, USA
Phone (203) 255-6757
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Merrill Lynch Private Wealth Advisor Thomas E Vacheron
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6932
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Eric Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2507 Post Rd Fl 3, Southport, CT 06890, USA
Phone (203) 612-3363
Directions
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Edward Jones - Financial Advisor: Stephen M Krizek
SEC File# 801-3297
CRD# 250
Location 1595 Black Rock Turnpike Ste 2, Fairfield, CT 06825, USA
Phone (203) 659-0079
Directions
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Robert Somma - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2425 Post Rd Ste 302, Southport, CT 06890, USA
Phone (203) 222-4994
Directions
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Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2425 Post Rd Ste 302, Southport, CT 06890, USA
Phone (203) 222-4994
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Merrill Lynch Wealth Management Advisor Jacqueline M Steed
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6911
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Greenwich Financial Advisors, LLC
Location 1177 High Ridge Rd, Stamford, CT 06905, USA
Phone (203) 321-6627
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Edward Jones - Financial Advisor: Jared K Miller
SEC File# 801-3297
CRD# 250
Location 107 John St Suite 303, Southport, CT 06890, USA
Phone (475) 888-9386
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Adams & Co Inc
Location 110 Audubon Ln, Fairfield, CT 06824, USA
Phone (203) 255-5648
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Edward Jones - Financial Advisor: Thomas J Lucas
SEC File# 801-3297
CRD# 250
Location 1595 Black Rock Turnpike Ste 2, Fairfield, CT 06825, USA
Phone (203) 659-0079
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Phelan Capital LLC
Location 100 Jennie Ln, Fairfield, CT 06824, USA
Phone (203) 256-1925
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The Fairfield Center Group - Morgan Stanley
Location 1229 Post Rd, Fairfield, CT 06824, USA
Phone (203) 319-5146
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Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2507 Post Rd Fl 3, Southport, CT 06890, USA
Phone (203) 610-8234
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Round Rock Advisors LLC
SEC File# 801-108989
CRD# 286007
Location 187 Danbury Rd Suite 201, Wilton, CT 06897, USA
Phone (203) 920-4774
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Magdalena Gala-Hunter - TD Wealth Financial Advisor
Location 1715 Black Rock Turnpike, Fairfield, CT 06825, USA
Phone (203) 767-8429
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Edward Jones - Financial Advisor: Jim Kreitler, CFP®
SEC File# 801-3297
CRD# 250
Location 200 Mill Plain Rd, Fairfield, CT 06824, USA
Phone (203) 255-2237
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Merrill Lynch Wealth Management Advisor J. Randall Kemka
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6923
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Anthony Fabrizio
5 out of 5
Location 1055 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-5141
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Oak Tree Financial Group - Fairfield CT
4 out of 5
Location 2000 Post Rd, Fairfield, CT 06824, USA
Phone (203) 333-5502
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Turnkey Financial Services
Location 2465 Black Rock Turnpike, Fairfield, CT 06825, USA
Phone (203) 292-2101
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Financial Advisors in Fairfield County, CT

Where Certified Financial Advisors in Fairfield County, CT Serve

Fairfield County, CT is a picturesque region that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Long Island Sound coastline to the rolling hills of the northern part of the county, Fairfield County is a diverse and vibrant place to live, work, and play. Some of the county's most notable landmarks include the historic Lockwood-Mathews Mansion in Norwalk, the Maritime Aquarium in Norwalk, and the Bruce Museum in Greenwich. The county is also home to several top employers, including General Electric, Pitney Bowes, and Xerox. When it comes to transportation, Fairfield County is served by several major highways, including I-95, the Merritt Parkway, and the Route 7 corridor. The county is also home to several major streets, such as Post Road in Fairfield and Greenwich Avenue in Greenwich. In terms of neighborhoods, Fairfield County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Fairfield County, CT is a region known for its high cost of living and affluent population. As such, residents of this area often seek the assistance of a financial advisor to help them navigate their financial goals and investments. A financial advisor can provide guidance on retirement planning, tax strategies, and investment opportunities that are specific to the area. For example, Fairfield County is home to many successful business owners and entrepreneurs, and a financial advisor can help them with succession planning and estate planning. Additionally, with the high cost of real estate in Fairfield County, a financial advisor can assist with mortgage planning and refinancing options. Ultimately, a financial advisor can help residents of Fairfield County achieve their financial goals and secure a stable financial future.

Insurance Broker

Residents of Fairfield County, CT can benefit from the expertise of an insurance broker in a variety of ways. Fairfield County is known for its high cost of living, and an insurance broker can help residents find affordable insurance options for their homes, cars, and health. Additionally, Fairfield County is home to many small businesses, and insurance brokers can assist business owners in finding the right insurance policies to protect their assets and employees. With the unpredictable weather patterns in the area, an insurance broker can also help residents prepare for natural disasters and ensure that their insurance policies provide adequate coverage. Overall, an insurance broker can provide valuable guidance and support to residents of Fairfield County, CT, ensuring that they have the protection they need to thrive in this vibrant community.

Retirement Planning

Residents of Fairfield County, CT could greatly benefit from the guidance of a retirement planner. Fairfield County is known for its high cost of living and affluent population, which can make planning for retirement even more complex. A retirement planner can help residents navigate the unique challenges of the area, such as high property taxes and the need for a significant retirement savings to maintain their standard of living. Additionally, a retirement planner can assist with creating a personalized retirement plan that takes into account specific goals and circumstances, such as a desire to travel or care for aging parents. Overall, a retirement planner can provide peace of mind and help ensure that residents of Fairfield County are able to enjoy a comfortable retirement.

Wealth Management

Residents of Fairfield County, CT can benefit greatly from the services of a wealth manager. With the county's high cost of living and affluent population, many individuals and families may struggle with managing their wealth effectively. A wealth manager can provide personalized financial planning and investment strategies to help clients achieve their financial goals, whether it's saving for retirement, funding a child's education, or growing their wealth. Additionally, a wealth manager can help navigate the complex tax laws and regulations in Fairfield County, ensuring clients are maximizing their tax savings. Overall, a wealth manager can provide peace of mind and financial security to residents of Fairfield County, CT.

Mortgage Loan Officer

Residents of Fairfield County, CT can benefit greatly from the services of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, whether they are first-time homebuyers or looking to refinance an existing loan. A mortgage loan officer can provide valuable advice on the best loan options available, as well as assist with the application process and ensure that all necessary documentation is in order. In Fairfield County, CT, where the real estate market can be highly competitive and home prices are often high, a mortgage loan officer can help residents secure the financing they need to purchase their dream home or make necessary renovations to their current property.

Tax Services

Residents of Fairfield County, CT can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful is in navigating the state's complex tax laws. Connecticut has a state income tax, as well as a number of other taxes and fees that can be difficult to understand and manage. A tax advisor can help residents of Fairfield County to minimize their tax burden, ensure compliance with state and federal tax laws, and take advantage of any available deductions or credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a person's tax situation. By working with a knowledgeable tax advisor, residents of Fairfield County can feel confident that they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Fairfield County, CT is a region with a high standard of living and a population that values financial stability. That's where an estate planning lawyer can be an invaluable resource. For example, residents of Fairfield County can benefit from an estate planning lawyer's expertise in crafting wills and trusts that protect their assets and ensure that their wishes are carried out after they pass away. This is especially important in a region where property values are high and there are many complex financial assets to consider. Additionally, an estate planning lawyer can help with tax planning, which is especially important in a state like Connecticut that has high estate and gift taxes. By working with an estate planning lawyer, residents of Fairfield County can gain peace of mind knowing that their financial affairs are in order and their loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Fairfield County, CT