Best Financial Advisors in Litchfield County, CT

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List of Firms

Litchfield County, CT Fiduciary Financial Advisors

SEC File# 801-123451
CRD# 140504
5 out of 5
Location 103 Albert St, Torrington, CT 06790, USA
Phone (860) 489-0432
Directions
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Ameriprise Financial
Location PO Box 1202, Sharon, CT 06069, USA
Phone (860) 364-5300
Directions
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Robert L Taylor Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 North St Ste 3, Wolcott, CT 06716, USA
Phone (203) 441-4412
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
Directions
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Edward Jones - Financial Advisor: Cailyn Paradise
SEC File# 801-3297
CRD# 250
5 out of 5
Location 174 West St Suite 102, Litchfield, CT 06759, USA
Phone (860) 567-4015
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Advanced Financial Advisors LLC
SEC File# 801-29690
CRD# 110283
Location Landmark Office Center S# 3F 2 Old New Milford Rd, Brookfield, CT 06804, USA
Phone (203) 796-0082
Directions
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Chadwick Financial Advisors
SEC File# 801-119231
CRD# 168299
Location 226 S Main St, Thomaston, CT 06787, USA
Phone (860) 489-8880
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Timothy Blankenship - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 900 Main St S Ste 100, Southbury, CT 06488, USA
Phone (203) 262-8005
Directions
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Edward Jones - Financial Advisor: David Martins, ChFC®|CLU®
SEC File# 801-3297
CRD# 250
Location 88 Main St S Suite B202, Southbury, CT 06488, USA
Phone (203) 264-1925
Directions
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Edward Jones - Financial Advisor: Allen E Dunahoo
SEC File# 801-3297
CRD# 250
Location 174 West St Suite 102, Litchfield, CT 06759, USA
Phone (860) 567-4015
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 30 Peck Rd Ste 2101, Torrington, CT 06790, USA
Phone (860) 489-7785
Directions
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Matthew Sweet - Raymond James
Location 1057 Torringford St, Torrington, CT 06790, USA
Phone (860) 567-6417
Directions
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Aarons & Co
Location 82 Roxbury Rd, Washington, CT 06793, USA
Phone (860) 868-1088
Directions
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Aita Financial Group, Inc
Location 92 Bee Brook Rd, Washington Depot, CT 06794, USA
Phone (860) 868-6140
Directions
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Independent Resources Inc
Location 54 Norfolk Rd, Litchfield, CT 06759, USA
Phone (860) 567-7707
Directions
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Pasnau Investment Mgt
5 out of 5
Location 375 W Meetinghouse Rd, New Milford, CT 06776, USA
Phone (860) 354-9903
Directions
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Edward Jones - Financial Advisor: Gary N Nicksa, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 34 Main St, Torrington, CT 06790, USA
Phone (860) 482-4420
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Martin Engstler, CFA®
Location 88 Main St S Suite B202, Southbury, CT 06488, USA
Phone (203) 264-1925
Directions
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Tyr Advisors
Location 113 Woodbury Rd, Washington, CT 06793, USA
Phone (347) 474-7868
Directions
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Deborah Tata - Financial Advisor, Ameriprise Financial Services, LLC
Location 530 Middlebury Rd Ste 204B, Middlebury, CT 06762, USA
Phone (203) 758-2456
Directions
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Edward Jones - Financial Advisor: James Zeller
Location 76 Watertown Rd Suite 2E, Thomaston, CT 06787, USA
Phone (860) 283-5063
Directions
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U.S. Trust
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 777 Main St, Canaan, CT 06018, USA
Directions
Financial Advisors in Litchfield County, CT

Where Certified Financial Advisors in Litchfield County, CT Serve

Litchfield County, CT is a picturesque region nestled in the northwest corner of the state. With rolling hills, charming towns, and stunning natural beauty, it's no wonder this area is a popular destination for tourists and locals alike. One of the most notable landmarks in Litchfield County is the Litchfield Green, a historic public square that dates back to the 18th century. The green is surrounded by beautiful colonial-era buildings, including the Litchfield Historical Society and the Tapping Reeve House and Law School. Top employers in the area include the healthcare system Charlotte Hungerford Hospital, the electric utility company Eversource Energy, and the manufacturing company Becton, Dickinson and Company. Major highways that run through Litchfield County include Interstate 84, which runs east-west through the southern part of the county, and Route 8, which runs north-south through the center of the county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Litchfield County, CT would greatly benefit from the guidance of a financial advisor. With its picturesque landscapes and quaint towns, Litchfield County is known for its high cost of living, making it crucial for residents to have a solid financial plan. A financial advisor can assist with budgeting, retirement planning, and investment strategies tailored to the unique needs of Litchfield County residents. Additionally, with the county's strong ties to agriculture and small businesses, a financial advisor can provide valuable advice on how to manage finances for these industries. Overall, a financial advisor can help residents of Litchfield County navigate the complex world of finance and make informed decisions to secure their financial future.

Insurance Broker

Residents of Litchfield County, CT can benefit greatly from the services of an insurance broker. With its rural landscape and small-town charm, Litchfield County has a unique set of insurance needs that an experienced broker can help navigate. For example, many residents own historic homes or operate small businesses that require specialized insurance coverage. Additionally, the county's harsh winters and hilly terrain can increase the risk of accidents and property damage, making it crucial to have the right insurance policies in place. An insurance broker can help residents find the best coverage for their specific needs, ensuring that they are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Litchfield County, CT can benefit greatly from the services of a retirement planner. With its scenic countryside and small-town charm, Litchfield County is a popular destination for retirees. A retirement planner can help residents navigate the complexities of retirement planning, including managing investments, creating a budget, and developing a comprehensive retirement plan. Additionally, Litchfield County is known for its high cost of living, and a retirement planner can help residents make smart financial decisions to ensure a comfortable retirement. Whether it's developing a plan to pay for healthcare expenses or creating a strategy to maximize Social Security benefits, a retirement planner can provide invaluable guidance to residents of Litchfield County as they plan for their golden years.

Wealth Management

Residents of Litchfield County, CT can benefit greatly from the services of a wealth manager. With its picturesque towns and charming rural landscapes, Litchfield County is a popular destination for retirees and second-home owners. A wealth manager can help these individuals navigate the complexities of retirement planning, including managing their investment portfolios, creating a tax-efficient income stream, and planning for long-term care. Additionally, many residents of Litchfield County own small businesses or work in the creative arts, which can present unique financial challenges. A wealth manager can provide guidance on business succession planning, estate planning, and managing irregular income streams. With their expertise and personalized approach, a wealth manager can help residents of Litchfield County achieve their financial goals and enjoy the peace of mind that comes with a secure financial future.

Mortgage Loan Officer

Residents of Litchfield County, CT would greatly benefit from the expertise of a mortgage loan officer. These professionals can help guide residents through the complex process of obtaining a mortgage, ensuring that they get the best possible terms and rates. With the unique characteristics of Litchfield County, such as its rural landscape and high property values, a mortgage loan officer can provide invaluable insight into the local real estate market. They can also assist residents with securing financing for their dream homes, whether it be a cozy cabin in the woods or a sprawling estate in the countryside. Additionally, with the current economic climate, a mortgage loan officer can help residents navigate the various government programs and incentives available to them. All in all, a mortgage loan officer can make the home buying process much smoother and less stressful for residents of Litchfield County.

Tax Services

Residents of Litchfield County, CT can greatly benefit from the expertise of a tax advisor. With its picturesque landscapes and quaint towns, Litchfield County is a popular destination for tourists and second-home owners. A tax advisor can help these individuals navigate the complex tax laws surrounding rental income and property ownership. Additionally, Litchfield County is home to many small businesses, and a tax advisor can provide valuable guidance on tax planning, deductions, and compliance. Whether it's navigating the state's sales tax laws or maximizing deductions for charitable donations, a tax advisor can help residents of Litchfield County save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of Litchfield County, CT can benefit greatly from the services of an estate planning lawyer. These legal professionals can help ensure that assets are distributed according to their wishes after they pass away, and can also assist with creating wills, trusts, and other important documents. In a county like Litchfield, where many families have deep roots and extensive property holdings, estate planning lawyers can provide valuable guidance on how to protect and preserve these assets for future generations. Additionally, with the aging population of Litchfield County, an estate planning lawyer can help seniors plan for their long-term care needs and make sure they have the financial resources to cover these expenses. Overall, an estate planning lawyer can be an invaluable resource for anyone who wants to ensure that their assets are protected and their wishes are honored.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Litchfield County, CT