Best Financial Advisors in Bridgeport, CT

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List of Firms

Bridgeport, CT Fiduciary Financial Advisors

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Southport Wealth Management - Financial Advisor in Southport, CT
Location Fairfield, CT 06824, USA
Phone (203) 254-7800
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Sophis Advisors LLC
Location 501 Kings Hwy E UNIT 108, Fairfield, CT 06825, USA
Phone (203) 307-0288
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Merrill Lynch Wealth Management Advisor Christopher J Kral
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6993
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Financial Consultant
Location 100 Cumberland Dr, Bridgeport, CT 06606, USA
Phone (203) 374-5277
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Matthew Kennelly - Financial 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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Joan Kenney-Romano - 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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Harbor Financial Services Inc
Location 1034 Barnum Ave, Stratford, CT 06614, USA
Phone (203) 375-2195
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Merrill Lynch Private Wealth Advisor Robert J Disabato
Location 1499 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-6906
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Mercer Advisors Wealth Management
5 out of 5
Location 1261 Post Rd, Fairfield, CT 06824, USA
Phone (203) 689-5742
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Woodhouse & Associates
5 out of 5
Location 3510 Main St, Bridgeport, CT 06606, USA
Phone (203) 702-2999
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La Forte Financial Services Inc
Location 2505 Main St #231, Stratford, CT 06615, USA
Phone (203) 386-0297
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Strategic Financial Group, LLC
5 out of 5
Location 99 Hawley Ln, Stratford, CT 06614, USA
Phone (203) 385-5171
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Joann Keller
Location 850 E Main St, Bridgeport, CT 06604, USA
Phone (203) 338-7153
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Mariorano & Associates
Location 4749 Main St, Bridgeport, CT 06606, USA
Phone (203) 371-4242
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Advantage Tax Advisors
5 out of 5
Location 1087 Broad St # 202, Bridgeport, CT 06604, USA
Phone (203) 371-5447
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Weiss Rudolf J
Location Bridgeport, CT 06604, USA
Phone (203) 218-2687
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Southport Financial Group
Location 107 John St, Fairfield, CT 06890, USA
Phone (800) 925-8860
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Merrill Lynch Wealth Management Advisor Marissa Rella
Location 1499 Post Rd 2nd Floor, Fairfield, CT 06824, USA
Phone (203) 254-6936
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CEO Goods & Svc LLC
Location 2041 Madison Ave, Bridgeport, CT 06606, USA
Phone (203) 873-0150
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Sound Coaching Inc.
Location 4749 Main St, Bridgeport, CT 06606, USA
Phone (203) 371-4242
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Accounts Receivable Factoring CT - Ashton Capital Group llc
Location 15 Eastway Rd, Bridgeport, CT 06606, USA
Phone (203) 345-1171
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Raymond Panek
Location 318 State St, Bridgeport, CT 06604, USA
Phone (603) 334-6735
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Northwestern Mutual: Gregory Bambach, CLTC
Location 1 Eliot Pl #200, Fairfield, CT 06824, USA
Phone (203) 256-2154
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G S Fund LLC
Location 161 Kings Hwy E UNIT 208, Fairfield, CT 06825, USA
Phone (203) 572-0233
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Carrington Strategic Advisors — Fairfield
Location 1238 Post Rd, Fairfield, CT 06824, USA
Phone (203) 254-7975
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Nutmeg Advisors LLC
Location 533 N Benson Rd, Fairfield, CT 06824, USA
Phone (203) 259-3526
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MONECO Advisors
SEC File# 801-80027
CRD# 171922
5 out of 5
Location 2150 Post Rd Suite 201, Fairfield, CT 06824, USA
Phone (203) 319-3550
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Robert E. Dains, CPA, CFP®
5 out of 5
Location 2296 Main St, Stratford, CT 06615, USA
Phone (203) 383-4411
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Fairview Financial
5 out of 5
Location 880 North Ave, Bridgeport, CT 06606, USA
Phone (866) 495-7058
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Prophet Financial Planning
Location 3324 Main St, Bridgeport, CT 06606, USA
Phone (203) 870-8388
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Michelle Ann Hobart - Associate 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) 307-5237
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Woman's Interest
Location 1166 Barnum Ave, Stratford, CT 06614, USA
Phone (203) 377-4996
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Northwestern Mutual - Anthony Incerto Jr
Location 1 Eliot Pl #200, Fairfield, CT 06824, USA
Phone (203) 256-2119
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Mullaney Management & Trust
Location 1087 Broad St STE 2, Bridgeport, CT 06604, USA
Phone (203) 330-1500
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Banks Wealth Management LLC
Location 2268 Main St Suite 202, Stratford, CT 06615, USA
Phone (203) 513-8055
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Financial Advisors in Bridgeport, CT

Where Certified Financial Advisors in Bridgeport, CT Serve

Bridgeport, CT is a bustling city with a rich history and a plethora of landmarks to explore. From the stunning architecture of the Barnum Museum to the vibrant atmosphere of the Bridgeport Bluefish Stadium, there is never a dull moment in this vibrant community. As for top employers, Bridgeport boasts a diverse range of businesses, including the Bridgeport Hospital, St. Vincent's Medical Center, and the University of Bridgeport. These institutions provide ample opportunities for employment and growth, making Bridgeport an attractive destination for professionals and students alike. When it comes to major highways and streets, Bridgeport is well-connected to the rest of Connecticut and beyond. The city is home to both I-95 and Route 8, which provide easy access to New York City and Boston, as well as other major cities in the region. In terms of neighborhoods, Bridgeport offers a wide range of options for residents.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bridgeport, CT could greatly benefit from the guidance of a financial advisor in a number of ways. With a median household income of just under $46,000, many residents may struggle to manage their finances and plan for the future. A financial advisor can help Bridgeport residents create a budget, prioritize their financial goals, and develop a plan to achieve them. Additionally, Bridgeport has a high poverty rate of over 20%, and a financial advisor can assist those who are struggling to make ends meet by providing resources and advice on how to improve their financial situation. Overall, a financial advisor can be a valuable resource for residents of Bridgeport, helping them to navigate the complex world of personal finance and achieve financial stability.

Insurance Broker

Residents of Bridgeport, CT can benefit from the expertise of an insurance broker in a number of ways. For example, given that Bridgeport is one of the poorest cities in Connecticut, an insurance broker can help residents find affordable health insurance options that fit their budget. Additionally, with Bridgeport's proximity to the coast, residents may be at a higher risk for flood damage and an insurance broker can help them find the right flood insurance policy to protect their home and belongings. Furthermore, an insurance broker can also assist Bridgeport residents in finding the best car insurance rates, which can be especially important for those who rely on their vehicles to commute to work or school. Overall, the guidance and support of an insurance broker can be invaluable for residents of Bridgeport, CT looking to protect themselves and their assets.

Retirement Planning

Residents of Bridgeport, CT could benefit greatly from the services of a retirement planner. With a median household income below the national average and a poverty rate above the state average, many residents may struggle to save for retirement. A retirement planner could help them navigate the complex world of retirement savings, including 401(k)s, IRAs, and other investment options. Additionally, a retirement planner could help residents in Bridgeport, CT plan for unexpected expenses, such as medical bills or home repairs, which can derail even the best-laid retirement plans. By working with a retirement planner, residents of Bridgeport, CT can ensure that they are on track to achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of Bridgeport, CT could benefit from the services of a wealth manager in several ways. One specific area where a wealth manager could be helpful is in navigating the local tax laws and regulations. Bridgeport has a higher than average property tax rate compared to the rest of Connecticut, which can be a burden for many homeowners. A wealth manager could provide guidance on tax planning strategies, such as taking advantage of deductions and credits, to help residents reduce their tax burden. Additionally, a wealth manager could assist with investment planning, retirement planning, and estate planning to help residents achieve their financial goals and secure their financial future. By working with a wealth manager, residents of Bridgeport can have peace of mind knowing that their finances are in good hands.

Mortgage Loan Officer

Residents of Bridgeport, CT would greatly benefit from the services of a mortgage loan officer. With a median home value of $165,000, many residents may struggle to secure financing for their dream home. A mortgage loan officer can assist in navigating the complex process of obtaining a mortgage, including finding the best rates and terms, and securing pre-approval. Additionally, Bridgeport has a diverse population, with many residents who may not have English as their first language. A mortgage loan officer can provide language support and ensure that all residents have equal access to the resources they need to achieve their homeownership goals. Overall, a mortgage loan officer can provide invaluable assistance to Bridgeport residents, helping them to achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Bridgeport, CT can benefit from the services of a tax advisor in a multitude of ways. One of the most common ways a tax advisor can help Bridgeport residents is by providing guidance on how to navigate the state's complex tax laws. Connecticut has some of the highest taxes in the country, and it can be challenging for residents to understand all the deductions and credits available to them. A tax advisor can help residents maximize their tax savings and avoid penalties by ensuring they are compliant with state and federal tax laws. Additionally, Bridgeport is a city with a diverse population, and a tax advisor can provide personalized advice based on each individual's unique financial situation and cultural background. Overall, the expertise of a tax advisor can be invaluable to Bridgeport residents looking to navigate the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Bridgeport, CT can greatly benefit from the services of an estate planning lawyer. With a population of over 144,000 people, many families in Bridgeport could use guidance on how to protect their assets and ensure their loved ones are taken care of in the event of their passing. An estate planning lawyer can assist with drafting wills, trusts, and power of attorney documents, as well as provide advice on how to minimize estate taxes. Additionally, with Bridgeport's diverse population, an estate planning lawyer can provide culturally sensitive guidance on how to navigate complex family dynamics and relationships. Overall, an estate planning lawyer can offer peace of mind to Bridgeport residents by helping them plan for the future and protect their legacy.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bridgeport, CT