Best Financial Advisors in New Milford, CT

We did the hard work of finding trustworthy partners in New Milford, CT. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

New Milford, CT Fiduciary Financial Advisors

generic_business-71
Edward Jones - Financial Advisor: Lou Abella
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2A Main St, New Milford, CT 06776, USA
Phone (860) 354-4017
Directions
generic_business-71
Frank Delucia - Prudential Financial
Location 304 Federal Rd STE 319, Brookfield, CT 06804, USA
Phone (203) 775-5800
Directions
bank-71
Bank of America (with Drive-thru ATM)
3 out of 5
Location 55 Main St, New Milford, CT 06776, USA
Phone (860) 210-0391
Directions
generic_business-71
Menniti Financial Group Inc
Location 5 Old Barn Rd, Kent, CT 06757, USA
Phone (860) 927-4600
Directions
generic_business-71
Edward Jones - Financial Advisor: John J Holmes
Location 20 Sherman Hill Rd, Woodbury, CT 06798, USA
Phone (203) 586-1264
Directions
generic_business-71
Alexander Fredericks - Financial Advisor, Ameriprise Financial Services, LLC
Location 57 North St Ste 208, Danbury, CT 06810, USA
Phone (203) 748-3751
Directions
generic_business-71
Tower Group Inc
Location 6 Powder Horn Ln, New Milford, CT 06776, USA
Phone (860) 354-9049
Directions
generic_business-71
Barnum Financial Group
Location 46 Danbury Rd, New Milford, CT 06776, USA
Phone (860) 354-7549
Directions
generic_business-71
Wayne Locke, CFP®
SEC File# 801-61439
CRD# 122480
Location 4 Mountainview Terrace, Danbury, CT 06810, USA
Phone (203) 743-0131
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
Financial Advisors in New Milford, CT

Where Certified Financial Advisors in New Milford, CT Serve

New Milford, CT is a quaint town nestled in the rolling hills of Litchfield County. Its charming Main Street is lined with historic buildings, boutique shops, and delicious restaurants. One of the town's most iconic landmarks is the Housatonic River, which runs through the heart of New Milford and provides a picturesque backdrop for outdoor activities like kayaking and fishing. Top employers in the area include Kimberly-Clark, New Milford Hospital, and the New Milford Public Schools. Major highways that run through the town include Route 7 and Route 202, making it easily accessible from neighboring towns and cities. Some of the town's most notable neighborhoods include Candlewood Lake, Merryall, and Gaylordsville. New Milford is also home to several historic sites, including the Merryall Chapel, the Gaylordsville Historical Society Museum, and the New Milford Historical Society and Museum.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New Milford, CT can benefit greatly from the guidance of a financial advisor. With a population of just over 28,000, this small town is home to many hardworking individuals who may not have the time or expertise to manage their finances effectively. A financial advisor can help residents create a personalized plan for saving, investing, and managing their money. Specifically, with the recent growth in the town's housing market, a financial advisor can assist residents in making informed decisions about buying or selling property. Additionally, with the rise of small businesses in the area, a financial advisor can provide valuable advice on how to start and grow a successful business. Overall, a financial advisor can help residents of New Milford, CT achieve their financial goals and secure a stable future.

Insurance Broker

Residents of New Milford, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized recommendations for insurance coverage based on the unique needs of New Milford residents. For example, an insurance broker can advise residents on the best coverage options for protecting their homes from the harsh winter weather that is common in the area. Additionally, an insurance broker can help residents navigate the complexities of healthcare insurance, ensuring they are getting the best coverage for their needs and budget. With an insurance broker's expertise and guidance, New Milford residents can have peace of mind knowing they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of New Milford, CT could benefit greatly from the guidance of a retirement planner. With the town's growing population of retirees, a retirement planner can help individuals navigate the complexities of planning for their future. Specifically, with the cost of living being higher in New Milford than the national average, a retirement planner can assist in creating a budget and investment strategy that takes into account the unique financial circumstances of the town's residents. Additionally, with the abundance of outdoor recreational activities in the area, a retirement planner can help retirees plan for a retirement lifestyle that includes these activities while still maintaining financial security. Overall, a retirement planner can provide invaluable support and guidance to residents of New Milford as they plan for their retirement years.

Wealth Management

Residents of New Milford, CT could be helped by a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their specific goals and circumstances. For example, many residents of New Milford may have a significant amount of wealth tied up in real estate, and a wealth manager could help them navigate the complexities of managing and investing in this asset class. Additionally, a wealth manager could provide guidance on tax planning strategies that are specific to Connecticut, such as the state's estate tax. Ultimately, working with a wealth manager can help residents of New Milford achieve greater financial security and peace of mind, allowing them to focus on the things that matter most to them.

Mortgage Loan Officer

Residents of New Milford, CT can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many homeowners may need to refinance their homes or take out a second mortgage to cover unexpected expenses. A mortgage loan officer can help residents navigate the complex process of securing a loan, finding the best rates and terms, and ensuring that all necessary paperwork is completed. Additionally, with New Milford's proximity to major cities like Hartford and New York, many residents may be looking to purchase a second home or investment property. A mortgage loan officer can provide guidance on the unique challenges of these types of loans, such as rental income requirements and property management considerations. Ultimately, a mortgage loan officer can be an invaluable resource for any New Milford resident looking to achieve their financial goals and secure their future.

Tax Services

Residents of New Milford, CT can benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor can help them navigate the complex tax laws that apply to the state of Connecticut, including the state income tax and property tax. Additionally, a tax advisor can help residents of New Milford take advantage of tax breaks and credits that are available to them, such as the Earned Income Tax Credit and the Child Tax Credit. This can help them save money on their taxes and keep more of their hard-earned money in their pockets. Overall, a tax advisor can be a valuable resource for residents of New Milford who want to make sure they are paying their fair share of taxes while also maximizing their tax savings.

Estate Planning Lawyer

Residents of New Milford, CT can benefit greatly from the expertise of an estate planning lawyer. With a population of over 28,000 people, many individuals in this town may have complex family structures, valuable assets, or unique financial situations that require careful planning. An estate planning lawyer can assist with tasks such as drafting wills, establishing trusts, and helping clients navigate the probate process. Additionally, residents of New Milford, CT may have specific concerns related to the town's history and geography. For example, an estate planning lawyer may be able to help a client preserve a historic property or navigate zoning regulations related to waterfront land. In short, an estate planning lawyer can provide valuable guidance to New Milford residents as they plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in New Milford, CT