Best Financial Advisors in Norfolk, CT

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List of Firms

Norfolk, CT Fiduciary Financial Advisors

SEC File# 801-63389
CRD# 127654
Location 790 Farmington Ave Building 3, Farmington, CT 06032, USA
Phone (860) 677-7755
Directions
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Mark Jones - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 663 E Main St STE 3, Torrington, CT 06790, USA
Phone (860) 618-0230
Directions
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Federal Hill Financial LLC
Location 190 Summer St, Bristol, CT 06010, USA
Phone (860) 582-1616
Directions
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Edward Jones - Financial Advisor: Jim Hammel, CFA®
SEC File# 801-3297
CRD# 250
Location 2 Park Pl Suite 1A, Granby, CT 06035, USA
Phone (860) 844-8515
Directions
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Paul Poulin - RBC Wealth Management Financial Advisor
Location 200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033, USA
Phone (860) 657-1741
Directions
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Medallion Wealth Advisors LLC
5 out of 5
Location 2 Bridgewater Rd #201, Farmington, CT 06032, USA
Phone (860) 967-3032
Directions
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Robert L Taylor Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 2 North St Ste 3, Wolcott, CT 06716, USA
Phone (203) 441-4412
Directions
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Thomaston Financial Services
Location 160 Litchfield Rd, Harwinton, CT 06791, USA
Phone (860) 283-1874
Directions
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Thetford Management Co
Location PO Box 96, Colebrook, CT 06021, USA
Phone (860) 379-5854
Directions
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Edward Jones - Financial Advisor: Karen T Leonard
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4 Bridge St Suite 1, New Hartford, CT 06057, USA
Phone (860) 379-2990
Directions
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Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 30 Peck Rd Ste 2101, Torrington, CT 06790, USA
Phone (203) 407-8188
Directions
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Farmington River Financial Group
5 out of 5
Location 2 Bridgewater Rd, Farmington, CT 06032, USA
Phone (860) 470-7384
Directions
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Edward Jones - Financial Advisor: Kenneth Hyne
SEC File# 801-3297
CRD# 250
Location 2 Tunxis Rd #106, Tariffville, CT 06081, USA
Phone (860) 651-0447
Directions
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Dave Bukowski Financial
Location 173 Lakeshore Dr, New Hartford, CT 06057, USA
Phone (860) 379-3908
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New England Capital Financial Advisors, LLC
5 out of 5
Location 79 Main St, Meriden, CT 06451, USA
Phone (203) 935-0265
Directions
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Jeffrey Leone - Financial Advisor, Ameriprise Financial Services, LLC
Location 111 Founders Plaza Ste 1402, East Hartford, CT 06108, USA
Phone (860) 289-9200
Directions
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Jeffrey Benaitis - Financial Advisor, Ameriprise Financial Services, LLC
Location 99 E River Dr Fl 8, East Hartford, CT 06108, USA
Phone (860) 466-7134
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Timothy M. Cahill - RBC Wealth Management Financial Advisor
Location 30 Batterson Park Rd Suite 350, Farmington, CT 06032, USA
Phone (860) 703-6642
Directions
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Northwestern Mutual
Location 16 Bird St, Torrington, CT 06790, USA
Phone (860) 567-1170
Directions
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Spoor T Richard
Location 184 Main St, Salisbury, CT 06068, USA
Phone (860) 435-1211
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Christopher L Fry - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 100 Queen St, Southington, CT 06489, USA
Phone (860) 426-9950
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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Coburn & Meredith, Inc.
5 out of 5
Location 1 Old Mill Ln, Simsbury, CT 06070, USA
Phone (860) 522-7171
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CIG Private Wealth Management
5 out of 5
Location 180 Glastonbury Blvd Suite 200, Glastonbury, CT 06033, USA
Phone (860) 657-4445
Directions
Financial Advisors in Norfolk, CT

Where Certified Financial Advisors in Norfolk, CT Serve

Nestled in the scenic Litchfield Hills, Norfolk, CT is a charming town with a rich history and diverse culture. Its landmarks include the iconic Norfolk Library, the Norfolk Historical Society, and the Infinity Hall music venue. The town boasts a vibrant arts scene, with the Yale Summer School of Music and the Norfolk Chamber Music Festival drawing world-renowned musicians and artists. Top employers in Norfolk include the Norfolk Public Schools, the Yale Summer School of Music, and the Norfolk Chamber Music Festival. Major highways in the area include Route 44 and Route 272, providing easy access to nearby towns and cities. Norfolk's neighborhoods are as varied as they are picturesque, with the quaint village center offering a range of shops and restaurants, while the more rural areas provide a peaceful retreat from the hustle and bustle of city life. Whether you're looking for a quiet country home or a lively cultural hub, Norfolk has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Norfolk, CT would greatly benefit from the assistance of a financial advisor in a number of ways. One of the most common ways would be in helping them navigate the unique financial challenges of living in a rural community. With limited access to financial resources and a smaller job market, residents in Norfolk may face more obstacles when it comes to saving for retirement, paying off debt, or investing in their future. A financial advisor can provide guidance on how to make the most of their finances, create a budget, and plan for the long-term. They can also help residents navigate complex financial decisions, such as buying a home or starting a business, and provide valuable insights into investment strategies that are tailored to the specific needs of the Norfolk community. By working with a financial advisor, residents in Norfolk can gain the confidence and knowledge they need to make informed financial decisions and achieve their goals.

Insurance Broker

Residents of Norfolk, CT can benefit from the expertise of an insurance broker in several ways. One of the most common ways is by finding the right coverage for their unique needs. Norfolk is a small town with a population of just over 1,700, and its residents have diverse insurance needs. An insurance broker can help them navigate the often-confusing world of insurance and find policies that fit their specific needs and budgets. For example, a broker can help a Norfolk resident find the right coverage for their home, which may be subject to harsh winter weather conditions due to the town's location in the Berkshire Mountains. Additionally, a broker can help Norfolk residents understand the nuances of insurance policies, such as deductibles and coverage limits, and help them make informed decisions about their insurance needs.

Retirement Planning

Residents of Norfolk, CT can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan for retirement savings and investments. This is especially important in Norfolk, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complexities of retirement planning and ensure that their savings are invested in a way that maximizes their returns. Additionally, a retirement planner can help residents plan for unexpected expenses, such as healthcare costs, which can be particularly challenging in a rural area like Norfolk where access to healthcare may be limited. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Norfolk as they plan for their future.

Wealth Management

Residents of Norfolk, CT could greatly benefit from the help of a wealth manager in a variety of ways. One specific example is the fact that many residents in this small town are retirees or nearing retirement age. A wealth manager can help them navigate the complex world of retirement planning, including creating a comprehensive retirement plan, managing investments, and providing guidance on Social Security and Medicare. Additionally, with Norfolk's high median home value, a wealth manager can assist residents in developing a strategy for managing and potentially passing on their assets to future generations. Overall, a wealth manager can provide valuable advice and support to help Norfolk residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Norfolk, CT can benefit from the guidance and expertise of a mortgage loan officer in several ways. For instance, a loan officer can help residents secure a mortgage loan to purchase their dream home in Norfolk, which is known for its scenic beauty and cultural attractions like the Infinity Hall and Bistro. The loan officer can also assist residents in refinancing their existing mortgage to lower their monthly payments or obtain cash for home improvements. Additionally, the loan officer can help residents navigate the complex mortgage process, including finding the best interest rates and terms, and provide personalized advice based on their financial situation and goals. With the help of a mortgage loan officer, residents of Norfolk, CT can achieve their homeownership dreams and improve their financial stability.

Tax Services

Residents of Norfolk, CT can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax code and maximize deductions. Specifically, in Norfolk, CT, where many residents are small business owners or artists, a tax advisor can assist with understanding the tax implications of self-employment income and deductions related to creative endeavors. Additionally, a tax advisor can help residents with estate planning, ensuring that their assets are protected and passed down to their loved ones in the most tax-efficient way possible. Overall, a tax advisor can provide invaluable support to residents of Norfolk, CT in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Norfolk, CT can benefit greatly from the services of an estate planning lawyer. In this small town, where the median age is 53, many residents may be considering retirement and want to ensure that their assets are protected and distributed according to their wishes. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that will ensure that a person's assets are distributed according to their wishes. Additionally, an estate planning lawyer can help with Medicaid planning, which is especially important for elderly residents who may require long-term care. With the help of an estate planning lawyer, residents of Norfolk, CT can have peace of mind knowing that their assets are protected and their wishes will be carried out.

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FAQs About Personal Financial Advisors in Norfolk, CT