Best Financial Advisors in Norwalk, CT

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Norwalk, CT Fiduciary Financial Advisors

Rocaton Investment Advisors
SEC File# 801-61144
CRD# 120451
Location 20 Glover Ave, Norwalk, CT 06850, USA
Phone (203) 621-1700
Directions
Golden Legacy Financial
Location 12 Camelot Dr, Norwalk, CT 06850, USA
Phone (203) 439-3180
Directions
Guidelight Financial
Location 50 Washington St 7th Floor, Norwalk, CT 06854, USA
Phone (203) 354-3131
Directions
First Allied Securities Inc
Location 5 Hill St, Norwalk, CT 06850, USA
Phone (203) 956-0289
Directions
Financial Advisors in Norwalk, CT

Where Certified Financial Advisors in Norwalk, CT Serve

Norwalk, CT is a vibrant city located in Fairfield County, Connecticut. It is home to a variety of landmarks, including the Norwalk Maritime Aquarium, the Lockwood-Mathews Mansion Museum, and the Stepping Stones Museum for Children. In terms of top employers, Norwalk is home to major corporations such as Xerox, Diageo, and Pepperidge Farm. The city is also conveniently located near major highways, including Interstate 95 and the Merritt Parkway, making it easily accessible for commuters. Additionally, Norwalk boasts several distinct neighborhoods, each with its own unique character and charm. From the historic South Norwalk district to the family-friendly Cranbury area, there is something for everyone in this bustling Connecticut city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Norwalk, CT could benefit greatly from the guidance of a financial advisor. One specific way that a financial advisor could help is by providing advice on how to navigate the high cost of living in the area. Norwalk is known for its expensive real estate and high taxes, which can make it challenging for residents to save for the future. A financial advisor could help residents create a budget, invest wisely, and plan for retirement in order to achieve their financial goals despite the high cost of living. Additionally, a financial advisor could provide guidance on how to maximize the benefits of Connecticut's tax laws, which can be complex and confusing for many residents. Overall, a financial advisor could be an invaluable resource for residents of Norwalk looking to secure their financial future in a challenging economic environment.

Insurance Broker

Residents of Norwalk, CT can benefit greatly from the services of an insurance broker. One of the most common ways a broker can help is by assisting with health insurance. With Norwalk's proximity to New York City, many residents may work for companies that offer health insurance plans that are not available in Connecticut. An insurance broker can help navigate the complex world of out-of-state health insurance options and ensure that residents have access to the best coverage available. Additionally, brokers can help Norwalk residents find affordable home and auto insurance policies that meet their specific needs, taking into account factors such as the city's coastal location and potential for extreme weather events. Overall, an insurance broker can provide valuable guidance and support to Norwalk residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Norwalk, CT could benefit greatly from the help of a retirement planner. A retirement planner can help residents of Norwalk plan for their future by assessing their current financial situation and creating a customized plan that fits their unique needs. With Norwalk being a coastal city, many residents may have specific retirement goals that involve traveling or owning a vacation home near the beach. A retirement planner can help residents of Norwalk achieve these goals by creating a plan that takes into account the cost of living in the area and the specific needs of the individual. Additionally, a retirement planner can help residents of Norwalk navigate the complicated world of retirement savings, investments, and taxes to ensure that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Norwalk, CT can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized investment strategy that aligns with the unique financial goals of each individual or family. With Norwalk being a city that has a higher cost of living compared to other areas in Connecticut, a wealth manager can assist residents in identifying investment opportunities that can help them grow their wealth and achieve their financial objectives. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, which are all crucial areas that can impact one's financial future. By working with a wealth manager, residents of Norwalk can feel confident that their finances are in good hands and that they have a clear path towards achieving their financial goals.

Mortgage Loan Officer

Residents of Norwalk, CT can benefit from the assistance of a mortgage loan officer in several ways. For instance, mortgage loan officers can help residents of Norwalk, CT navigate the complex process of acquiring a mortgage loan. They can also help residents of Norwalk, CT understand the different types of loans available, such as fixed-rate and adjustable-rate mortgages. Additionally, mortgage loan officers can help residents of Norwalk, CT find the best interest rates and loan terms that fit their specific financial situation. With the high cost of living in Norwalk, CT, finding a mortgage loan officer who understands the unique needs of the community can be a valuable resource for residents looking to purchase a home.

Tax Services

Residents of Norwalk, CT can benefit from the services of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. With the help of a tax advisor, Norwalk residents can ensure that they are taking advantage of all available deductions and credits, and that they are filing their taxes correctly and on time. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their financial resources. For example, a tax advisor can help Norwalk residents understand the tax implications of owning property in the area, which can be particularly complex given the high property values and tax rates in Fairfield County. Overall, a tax advisor can be an invaluable resource for Norwalk residents who want to make sure that they are making the most of their financial resources and avoiding costly tax mistakes.

Estate Planning Lawyer

Residents of Norwalk, CT can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will that outlines how a person's assets will be distributed after their passing. In Norwalk, where the median home value is $447,000, having a will in place can ensure that a person's property is distributed according to their wishes and that their loved ones are taken care of. Additionally, an estate planning lawyer can help with creating a trust to protect assets and minimize tax liabilities, as well as establishing power of attorney and healthcare directives to ensure that a person's wishes are carried out in the event of incapacity. With the help of an estate planning lawyer, residents of Norwalk can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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