Best Financial Advisors in Stamford, CT

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List of Firms

Stamford, CT Fiduciary Financial Advisors

SEC File# 801-113496
CRD# 149905
Location 4 Landmark Square Suite 303, Stamford, CT 06901, USA
Phone (203) 883-9122
Directions
SEC File# 801-10970
CRD# 6413
Location 6 Landmark Square # 400, Stamford, CT 06901, USA
Phone (203) 977-2414
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Merrill Lynch Wealth Management Advisor Bryan M Fox
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8664
Directions
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Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2777 Summer St Ste 704, Stamford, CT 06905, USA
Phone (516) 513-1175
Directions
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Merrill Lynch Wealth Management Advisor Christopher C Kulick
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8708
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RBC Wealth Management Branch - Stamford
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9300
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UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
3 out of 5
Location 600 Washington Blvd 9th Floor, Stamford, CT 06901, USA
Phone (914) 761-6800
Directions
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Merrill Lynch Wealth Management Advisor Michael Pearson
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8731
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Asset Management Group
SEC File# 801-55461
CRD# 110116
Location 60 Long Ridge Rd, Stamford, CT 06902, USA
Phone (203) 964-8300
Directions
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Lockwood Wealth Management - UBS Financial Services Inc.
Location 600 Washington Blvd, Stamford, CT 06901, USA
Phone (203) 977-7221
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Ron Rudnick - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9359
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Southfield Investment Advisors
Location 1010 Washington Blvd, Stamford, CT 06901, USA
Phone (203) 978-0250
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Skip Morton - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9326
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Harbor Asset Private Wealth
Location 40 Signal Rd Suite A, Stamford, CT 06902, USA
Phone (203) 742-0505
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JG Group - Morgan Stanley
Location 4 Landmark Square 2nd Floor, Stamford, CT 06901, USA
Phone (203) 356-0878
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Sharon Kaplove - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2777 Summer St Ste 704, Stamford, CT 06905, USA
Phone (203) 968-1151
Directions
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Merrill Lynch Wealth Management Advisor Richard C Sinclair
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8675
Directions
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Angelika Caulford - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9333
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Michael Occhiuto - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (212) 703-6122
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Financial Advisors Diddel & Diddel
5 out of 5
Location 102 Southfield Ave, Stamford, CT 06902, USA
Phone (203) 708-9033
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Merrill Lynch Wealth Management Advisor Michael R. Sullivan
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8626
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Teresa Jacobsen - UBS Financial Services Inc.
Location 600 Washington Blvd, Stamford, CT 06901, USA
Phone (203) 705-4230
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Relyea Zuckerberg & Hanson LLC
SEC File# 801-111055
CRD# 158043
Location 101 Broad St, Stamford, CT 06901, USA
Directions
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Stephen Pendergast - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9344
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Waypoint Wealth Planning
SEC File# 801-70445
CRD# 151046
Location 290 Harbor Drive Workpoint Suite, Stamford, CT 06902, USA
Phone (203) 588-9444
Directions
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Edward Jones - Financial Advisor: Chris Manimbo
SEC File# 801-3297
CRD# 250
Location 1111 Summer St Suite 402A, Stamford, CT 06905, USA
Phone (203) 324-4308
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Ginny Greatsinger - Morgan Stanley
Location 4 Landmark Square 2nd Floor, Stamford, CT 06901, USA
Phone (203) 326-6956
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Merrill Lynch Wealth Management Advisor Elizabeth M Maccarone
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8807
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Morgan Stanley Financial Advisors
5 out of 5
Location 4 Landmark Square 2nd Floor, Stamford, CT 06901, USA
Phone (203) 326-6900
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Marc DeFeo - TIAA Wealth Management Advisor
Location 225 High Ridge Rd Suite 115, Stamford, CT 06905, USA
Phone (877) 842-2353
Directions
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TJT Capital Group, LLC
SEC File# 801-70286
CRD# 150200
Location 9 W Broad St, Stamford, CT 06902, USA
Phone (203) 504-8850
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Premier Financial Advisors
Location 1266 E Main St, Stamford, CT 06902, USA
Phone (203) 653-2921
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Equitable Advisors
Location 306 Dundee Rd, Stamford, CT 06903, USA
Phone (203) 322-9750
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Blue Chip Financial LLC
Location 6 Landmark Square #400, Stamford, CT 06901, USA
Phone (203) 353-0176
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Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
Location 263 Tresser Blvd Ninth Floor, Stamford, CT 06901, USA
Phone (908) 645-4944
Directions
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Merrill Lynch Wealth Management Advisor Deborah J Briskin
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8830
Directions
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TIAA Financial Services
1 out of 5
Location 225 High Ridge Rd Suite 115, Stamford, CT 06905, USA
Phone (877) 842-2353
Directions
Financial Advisors in Stamford, CT

Where Certified Financial Advisors in Stamford, CT Serve

Stamford, CT is a bustling city located in Fairfield County, brimming with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Avon Theatre to the iconic Stamford Town Center, this city has something for everyone. Top employers include companies such as NBC Sports Group, Charter Communications, and Pitney Bowes. Major highways and streets include I-95, the Merritt Parkway, and High Ridge Road. Stamford is home to a variety of neighborhoods, including the vibrant downtown area, the affluent North Stamford, and the scenic Shippan Point. With its blend of history, commerce, and culture, Stamford is a city that never fails to impress.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Stamford, CT can benefit greatly from the guidance of a financial advisor. With its proximity to New York City, Stamford is home to many professionals who may have complex financial situations, including high incomes, stock options, and retirement plans. A financial advisor can help these individuals navigate the intricacies of their finances and make informed decisions about investments, taxes, and estate planning. Additionally, Stamford is known for its high cost of living, which can make it difficult for residents to save for the future. A financial advisor can help create a budget and savings plan that takes into account the unique expenses of living in Stamford, such as high housing costs and property taxes. Overall, a financial advisor can provide valuable guidance to help Stamford residents achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Stamford, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by assisting individuals in finding the right health insurance plan. Stamford is home to many large corporations, which means there are a significant number of employees who may be looking for health insurance coverage. An insurance broker can help navigate the complex world of health insurance and find a plan that meets the needs of the individual or family. Additionally, with the high cost of living in Stamford, residents may also benefit from an insurance broker's guidance in finding affordable home and auto insurance policies. An insurance broker can provide personalized attention and help residents make informed decisions about their insurance needs.

Retirement Planning

Residents of Stamford, CT could greatly benefit from the services of a retirement planner. With its high cost of living and proximity to New York City, many Stamford residents face unique financial challenges when it comes to planning for retirement. A retirement planner can help individuals navigate complex investment options, assess their retirement goals, and develop a personalized plan to achieve those goals. Additionally, a retirement planner can provide guidance on tax-efficient strategies, estate planning, and healthcare costs, which can be particularly important for retirees in Stamford. Overall, working with a retirement planner can provide Stamford residents with peace of mind and confidence that they are on track to achieve their retirement goals.

Wealth Management

Residents of Stamford, CT can greatly benefit from the services of a wealth manager in several ways. One specific way is through the management of their retirement funds. Stamford is home to many large corporations and financial institutions, which means that residents often have access to generous retirement plans. A wealth manager can help residents navigate these plans and make informed decisions about their investments, ensuring that they are on track to meet their retirement goals. Additionally, with Stamford's high cost of living, a wealth manager can assist residents in creating a comprehensive financial plan that takes into account their unique circumstances and goals, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Stamford, CT would greatly benefit from the expertise of a mortgage loan officer. Stamford is known for its high cost of living, with a median home price of $541,000. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, finding the best rates and terms, and securing financing for their dream home. Additionally, with Stamford's proximity to New York City, many residents may need assistance with jumbo loans and other specialized mortgage products. A mortgage loan officer can provide personalized guidance and support to ensure that residents of Stamford can achieve their homeownership goals.

Tax Services

Residents of Stamford, CT can benefit from the assistance of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws in Connecticut. Stamford is home to many successful businesses and high-income earners, which can make tax planning and preparation more complicated. A tax advisor can help residents minimize their tax liability, ensure compliance with state and federal tax laws, and provide guidance on deductions and credits specific to Stamford, such as the city's property tax credit. Additionally, a tax advisor can help residents plan for the future by recommending tax-efficient investment strategies and retirement planning options. Overall, a tax advisor can provide valuable insights and expertise to help Stamford residents make informed decisions about their finances.

Estate Planning Lawyer

Residents of Stamford, CT could greatly benefit from the services of an estate planning lawyer. One of the most common ways that a lawyer can assist is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In Stamford, where there is a large population of retirees and wealthy individuals, having a solid estate plan in place is essential to protect one's assets and provide for their loved ones. Additionally, an estate planning lawyer can help with other important documents such as power of attorney and healthcare directives, which can be crucial in the event of an unexpected illness or injury. With the help of a knowledgeable lawyer, Stamford residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Stamford, CT