Wealth Management in Shelton, CT

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List of Firms

Shelton, CT Wealth Management Firms

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Scott G. Moulton
Location 612 Wheelers Farm Rd, Milford, CT 06461, USA
Phone (212) 314-4600
Directions
SEC File# 801-41541
CRD# 8032
Location 518 Monroe Turnpike # C, Monroe, CT 06468, USA
Phone (203) 261-3535
Directions
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Gulish & Associates Inc
Location 680 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 929-9998
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Strategies For Wealth Management
4 out of 5
Location 100 Beard Sawmill Rd Suite 275, Shelton, CT 06484, USA
Phone (203) 372-4442
Directions
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CLA (CliftonLarsonAllen )
Location 2 Enterprise Dr, Shelton, CT 06484, USA
Phone (203) 944-2100
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Stephen Sayegh
Location 500 Shelton Ave, Huntington, CT 06484, USA
Phone (203) 926-8356
Directions
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Christopher J Baudouin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Corporate Dr Ste 644, Shelton, CT 06484, USA
Phone (203) 225-0252
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
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Wells Fargo Advisors
Location 320 Coram Ave, Shelton, CT 06484, USA
Phone (203) 924-5301
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Bridgelight Financial Advisors
Location 1 Corporate Dr #105, Shelton, CT 06484, USA
Phone (203) 795-7080
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Michael Beloff
Location 6 Corporate Dr, Shelton, CT 06484, USA
Phone (203) 513-6349
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Daniel Ortoli
Location 6 Corporate Dr, Shelton, CT 06484, USA
Phone (203) 513-6129
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Warner Group
Location 1 Enterprise Dr #105, Shelton, CT 06484, USA
Phone (203) 929-2727
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The Maleri Group
5 out of 5
Location 4 Research Dr #402, Shelton, CT 06484, USA
Phone (203) 533-4201
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Barnum Financial Group: Michael Lynch
Location 6 Corporate Dr #5, Shelton, CT 06484, USA
Phone (203) 513-6032
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SS & C Technologies Inc
Location 2 Enterprise Dr, Shelton, CT 06484, USA
Phone (203) 926-0237
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Wright Investors' Service, Inc.
Location 2 Corporate Dr #770, Shelton, CT 06484, USA
Phone (203) 783-4400
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Financial Counselors Inc
Location 4 Research Dr, Shelton, CT 06484, USA
Phone (203) 447-1888
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RightCapital
Location 1 Enterprise Dr, Shelton, CT 06484, USA
Phone (888) 982-9596
Directions
SEC File# 801-10970
CRD# 6413
Location 680 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 949-1652
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Ganim Financial
SEC File# 801-120943
CRD# 285679
3 out of 5
Location 2 Enterprise Dr #305, Shelton, CT 06484, USA
Phone (203) 335-0851
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Barnum Financial Group, Headquarters
SEC File# 801-44264
CRD# 10409
4 out of 5
Location 6 Corporate Dr, Shelton, CT 06484, USA
Phone (203) 513-6000
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
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Robert J Leiphart, CFP®
SEC File# 801-62043
CRD# 125678
Location 4 Corporate Dr Suite 482, Shelton, CT 06484, USA
Phone (203) 220-6474
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
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myFinancialPro
Location 4 Research Dr Ste 402, Shelton, CT 06484, USA
Phone (203) 922-1192
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Peter Razzino - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4 Corporate Dr Ste 480, Shelton, CT 06484, USA
Phone (203) 225-0805
Directions
SEC File# 801-77726
CRD# 167103
Location 3 Enterprise Dr Suite 410, Shelton, CT 06484, USA
Phone (203) 701-8606
Directions
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Sycamore Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 227 Monroe Turnpike Ste 1, Monroe, CT 06468, USA
Phone (203) 261-7526
Directions
SEC File# 801-76505
CRD# 121060
4 out of 5
Location 3 Enterprise Dr #401, Shelton, CT 06484, USA
Phone (203) 953-3777
Directions
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Adelglass Wealth Management
Location 350 W Main St, Ansonia, CT 06401, USA
Phone (203) 732-3509
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Milestone Asset Management Group
5 out of 5
Location 55 Cherry St, Milford, CT 06460, USA
Phone (203) 951-1133
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Procyon Partners
5 out of 5
Location One Corporate Dr Suite 225, Shelton, CT 06484, USA
Phone (844) 776-2966
Directions
Wealth Management in Shelton, CT

Where Wealth Management Advisors in Shelton, CT Serve

Shelton, CT is a charming city located in Fairfield County, known for its rich history and picturesque landscapes. The city is home to many landmarks, including the Shelton History Center, the Huntington Green, and the Indian Well State Park, offering residents and visitors a glimpse into the city's past and present. The top employers in Shelton are PerkinElmer, BIC Corporation, and Hubbell Incorporated, providing ample employment opportunities for locals. Major highways and streets such as Route 8, Bridgeport Avenue, and Howe Avenue make travel in and out of the city convenient and efficient. Shelton is comprised of several neighborhoods, including Huntington, White Hills, and Pine Rock Park, each with its own unique charm and character. Overall, Shelton, CT is a vibrant and thriving city that offers its residents and visitors a rich blend of history, culture, and modern amenities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Shelton, CT can benefit from a bank in several ways. Firstly, a bank can provide financial assistance and guidance to residents looking to invest in the thriving local economy. With Shelton being home to several industrial parks and a growing business community, a bank can assist residents in securing loans to start or expand their businesses. Additionally, a bank can help residents manage their finances by offering services such as checking and savings accounts, credit cards, and online banking. With the high cost of living in Shelton, it's crucial for residents to have access to these financial tools to help them save and budget effectively. Lastly, a bank can also provide support to the community through charitable donations and sponsorships of local events and organizations. This level of community involvement is crucial in a tight-knit town like Shelton, where residents value strong relationships and support of one another.

Insurance Broker

Residents of Shelton, CT can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex insurance market and find the best policies that suit their specific needs. With the rising cost of healthcare in Shelton, CT, an insurance broker can help residents secure affordable health insurance coverage that provides adequate protection for their families. Additionally, an insurance broker can assist residents in finding the right home insurance policy that covers them against natural disasters such as hurricanes, floods, and earthquakes, which are common occurrences in the area. Furthermore, an insurance broker can help Shelton, CT residents find the best auto insurance policy that provides comprehensive coverage against accidents and theft. With the help of an insurance broker, residents of Shelton, CT can rest easy knowing that they have the right coverage to protect their assets and loved ones.

Retirement Planning

Residents of Shelton, CT can benefit from the expertise of a retirement planner in a variety of ways. One specific area where a retirement planner can help is in navigating the complex tax laws that apply to retirement accounts. With a population of over 40,000 people, Shelton has a diverse range of residents with different financial situations and needs. A retirement planner can provide personalized advice on how to maximize retirement savings and minimize tax liability, taking into account factors such as age, income, and investment goals. Additionally, a retirement planner can help residents plan for unexpected expenses, such as healthcare costs or home repairs, that may arise during retirement. With the guidance of a retirement planner, residents of Shelton can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Shelton, CT can benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. Shelton is a town that has experienced significant growth in recent years, with many new residential and commercial developments springing up throughout the area. A financial advisor can help residents make informed decisions about buying or selling property in this dynamic market, taking into account factors such as interest rates, property values, and tax implications. Additionally, a financial advisor can assist with retirement planning, investment strategies, and debt management, helping residents to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Shelton, CT would greatly benefit from the expertise and guidance of a mortgage loan officer. With a population of over 41,000, Shelton is a thriving city that offers a unique blend of small-town charm and big-city amenities. A mortgage loan officer can help residents navigate the complex world of home financing, from pre-approval to closing. They can provide valuable insights into the local real estate market, including current interest rates and housing trends. Additionally, a mortgage loan officer can help residents understand the various types of mortgages available to them, such as FHA, VA, and conventional loans, and determine which option is best suited for their unique financial situation. With the help of a mortgage loan officer, residents of Shelton can achieve their dream of homeownership and establish roots in this vibrant community.

Tax Services

Residents of Shelton, CT can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws of Connecticut, which can be particularly challenging in Shelton, a city known for its high property taxes. Additionally, a tax advisor can assist residents in maximizing their deductions and credits, reducing their tax liability, and avoiding costly penalties. With their knowledge of the tax code and experience in tax planning, a tax advisor can also help residents plan for their financial future, such as saving for retirement or college education. In short, a tax advisor can provide invaluable guidance and support to residents of Shelton, CT, helping them achieve their financial goals and secure their financial well-being.

Estate Planning Lawyer

Residents of Shelton, CT can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can assist residents in drafting wills and trusts to ensure that their assets are distributed according to their wishes. Additionally, the lawyer can help residents plan for incapacity by drafting powers of attorney and healthcare directives. This is particularly important in Shelton, CT, where the population is aging, and the number of people with chronic illnesses is on the rise. Furthermore, an estate planning lawyer can provide guidance on tax planning and minimizing estate taxes, which is crucial for Shelton residents who own valuable real estate or businesses. In conclusion, an estate planning lawyer can provide invaluable assistance to Shelton residents in preparing for the future and ensuring that their assets are protected.

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