Find the right advisors to meet your financial planning needs in Connecticut

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Connecticut that can fulfill your requirements.

List of Qualified
Financial Planners in Connecticut

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Jacob P Kinney

Capitol Region Group

71 Raymond Rd.

West Hartford, CT 06107

860-474-3602

Connect with Jacob
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Robert Tubridy

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033

860-430-9064

Connect with Robert
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Ryan Joelson

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

Connect with Ryan
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Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

Connect with Charles
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Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

Connect with Paul
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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

Connect with Robert
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Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001

860-269-8130

Connect with Douglas
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Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-4269

Connect with Ed
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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

Connect with Peter

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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