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


Al Hargrave

Willington Financial

384K Merrow Rd

Tolland, CT 06084

860 6844470

Connect with Al

Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860 4309064

Connect with Robert

Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203 9876227

Connect with Charles

Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203 3893553

Connect with Paul

Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860 2455078

Connect with Robert

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