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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Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860 4309064

Connect with Robert
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Charles Helme

BH Asset Management, LLC

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

Greenwich, CT 06831

203 9876227

Connect with Charles
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Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203 3893553

Connect with Paul
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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860 2455078

Connect with Robert
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Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860 2450251

Connect with Coastal
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Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001

860 2698130

Connect with Douglas
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Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860 2694269

Connect with Ed
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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203 5008527

Connect with Michael
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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203 7149900

Connect with Peter

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