Find the right advisors to meet your financial planning needs in Mystic, 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 Mystic, Connecticut that can fulfill your requirements.

List of Qualified
Financial Planners in Mystic, Connecticut


Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860 2455078

Connect with Robert

Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860 2450251

Connect with Coastal

Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818

401 2624986

Connect with Ronald

Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203 5008527

Connect with Michael

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