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

List of Qualified
Financial Planners in Woodbridge, Connecticut


Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203 3893553

Connect with Paul

Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203 5008527

Connect with Michael

Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860 2694269

Connect with Ed

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914 6183002

Connect with Nick

Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516 2683446

Connect with Paresh

Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860 2450251

Connect with Coastal


Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212 7968729

Connect with ALTFEST

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