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Explore Financial Advisors Serving Connecticut

Review the services of 31 financial advisors in Connecticut, including Greenwich, North Haven and Stamford. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Branford (1)
Darien (1)
Farmington (1)
Glastonbury (2)
Greenwich (3)
Groton (1)
Madison (1)
Manchester (1)
North Haven (3)
Norwalk (2)
Old Lyme (1)
Rocky Hill (1)
Shelton (1)
South Windsor (1)
Southington (1)
Stamford (3)
Wallingford (1)
Westport (3)
Wilton (1)
Windsor (1)
Woodbridge (1)
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Sightline Wealth Advisors
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We are SEC-registered fiduciaries prioritizing client interests above all.
Sightline Wealth Advisors offers personalized financial planning and investment management in Groton, CT, adhering to a fiduciary standard and utilizing advanced technology for client transparency.
Financial Planning Investment Management Retirement Planning
(860) 448-0611 Call Profile
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NorthCoast Asset Management
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We have 35+ years of experience in wealth management and investment strategies
NorthCoast Asset Management offers sophisticated wealth management services including portfolio design, investment strategies, and financial planning. With 35+ years of experience and 40+ CFA/CFP professionals, we deliver personalized solutions for indivi
Wealth Management Portfolio Design Investment Strategies
(203) 485-9522 Call Profile
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COCC
31 Years
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We maintain 24/7 Qualified Multitenant Hoster certification for banking infrastructure
Discover COCC's cutting-edge financial technology solutions for community institutions. We offer secure core banking systems, cybersecurity services, and digital banking platforms trusted by over 7 million account holders.
Core Banking Solution Cash Management Suite Digital Banking
(860) 678-0444 Call Profile
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Sage Search Advisors
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We specialize in financial services recruiting with over a decade of experience.
Sage Search Advisors offers expert executive recruiting and advisory services in the financial services industry, leveraging a data-driven approach and extensive network to connect top talent with leading firms globally.
Executive Search Strategic Advisory Diversity & Inclusion
(203) 340-9261 Call Profile
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Iridian Asset Management
30 Years
Not rated yet
We are a 100% employee-owned firm with aligned client interests
Iridian Asset Management, a 100% employee-owned firm in Westport, CT, specializes in mid-cap equity strategies for institutional investors, utilizing a rigorous investment process focused on corporate change and value creation since 1991.
Mid-Cap Equity Management Institutional Investment Advisory Value-Oriented Strategies
(203) 341-7800 Call Profile
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Blueprint Financial
42 Years
Not rated yet
We operate independently, free from product-specific conflicts of interest.
Blueprint Financial provides independent investment management and retirement planning services in Norwalk, CT, Naples, FL, and nationwide. Expert guidance tailored to your unique goals.
Investment Management Retirement Planning Financial Planning
(203) 557-4930 Call Profile
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Newpointe Wealth
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We act as fiduciaries, legally obligated to prioritize your best interests
Discover personalized retirement planning and tax-aware investment strategies at Newpointe Wealth. We help high-net-worth individuals build sustainable income streams and preserve wealth through fiduciary-driven advisory services.
Retirement Planning Tax-Efficient Investing Estate Planning
(203) 557-0291 Call Profile
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Parker Wealth Management
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We offer 20+ years of Fortune 500 experience in financial strategy development
Personalized financial planning, investment management, and retirement strategies to help clients achieve long-term financial security through customized solutions.
Financial Planning Investment Management Retirement Planning
(860) 432-5802 Call Profile
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McCabe Wealth Management
43 Years
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We offer 30+ years of specialized financial planning expertise
Trusted financial advisory services in Glastonbury, CT. Specializing in retirement planning, investment management, and estate conservation with personalized strategies for long-term financial security.
Retirement Planning Investment Management Tax Planning
(860) 430-9332 Call Profile
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Bright Asset Management
20 Years
Not rated yet
We act as fiduciaries, prioritizing your financial interests at all times.
Bright Asset Management provides tailored financial planning and investment management services in Venice, FL, focusing on simplifying clients' financial lives through personalized strategies and fiduciary expertise.
Estate Planning Retirement Planning College Planning
(860) 399-2886 Call Profile