WiserAdvisor has qualified Financial Advisors serving in Connecticut.

Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630

Financial Advisors in Connecticut

Agemy Financial Strategies, Inc.
741 Boston Post Road, Suite 308,
Guilford, CT   06437
Call : (203) 738-0026

Agemy Financial Strategies is a company which was established to help people to retire and then to stay retired. Our methodology is to listen to the needs and goals of retirees and pre-retirees, and then educate and empower them to make smart... read more>>

DAK Financial Services
11 Wintergreen Ln,
Avon, CT   06001
Call : (860) 269-8130

DAK Financial Services is a Registered Investment Advisor in the State of Connecticut. An independent firm, we work closely with individuals and families to help them define and realize their financial and investment objectives. Let us help you to... read more>>

LPL Financial
100 Danbury Road,
Ridgefield, CT   06877
Call : (203) 431-2224

LPL Financial is the largest independent brokerage firm in the United States. If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then youÂ’ve come to... read more>>

Lansdowne Wealth Management, LLC
31 Willow St,
Mystic, CT   06355
Call : (860) 245-5078

Lansdowne Wealth Management, LLC ("LWM") is an independent, fee-only financial advisor firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present... read more>>

Scholtz & Company
107 Elm Street,
Stamford, CT   06902
Call : (203) 714-9900

Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright... read more>>

Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT   06095
Call : (413) 271-1147

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

List of Additional Financial Advisors in Connecticut
Barnum Financial Group Shelton,CT
Coleman Financial Advisory Group LLC Waterbury,CT
Connecticut Capital Management Group, LLC Milford,CT
Milestone Asset Management Group Avon,CT
AXA-Advisors Stamford,CT
Dock Street Asset Management, Inc. Greenwich,CT
Merrill Lynch/The Dotson Wood Group Stamford,CT
The Farrar/Linke Team: Merrill Lynch Stamford,CT

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Connecticut, based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:


Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION   This is without question the most fundamental mistake made by taxpayers and their tax advisors/preparers... more

Like Your Portfolio, Your Financial Team Should be Diversified, Too

You don’t put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros making decisions about your investments together makes for... more

Best Financial Practices And How To Implement Them

By Greg Gulick, CFP® | REQUEST FREE CONSULTATION   Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted... more

Are You A Financial Advisor in Connecticut?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only