WiserAdvisor has qualified Financial Advisors serving in Connecticut.

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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 financial decisions for obtaining their dreams.

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 achieve your goals.

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 you’ve come to the right place.In today’s world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.I believe no two individuals are the same.... 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 you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures... read more>>

Maffe Financial Group
624 Hebron Ave.,
Glastonbury, CT   06033
Call : (860) 430-1977

ABOUT MAFFE FINANCIAL GROUP*Affiliated with Maffe Financial Group*Additional resources and support providing high quality services.*Access to many financial service and insurance companies to allow an independent, creative approach to help meet the needs, goals, and objectives of each client.*Additional in-house support utilizing a team approach while drawing from each individual's expertise.

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 financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving... read more>>

Jim Furlong, Financial Advisor from Connecticut,
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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 co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... 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
Johnson Brunetti Wethersfield, 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

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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