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Find Top Financial Advisors in Glastonbury, Connecticut

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Glastonbury, Connecticut

Last Updated - December 02, 2023

Glastonbury has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These financial advisors in Glastonbury, Connecticut have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Glastonbury, Connecticut mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Glastonbury, Connecticut.

Qualified Financial Advisors in Glastonbury, Connecticut

Financial Advisor Experience AUM Minimum Assets Fee Structure
Robert Tubridy
MBA, CFP®, ChFC®
CT FINANCIAL PARTNERS
180 Glastonbury Blvd.,
Suite 102,
Glastonbury, CT 06033
20 Years Not Specified Not Specified Fee-Based
Al Hargrave
CPA
WILLINGTON FINANCIAL
384K Merrow Rd,
Tolland, CT 06084
20 Years $115,000,000 $250,000 Fee-Based
Charles Helme
BH ASSET MANAGEMENT, LLC
777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830
30 Years $105,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in Glastonbury, Connecticut

Qualifications CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 180 Glastonbury Blvd.,
Suite 102,
Glastonbury,
CT
06033
Phone Number 860-430-9064

As a CERTIFIED FINANCIAL PLANNER™ practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship. Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding. Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007, Bob received his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Financial Consultant (ChFC®) designation from the American College. He holds his series 7, 24, 51, and 66 Securities licenses. A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.

About CT Financial Partners

CT Financial Partners

With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Robert Tubridy is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Robert Tubridy is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Robert Tubridy is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Robert Tubridy is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.


Qualifications CRD# 4536957
Firm CRD# 10358
Series 6, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 384K Merrow Rd,
Tolland,
CT
06084
Phone Number 860-684-4470

Al Hargrave is a Certified Public Accountant with over 26 years experience. He has been a wealth advisor for over 20 years and enjoys offering comprehensive wealth management to his clients. By following a personalized, holistic approach, he finds great joy in providing highly customized solutions to each and every client, helping clients to achieve their financial goals. Before joining Willington Financial, Al graduated from Brown University with a BS in Economics. He also received a certificate in accounting from the Assumption College continuing professional education program. When not in the office, Al enjoys spending time with his wife and two daughters either on the softball field or on the soccer field.

About Willington Financial

Willington Financial

Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans. Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 777 W Putnam Ave. 3rd Floor,
Greenwich,
CT
06830
Phone Number 203-987-6227

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business. He is active in a variety of local charitable and community organizations.

About BH Asset Management, LLC

BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning


Customer Reviews

Top Financial Advisor Firms in Glastonbury, Connecticut (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
USI ADVISORS
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 6033
72 1162 $35,346,912,667
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
SYMMETRY PARTNERS
151 National Drive, Glastonbury, CT 6033
62 12967 $6,044,000,000
A percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
APELLA CAPITAL
151 National Drive, Glastonbury, CT 6033
58 5959 $2,357,000,000
A percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
ADVICEONE ADVISORY SERVICES, LLC
100 Western Boulevard, Glastonbury, CT 6033
44 4593 $1,299,488,224
A percentage of AUM, Fixed fees
ROSSMORE PRIVATE CAPITAL, LLC
628 Hebron Avenue, Suite 306, Glastonbury, CT 6033
8 594 $993,584,409
A percentage of AUM, Fixed fees, Other (FEES FOR TRUSTEE SERVICES ( A PERCENTAGE OF ASSETS UNDER TRUST))
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
300 Winding Brook Drive, Glastonbury, CT 06033-4335
6 976 $466,446,674
A percentage of AUM
EMPOWER FINANCIAL ADVISORY, LLC
655 Winding Brook Drive, Glastonbury, CT 6033
8 1025 $412,035,750
A percentage of AUM, Hourly charges, Fixed fees
MARK SHEPTOFF FINANCIAL PLANNING LLC
703 Hebron Ave 3rd Floor, Glastonbury, CT 6033
3 810 $411,427,392
A percentage of AUM, Hourly charges
BRIGGS WEALTH MANAGEMENT, INC.
59 Sycamore Street, Glastonbury, CT 6033
6 620 $213,784,594
A percentage of AUM, Hourly charges, Fixed fees
USI SECURITIES, INC.
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 6033
12 0 $0
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL ADVISORY FEES)
MARINER FINANCIAL GROUP, LLC
223 Eastern Blvd, Glastonbury, CT 6033
1 0 $0
A percentage of AUM

    List of Additional Advisors in Glastonbury, Connecticut*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    180 Glastonbury Blvd, Ste 105, Glastonbury, CT  06033 860-421-3330
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    224 New London Tpke, Glastonbury, CT  06033 860-652-9227
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    95 Glastonbury Blvd, Ste 408, Glastonbury, CT  06033 860-430-1919
    628 Hebron Ave, Ste 301, Glastonbury, CT  06033 860-430-1780

      Frequently Asked Questions

      When choosing a financial advisor in Connecticut, it is important to look for certain credentials that demonstrate their expertise and credibility. Look for advisors who hold recognized certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has met rigorous education, experience, and ethical standards. Additionally, check if the advisor is registered with a reputable regulatory body such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

      When choosing the right financial advisor, consider your specific financial needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Connecticut.

      How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

      To evaluate the performance of your financial advisor in Connecticut, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.

      You can expect financial advisors in Connecticut to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Connecticut directory, you can access detailed information about their services, fees, credentials, and more.

      There are multiple benefits to hiring a financial advisor in Connecticut. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Connecticut residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read The Benefits Of Working With A Financial Advisor.