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Find Top Financial Advisors in Greenwich, 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 Greenwich, Connecticut

Last Updated - December 03, 2023

Greenwich has 9 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 83 non-vetted advisors in your local area. These financial advisors in Greenwich, Connecticut have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Greenwich, 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 Greenwich, Connecticut.

Qualified Financial Advisors in Greenwich, Connecticut

Financial Advisor Experience AUM Minimum Assets Fee Structure
Charles Helme
BH ASSET MANAGEMENT, LLC
777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830
30 Years $105,000,000 $500,000 Fee-Only
Masa Yamazaki
CPWA®, CEPA®, CDFA®
OXLER PRIVATE WEALTH
800 Westchester Ave,
Suite 641N,
Rye Brook, NY 10573
14 Years $0 $1,000,000 Fee-Only
Bozidar Jovanovic
CFA®
HONEY BADGER ADVISORS LLC
125 Central Avenue B9,
Rye, NY 10580
25 Years $1,300,000 $100,000 Fee-Only
Kevin Myers
CAIA®, CFP®, EA, CFA®
FLYNN FINANCIAL PARTNERS
56 Harrison St,
Suite 203,
New Rochelle, NY 10580
26 Years $125,000,000 $0 Fee-Based
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed $1,500,000,000 $1,000,000 Fee-Only
U.S. Capital Wealth Advisors, LLC
CFP®
U.S. CAPITAL WEALTH ADVISORS, LLC
150 East 52nd Street Suite 5001,
New York, NY 10022
Not Disclosed $5,918,424,543 $250,000 Fee-Only
Farther
FARTHER, LLC
Four World Trade Center,
150 Greenwich St, Ste 2946,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Future You Wealth
CFA®
FUTURE YOU WEALTH LLC
200 Vesey Street,
24th Floor,
New York, NY 10282
Not Disclosed $100,000,000 $100,000 Fee-Only
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 Years Not Specified $250,000 Fee-Based

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Information on Qualified Financial Advisors in Greenwich, Connecticut

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


Qualifications CRD# 2526772
Firm CRD# 309684
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 800 Westchester Ave,
Suite 641N,
Rye Brook,
NY
10573
Phone Number 212-785-2860

Masa is a Principal and Co-Founder of Oxler Private Wealth, a family owned and operated wealth advisory firm offering financial care to women and families. Masa's primary responsibility is customized wealth and portfolio management. He oversees client portfolios and their asset allocations, and guides clients through comprehensive financial and estate planning strategies, working closely with their other trusted advisors. Empathic and patient, Masa thrives on spending time with clients to develop a deep understanding of their lives and what is important to them. Thoughtful listening helps Masa to align his advice with his clients' aspirations and values. His strong sense of discipline supports clients on their path to achieving their goals and to living enriched, fulfilling lives. He also has a special interest in guiding and educating second- and third-generation clients. Masa pulls from his broad experience of more than two decades in investment banking, wealth management and small business development to help clients navigate through all aspects of their financial lives. Prior to Oxler, Masa was Senior Director of the Private Client Division at Oppenheimer & Co. Inc. Earlier he was senior vice president of Sales and Marketing for Acolyte Technologies Corp.; a Financial Advisor at Citi Smith Barney; Investment Banking Associate at CIBC Oppenheimer Corp.; and Financial Analyst for the Debt Capital Markets division of Goldman, Sachs & Co. Masa received a BS in biology from Duke University and is a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA is an advanced professional certification and education program for advisors who serve high-net-worth clients. CPWA designees have met certain experience requirements, successfully completed coursework in advanced wealth management at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering asset protection, executive compensation plans, stock options, tax-efficient portfolios and business, retirement, charitable, tax and estate planning. The designation requires ongoing continuing education credits to maintain the certification and to stay abreast of the latest trends, strategies, and laws in order to serve clients with sophisticated wealth management. Masa has held a series 7 and currently holds a series 66 license. Masa can be found training for a marathon, cold plunging, practicing yoga, meditating or cooking meals for his family. As a former equestrian, he maintains his love for horses and the countryside. He lives with his wife, Lisa, and their two daughters in Westchester, New York. Masa proudly works side by side with his father-in-law, Jonathan, and sister-in-law, Jessica.

About Oxler Private Wealth

Oxler Private Wealth

We help take care of your financial health so that you can focus with confidence on what matters most to you. Through a clear, sound and relatable approach to financial planning and investment management, we make it our goal to provide insight, resources and strategies to help you thrive in your diverse roles within your family, profession and the broader world.

Advisory Services Provided:

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


Qualifications CRD# 5264079
Firm CRD# 314128
Series 66

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


Office Location 125 Central Avenue B9,
Rye,
NY
10580
Phone Number 914-393-4684

Bozidar is quantitative oriented advisor and portfolio manager. He is PhD, a CFA® charterholder and has Certificate in Quantitative Finance. His long career includes hedge fund strategies, long only strategies, portfolio and risk research and managing multi asset portfolios for individuals, families, as well as institutional investors. In his last corporate role he was a Chief Portfolio Strategist of a private bank responsible for 3 Bln USD in invested assets. His focus is on providing financial advice that has clients best interest at the center. We build resilient portfolios with the goal of minimizing the market downturns.

About Honey Badger Advisors LLC

Honey Badger Advisors LLC

Our services are for you if you are serious about securing your and your family's future and want someone to help you with your best interest in mind. We will never serve interests of mega banks, funds, insurance companies, activists or global scoundrels like World Economic Forum. Our approach is not "sales strategies", we engage in collaborative and educational work. Which means we are going to work with you to fully understand the reasoning for every one of our proposals before anything is implemented. On the other hand if you have goals that are not consistent with prudent investment such as virtue signaling, ESG, get rich quick, ponzi schemes, fads, meme stocks, crypto, we are not for you. We cannot reconcile our fiduciary duty with such activities and would advise you to take business elsewhere.

Advisory Services Provided:

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


Qualifications CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

Compensation/Fee Fee-Based


Office Location 56 Harrison St,
Suite 203,
New Rochelle,
NY
10580
Phone Number 914-819-1819

Kevin is a Partner and a senior leader on the Private Wealth Management Team at Flynn Financial Partners (F2). With over 25 years of financial services experience, he takes a genuine interest in his client's personal and financial needs, working with them to cultivate long-lasting relationships. Kevin is committed to assessing market and lifestyle risks and their impact on his clients' objectives. His primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning. Kevin is a lifelong learner and holds several designations, including the Certified Financial Planning (CFP), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and IRS Enrolled Agent (EA). In addition, he maintains FINRA Series 7 and 65 licenses and life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University. Outside of work, Kevin lives in Rye, NY, with his family and two dogs. He enjoys exercising, cooking, and spending quality time with his loved ones. Kevin is passionate about financial literacy education and collaborates with various entities such as Barrons Magazine, Binghamton University, Iona University, Mount Saint Michael High School, and New Rochelle High School to provide programs that teach personal finance, investing basics, and entrepreneurship practices to teenagers and young adults.

About Flynn Financial Partners

Flynn Financial Partners

Founded in 2008, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states. The core of who we are is rooted in enduring trust and absolute transparency - it is the foundation from which we grow a relationship with our customers. This is what makes us different.

Our Vision & Mission Statement

Our approach allows us to make objective and independent decisions based on each client’s financial objectives. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual and institution that we encounter. We strive to be our clients trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them.

We start by having an in-depth conversation to examine your current situation and identify your goals. We collaborate with your other trusted advisors to analyze and evaluate your financial situation. We then create, help implement, and regularly monitor your plan to increase the likelihood of success.

Our tenured team of professionals shares a unique blend of expertise, experience, and success, as well

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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 Firm CRD# 110130
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number 212-796-8729

About Altfest Personal Wealth Management

Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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


Qualifications Firm CRD# 288199
Series 65

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


Office Location 150 East 52nd Street Suite 5001,
New York,
NY
10022
Phone Number 512-342-0202

About U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

We are an Independent, wealth management firm providing sophisticated, holistic and objective solutions for our clients. U.S. Capital Wealth Advisors was founded in 2017 as Legacy One Financial Advisors. In the summer of 2021, we aligned with USCA, RIA, the wealth management subsidiary of U.S. Capital Advisors, to form U.S. Capital Wealth Advisors (USCWA). U.S. Capital Advisors was founded in 2010 by a group of experienced professionals with a shared vision to combine the collegial atmosphere of a regional firm with the capabilities to provide differentiated investment opportunities and unique investment solutions. Headquartered in Houston with offices across Texas, USCWA is one of the largest independently owned investment advisory firms in Texas. We are proud of the Firm we have built and continually strive to bring a host of comprehensive service options to our clients. As a majority employee-owned firm, every one of us celebrates together as a team - one person's success is shared by the entire company. Our team is aligned in our client-centric standards and vision to empower others to realize long-term value. We strive to create an unmatched client experience that offers clients the dedicated financial support, guidance and advice they desire.

Advisory Services Provided:

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


Qualifications Firm CRD# 302050

Compensation/Fee Based on Assets


Office Location Four World Trade Center,
150 Greenwich St, Ste 2946,
New York,
NY
10007
Phone Number 720-744-2145

About Farther, LLC

Farther, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 305173
Firm CRD# 305173
Series 3, 7, 63, 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 200 Vesey Street,
24th Floor,
New York,
NY
10282
Phone Number 917-426-2982

About Future You Wealth LLC

Future You Wealth LLC

Future You Wealth is for high-earning professionals, through all life stages, who want to make the most of their life and money. We offer comprehensive wealth management services that will help you save for your future and achieve your financial goals. With our help, you can rest easy knowing that you have a guide and a partner on the path to financial independence. Client engagements are comprised of three key components: (i) Planning: building a baseline understanding as to where you are going, and how you are most efficiently going to get there. The primary goal we work towards is financial independence by a target age, affording you the freedom to direct your time as you desire. (ii) Investing: implementing the plan using evidence-based, low-cost strategic asset allocations, tailored to the needs of the individual. Portfolios are rebalanced periodically to remain in line with the investment plan, and tax efficiency is front of mind. (iii) Coaching: sticking to the plan and goals requires accountability, and we're our clients' accountability partner. Any time a life decision comes up that has financial implications, we are here to help, for example buying a home, getting married, starting a family, exercising incentive stock options, changing job or starting a business. Throughout our clients' wealth journey, we keep the "beyond wealth" principle front of mind: our approach to wealth management is not just about building more wealth, but also about how best to use that wealth to live a great life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
AQR CAPITAL MANAGEMENT, LLC
Two Greenwich Plaza, 3rd Floor, Greenwich, CT 6830
649 289 $145,451,136,492
A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
STRATEGIC VALUE PARTNERS, LLC
100 West Putnam Avenue, Greenwich, CT 6830
139 48 $19,896,841,710
A percentage of AUM, Performance Based
PERFORMANCE EQUITY MANAGEMENT, LLC
5 Greenwich Office Park, Third Floor, Greenwich, CT 6831
34 32 $12,930,733,120
A percentage of AUM, Performance Based
ABS GLOBAL INVESTMENTS
537 Steamboat Road, Greenwich, CT 6830
35 20 $7,871,705,251
A percentage of AUM, Fixed fees, Performance Based
GRAMERCY FUNDS MANAGEMENT LLC
20 Dayton Avenue, Greenwich, CT 6830
61 43 $5,972,088,440
A percentage of AUM, Performance Based
SOUND SHORE MANAGEMENT INC
8 Sound Shore Dr., Suite 180, Greenwich, CT 06830-7242
18 426 $3,754,735,931
A percentage of AUM, Performance Based
WOODSON CAPITAL MANAGEMENT, LP
537 Steamboat Road, Suite 303, Greenwich, CT 6830
12 8 $1,968,891,539
A percentage of AUM, Performance Based
PRECISION CAPITAL ADVISORS, LLC
171 Greenwich Avenue, 3a, Greenwich, CT 6830
7 30 $1,857,053,685
A percentage of AUM, Fixed fees, Performance Based
MOONRISE CAPITAL LP
268 Mason Street, Floor 2, Greenwich, CT 6830
3 5 $1,130,387,985
A percentage of AUM, Performance Based
ORACLE INVESTMENT MANAGEMENT, INC.
177 W Putnam Avenue, Greenwich, CT 6902
4 3 $1,118,991,095
A percentage of AUM, Performance Based
TETON ADVISORS, LLC
189 Mason Street, Greenwich, CT 6830
5 4 $868,584,986
A percentage of AUM
COOK PINE CAPITAL LLC
2 Sound View Drive, Second Floor, Greenwich, CT 6830
7 11 $444,778,397
A percentage of AUM, Fixed fees, Performance Based
FOX RUN MANAGEMENT LLC
115 E Putnam Avenue, Greenwich, CT 6830
6 2 $254,608,716
A percentage of AUM, Performance Based
GENERATIVE INVESTMENT PARTNERS LP
80 Field Point Road, Greenwich, CT 6830
5 9 $140,640,000
A percentage of AUM, Performance Based
KYUR, INC.
500 W. Putnam Avenue, Suite 400, Greenwich, CT 6830
4 11 $5,090,000
A percentage of AUM

    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.