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Middletown, Connecticut has a population of over 45,000 residents. The cost of living in Middletown is 15% higher than the national average, making it a city where residents may benefit from the assistance of a qualified financial advisor to discover financial growth opportunities. Finding a vetted financial advisor or financial advisory firm near the Middletown area may be a challenge, therefore it may be helpful to start your journey with WiserAdvisor's directory. The ranked financial advisors listed on our directory provide various financial services including retirement planning, investment strategies, wealth management, and estate planning. We recommend taking the first step towards finding a pre-screened financial advisor by exploring our directory of ranked financial professionals near Middletown, Connecticut. You may also use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
Middletown
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Middletown,
Connecticut
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Middletown,
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
Middletown, Connecticut.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
WealthWise Capital Management Gandolfini & Associates LLC
2189 Silas Deane Highway, Suite 14, Rocky Hill, CT 06067 |
15 Years | Not Specified | $250,000 | Fee-Based |
| 15 Years | Not Specified | $50,000,000 | Fee-Based | |
| 32 Years | Not Specified | Not Specified | Not Specified | |
| 15 Years | $7,000,000,000 | Not Specified | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
|
Edelman Financial Engines, LLC
1485 South County Trail, Suite 101, East Greenwich, RI 02818 10 Bank Street, White Plains, NY 10606 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 15 Years | Not Specified | $500,000 | Fee-Only |
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2189 Silas Deane Highway,
Suite 14,
Rocky Hill,
CT
06067
Phone Number
860-681-2893
Welcome to WealthWise Capital Management, a premier investment advisory firm located in Rocky Hill, Connecticut. Founded by Michael Aldo Gandolfini, serving as the Founder and Financial Advisor, WealthWise Capital Management is dedicated to serving clients across New England, the tri-state area, and nationwide for those willing to work remotely. With extensive experience in wealth management and financial planning, Michael has honed his skills to provide exceptional guidance to clients seeking investment and goal planning services. His extensive experience with major financial institutions revealed a common issue emphasis on quantity over quality, with strict sales quotas and a lack of genuine client focus.In response, Michael established WealthWise Capital Management to prioritize integrity and client-centric service. He has created an independent firm devoted to offering the personalized attention and high-quality service that are often missing in the financial services industry. WealthWise is designed for individuals who want to achieve their financial goals with the support of trustworthy and hardworking financial advisors. At WealthWise Capital Management, the team is committed to guiding clients through the complexities of investments and fluctuating markets. Their mission is to be the lighthouse that guides clients through rough seas to calmer waters, while securing their financial futures.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 8032
Series 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
180 Glastonbury Blvd,
Suite 200,
Glastonbury,
CT
06033
Phone Number
860-657-4445
Omnica Wealth currently manages $891 million in assets and has a total of 984 clients as of September 2024. No matter who you are or what you need, our commitment remains the same: to guide you through the financial intricacies of today with a clear vision for tomorrow, ensuring that you feel prepared for whatever the future may hold. Financial planning touches every aspect of your life, inspiring our name. Omni means "all", "universal", "everything or everywhere"; a fitting moniker for a discipline that can lead to a better future and present for you, your loved ones, your business, you name it. Plan like your life, lifestyle, and legacy depend on it.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2241878
Compensation/Fee Hourly, Based on Assets
Office Location
1 Bradley Road,
Suite 202,
Woodbridge,
CT
06525
Phone Number
203-389-3553
Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.
Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.
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 Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 288239
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1 Corporate Drive,
Suite 225,
Shelton,
CT
06484
Phone Number
475-600-2501
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals. As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
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
CRD# 1037845
Firm CRD# 8733
Office Location
710 Flintlock Rd,
Southport,
CT
06890
Phone Number
617-851-4075
At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs. Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
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
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1485 South County Trail,
Suite 101,
East Greenwich,
RI
02818
Phone Number
877-208-7414
Office Location
10 Bank Street,
Suite 1215,
White Plains,NY 10606
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
684 Broadway,
Massapequa,
NY
11758
Phone Number
212-597-2249
Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency. Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest. In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.
We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
