Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Stafford Springs
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
0
non-vetted advisors in your local area. These financial advisors in
Stafford Springs
,
Connecticut
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Stafford Springs
,
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
Stafford Springs, Connecticut.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $115,000,000 | $250,000 | Fee-Based | |
|
Michael MacLean
CFP® MERCANTILE PRIVATE WEALTH MANAGEMENT 255 Park Ave, STE 1000, Worcester, MA 01609 |
14 Years | Not Specified | Not Specified | Fee-Based |
|
Coastal Wealth Management
CPA, CFP®, CMFC®, CRPC®, APMA®, CFA® COASTAL WEALTH MANAGEMENT 56 Williams Avenue, Mystic, CT 06355 |
22 Years | $815,000,000 | $500,000 | Fee-Based |
| 21 Years | $45,000,000 | $25,000 | Fee-Based |
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.
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# 5457640
Firm CRD# 5457640
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
255 Park Ave,
STE 1000,
Worcester,
MA
01609
Phone Number
774-239-1862
As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.
Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 6161
Series 6, 7, 24, 53, 63, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
56 Williams Avenue,
Mystic,
CT
06355
Phone Number
860-245-0251
Putting clients first; it's what we do.
We provide personalized financial advice to help you make it through today's challenges and stay focused on tomorrow's goals. It's our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:
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# 4415510
Firm CRD# 6413
Series 6, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
110 Washington Ave. 3rd Floor,
North Haven,
CT
06473
Phone Number
203-500-8527
Mike Thompson is a financial advisor with 21 years of experience. He specializes in helping individuals, families, and small businesses plan for the great financial goals in life. This includes: Retirement College Savings Tax Savings Insurance Needs He institutes a comprehensive and personalized approach to helping clients pursue these goals.
LPL was founded with a revolutionary vision: Help financial professionals build competitive businesses while they served their clients' best interests. And more than 30 years later, that remains true of LPL today. Building on that foundation, LPL offers comprehensive support for financial professionals across the spectrum of our industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL. We believe in the value of independent advice, but at LPL, independence is not one-size-fits all. How could we serve you?
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 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
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 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.
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?
