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WiserAdvisor has qualified Financial Advisors serving the Stamford, Connecticut area.
Our Recommendations:
- Talk to at least 2 to 3 Financial Advisors.
- Hire an advisor who meets your screening criteria.
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- Complete the form to the right and click "Find My Advisor".
- We will research and find you 2 to 3 advisors who match with your specified needs.
- This match is from an impressive list of credentialed and pre-screened Financial Advisors.
reasons why this is simply a better way to find a Financial Advisor.
Financial Advisors Licensed to practice in Stamford, Connecticut
Peter
Peter Scholtz
Scholtz & CompanyStamford, CT 06902
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... read more>>
Lisa
Lisa M Rossi CFP®
Stratos Wealth Advisory GroupPurchase, NY 10577
Stratos Wealth Advisory Group is an independent financial services firm built on the premise that our clients are our most valuable asset. We define our success by assisting you in achieving your goals, and we strive to elevate the meaning and... read more>>
Rob
Rob Hoynes, ChFC
Hoynes Financial Group, LLCCheshire, CT 06410
Hoynes Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided some of the most personal service available, thus earning a reputation for excellence in our industry. For each... read more>>
Todd
Todd Warner
Canoga Wealth Management, LLCWest Hartford, CT 06107
Our Mission & ValuesTo provide a unique financial advisory/client experience that fosters a sense of partnership, a common ownership of goals and challenges, and a genuine desire to craft solutions for our clients needsAs a financial professional,... read more>>
| List of Additional Financial Advisors in or around Stamford, Connecticut | |
| Merrill Lynch/The Dotson Wood Group | Stamford,CT |
| The Farrar/Linke Team: Merrill Lynch | Stamford,CT |
| AXA-Advisors | 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