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WiserAdvisor has qualified Financial Advisors serving the Stamford, Connecticut area.
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- 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".
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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 financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving... read more>>
Dominick
Dominick Santoro
LPL FinancialRidgefield, CT 06877
LPL Financial is the largest independent brokerage firm in the United States. If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then youve come to the right place.In todays world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.I believe no two individuals are the same.... read more>>
Jim
Jim Furlong
Financial Engines Advisors, LLCWindsor, CT 06095
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... 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 |
| Regency Wealth Management | Ramsey, NJ |
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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