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Find Top Financial Advisors in Westport, Connecticut

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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 Westport, Connecticut
Last Updated - 23-Mar-2023

Westport has 11 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 82 non-vetted advisors in your local area. These financial advisors in Westport, Connecticut have an average of 25 years of experience.

NOTE: The list of financial advisors in Westport, Connecticut mentioned below do 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 Westport, Connecticut.

Qualified Financial Advisors in Westport, Connecticut
Financial Advisor Experience AUM Minimum Assets Fee Structure
Peter Scholtz
SCHOLTZ & COMPANY
107 Elm Street,
Four Stamford Plaza, 5th Floor,
Stamford, CT 06902
30 Not Specified Not Specified Fee-Based
Charles Helme
BH ASSET MANAGEMENT, LLC
777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830
30 105,000,000 $500000 Fee-Only
Paul Schatz
HERITAGE CAPITAL, LLC
1 Bradley Road,
Suite 202,
Woodbridge, CT 06525
32 Not Specified Not Specified Not Specified
Paresh B. Shah
CFP®
PARESHAH PARTNERS LLC
960 South Broadway, Suite 115-B,
Hicksville, NY 11801
26 350 million None Not Specified
Michael Thompson
LPL FINANCIAL
110 Washington Ave. 3rd Floor,
North Haven, CT 06473
21 $45000000 25000 Fee-Based
Creative Financial Planning
CFP®, AIF®, ChFC®
CREATIVE FINANCIAL PLANNING INC
101 S Broadway,
South Nyack, NY 10960
38 $170M $500,000 Fee-Only
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed 1500000000 Not Specified Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Prince, NY 10012
11 $22,400,000,000 $100,000 Fee-Based
Farther
FARTHER FINANCE, LLC
Four World Trade Center,
150 Greenwich St, Ste 2946,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 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 815000000 500,000 Fee-Based

Information on Qualified Financial Advisors in Westport

Qualifications CRD# 873183
Firm CRD# 107363
Series 7, 63, 65

Compensation/Fee Fee-Based


Office Location 107 Elm Street,
Four Stamford Plaza, 5th Floor,
Stamford,
CT
06902
Phone Number 203-714-9900

Peter Scholtz is the President, Founder, and lead Portfolio Manager at Scholtz & Company, LLC. Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 15 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars. While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation. Peter graduated with a BS degree in economics from Ohio Wesleyan in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5. Peter currently lives in Darien, Connecticut with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and four grandchildren.

About Scholtz & Company

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 since our firms beginning.

Advisory Services Provided:

Portfolio Management, Financial Planning for Individuals


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

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# 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.

About Heritage Capital, LLC

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 CRD# 4727940
Firm CRD# 131167
Series 7, 63, 65

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 960 South Broadway, Suite 115-B,
Hicksville,
NY
11801
Phone Number 516-268-3446

Paresh Shah is a Wealth Strategist since 1996, helping individuals and businesses across the US to co-create innovative financial strategies that protect for today and build for tomorrow. Paresh is licensed to educate CPAs (CPE presenter) as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. Paresh was also the co-host and speaker of a new talk show "Your Money - Your Taxes" for the South Asian channel - ITV Gold. Long Island Business News awarded Paresh "2016 Honoree - Diversity in Business Award". Paresh is a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. He supports Health-Care and Education Initiatives for the financially challenged. Paresh is the Past-President of the Long Island Chapter of IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board and Past President of The Old Campionites' Association. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara and The Sister Nivedita Foundation in Rajkot all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH). He is now on the board of the IIT KGP Foundation. Paresh resides in Hicksville, NY with his wife Shimul. Their son Shamik, is pursuing Psychology at Hunters College in NYC. Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.

About PareShah Partners LLC

PareShah Partners is founded with a mission to help more people with their financial planning using our distinct approach and strategies. Having someone help to provide guidance with financial plans gives you confidence, freeing you to spend time on what you truly wish to do. We, at PareShah Partners, help ensure you have your goals and needs in place; we guide you along with the steps to pursue financial freedom so you can eventually have more time for your family and can continue with your passions.

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.

About LPL Financial

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


Qualifications CRD# 1224647
Firm CRD# 8032
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 101 S Broadway,
South Nyack,
NY
10960
Phone Number 845-634-6050

About Creative Financial Planning Inc

Developing relationships since 1985 - Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. Our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we have learned our clients' story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they are looking for. Because we work with a select number of clients, we are able to focus our attention and listen to each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. As a fee only firm, we do not charge commissions. We succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in - recently married, raising children, saving for a business endeavor, or planning for retirement - we create plans that help turn financial dreams into a reality.

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 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

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# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


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 Finance, 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# 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

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


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:
  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"
  • About Coastal Wealth Management

    Your financial goals are individual, and we can help you achieve them. We take the time to understand whats truly important to you, whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant. We focus as a firm on the following niches: retirement planning strategies, tax planning strategies, and employee stock options.

    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


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

    Firm Name AUM No. of Clients Fee Structure
    ENERGY INCOME PARTNERS
    10 Wright Street,
    Westport, CT 06880-3115
    $4,529,000,000 159 A percentage of AUM
    Performance Based
    NORTHEAST FINANCIAL
    518-B Riverside Avenue , 2nd Floor,
    Westport, CT 06880-0630
    $4,524,576,000 1527 A percentage of AUM
    Fixed fees
    COASTAL BRIDGE ADVISORS
    54 Wilton Road , 1st Floor,
    Westport, CT 6880
    $2,854,858,726 3994 A percentage of AUM
    Fixed fees
    DOCK STREET CAPITAL MANAGEMENT LLC
    575-B Riverside Avenue,
    Westport, CT 6880
    $2,647,313,175 57 A percentage of AUM
    Fixed fees
    A.G.P / ALLIANCE GLOBAL PARTNERS
    88 Post Road West , 2nd Floor,
    Westport, CT 6880
    $1,273,866,692 4468 A percentage of AUM
    PARADIGM FINANCIAL PARTNERS, LLC
    315 Post Road West,
    Westport, CT 6880
    $796,789,882 1249 A percentage of AUM
    Hourly charges
    Fixed fees
    CASTLEKEEP INVESTMENT ADVISORS
    257 Riverside Avenue , 2nd Floor,
    Westport, CT 06880-4822
    $691,833,804 235 A percentage of AUM
    Hourly charges
    BRIGHTLIGHT CAPITAL
    15 Myrtle Ave , Suite 1a,
    Westport, CT 6880
    $566,929,179 2 A percentage of AUM
    Performance Based
    NAUSET WEALTH MANAGEMENT, LLC
    136 Main Street , Suite 201,
    Westport, CT 6880
    $328,289,141 596 A percentage of AUM
    Hourly charges
    AYRSHIRE CAPITAL MANAGEMENT LLC
    136 Main Street , Suite 203,
    Westport, CT 6880
    $236,217,547 233 A percentage of AUM
    GREENHOUSE WEALTH MANAGEMENT, LLC
    8 Wright Street , Suite 107,
    Westport, CT 6880
    $214,678,674 310 A percentage of AUM
    Fixed fees
    CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT
    19 Ludlow Road , Ste. 301,
    Westport, CT 6880
    $189,294,074 503 A percentage of AUM
    Hourly charges
    Fixed fees
    DRUM HILL CAPITAL, LLC
    8 Wright Street , Suite 107,
    Westport, CT 06880-3114
    $169,176,418 197 A percentage of AUM
    Hourly charges
    Fixed fees
    ASPETUCK FINANCIAL MANAGEMENT LLC
    27a Imperial Ave.,
    Westport, CT 6880
    $122,897,528 343 A percentage of AUM
    LCR WEALTH MANAGEMENT LLC
    315 Post Road West , Ste 200,
    Westport, CT 6880
    $120,000,000 117 A percentage of AUM

      List of Additional Advisors in Westport, Connecticut*

      * Additional advisors listing is provided in partnership with Yext

      Financial Advisor Office Location Phone Number
      Abby Wolman McElroy, CFP®
      Inquire with Abby
      500 Post Road East 3rd, Fl, Westport, CT  06880 203-221-6060
      Bruce D Sargent
      Inquire with Bruce
      500 Post Road East 3rd, Fl, Westport, CT  06880 203-221-6003
      Dianne Cicchetti
      Inquire with Dianne
      500 Post Road East 3rd, Fl, Westport, CT  06880 203-221-6007
      Natasha Villarroel
      Inquire with Natasha
      10 Wright St, Westport, CT  06880 203-349-4339
      Karen Goersch
      Inquire with Karen
      10 Wright St, Westport, CT  06880 203-349-4351
      Morgan Stanley Financial Advisors
      Inquire with Morgan
      500 Post Road East 3rd, Fl, Westport, CT  06880 203-226-4731
      Lee Hunter
      Inquire with Lee
      10 Wright St, Westport, CT  06880 203-349-4344
      Jon Nelson
      Inquire with Jon
      10 Wright St, Westport, CT  06880 203-349-4335
      John Nelson
      Inquire with John
      10 Wright St, Westport, CT  06880 203-349-4348
      Edward Pardon
      Inquire with Edward
      10 Wright St, Westport, CT  06880 203-349-4338
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        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.

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