Best Financial Advisors in Cos Cob, CT

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List of Firms

Cos Cob, CT Fiduciary Financial Advisors

Greenwich Wealth Management
SEC File# 801-68897
CRD# 142820
Location 45 E Putnam Ave #128, Greenwich, CT 06830, USA
Phone (203) 618-0100
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Merritt Point Wealth Advisors
Location 1700 E Putnam Ave UNIT 211, Old Greenwich, CT 06870, USA
Phone (203) 344-2400
H2 Advisors - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 705-4255
Amy Mooney - Morgan Stanley
Location 1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4841
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
Location 100 West Putnam Avenue Suite 200, Greenwich, CT 06830, USA
Phone (203) 862-2110
Merrill Lynch Wealth Management Advisor Kevin M Coutant
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5908
Merrill Lynch Wealth Management Advisor Joseph Borelli
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5974
DFS, Inc. Registered Investment Adviser
Location 1171 E Putnam Ave, Riverside, CT 06878, USA
Phone (203) 967-2231
Merrill Lynch Wealth Management Advisor Paul D Tomassi
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5979
Merrill Lynch Wealth Management Advisor Glenn C Feigin
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5923
James Parker, CRPC - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 862-2108
Newman & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 51 Church St, Greenwich, CT 06830, USA
Phone (203) 861-1700
Michael J Smeriglio III, CPA
5 out of 5
Location 108 River Rd 2nd Floor, Cos Cob, CT 06807, USA
Phone (203) 422-6453
Wedbush Securities
Location 21 Hillside Rd, Greenwich, CT 06830, USA
Taylor Investment Advisors
Location 1700 E Putnam Ave, Old Greenwich, CT 06870, USA
Phone (203) 409-3300
Alex.Brown, A Division of Raymond James
Location 3 Pickwick Plaza, Greenwich, CT 06830, USA
Phone (203) 769-7369
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 83 Mason St, Greenwich, CT 06830, USA
Phone (203) 869-0033
Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 51 Church St, Greenwich, CT 06830, USA
Phone (203) 861-1700
Royce & Associates LLC
Location 8 Sound Shore Dr # 140, Greenwich, CT 06830, USA
Phone (203) 869-3541
John Ryan - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 862-2122
Wealth Planning Strategies - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 661-1817
Andrew L Cushman - Morgan Stanley
Location One Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4679
Storr Investment
Location 33 Brookridge Dr, Greenwich, CT 06830, USA
Phone (203) 863-9324
Bill Lee - Raymond James
Location 115 E Putnam Ave, Greenwich, CT 06830, USA
Phone (203) 742-0600
Christian A Templeman - Morgan Stanley
Location 1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4882
Darrin Investment Group
Location 103 Mason St 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 869-2220
Burnham Sterling & Company LLC / Babcock & Brown Securities LLC
Location 29 River Rd, Cos Cob, CT 06807, USA
Phone (203) 862-4800
Bank of America Private Client Advisor Colin Koester
Location 55 Railroad Ave, Greenwich, CT 06830, USA
Phone (203) 422-5207
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 302-6741
Merrill Lynch Private Wealth Advisor Thomas N Phillips
Location 2 Pickwick Plaza 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 863-7608
Edward Jones - Financial Advisor
Location 79 E Putnam Ave Suite 18, Greenwich, CT 06830, USA
Prometheus Investment Advisors LLC.
Location 121 North Street, Greenwich, CT 06830, USA
Phone (203) 561-6588
Bank of America Private Client Advisor Elizabeth Cahill
Location 55 Railroad Ave, Greenwich, CT 06830, USA
Phone (203) 422-5206
Ameriprise Financial: Michael Bucci
5 out of 5
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 302-6744
Denise Manning - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 862-2140
Three Lakes Advisors Inc
Location 303 Overlook Dr, Greenwich, CT 06830, USA
Phone (203) 869-4046
Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 302-6760
John Mirabile - Financial Advisor, Ameriprise Financial Services, LLC
Location 51 Church St, Greenwich, CT 06830, USA
Phone (203) 861-1700
Babcock Brown
Location 33 River Rd, Cos Cob, CT 06807, USA
Phone (203) 769-5912
Corinne H James - Morgan Stanley
Location One Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4673
Merrill Lynch Wealth Management
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5900
Merrill Lynch Wealth Management Advisor Rob Blosio, Jr.
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5953
The Dolce Group - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 977-7273
Thomas Locastro - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 349-4325
Merrill Lynch Private Wealth Advisor William B Shea
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5961
Naomi Bourque
Location 119 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (203) 861-4042
Raymond James Financial Services, Inc.
Location 115 E Putnam Ave 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 742-0600
Financial Advisors in Cos Cob, CT

Where Certified Financial Advisors in Cos Cob, CT Serve

Cos Cob is a town in Connecticut that is located near Greenwich. Some of the landmarks in Cos Cob include the Cos Cob Harbor, the Greenwich Polo Club, and the Glenville Association. The top employers in Cos Cob are JPMorgan Chase, NBC Universal, and IBM. The major highways and streets in Cos Cob are I-95, Route 1, and Route 15. The neighborhoods in Cos Cob are Cos Cob, Glenville, Byram, and Old Greenwich.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cos Cob, CT have a variety of banking services to choose from. Local banks offer standard products such as checking and savings accounts, certificates of deposit, and home mortgages. In addition, they can provide more specialized services such as trust and estate planning, small business loans, and agricultural lending.

Insurance Broker

Residents of Cos Cob, CT can benefit from the services of insurance brokers. Brokers can help residents find the best rates and coverage for their needs, and they can also help residents navigate the complex world of insurance. Residents should contact a broker today to get started on securing the best coverage for their family.

Retirement Planning

Most Cos Cob, CT residents want to retire as soon as they can. However, they may not have a clear plan on how to make that happen. Financial advisors can help with retirement planning by creating a roadmap for retirement and helping residents stick to it. Advisors can also recommend different investment options and account types that will allow retirees to withdraw money without penalty.

Wealth Management

Residents of Cos Cob, CT can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest for the future, and protect their assets. By working with a wealth manager, residents can get personalized advice on how to grow their money and reach their financial goals.

Estate Planning Lawyer

Estate planning lawyers in Cos Cob, CT can help residents protect their assets and plan for the future. Estate planning is the process of arranging for the management and disposal of a person's property after death. It can also include provisions for the care of a person who is unable to care for themselves. There are several reasons why estate planning is important. First, it ensures that your property is distributed according to your wishes after you die. Second, it can minimize taxes and other expenses associated with estate settlement. Third, it can provide peace of mind by ensuring that your loved ones are taken care of if you become incapacitated. If you live in Cos Cob, CT and would like to arrange for estate planning services, please contact an experienced lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Cos Cob, CT can help residents by providing them with the best mortgage options available. They can also provide advice on how to improve credit scores and get approved for a mortgage. In addition, mortgage loan officers can help residents find the best rates and terms for their mortgage.

Tax Services

Residents of Cos Cob, CT can benefit from the help of a tax accountant in order to ensure that they are taking advantage of all the deductions and credits available to them. A good tax accountant will be able to help residents save money on their taxes and file their returns in a way that minimizes their liability.

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FAQs About Personal Financial Advisors in Cos Cob, CT