Best Financial Advisors in Hartford, CT

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Hartford, CT Fiduciary Financial Advisors

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Merrill Lynch Wealth Management Advisor Barnaby W Horton
5 out of 5
Location City Place II, 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3526
Directions
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Merrill Lynch Wealth Management Advisor Edward Sullivan
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3680
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The BHR Group - Morgan Stanley
Location Goodwin Square Tower, 255 Asylum St Floor 14, Hartford, CT 06103, USA
Phone (860) 275-0771
Directions
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Doug Veillette - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 185 Asylum St, Hartford, CT 06103, USA
Phone (860) 380-2109
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Conifer Investments
SEC File# 801-47009
CRD# 106159
5 out of 5
Location 100 Pearl St # 13B, Hartford, CT 06103, USA
Phone (860) 761-1041
Directions
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J Enda Nolan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 185 Asylum St, Hartford, CT 06103, USA
Phone (860) 380-2126
Directions
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Merrill Lynch Wealth Management Advisor James M Sleight
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3539
Directions
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Veillette, Donato & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 185 Asylum St, Hartford, CT 06103, USA
Phone (860) 289-2301
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ARCH Group - UBS Financial Services Inc.
Location One State Street Suite 1600, Hartford, CT 06103, USA
Phone (860) 727-4618
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Charles J. Hafey - RBC Wealth Management Financial Advisor
Location 20 Church St Suite 2300, Hartford, CT 06103, USA
Phone (860) 241-8650
Directions
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Merrill Lynch Wealth Management Advisor Robert B Weber
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3569
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Merrill Lynch Wealth Management Advisor Maureen C Keating
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3586
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Howard Financial Corporation
Location 105 Prospect Ave, Hartford, CT 06106, USA
Phone (860) 236-4228
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UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
2 out of 5
Location One State Street Suite 1600, Hartford, CT 06103, USA
Phone (860) 727-1500
Directions
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The Dugan Group - Morgan Stanley
Location 225 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 275-0726
Directions
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Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 99 E River Dr Fl 8, East Hartford, CT 06108, USA
Phone (860) 466-7272
Directions
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Lincoln Financial Group
SEC File# 801-111055
CRD# 158043
Location 135 High St, Hartford, CT 06103, USA
Directions
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Merrill Lynch Wealth Management Advisor Lucas Smith
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3551
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Greco Wealth Management Group - UBS Financial Services Inc.
Location One State Street Suite 1600, Hartford, CT 06103, USA
Phone (860) 727-4646
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Executive Wealth Consulting Partners - UBS Financial Services Inc.
Location One State Street Suite 1600, Hartford, CT 06103, USA
Phone (860) 727-4649
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Merrill Lynch Wealth Management Advisor Michael J Cirullo
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3591
Directions
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Ferreira Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 185 Asylum St, Hartford, CT 06103, USA
Phone (860) 380-2157
Directions
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Merrill Lynch Wealth Management Advisor Matthew Forman
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3659
Directions
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Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 185 Asylum St, Hartford, CT 06103, USA
Phone (860) 380-2149
Directions
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Valerie B Dugan - Morgan Stanley
Location 225 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 275-0779
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RBC Wealth Management Branch - Hartford
5 out of 5
Location 20 Church St Suite 2300, Hartford, CT 06103, USA
Phone (860) 241-8600
Directions
Financial Advisors in Hartford, CT

Where Certified Financial Advisors in Hartford, CT Serve

Hartford, CT is a vibrant city with a rich history and diverse culture. From the iconic Mark Twain House to the stunning Wadsworth Atheneum Museum of Art, there are plenty of landmarks to explore. Additionally, the city is home to several top employers, including Aetna, The Hartford, and United Technologies. Major highways like I-84 and I-91 run through Hartford, making it a convenient hub for transportation and commerce. When it comes to neighborhoods, Hartford has a variety of unique communities, from the trendy West End to the historic South Green. With so much to see and do, Hartford is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hartford, CT could benefit from the guidance of a financial advisor in a number of ways. For example, the city has a higher than average poverty rate, and many residents struggle to make ends meet. A financial advisor could help these individuals create a budget, manage debt, and save for emergencies or long-term goals. Additionally, Hartford has a large population of retirees, and a financial advisor could assist these individuals with managing their retirement savings, creating an income plan, and navigating the complexities of Social Security and Medicare. Overall, a financial advisor can provide valuable support and education to Hartford residents, helping them achieve financial stability and security.

Insurance Broker

Residents of Hartford, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for individuals and families. Hartford, CT is known for its high cost of living, and insurance can be a significant expense. An insurance broker can help residents navigate the complex and often confusing world of insurance, ensuring that they get the coverage they need at a price they can afford. Additionally, an insurance broker can provide personalized advice and support, helping residents make informed decisions about their insurance needs and ensuring that they are adequately protected in the event of an accident or other unforeseen event. Overall, an insurance broker can be an invaluable resource for residents of Hartford, CT, helping them to secure the coverage they need and providing peace of mind in an uncertain world.

Retirement Planning

Residents of Hartford, CT can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Hartford, CT navigate the complex world of retirement planning, which can be overwhelming and confusing. They can provide guidance on how to save for retirement, the best retirement savings accounts to use, and how to create a retirement budget. Additionally, a retirement planner can help residents of Hartford, CT plan for unexpected expenses and emergencies, which can be particularly important given the high cost of living in the area. By working with a retirement planner, residents of Hartford, CT can ensure that they have a solid plan in place for their retirement years, giving them peace of mind and security for the future.

Wealth Management

Residents of Hartford, CT could benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping them to manage their finances effectively. With a wealth manager, residents can receive guidance on how to invest their money, save for retirement, and plan for their future financial goals. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that apply to their investments. This is particularly important in Hartford, CT, where the state tax laws can be quite complicated, and residents may need help understanding how to minimize their tax liability. Overall, a wealth manager can provide valuable assistance to residents of Hartford, CT, helping them to achieve their financial objectives and secure a bright financial future.

Mortgage Loan Officer

Residents of Hartford, CT can benefit greatly from the expertise of a mortgage loan officer. For example, Hartford has a high percentage of residents who are first-time homebuyers and may not be familiar with the ins and outs of the mortgage process. A loan officer can guide them through the process, explain the different types of loans available, and help them find the best rates and terms. Additionally, Hartford has a diverse population, and a loan officer can help those who may have unique financial situations or credit histories. With the help of a loan officer, residents of Hartford can feel confident in their ability to secure a mortgage and achieve their dream of homeownership.

Tax Services

Residents of Hartford, CT can benefit greatly from the expertise of a tax advisor. With the city's high poverty rate of 31.7%, many residents may not be aware of the tax credits and deductions available to them. A tax advisor can assist in identifying and claiming these benefits, such as the Earned Income Tax Credit and the Child Tax Credit, which can provide much-needed financial relief. Additionally, with the city's high property taxes, a tax advisor can help homeowners navigate the complex tax laws and potentially reduce their tax burden. Overall, a tax advisor can provide invaluable assistance to Hartford residents in maximizing their tax refunds and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Hartford, CT can benefit greatly from the services of an estate planning lawyer. These lawyers can help individuals and families create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. This is especially important in Hartford, a city with a diverse population and a range of economic circumstances. An estate planning lawyer can help families navigate complex inheritance laws, minimize taxes, and protect their assets from creditors. They can also assist with creating trusts, wills, and other legal documents that can ensure that a person's final wishes are respected. Overall, an estate planning lawyer can provide peace of mind for residents of Hartford, CT, knowing that their loved ones will be taken care of in the event of their passing.

Hartford, CT Financial Resources

Hartford, CT Chamber of Commerce

https://www.hartfordchamberct.com/

Hartford, CT City Hall

https://www.hartfordct.gov/Home

Hartford, CT Public Library

https://www.hplct.org/

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FAQs About Personal Financial Advisors in Hartford, CT