Best Financial Advisors in Litchfield County, CT

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List of Firms

Litchfield County, CT Fiduciary Financial Advisors

Ameriprise Financial
Location PO Box 1202, Sharon, CT 06069, USA
Phone (860) 364-5300
Tyr Advisors
Location 113 Woodbury Rd, Washington, CT 06793, USA
Phone (347) 474-7868
Deborah Tata - Financial Advisor, Ameriprise Financial Services, LLC
Location 530 Middlebury Rd Ste 204B, Middlebury, CT 06762, USA
Phone (203) 758-2456
Robert L Taylor Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 North St Ste 3, Wolcott, CT 06716, USA
Phone (203) 441-4412
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Cailyn Paradise
SEC File# 801-3297
CRD# 250
5 out of 5
Location 174 West St Suite 102, Litchfield, CT 06759, USA
Phone (860) 567-4015
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Advanced Financial Advisors LLC
SEC File# 801-29690
CRD# 110283
Location Landmark Office Center S# 3F 2 Old New Milford Rd, Brookfield, CT 06804, USA
Phone (203) 796-0082
Pasnau Investment Mgt
5 out of 5
Location 375 W Meetinghouse Rd, New Milford, CT 06776, USA
Phone (860) 354-9903
Edward Jones - Financial Advisor: Allen E Dunahoo
SEC File# 801-3297
CRD# 250
Location 174 West St Suite 102, Litchfield, CT 06759, USA
Phone (860) 567-4015
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Gary N Nicksa, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 34 Main St, Torrington, CT 06790, USA
Phone (860) 482-4420
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Chadwick Financial Advisors
SEC File# 801-119231
CRD# 168299
Location 226 S Main St, Thomaston, CT 06787, USA
Phone (860) 489-8880
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: James Zeller
Location 76 Watertown Rd Suite 2E, Thomaston, CT 06787, USA
Phone (860) 283-5063
Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 30 Peck Rd Ste 2101, Torrington, CT 06790, USA
Phone (860) 489-7785
Timothy Blankenship - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 900 Main St S Ste 100, Southbury, CT 06488, USA
Phone (203) 262-8005
Edward Jones - Financial Advisor: David Martins, ChFC®|CLU®
SEC File# 801-3297
CRD# 250
Location 88 Main St S Suite B202, Southbury, CT 06488, USA
Phone (203) 264-1925
Matthew Sweet - Raymond James
Location 1057 Torringford St, Torrington, CT 06790, USA
Phone (860) 567-6417
Aarons & Co
Location 82 Roxbury Rd, Washington, CT 06793, USA
Phone (860) 868-1088
Edward Jones - Financial Advisor: Martin Engstler, CFA®
Location 88 Main St S Suite B202, Southbury, CT 06488, USA
Phone (203) 264-1925
U.S. Trust
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 777 Main St, Canaan, CT 06018, USA
Aita Financial Group, Inc
Location 92 Bee Brook Rd, Washington Depot, CT 06794, USA
Phone (860) 868-6140
Independent Resources Inc
Location 54 Norfolk Rd, Litchfield, CT 06759, USA
Phone (860) 567-7707
Barron Financial Group
SEC File# 801-123451
CRD# 140504
5 out of 5
Location 103 Albert St, Torrington, CT 06790, USA
Phone (860) 489-0432
Financial Advisors in Litchfield County, CT

Where Certified Financial Advisors in Litchfield County, CT Serve

Litchfield County, CT is a beautiful rural county located in the northwest corner of the state. It is home to many charming small towns and villages, as well as some of the most beautiful countryside in New England. The top employers in Litchfield County are Starr Manufacturing, RJ Julia Booksellers, and Litchfield Bancorp. Some of the major highways and streets in the county are Route 8, Route 202, and Route 44. Some of the neighborhoods in Litchfield County include Kent, Cornwall, and Goshen.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Litchfield County, CT residents have a variety of banking options to choose from. Banks can provide a number of valuable services to local residents, including checking and savings accounts, loans, mortgages, and credit cards. They can also offer online banking and mobile banking services that make it easy for customers to access their accounts 24/7. Finally, banks can provide helpful financial advice to their customers to help them make the most of their money.

Insurance Broker

Litchfield County, CT residents can benefit from the services of insurance brokers. Insurance brokers can help people find the best rates and coverage for their needs. They can also help people file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Most people in Litchfield County, CT don't think about retirement until it's too late. Financial advisors can help change that.Financial advisors are experts in helping people save for retirement. They can work with you to create a savings plan that will allow you to retire comfortably, even if you're not making a lot of money right now. Advisors can also help you invest your money wisely, so that it will grow over time. Retirement planning is important, and financial advisors can make it much easier for you to achieve your goals.

Wealth Management

Litchfield County, CT residents have a lot of money. But with that money comes great responsibility. That's where wealth management comes in. Wealth management is the process of organizing and managing a person or family's financial affairs. It includes everything from budgeting and tracking expenses to investment planning and insurance recommendations. When it comes to Litchfield County, CT residents, wealth management can help them protect their finances, grow their money, and plan for the future.

Estate Planning Lawyer

Estate planning lawyers in Litchfield County, CT can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help residents avoid probate and ensure that their wishes are carried out. In addition, estate planning lawyers can provide guidance on tax issues and help families manage their finances during difficult times.

Mortgage Loan Officer

Mortgage loan officers can help Litchfield County, CT residents by explaining the different types of mortgages available and helping them to find the best mortgage for their needs. They can also help residents to understand the terms of their mortgage, and to keep up with payments.

Tax Services

Residents of Litchfield County, CT can benefit from the expertise of tax accountants in a number of ways. Tax accountants can help residents prepare their income taxes, ensuring that they receive all applicable deductions and credits. In addition, tax accountants can help business owners understand and take advantage of various tax breaks available to them. Finally, tax accountants can provide advice on estate planning and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Litchfield County, CT