Best Financial Advisors in Litchfield, CT

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List of Firms

Litchfield, CT Fiduciary Financial Advisors

Quality Senior Benefits LLC
5 out of 5
Location 50 Union St, Thomaston, CT 06787, USA
Phone (860) 880-8800
Northwestern Mutual -The Mandly Financial Group
Location 24 Village Green Dr, Litchfield, CT 06759, USA
Phone (860) 567-1170
Adili Tax & Accounting
5 out of 5
Location 15 Meadow St, Litchfield, CT 06759, USA
Phone (860) 567-2145
David T Wilson
4 out of 5
Location 42 Wheeler Rd, Litchfield, CT 06759, USA
Phone (860) 567-3123
Mark Jones - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 North St Ste 12, Litchfield, CT 06759, USA
Phone (800) 895-6625
Fiduciam Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 North St Ste 12, Litchfield, CT 06759, USA
Phone (800) 895-6625
Waddell & Reed, Inc. - Financial Advisors
Location 174 West St STE 108, Litchfield, CT 06759, USA
Phone (860) 567-1176
Olson Mobeck & Associates Inc
SEC File# 801-112648
CRD# 292454
Location 174 West St STE 109, Litchfield, CT 06759, USA
Phone (860) 567-3853
Edward Jones
SEC File# 801-3297
CRD# 250
Location 174 West St, Litchfield, CT 06759, USA
Phone (860) 567-4015
Financial Planning
Location 156 W Pearl Rd, Torrington, CT 06790, USA
Phone (860) 489-5899
John Dezzutti - Financial Advisor, Ameriprise Financial Services, LLC
Location 20 Sean Meadow Dr, Lakeside, CT 06758, USA
Phone (860) 361-9020
Robert J Lucarelli - 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
Medling, Lucente & Associates
5 out of 5
Location 457 Bantam Rd # 3, Litchfield, CT 06759, USA
Phone (860) 567-3964
Diane M Saunders, CPA
Location 82 Meadow St, Litchfield, CT 06759, USA
Oppenheimer & Co. Inc.
SEC File# 801-887
CRD# 249
Location 29 West St 2nd Floor, Litchfield, CT 06759, USA
Phone (860) 567-8301
Sullivan Financial Services LLC
Location 1449 Old Waterbury Rd, Southbury, CT 06488, USA
Phone (203) 262-4485
Warner Financial Select, LLC
Location E Litchfield Rd, Litchfield, CT 06759, USA
Phone (860) 459-5861
Windwood Financial Services
Location PO Box 128, Litchfield, CT 06759, USA
Phone (860) 567-2229
Mac Kinnon Associates
Location 80 Headquarters Rd, Litchfield, CT 06759, USA
Phone (860) 567-4326
Financial Advisors in Litchfield, CT

Where Certified Financial Advisors in Litchfield, CT Serve

Litchfield, CT is a small town in the northwestern part of the state. It's known for its many historic landmarks, including the Litchfield County Courthouse and the Mattatuck Museum. The town's top employers are local businesses and government institutions. Major highways and streets in Litchfield include Route 202 and Route 8. The town's neighborhoods include North Litchfield, South Litchfield, and the Village of West Woods.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Litchfield, CT can avail a number of services from their local banks. These services include, but are not limited to: checking and savings accounts, mortgages, home equity loans, car loans, and credit cards. In addition to these services, many banks also offer online banking and mobile banking which allow customers to conduct transactions from anywhere at any time.

Insurance Broker

Litchfield, CT residents can benefit from the help of insurance brokers when it comes to finding the right insurance policies for their needs. Insurance brokers have a great deal of experience and knowledge in the industry, and they can help residents compare policies and find the best deals. Residents can also rely on insurance brokers for guidance if they have any questions about their policies.

Retirement Planning

Litchfield, CT residents have a lot of options when it comes to retirement planning. One option is to work with a financial advisor who can help you create a plan that fits your needs and goals. Financial advisors can provide valuable guidance and support as you make important decisions about your retirement savings. They can help you choose the right investments, make sure you're on track to meet your targets, and adjust your plan as your life changes. If you're looking for help getting ready for retirement, a financial advisor is a great resource.

Wealth Management

Litchfield, CT is a town located in the northwestern corner of the state. It is known for its rolling hills, picturesque villages, and New England charm. While Litchfield offers a wonderful quality of life for its residents, it also has a high cost of living. That's where wealth management comes in. Wealth management is the process of organizing and managing your finances to meet your specific goals. It can help you save money on taxes, invest for the future, and protect your assets. Wealth management can be especially helpful for people who live in high-cost areas like Litchfield. By working with a wealth manager, you can make sure that you're taking advantage of all the tax breaks and investment opportunities available to you. You'll also have someone to help you stay on track financially and make sure that you're not overspending or taking unnecessary risks with your money. If you're looking for peace of mind and want to make sure that your financial future is secure, then wealth management may be right for you.

Estate Planning Lawyer

Estate planning lawyers in Litchfield, CT can help residents create wills and trusts that will protect their assets and provide for their loved ones after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their wishes are carried out in the event they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Litchfield, CT can help residents by providing them with the best mortgage options available. They can also help residents understand the terms of their mortgages, and work with them to find the best possible rates. In addition, mortgage loan officers can provide advice on refinancing and home buying, and they can help residents secure the right type of mortgage for their needs.

Tax Services

Residents of Litchfield, CT can benefit from the services of tax accountants. Tax accountants can help residents with their tax preparation, ensuring that they get the best possible return on their investment. In addition, tax accountants can help residents stay up to date on the latest changes to the tax code, which can save them money in the long run.

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FAQs About Personal Financial Advisors in Litchfield, CT