Best Financial Advisors in New Haven County, CT

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New Haven County, CT Fiduciary Financial Advisors

Robert Ceccarelli - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 545 Long Wharf Dr Ste 501, New Haven, CT 06511, USA
Phone (203) 285-1827
Edward Jones - Financial Advisor: Nikola Sormaz
SEC File# 801-3297
CRD# 250
Location 470 James St Suite 13, New Haven, CT 06513, USA
Phone (203) 985-9212
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About New Haven County, CT

New Haven County is located in the southern part of Connecticut. It is home to many historic landmarks, including Yale University and the New Haven Green. The county's top employers include Yale University, Gateway Community College, and Alexion Pharmaceuticals. Major highways and streets in the area include Interstate 95 and Route 10. The county's neighborhoods include Westville, East Rock, and Newhallville.

Where Certified Financial Advisors in New Haven County, CT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New Haven County, CT have a number of banking options available to them. The three main types of banks are commercial banks, investment banks, and savings and loan associations. Commercial banks are the most common type of bank and offer a variety of services, such as checking and savings accounts, loans, and credit cards. Investment banks are typically used by businesses rather than individuals and offer a wide range of financial services, such as stock brokerage, underwriting, and mergers and acquisitions. Savings and loan associations are similar to commercial banks but focus more on home mortgages and consumer loans.

Insurance Broker

If you live in New Haven County, CT and are looking for insurance, you may want to consider working with a broker. Brokers can help you find the best rates and coverage options, and they can also advise you on what type of policy is best for your needs. If you're not sure where to start, or if you have any questions about insurance, a broker is the perfect person to talk to.

Retirement Planning

Financial advisors can help New Haven County, CT residents with retirement planning in a number of ways. One way is to provide expert advice on the best way to save for retirement. Advisors can also help people choose the right type of retirement account to use, and can assist with investment planning. In addition, advisors can advise retirees on how to make their money last throughout their retirement years.

Wealth Management

New Haven County, CT residents have a unique opportunity to take advantage of wealth management services. Wealth management can help residents protect their assets and grow their money. In addition, wealth management can help residents plan for the future and achieve their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help New Haven County, CT 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 people avoid probate and make sure their assets go to the right people. In addition, estate planning lawyers can provide guidance on tax issues and other legal matters related to death.

Mortgage Loan Officer

Mortgage loan officers in New Haven County, CT can help residents by providing them with information on the different types of mortgages available. They can also assist residents in filling out the mortgage application and helping them to understand the terms of the mortgage. In addition, mortgage loan officers can provide advice on how to improve a person's credit score so that they may be eligible for a lower interest rate.

Tax Services

Tax accountants are an important part of the community, and they can help New Haven County, CT residents in a number of ways. For one, tax accountants can help people understand their taxes and file their returns correctly. This is important because incorrect filings can lead to fines and other penalties from the government. Tax accountants can also help people save money on their taxes. They can do this by finding deductions and credits that people may not have been aware of, or by helping them plan their finances in a way that minimizes their tax burden. Finally, tax accountants can provide peace of mind during times when tax laws are changing rapidly. They can help people understand how the changes will affect them, and advise them on what steps they need to take in order to stay compliant with the law.


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