Best Financial Advisors in New Milford, CT

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New Milford, CT Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Lou Abella
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2A Main St, New Milford, CT 06776, USA
Phone (860) 354-4017
Bank of America (with Drive-thru ATM)
3 out of 5
Location 55 Main St, New Milford, CT 06776, USA
Phone (860) 210-0391
Tower Group Inc
Location 6 Powder Horn Ln, New Milford, CT 06776, USA
Phone (860) 354-9049
Barnum Financial Group
Location 46 Danbury Rd, New Milford, CT 06776, USA
Phone (860) 354-7549
Menniti Financial Group Inc
Location 5 Old Barn Rd, Kent, CT 06757, USA
Phone (860) 927-4600
Wayne Locke, CFP®
SEC File# 801-61439
CRD# 122480
Location 4 Mountainview Terrace, Danbury, CT 06810, USA
Phone (203) 743-0131
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
Frank Delucia - Prudential Financial
Location 304 Federal Rd STE 319, Brookfield, CT 06804, USA
Phone (203) 775-5800
Edward Jones - Financial Advisor: John J Holmes
Location 20 Sherman Hill Rd, Woodbury, CT 06798, USA
Phone (203) 586-1264
Alexander Fredericks - Financial Advisor, Ameriprise Financial Services, LLC
Location 57 North St Ste 208, Danbury, CT 06810, USA
Phone (203) 748-3751
Financial Advisors in New Milford, CT

Where Certified Financial Advisors in New Milford, CT Serve

New Milford is located in Litchfield County, in the northwestern corner of Connecticut. The town is situated on the Housatonic River and is known for its rolling hills and rural landscapes. Some of the town's most notable landmarks include the Green, which is home to the New Milford Public Library and the Griffin Hospital; and Kent Falls, a popular spot for hiking and picnicking. Major employers in New Milford include Griffin Hospital, Western Connecticut State University, and Danbury Hospital. The town is served by Route 7, which runs north-south through the center of town, and by Route 202, which runs east-west. The neighborhoods of New Milford include Chestnut Hill, Southville, and Lakeville.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help New Milford, CT residents in a number of ways. They can provide loans for businesses and homeowners, offer investment advice, and keep track of peoples finances. Banks can also work with the government to promote economic development in the area.

Insurance Broker

Residents of New Milford, CT can benefit from the services of insurance brokers. Insurance brokers are professionals who can help residents compare and contrast the different insurance policies available to them. They can also help residents find the best rates and discounts on their insurance policies.

Retirement Planning

Financial advisors can help New Milford, CT residents with retirement planning by providing expert advice on how to save for retirement and manage expenses in retirement. Advisors can also help retirees stay invested in the markets to ensure their savings grow over time.

Wealth Management

New Milford, CT is known for its wealth and luxury. But what many people don't know is that with the help of a wealth manager, they can protect and grow their assets while living a comfortable lifestyle. A wealth manager can help New Milford residents make the most of their money by creating a financial plan tailored to their unique needs. They can also provide guidance on investment opportunities, tax planning, and estate planning. By working with a wealth manager, New Milford residents can feel confident that their finances are in good hands.

Estate Planning Lawyer

Estate planning lawyers can help New Milford, 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 individuals avoid probate and make sure that their heirs receive what they are entitled to. In addition, estate planning lawyers can provide guidance on tax issues and other legal matters related to inheritance. If you are interested in protecting your assets and ensuring that your loved ones are taken care of, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in New Milford, CT can help residents by providing them with the best rates and advice on mortgages. Officers can also help residents find the right type of mortgage for their needs and budget. In addition, officers can assist residents who are having difficulty making their monthly payments.

Tax Services

Residents of New Milford, CT can take advantage of the many services offered by tax accountants. These professionals 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 with other financial matters, such as estate planning and wealth management. As a result, residents of New Milford can rely on tax accountants to help them manage their finances and protect their assets.


FAQs About Personal Financial Advisors in New Milford, CT