Best Financial Advisors in Shelton, CT

We did the hard work of finding trustworthy partners in Shelton, CT. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Shelton, CT Fiduciary Financial Advisors

Investmark Advisory Group
SEC File# 801-76505
CRD# 121060

4 out of 5

Location 3 Enterprise Dr #401, Shelton, CT 06484, USA
Phone (203) 953-3777
Bridgelight Financial Advisors
Location 1 Corporate Dr #105, Shelton, CT 06484, USA
Phone (203) 795-7080
Sam Grosso - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 2 Corporate Dr Ste 743, Shelton, CT 06484, USA
Phone (203) 925-0750
myFinancialPro
Location 4 Research Dr Ste 402, Shelton, CT 06484, USA
Phone (203) 922-1192
Barnum Financial Group
SEC File# 801-44264
CRD# 10409

5 out of 5

Location 6 Corporate Dr, Shelton, CT 06484, USA
Phone (203) 513-6000
Christopher J Baudouin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Corporate Dr Ste 644, Shelton, CT 06484, USA
Phone (203) 225-0252
Barnum Financial Group: Michael Lynch
Location 6 Corporate Dr #5, Shelton, CT 06484, USA
Phone (203) 513-6032
Financial Counselors Inc
Location 4 Research Dr, Shelton, CT 06484, USA
Phone (203) 447-1888
Gulish & Associates Inc
Location 680 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 929-9998
Richard R. Miller, Private Wealth Advisor, Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 2 Corporate Dr Ste 743, Shelton, CT 06484, USA
Phone (203) 925-0750
Christopher Smeriglio - Prudential Financial
Location 2 Corporate Dr #440, Shelton, CT 06484, USA
Phone (203) 402-3203
J S G Tax & Asset Management

5 out of 5

Location 1000 Bridgeport Ave Suite 305, Shelton, CT 06484, USA
Phone (203) 513-2890
Kurt Earl Wischow - Financial Advisor, Ameriprise Financial Services, LLC
Location 4 Corporate Dr #480, Shelton, CT 06484, USA
Phone (203) 925-5906
Wright Investors' Service, Inc.
Location 2 Corporate Dr #770, Shelton, CT 06484, USA
Phone (203) 783-4400
PAUL R. GREENBERG, CPA
Location 70 Platt Rd, Shelton, CT 06484, USA
Phone (203) 929-6371
Valentino, Reich and Associates LLC

5 out of 5

Location 2 Corporate Dr Suite 920, Shelton, CT 06484, USA
Phone (203) 299-2796
Image of Shelton, CT
Image from Google Maps

About Shelton, CT

Shelton, CT is a small town located in Fairfield County. It is home to several major employers, including Bridgeport Hospital and Webster Bank. The town is also served by several major highways and streets, including the Merritt Parkway and Route 8. Shelton's neighborhoods include Huntington, Long Hill, and Valley Heights.

Where Certified Financial Advisors in Shelton, CT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Shelton, CT provide a wide range of services to their customers. These services include checking and savings accounts, mortgages, car loans, and credit cards. In addition, banks offer a variety of investment products such as mutual funds, stocks, and bonds. They also offer a variety of insurance products such as life insurance, health insurance, and property insurance.

Insurance Broker

Residents of Shelton, CT can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates on insurance policies and can also help them to understand the complex language of insurance contracts. Additionally, insurance brokers can help residents file claims and navigate the complicated bureaucracy of insurance companies.

Retirement Planning

Financial advisors in Shelton, CT can help residents with retirement planning. They can provide advice on how to save for retirement and how to make the most of your money during retirement. Advisors can also help you plan for unexpected events that may occur during retirement, such as a health emergency or a stock market crash.

Wealth Management

Shelton, CT residents are some of the wealthiest people in the world. But even with all that money, many of them are still not taking advantage of wealth management services that could help them grow their fortunes even more.That's because most people think of wealth management as something only for the ultra-rich. But nothing could be further from the truth. Wealth management is for anyone who wants to make the most of their money and protect it from unforeseen events. There are a number of different wealth management services available, so it's important to find one that fits your needs. A good wealth manager can help you save money on taxes, invest your money wisely, and protect it from lawsuits and other threats.

Estate Planning Lawyer

Estate planning lawyers in Shelton, 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, residents can designate who will receive their property and how it will be managed. In addition, estate planning lawyers can help residents create documents such as healthcare proxies and powers of attorney, which allow them to make decisions about their health and finances even if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Shelton, CT can help residents by providing them with the best rates and terms for their home loans. They can also guide residents through the mortgage application process, and help them find the right loan for their needs. By working with a mortgage loan officer, residents can get the best deal on their home loan, and save money in the long run.

Tax Services

Residents of Shelton, CT can benefit from the expertise of tax accountants to help them save money on their taxes. Tax accountants have the training and experience to help taxpayers take advantage of all the deductions and credits available to them. They can also help residents plan for future tax obligations so they can stay ahead of the game.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Shelton, CT