Best Financial Advisors in Southport, CT

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

Connect With a Financial Planner

As Seen In

List of Firms

Southport, CT Fiduciary Financial Advisors

Charter Research & Investment Group Inc.
SEC File# 801-37458
CRD# 106452
Location 2507 Post Rd, Southport, CT 06890, USA
Phone (203) 259-4004
Southport Financial Group
Location 107 John St, Fairfield, CT 06890, USA
Phone (800) 925-8860
Image of Southport, CT
Image from Google Maps

About Southport, CT

Southport, CT is a small town located in Fairfield County, Connecticut. The town is home to several landmarks, including the Southport Marina and the Southport Beach. The top employers in Southport are the Sacred Heart University, the Bank of America, and the Marriott Hotel. Major highways and streets in Southport include Interstate 95 and Route 1. The neighborhoods in Southport are the Greenfield Hill neighborhood and the Compo Beach neighborhood.

Where Certified Financial Advisors in Southport, CT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Southport, CT residents are no exception. Banks can offer checking and savings accounts, loans, mortgages, and other financial products and services. They can also provide customers with access to ATMs and online banking. In addition, banks can offer a variety of different types of accounts depending on the customer's needs. For example, there are special accounts for businesses, students, seniors, and others. Banks also offer a variety of services to help their customers manage their money better. This includes budgeting advice, tips on saving money, and information on how to invest money wisely.

Insurance Broker

Residents of Southport, CT can rely on insurance brokers to help them find the best possible policies for their needs. Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help residents compare rates and coverage to find the policy that is right for them. In addition, insurance brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Most people in Southport, CT are looking forward to their retirement. They have planned and saved for it, and they can't wait to finally relax and enjoy their golden years. However, there are a few things that can still go wrong during retirement planning, and that's where financial advisors come in. Financial advisors can help retirees make the most of their money, plan for unexpected expenses, and avoid common mistakes made during retirement planning. In short, financial advisors can help retirees make sure their retirement is everything they hoped for.

Wealth Management

Residents of Southport, CT can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include everything from investing money to saving for retirement or college. A wealth manager will work with you to create a plan that fits your needs and helps you reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Southport, CT residents protect their assets and plan for the future. A good estate plan will ensure that your property is distributed according to your wishes after you die. It can also provide for the care of your loved ones if you become incapacitated. An estate planning lawyer can help you create a comprehensive estate plan that meets your specific needs. They can also advise you on tax implications and other legal issues related to estate planning. If you live in Southport, CT, it is important to find an estate planning lawyer who is familiar with the laws in your area.

Mortgage Loan Officer

Mortgage loan officers can help Southport, CT residents by providing them with the best home loans for their needs. They can also help borrowers understand the mortgage process and find the right mortgage products for their situation. In addition, mortgage loan officers can provide advice on how to improve a borrower's credit score and how to save money on their monthly mortgage payments.

Tax Services

Tax accountants in Southport, CT can help residents save money on their taxes. By taking advantage of all the tax deductions and credits available, tax accountants can minimize your taxable income, resulting in a lower tax bill. In addition, they can help you plan your finances so that you pay the least amount of taxes possible over the course of the year. If you are looking for ways to reduce your tax burden, hiring a tax accountant is a good place to start.


FAQs About Personal Financial Advisors in Southport, CT