Best Financial Advisors in Westport, CT

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Westport, CT Fiduciary Financial Advisors

Merrill Lynch Wealth Management
Location 253 Post Rd W, Westport, CT 06880, USA
Phone (203) 341-4911
Jon Nelson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10 Wright St, Westport, CT 06880, USA
Phone (203) 349-4335
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Lee Hunter - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 10 Wright St, Westport, CT 06880, USA
Phone (203) 349-4344
Edward Pardon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10 Wright St, Westport, CT 06880, USA
Phone (203) 349-4338
Wells Fargo Advisors
SEC File# 801-37967
CRD# 19616
Location 450 Post Rd E, Westport, CT 06880, USA
Phone (203) 221-7980
Wunder Financial
Location 274 Riverside Ave Ste 4B, Westport, CT 06880, USA
Phone (203) 659-4010
CastleKeep Investment Advisors LLC
SEC File# 801-60338
CRD# 111656
Location 257 Riverside Ave 2nd floor, Westport, CT 06880, USA
Phone (203) 682-7200
Merit Financial Partners, LLC
Location 500 Post Rd E, Westport, CT 06880, USA
Phone (203) 221-2799
Newpointe Wealth, LLC
5 out of 5
Location 1 Lowlyn Rd, Westport, CT 06880, USA
Phone (203) 557-0291
RDM Financial Group
Location 10 Wright St First Floor, Westport, CT 06880, USA
Phone (203) 255-0222
Blueprint Financial Group
Location 19 Ludlow Rd #302, Westport, CT 06880, USA
Phone (203) 557-4930
Financial Advisors in Westport, CT

Where Certified Financial Advisors in Westport, CT Serve

Westport, CT is a town located in Fairfield County, Connecticut. The town was incorporated in 1835 and has a population of approximately 26,000 people. Some of the town's landmarks include Compo Beach, Westport Country Playhouse, and Saugatuck River. Some of the town's top employers include Bridgewater Associates, PepsiCo, and IBM. The major highways and streets in Westport include I-95, US-1, and Route 33. The neighborhoods in Westport include Greens Farms, Weston, and Saugatuck.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide Westport, CT residents. Some of these services include providing checking and savings accounts, home mortgages, car loans, and credit cards. Banks can also offer their customers a variety of different investment products, such as mutual funds, stocks, and bonds. In addition, banks can provide their customers with wealth management services, which can help them save money and plan for the future.

Insurance Broker

Westport, CT is a town located in Fairfield County. The town has a population of around 26,000 people and is known for its high concentration of wealth. Many residents of Westport make their living in the financial industry, as brokers or bankers. There are also a number of hedge funds and private equity firms located in the town. Westport is home to many insurance brokers who help residents find the right insurance policy for their needs. Insurance brokers are licensed professionals who can help residents compare rates and find the best policies available to them. They can also help residents file claims and get the money they need to rebuild after a disaster.

Retirement Planning

Westport, CT residents have a lot of options when it comes to retirement planning. They can choose to manage their own investments, or they can work with a financial advisor. Financial advisors can help Westport residents plan for retirement by helping them create a budget and investment strategy, and by providing education on retirement planning options.

Wealth Management

Westport, CT is one of the wealthiest towns in America. And with that wealth comes a responsibility to manage it well. That's where wealth management comes in. Wealth managers can help residents of Westport make the most of their money by investing it wisely and helping plan for the future. They can also provide tax advice and estate planning services, making sure that Westport's residents are taking full advantage of all the opportunities their wealth provides them.

Estate Planning Lawyer

Estate planning lawyers can help Westport, CT residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents plan for unexpected events, such as incapacitation or a sudden illness. Estate planning is an important part of life, and it's never too early to start thinking about it.

Mortgage Loan Officer

Mortgage loan officers in Westport, CT can help residents by providing information about the different types of mortgages available.They can also provide guidance on which mortgage is best for a particular individual, and they can help people apply for mortgages. In addition, mortgage loan officers can help people understand the terms of their mortgages, and they can assist with any problems that may arise.

Tax Services

Residents of Westport, CT can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants have the experience and knowledge necessary to help residents find deductions and credits that they may not have otherwise been aware of. In addition, tax accountants can help residents file their returns on time and ensure that they are taking advantage of all applicable deductions.

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