Bridgeport, CT Financial Advisors and Resources



Financial Advisor Firms in Bridgeport, CT


PEOPLE'S UNITED ADVISORS, INC.

Website

(646) 971-2505

850 Main Street

Bridgeport, CT 6604

SEC#: 801-112648
Years in Business: 3 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 365-6694

3969 Main Street

Bridgeport, CT 6606

SEC#: 801-112648
Years in Business: 3 years

FORTIS GROUP ADVISORS LLC

Website

(203) 659-8091

1757 East Main St.

Bridgeport, CT 6610

SEC#: 801-112236
Years in Business: 3 years

FORTIS GROUP ADVISORS LLC

Website

(203) 659-8091

1757 East Main St.

Bridgeport, CT 6610

SEC#: 801-112236
Years in Business: 3 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 365-6694

3969 Main Street

Bridgeport, CT 6606

SEC#: 801-112648
Years in Business: 3 years


How Retirement-Friendly is Bridgeport, CT?

  • Population: 145,639
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $180,800
  • Average Monthly Housing Cost: $1,306
  • Average Household Income: $64,103
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


Bridgeport, CT Financial Advisor FAQs

It's a good idea to seek professional financial help. A lot of people don't know what to do with their money, and while the basics are not difficult, it is hard for individuals to make sure they're hitting all their targets. This is where a financial advisor comes in. There are many types of advisors that specialize in different assets or should be used for different purposes because there's no one size fits all approach - but an advisor will guide you through the process and help you figure out your needs from there based on your number one goal .
Financial advisors often dispense advice on the importance of saving money and budgeting for unforeseen events.
There are a few main things you want to look out for when choosing a financial advisor. First, find out if they have any experience in your country or region of residence - this will help ensure that your needs are culturally relevant. Second, ask if their services include tax-savings options, such as saving into retirement accounts or general deductions against income tax for instance. Third, check what type of training the advisors has undergone so far.
Choosing a financial advisor should be part of your long-term financial plan. Ask your friends and family for referrals, research the advisor's background, qualifications, fees and how they work with their clients. Having an expert guide you can help you to continue to work towards your goals.