Find a Financial Advisor in Bridgeport, CT

 

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We did the hard work of finding trustworthy partners in Bridgeport, CT.

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We Only Work With The Best Bridgeport Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bridgeport, CT


  • Financial Advisor Close to Bridgeport, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bridgeport, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bridgeport, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Bridgeport financial advisors.
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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.)



The Top 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: 4 years

FORTIS GROUP ADVISORS LLC

Website

(203) 659-8091

1757 East Main St.

Bridgeport, CT 6610

SEC#: 801-112236
Years in Business: 4 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 365-6694

3969 Main Street

Bridgeport, CT 6606

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

 


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.