Cos Cob, CT Financial Advisors and Resources



Financial Advisor Firms in Cos Cob, CT


IRON TRIANGLE PARTNERS LP

Website

(646) 779-6380

1 River Road
1st Floor
Cos Cob, CT 6807

SEC#: 801-115307
Years in Business: 2 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 861-4082

119 E Putnam Avenue

Cos Cob, CT 6807

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

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 861-4082

119 E Putnam Avenue

Cos Cob, CT 6807

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

FIDUCIARY COUNSELORS INC.

Website

(202) 558-5127

16 Old Camp Lane

Cos Cob, CT 6807

SEC#: 801-57010
Years in Business: 21 years


How Retirement-Friendly is Cos Cob, CT?

  • Population: 6,990
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $1087,900
  • Average Monthly Housing Cost: $2,647
  • Average Household Income: $214,384
  • 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.)


Cos Cob, CT Financial Advisor FAQs

We all need an advisor. Financial advisors recommend the best financial products and services that meet your needs, such as which investments to choose, where to open a checking account, how much life insurance we need, which type of savings accounts we should use, and more. If you want someone who will help you answer these questions and make the right decisions for you every step of the way—you deserve a financial advisor.
Understand what your needs are. An advisor should be able to help you make sound financial decisions. If retirement is one of your priorities, it makes sense to pick an advisor who has experience with that type of investment strategy. You may also want someone who can specialize in particular asset classes like stocks or bonds. Know what qualifications and certifications they have - more education usually means more credibility and expertise within a given area of finance. Remember that good advisors offer personalized service tailored specifically to suit each client's unique situation - so try not to think of them as interchangeable tools.
Financial advisors help with many aspects of finance from basic budgeting and saving to complex managing investments. They can also assist in planning for retirement with things like the contribution limits on various accounts. In addition, financial advisors are typically key people when it comes to getting married or starting a new business which requires even more documentation and coordination of assets.
The key here is to be very clear on what you actually want help with, where you are in financial life- for example whether it's retirement planning, college savings or wealth accumulation. Next figure out how much time and money can be put into the process given your situation- this will largely dictate the resources needed. Lastly, think about the type of advisor who would be a good fit for you person so that feelings/situations can best be managed when conflicts inevitably arise.