Danbury, CT Financial Advisors and Resources



Financial Advisor Firms in Danbury, CT


MATSON FINANCIAL ADVISORS, INC.

Website

(203) 743-0131

4 Mountainview Terrace
Suite 104
Danbury, CT 6810

SEC#: 801-61439
Years in Business: 19 years

REBY ADVISORS, LLC

Website

(203) 790-4949

44 Old Ridgebury Road
150
Danbury, CT 6810

SEC#: 801-64738
Years in Business: 16 years

BRUDERMAN ASSET MANAGEMENT, LLC

Website

(203) 791-3990

83 Wooster Heights Road
Third Floor
Danbury, CT 6810

SEC#: 801-81097
Years in Business: 6 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(203) 456-3976

44 Old Ridgebury Rd
P140
Danbury, CT 6810

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(203) 456-3976

44 Old Ridgebury Rd
P140
Danbury, CT 6810

SEC#: 801-108179
Years in Business: 5 years

STRATOS WEALTH PARTNERS, LTD

Website

(914) 607-2300

50 Sugar Hollow Rd
Unit 201
Danbury, CT 6810

SEC#: 801-71457
Years in Business: 11 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(203) 456-3976

44 Old Ridgebury Rd
P140
Danbury, CT 6810

SEC#: 801-108179
Years in Business: 5 years

STRATOS WEALTH PARTNERS, LTD

Website

(914) 607-2300

50 Sugar Hollow Rd
Unit 201
Danbury, CT 6810

SEC#: 801-71457
Years in Business: 11 years

SUMMIT FINANCIAL, LLC

Website

(914) 729-1115

100 Mill Plain Road

Danbury, CT 6811

SEC#: 801-114377
Years in Business: 2 years


How Retirement-Friendly is Danbury, CT?

  • Population: 84,619
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $306,100
  • Average Monthly Housing Cost: $1,589
  • Average Household Income: $94,300
  • 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.)


Danbury, CT Financial Advisor FAQs

A financial advisor helps people manage their money, usually by setting up a plan to invest and save for different goals. They may also help other advisors with managing other clients' money. Financial management plans include retirement plans, investment strategies, college savings plans, and other strategies.
Working with a financial advisor is never a bad idea, but it's also important to know what type of service you need. Most people only get the advice they need when they've already reached some level of success and recognize their limitations. So we always recommend that someone work with an adviser before making major decisions about investments, pay off debt, set up college fund for children or start retirement planning.
A good financial advisor might be the most important decision any person makes, but it's hard to know who to trust. Here are some questions you should ask when evaluating prospective advisors: 1) Does the advisor have appropriate credentials? Are they licensed? What kind of clients does the advisor typically work with?
Financial advisors are paid in a few different ways, depending on if they are salaried or commission-based. There might also be performance bonuses offered that depend upon the products bought and sold by the advisor. Financial Advisors typically get paid monthly, quarterly, semi-annually or annually.