Find a Financial Advisor in East Haven, CT

 

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

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We Only Work With The Best East Haven 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 East Haven, CT


  • Financial Advisor Close to East Haven, 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 East Haven, 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 East Haven, CT

We evaluated over 13,000 RIA firms to bring you the best of the best East Haven financial advisors.
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How Retirement-Friendly is East Haven, CT?

  • Population: 28,742
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $218,000
  • Average Monthly Housing Cost: $1,442
  • Average Household Income: $85,610
  • 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 East Haven, CT

 

CTMA WEALTH MANAGEMENT

Website

(203) 468-7228

100 South Shore Drive
Suite 100
East Haven, CT 6512

SEC#: 801-110644
Years in Business: 4 years

GSB WEALTH MANAGEMENT, LLC

Website

(203) 468-7228

100 South Shore Drive
Suite 100
East Haven, CT 6512

SEC#: 801-61932
Years in Business: 18 years

 


East Haven, CT Financial Advisor FAQs

Financial advisors are typically compensated on an hourly, monthly, or annual basis.
A financial advisor is hired by their clients to provide an assessment of their current situation, when to allocate funds for retirement, investing strategy options, suitable insurance plans and other potential investments.
You should always ask about the qualifications and credentials of a financial advisor with whom you seek to have a working relationship. Ask about their business model, what they offer in terms of investment products, and whether they collect referral fees from other professionals.
Selecting a financial advisor is not something you should do quickly or on a whim. You will need to put some time into researching potential advisors, asking the right questions, and comparing their qualifications for your situation.