Find a Financial Advisor in Groton, CT

 

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

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We Only Work With The Best Groton 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 Groton, CT


  • Financial Advisor Close to Groton, 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 Groton, 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 Groton, CT

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

  • Population: 9,030
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $211,900
  • Average Monthly Housing Cost: $1,115
  • Average Household Income: $66,939
  • 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 Groton, CT

 

SIGHTLINE WEALTH ADVISORS, LLC

Website

(860) 448-0611

495 Gold Star Highway
Suite 100
Groton, CT 6340

SEC#: 801-91168
Years in Business: 6 years

NAVY FEDERAL BROKERAGE SERVICES, LLC

Website

(877) 221-8108

24 Sailfish Drive

Groton, CT 6340

SEC#: 801-68067
Years in Business: 14 years

 


Groton, CT Financial Advisor FAQs

A financial advisor helps clients with their personal finances. This may include managing assets, providing advice on money matters, and resolving problems that affect a client's financial wellness. A client will usually hire a financial advisor to help them with day-to-day money decisions, long-term investment strategies, or retirement planning.
If you would rather not waste time on the internet finding lots of information on different products, filing lots of paperwork, dealing with cancellations or errors, then you might find that investing in an advisor is useful.
There are several traits you should verify before hiring an advisor, but the one thing all advisors do well is listen. To find your advisor, talk to friends or other acquaintances about who they recommend. See if they have any openings for clients. Look at online reviews of potential advisors, and see if their strategy matches what you're looking for.
Financial advisors are often compensated differently depending on the type of service they provide. A financial advisor may receive commissions, fees, salary, bonuses, or stocks in a company for recommending that company. Some common methods include payment by commission rate or fee-based system.