Hartford County, CT Financial Advisors and Resources



Financial Advisor Firms in Hartford County, CT


CONNING, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 6103

SEC#: 801-18641
Years in Business: 38 years

GOODWIN CAPITAL ADVISERS, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 6103

SEC#: 801-8177
Years in Business: 49 years

CONNING INVESTMENT PRODUCTS, INC.

Website

(860) 299-2000

One Financial Plaza

Hartford, CT 6103

SEC#: 801-79816
Years in Business: 7 years

3D ASSET MANAGEMENT, INC.

Website

(860) 291-1998

100 Constitution Plaza
7th Floor
Hartford, CT 6103

SEC#: 801-68413
Years in Business: 14 years

HFM WEALTH MANAGEMENT

Website

(860) 241-0028

One Constitution Plaza, 9th Floor

Hartford, CT 6103

SEC#: 801-33701
Years in Business: 32 years

BRADLEY FOSTER & SARGENT INC

Website

(860) 527-8050

185 Asylum Street
City Place Ii, 11th Floor
Hartford, CT 6103

SEC#: 801-46616
Years in Business: 27 years

VIRTUS INVESTMENT ADVISERS, INC.

Website

(800) 248-7971

One Financial Plaza
26th Floor
Hartford, CT 6103

SEC#: 801-5995
Years in Business: 52 years

VIRTUS FUND ADVISERS, LLC

Website

(800) 248-7971

One Financial Plaza

Hartford, CT 6103

SEC#: 801-23163
Years in Business: 36 years

UBS FARMLAND INVESTORS LLC

Website

(860) 616-9200

10 State House Square
15th Floor
Hartford, CT 6103

SEC#: 801-53770
Years in Business: 24 years


How Retirement-Friendly is Hartford County, CT?

  • Population: 893,561
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $242,900
  • Average Monthly Housing Cost: $1,341
  • Average Household Income: $100,938
  • 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.)


Hartford County, CT Financial Advisor FAQs

As a first step, ask friends, family, and colleagues if they have any recommendations. If you have a particular type of investment goal in mind for your financial advisor, narrow the field to people who specialize in those areas.
Financial advisors provide a variety of investment advisory and marketing services. They consult with clients on financial planning, including financial products such as mutual funds, 401(k)s, individual retirement accounts (IRAs), insurance policies or annuities.
There are many ways financial advisors get paid. Financial advisors charge by the hour, by project, or as an annual retainer to provide advice and assistance with clients' financial affairs.
It's difficult to put a set cost on an individual or firm because it depends largely on what they provide. Most advisors will charge by the hour for management, hourly consultation fees, monthly retainer fees, and annual administration / maintenance costs.