Hartford, CT Financial Advisors and Resources



Financial Advisor Firms in Hartford, 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, CT?

  • Population: 123,088
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $167,200
  • Average Monthly Housing Cost: $1,046
  • Average Household Income: $52,689
  • 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, CT Financial Advisor FAQs

A general rule of thumb for looking at annual fees that your financial advisor might charge is to look at 1% per annum (known as the Rule of 100).
Financial advisors typically earn commissions. Commissions are percentages that are taken out of your invested money, usually 10 percent or less.
You'll also want to check their registration or membership status on FINRA's website at www.finra.org/Investors/FindAnAdvisor/. This way you'll know if they have any disciplinary actions taken against them and any complaints filed against them during their 10 years of employment.
An important part of the job of financial advisors is making sure that clients' investment portfolios stay within certain limits so there isn't too much risk taken on with lower return benefits if the market crashes again in the near future.