Litchfield County, CT Financial Advisors and Resources

Financial Advisor Firms in Litchfield County, CT



(415) 426-2582

166 Main Street

Salisbury, CT 6039

SEC#: 801-57739
Years in Business: 20 years

How Retirement-Friendly is Litchfield County, CT?

  • Population: 182,002
  • % of Population 62 Years and Over: 25.3%
  • Average Home Value: $253,900
  • Average Monthly Housing Cost: $1,371
  • Average Household Income: $107,239
  • 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.)

Litchfield County, CT Financial Advisor FAQs

Good financial planning is essential for certain life events. These could include tax concerns, retirement planning, paying for education expenses, purchasing a home, and raising funds to leave to your heirs. Financial advisors will guide you through these decisions with the proper understanding of maximizing your financial resources in order to achieve your goals.
Financial advisors' services commonly include retirement planning, college savings planning, wealth transfer planning, tax strategizing, cash flow administration and budgeting.
Ask about their experience and education before getting into specifics like investment policies or insurance products. Keep in mind that just because an advisor has a good reputation doesn't mean that they're a good fit for you.
Financial advisors may charge you by some percentage of the assets they manage, some fee every quarter or year, or some low flat fee per month. Some financial advisors charge by some percentage of the assets they manage and this is often a sliding scale based on their relationship with the client. Other financial advisors may charge clients a fixed fee each quarter or year.