Litchfield, CT Financial Advisors and Resources



Financial Advisor Firms in Litchfield, CT


KARPAS STRATEGIES LLC

Website

(212) 223-7280

33 West Street, Rear

Litchfield, CT 6759

SEC#: 801-57019
Years in Business: 21 years

ADVISORS CAPITAL MANAGEMENT, LLC

Website

(201) 447-3400

21 South Street

Litchfield, CT 6759

SEC#: 801-62058
Years in Business: 18 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(860) 567-3853

174 West Street

Litchfield, CT 6759

SEC#: 801-112648
Years in Business: 3 years

ADVISORS CAPITAL MANAGEMENT, LLC

Website

(201) 447-3400

21 South Street

Litchfield, CT 6759

SEC#: 801-62058
Years in Business: 18 years

ADVISORS CAPITAL MANAGEMENT, LLC

Website

(201) 447-3400

21 South Street

Litchfield, CT 6759

SEC#: 801-62058
Years in Business: 18 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(860) 567-3853

174 West Street

Litchfield, CT 6759

SEC#: 801-112648
Years in Business: 3 years


How Retirement-Friendly is Litchfield, CT?

  • Population: 1,245
  • % of Population 62 Years and Over: 45.5%
  • Average Home Value: $337,500
  • Average Monthly Housing Cost: $1,231
  • Average Household Income: $127,780
  • 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, CT Financial Advisor FAQs

Knowing your purpose of getting a financial advisor will give you an idea what questions to ask. Common questions are about financial advisor compensation, services they provide, and communication process.
The first thing to do when looking for a financial advisor is to know what you're trying to accomplish with your money. Determine how much risk you're willing to take on and then find advisors who can help match and mitigate that risk and suit your needs. Next, the attitude of an advisor matters: want someone that takes time with you, is persistent in reaching out, but not pushy.
It can be hard to put a price tag on the services offered by financial advisors. There are diverse scenarios and factors that need to be considered before an accurate cost can be determined, such as client's assets, risk tolerance, expected savings rate and retirement age.
A financial advisor should be your first line of defense when it comes to managing money. Taking care of you and your finances is their job, and they can watch out for things that you wouldn't notice yourself. Your advisor will do a range of core jobs for you, such as retirement planning, investment management, estate planning and so on.