Middlesex County, CT Financial Advisors and Resources



Financial Advisor Firms in Middlesex County, CT


ESSEX FINANCIAL SERVICES, INC.

Website

(860) 767-4300

176 Westbrook Road

Essex, CT 6426

SEC#: 801-62242
Years in Business: 18 years

JEFFREY N. MEHLER, CFP LLC

Website

(860) 767-9700

147 Westbrook Road

Essex, CT 6426

SEC#: 801-66937
Years in Business: 15 years

ALCHEMI WEALTH, LLC

Website

(860) 918-2143

9A Novelty Lane

Essex, CT 6426

SEC#: 801-119987
Years in Business: 0 years

ALCHEMI WEALTH, LLC

Website

(860) 918-2143

9A Novelty Lane

Essex, CT 6426

SEC#: 801-119987
Years in Business: 0 years

THE BURNEY COMPANY

Website

(860) 767-8889

39 Foxboro Road

Essex, CT 6426

SEC#: 801-10232
Years in Business: 47 years

ALCHEMI WEALTH, LLC

Website

(860) 918-2143

9A Novelty Lane

Essex, CT 6426

SEC#: 801-119987
Years in Business: 0 years


How Retirement-Friendly is Middlesex County, CT?

  • Population: 163,053
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $292,700
  • Average Monthly Housing Cost: $1,509
  • Average Household Income: $110,132
  • 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.)


Middlesex County, CT Financial Advisor FAQs

To choose the right advisor, one must ask themselves what they hope to attain. Do you want to start investing in stocks, bonds or mutual funds? What products does your current advisor offer? How long has your current financial planner been in business? These are just a few questions that can help you find the perfect adviser for your needs.
When people reach a certain level of wealth, they may need the expertise and guidance of a financial advisor to help them develop an investment strategy or retire comfortably.
The fees for financial advisors vary extensively and depend largely on the services they provide. High-end financial planning will need to be done by a qualified professional that can offer insightful advice, such as education and coaching.
The first thing a financial advisor does is an assessment of the current financial situation of the client. They'll figure out what resources are available to work with each year, such as salary or pensions. They'll also suggest adjustments in responses to personal goals so that all prospects can be put together without hindering any part of it by borrowing from one type of goal to fund another one.