Find a Financial Advisor in Naugatuck, CT

 

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We did the hard work of finding trustworthy partners in Naugatuck, CT.

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We Only Work With The Best Naugatuck Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Naugatuck, CT


  • Financial Advisor Close to Naugatuck, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Naugatuck, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Naugatuck, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Naugatuck financial advisors.
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How Retirement-Friendly is Naugatuck, CT?

  • Population: 31,347
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $186,500
  • Average Monthly Housing Cost: $1,288
  • Average Household Income: $94,227
  • 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.)



The Top Financial Advisor Firms in Naugatuck, CT

 

T.H.FITZGERALD & CO., L.L.C.

Website

(203) 729-1200

180 Church Street

Naugatuck, CT 6770

SEC#: 801-12196
Years in Business: 44 years

INFINEX INVESTMENTS, INC.

Website

(203) 720-5378

87 Church Street

Naugatuck, CT 6770

SEC#: 801-67242
Years in Business: 15 years

INFINEX INVESTMENTS, INC.

Website

(203) 720-5378

87 Church Street

Naugatuck, CT 6770

SEC#: 801-67242
Years in Business: 15 years

INFINEX INVESTMENTS, INC.

Website

(203) 720-5378

87 Church Street

Naugatuck, CT 6770

SEC#: 801-67242
Years in Business: 15 years

LIFEMARK SECURITIES CORP.

Website

(800) 183-7447

327 Church St.

Naugatuck, CT 6770

SEC#: 801-68438
Years in Business: 14 years

LIFEMARK SECURITIES CORP.

Website

(800) 183-7447

327 Church St.

Naugatuck, CT 6770

SEC#: 801-68438
Years in Business: 14 years

LIFEMARK SECURITIES CORP.

Website

(800) 183-7447

327 Church St.

Naugatuck, CT 6770

SEC#: 801-68438
Years in Business: 14 years

 


Naugatuck, CT Financial Advisor FAQs

A financial advisor provides advice on how to invest wisely in an effort to maximize return while minimizing risk of loss. We also provide you with ongoing updates and analysis of what is happening with the economy and ever changing financial landscape so that we can adjust any plan accordingly.
If your goal is to have a long-term, secure retirement with some level of financial security, then you should hire a qualified advisor.
Find someone who shares your values and would understand where you are coming from in life.
Seek out and ask trusted friends and family members who they use as their financial advisor.