New Haven County, CT Financial Advisors and Resources



Financial Advisor Firms in New Haven County, CT


PROSPECTOR PARTNERS, LLC

Website

(203) 458-1500

370 Church Street

Guilford, CT 6437

SEC#: 801-64500
Years in Business: 16 years

PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC

Website

(203) 458-1500

370 Church Street

Guilford, CT 6437

SEC#: 801-68052
Years in Business: 14 years

COMPASS ASSET MANAGEMENT, LLC

Website

(203) 453-7000

10 Water Street

Guilford, CT 6437

SEC#: 801-53805
Years in Business: 24 years

DIASTOLE WEALTH MANAGEMENT

Website

(203) 458-5220

58 Boston Street

Guilford, CT 6437

SEC#: 801-57610
Years in Business: 21 years

MONTE FINANCIAL GROUP, LLC

Website

(203) 453-6851

30 Long Hill Road

Guilford, CT 6437

SEC#: 801-70207
Years in Business: 12 years

SHORELINE FINANCIAL ADVISORS, LLC

Website

(203) 458-6800

246 Goose Lane
Suite 201
Guilford, CT 6437

SEC#: 801-68688
Years in Business: 13 years

GSB WEALTH MANAGEMENT, LLC

Website

(203) 453-9075

2614 Boston Post Road
Suite 16A
Guilford, CT 6437

SEC#: 801-61932
Years in Business: 18 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(203) 446-3800

101 Fair Street

Guilford, CT 6437

SEC#: 801-72203
Years in Business: 10 years

SOUND INCOME STRATEGIES, LLC

Website

(860) 399-8202

1570 Boston Post Road
Suite 400
Guilford, CT 6437

SEC#: 801-80425
Years in Business: 6 years


How Retirement-Friendly is New Haven County, CT?

  • Population: 857,513
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $253,200
  • Average Monthly Housing Cost: $1,377
  • Average Household Income: $94,740
  • 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.)


New Haven County, CT Financial Advisor FAQs

A financial advisor is an individual who works with clients, usually on a one-on-one basis, to help them achieve their financial goals. A typical job of a fiduciary is advising clients on investment decisions, risk management strategies and various long-term strategies for retirement income or wealth accumulation.
Certainly. Lots of people do not think they need a financial advisor, and that is usually because they don't understand the limitations of their knowledge. The number one question to ask yourself is do you know how to properly invest (generate income)? Next determine if you know how to keep your money safe from being stolen, trusted with somebody else who will lose it/steal it for themselves? If not then you should have a professional look at things on your behalf - which will then help expose gaps in knowledge that need catching up on.
One of the most important aspects of hiring an advisor is making sure they hold themselves accountable by providing quarterly reviews of where your investments are at. This ensures that your asset allocation strategy remains on track and your investments are still growing at a decent rate.
There are many factors that go into determining an annual fee for a financial advisor, including the complexity of investments recommended and the sophistication level of assets.