New Haven, CT Financial Advisors and Resources



Financial Advisor Firms in New Haven, CT


FAIRFIELD, BUSH & CO.

Website

(203) 777-5900

265 Church Street
Suite 503
New Haven, CT 6510

SEC#: 801-9532
Years in Business: 48 years

KREITLER FINANCIAL LLC

Website

(203) 867-4396

265 Church Street
Suite 801
New Haven, CT 6510

SEC#: 801-118881
Years in Business: 1 years

LADD CAPITAL MANAGEMENT LLC

Website

(203) 562-6624

110 Whitney Ave

New Haven, CT 6510

SEC#: 801-11098
Years in Business: 45 years

EDGEHILL ENDOWMENT PARTNERS

Website

(203) 654-3553

195 Church Street
10th Floor
New Haven, CT 6510

SEC#: 801-80041
Years in Business: 7 years

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Website

(844) 523-8637

One Columbus Plaza

New Haven, CT 6510

SEC#: 801-80844
Years in Business: 6 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(203) 785-9119

265 Church Street

New Haven, CT 6510

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

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

Website

(203) 357-5515

59 Harbour Close

New Haven, CT 6519

SEC#: 801-57122
Years in Business: 21 years

RUBICON TECHNOLOGY MANAGEMENT L.L.C.

Website

(203) 883-1999

470 James St

New Haven, CT 6513

SEC#: 801-97338
Years in Business: 6 years

CLARFELD FINANCIAL ADVISORS, LLC

Website

(877) 670-5400

555 Long Warf Drive

New Haven, CT 6511

SEC#: 801-40835
Years in Business: 29 years


How Retirement-Friendly is New Haven, CT?

  • Population: 130,331
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $197,200
  • Average Monthly Housing Cost: $1,282
  • Average Household Income: $65,362
  • 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, CT Financial Advisor FAQs

Financial advising is a profession that varies in cost depending on the advisor's experience, how many clients they have, and what type of product they are marketing. An advisor could cost anything from $0 to hundreds of dollars per hour.
Financial advisors typically serve as your guide for investing and make the complicated process easy and less stressful. If you're thinking of managing your own portfolio, it's critical to be ready to commit plenty of time and energy.
Great financial advisors should be able to answer these questions easily when they want to represent themselves as competent professionals. What is the advisor's investment philosophy? How does the advisor determine what investments are best for my portfolio? How often will I receive statements and other disclosure documents showing my account activity?
Every financial advisor charges differently for their services. This can be based on total amount of money they are managing for you, the amount they are making through the investment products they are routing your money to, or their hourly fees. Ask your advisor how they charge before choosing them to manage your funds.