Best Financial Advisors in New London County, CT

We did the hard work of finding trustworthy partners in New London County, CT. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

New London County, CT Fiduciary Financial Advisors

Barnum Financial Group, New London CT
Location 3 Shaws Cove UNIT 204, New London, CT 06320, USA
Phone (860) 443-0266
Language http://www.barnumfinancialgroup.com/
Directions
Peter S. Humphrey - UBS Financial Services Inc.
Location 2 Union St, New London, CT 06320, USA
Phone (860) 437-2008
Language https://advisors.ubs.com/peter.humphrey/?utm_source=Yext&utm_medium=GMB&utm_campaign=162572&y_source=1_MTg4ODcyMzItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Will Canning - Morgan Stanley
Location 125 Eugene O'Neill Dr Suite 100, New London, CT 06320, USA
Phone (860) 444-9308
Language https://advisor.morganstanley.com/william.canning?y_source=1_MTA4Mjc3MzMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Morgan Stanley Financial Advisors
Location 125 Eugene O'Neill Dr 1st Fl, New London, CT 06320, USA
Phone (860) 444-9300
Language https://advisor.morganstanley.com/new-london-branch?y_source=1_MjA3ODA5Mi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Adeletti & Dowling Financial Group - UBS Financial Services Inc.
Location 2 Union St, New London, CT 06320, USA
Phone (860) 437-2009
Language https://advisors.ubs.com/adelettidowling/?utm_source=Yext&utm_medium=GMB&utm_campaign=166555&y_source=1_MTg4ODc4OTAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Financial Advisors in New London County, CT

Where Certified Financial Advisors in New London County, CT Serve

New London County, located in the southeastern region of Connecticut, is a vibrant and diverse area with a rich history and a plethora of landmarks. The county is home to the famous Mystic Seaport, a living history museum that showcases the maritime heritage of the area. Other notable landmarks include the Connecticut College Arboretum, the Eugene O'Neill Theater Center, and the Submarine Force Museum. The county is also home to several major employers, including Electric Boat, Pfizer, and the United States Coast Guard Academy. These companies provide jobs for thousands of residents and contribute to the county's thriving economy. New London County is well-connected to the rest of the state and beyond by several major highways, including Interstate 95 and Route 2. The county is also home to several important streets, such as Bank Street and State Street in New London, and Main Street in Mystic. The county is comprised of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New London County, CT can greatly benefit from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of individuals living in this area. With its proximity to the coast and numerous military bases, New London County has a diverse population with varying financial situations. A financial advisor can provide guidance on retirement planning, investment strategies, and debt management to help residents achieve their financial objectives. Additionally, with the high cost of living in this region, a financial advisor can assist in creating a budget and finding ways to save money on expenses such as housing and transportation. Overall, a financial advisor can be an invaluable resource for residents of New London County, CT looking to improve their financial well-being.

Insurance Broker

Residents of New London County, CT can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complex and confusing world of insurance, ensuring that they have the right coverage for their specific needs. For example, residents of New London County, CT may face unique risks due to the area's proximity to the coast, such as higher flood insurance rates or a greater need for hurricane coverage. An insurance broker can help residents understand these risks and find the best policies to protect themselves and their property. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and finding discounts and other cost-saving options. Overall, an insurance broker can be a valuable resource for residents of New London County, CT looking to protect their assets and financial well-being.

Retirement Planning

Residents of New London County, CT can benefit from a retirement planner in a variety of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Retirement planners can also assist with investment strategies, tax planning, and estate planning. In New London County, CT, where the cost of living is relatively high compared to other areas of the state, a retirement planner can help residents navigate the financial challenges of retirement and ensure that they have a secure and comfortable future. Additionally, with the county being home to a large military population due to the presence of the Naval Submarine Base, a retirement planner can help veterans and their families navigate the complex financial benefits available to them.

Wealth Management

Residents of New London County, CT could benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning, as many residents in the area are nearing retirement age. A wealth manager can help them navigate the complexities of retirement planning, including determining how much they need to save, what types of investments are most appropriate, and how to manage their assets in retirement. Additionally, many residents of New London County are involved in the maritime industry, which can bring unique financial challenges and opportunities. A wealth manager with experience in this area can help clients navigate the specific financial needs of this industry, such as managing fluctuating income and planning for the future. Overall, a wealth manager can provide valuable guidance and support to residents of New London County as they work to achieve their financial goals.

Mortgage Loan Officer

Residents of New London County, CT can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals and families in securing financing for the purchase of a new home, refinancing an existing mortgage, or obtaining a home equity loan. In a county where the median home value is $233,000, having access to a mortgage loan officer can make all the difference in being able to afford a home. Additionally, with the county's close proximity to the coast, many residents may be interested in purchasing a vacation home or investment property, which a mortgage loan officer can also assist with. By working with a mortgage loan officer, residents of New London County can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of New London County, CT can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the state. They can provide guidance on how to minimize tax liabilities and maximize refunds. In New London County, where the cost of living is relatively high compared to other parts of Connecticut, a tax advisor can help residents identify tax credits and deductions that can reduce their tax burden. Additionally, tax advisors can assist small business owners in the county with tax planning and compliance, ensuring they stay on the right side of the law while maximizing their profits. Overall, a tax advisor can be a valuable resource for residents of New London County, CT, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of New London County, CT can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan for their assets and property, ensuring that their wishes are carried out in the event of their passing. Estate planning lawyers can also assist with drafting wills, trusts, and other legal documents that can protect assets and minimize taxes. In New London County, CT, where there is a large population of retirees and elderly individuals, estate planning lawyers can help families navigate the complex process of Medicaid planning and long-term care planning. Additionally, with the high property values in the area, estate planning lawyers can help individuals protect their real estate assets and ensure that they are passed on to their heirs in a smooth and efficient manner.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in New London County, CT

A financial advisor in New London County, CT can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, a financial advisor can offer personalized advice and guidance tailored to each client's unique needs and circumstances. One specific aspect of New London County, CT that a financial advisor may take into account is the area's strong ties to the maritime industry. With a rich history of shipbuilding and fishing, many residents of New London County may have unique financial needs and considerations related to this industry. A financial advisor can help individuals and businesses in this field navigate the complexities of financial planning and management, providing specialized expertise and knowledge to ensure their financial success.

New London County, CT is the ultimate destination for anyone seeking top-notch financial advising services. Its strategic location along the eastern coast of the United States, coupled with the presence of a diverse and vibrant community, makes it the perfect place to access a wide range of financial advice. The county boasts of a highly skilled and experienced team of financial advisors who are well-versed in the latest financial trends and regulations. Additionally, the county is home to some of the country's leading financial institutions, which provide a wealth of resources and knowledge to those seeking financial advice. Whether you're a small business owner or an individual looking to invest, New London County, CT offers unparalleled financial advice services that are tailored to meet your unique needs. With its rich history, diverse culture, and thriving economy, this county is undoubtedly the best place to get financial advising.