New London County, CT Financial Advisors and Resources



Financial Advisor Firms in New London County, CT


JOHN A. BYSKO ASSOCIATES

Website

(860) 434-3632

100 Halls Road

Old Lyme, CT 6371

SEC#: 801-81151
Years in Business: 6 years

BENCHMARK WEALTH MANAGEMENT, LLC

Website

(860) 434-6890

83 Halls Road
Suite 201
Old Lyme, CT 6371

SEC#: 801-108489
Years in Business: 4 years

CONCINNITY ADVISORS, LP

Website

(860) 390-6119

62 Buttonball Road

Old Lyme, CT 6371

SEC#: 801-78298
Years in Business: 8 years

CONCINNITY ADVISORS, LP

Website

(860) 390-6119

62 Buttonball Road

Old Lyme, CT 6371

SEC#: 801-78298
Years in Business: 8 years

CONCINNITY ADVISORS, LP

Website

(860) 390-6119

62 Buttonball Road

Old Lyme, CT 6371

SEC#: 801-78298
Years in Business: 8 years

EXENCIAL WEALTH ADVISORS, LLC

Website

(860) 434-5999

83 Halls Road, Suite 205
P.O. Box 623
Old Lyme, CT 6371

SEC#: 801-62789
Years in Business: 17 years


How Retirement-Friendly is New London County, CT?

  • Population: 267,390
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $241,500
  • Average Monthly Housing Cost: $1,314
  • Average Household Income: $95,858
  • 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 London County, CT Financial Advisor FAQs

Ask friends or co-workers who they use. Try talking up potential candidates by referencing services that sound similar to what the desired advisor offers. Investigate any self-claimed credentials they may have listed on social media or in published articles.
It depends on a lot of factors. A good financial advisor can cost anywhere from $200-$2000, depending on their qualifications and how much time they need to spend with you.
Financial advisors give their clients advice relating to the management of their finances. They assess a person's situation and develop plans that help them achieve personal and financial goals.
Ask your financial advisor what his/her career aspirations are. This is important especially because if you pursue a contract with him/her, you want to be assured of his/her long-time commitment.