Find a Financial Advisor in New London County, CT

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in New London County, CT.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best New London County 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 New London County, CT


  • Financial Advisor Close to New London County, 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 New London County, 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 New London County, CT

We evaluated over 13,000 RIA firms to bring you the best of the best New London County financial advisors.
  • This field is for validation purposes and should be left unchanged.


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.)



The Top 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: 7 years

BENCHMARK WEALTH MANAGEMENT, LLC

Website

(860) 434-6890

83 Halls Road
Suite 201
Old Lyme, CT 6371

SEC#: 801-108489
Years in Business: 5 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: 18 years

 


New London County, CT Financial Advisor FAQs

The Norwich-New London, Connecticut Metropolitan Statistical Area, which is also included in the Hartford-East Hartford, Connecticut Combined Statistical Area, is located in the southeastern portion of Connecticut. Lawrence + Memorial Hospital is one of the top employers in New London County. New London was the second-largest New England port for the whaling and sealing industries in the nineteenth century, by volume. Ocean Beach, Fort Trumbull, the Coast Guard Academy, and Main Street, which is part of the National Trust for Historic Preservation's "Main Street" program, are all popular tourist attractions in New London today. We have financial advisors serving in New London County, CT, which is located in the southeastern corner of Connecticut. Its adjacent counties are Windham County in the north, Kent County, RI in the northeast, Washington County, RI in the east, Middlesex County in the west, Tolland County in the northwest, Hartford County in the northwest, and Suffolk County in the south. Browse through the links below to connect with financial advisors serving close to this area.

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.