Norfolk, CT Financial Advisors and Resources



Financial Advisor Firms in Norfolk, CT


GREAT MOUNTAIN PARTNERS

Website

(203) 993-6149

10 Station Place

Norfolk, CT 6058

SEC#: 801-119799
Years in Business: 0 years


How Retirement-Friendly is Norfolk, CT?

  • Population: 504
  • % of Population 62 Years and Over: 40.1%
  • Average Home Value: $222,500
  • Average Monthly Housing Cost: $1,080
  • Average Household Income: $78,988
  • 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.)


Norfolk, CT Financial Advisor FAQs

The purpose of a financial advisor is to serve you with financial products and recommendations that best match your unique circumstances.
When choosing a financial advisor, there are many factors to take into consideration, including the track record of the investment choices he or she makes, how actively they manage your account and investments, what fees you will incur for their services, among other considerations.
Financial advisor is imperative if you want to look after your investment. Because we all want and need financial peace and security, and this peace and security needs to be maintained at different phases in life like when we're doing well financially, when we're budgeting for education expenses for our children or grandchildren, retirement, paying off a mortgage or loan; throughout these phases of life it's important to make sure that you consult with a reputable financial advisor who can assist with these things.
Commission-based financial advisors charge a percentage of the amount in your portfolio that they may recommend to trade. Fees are typically 1% of the account value, with an additional fee for investments recommended or sold by the advisor.