Norwalk, CT Financial Advisors and Resources



Financial Advisor Firms in Norwalk, CT


CAPITAL PARTNERS HOLDINGS, INC.

Website

(203) 625-0770

301 Merritt 7

Norwalk, CT 6851

SEC#: 801-74335
Years in Business: 9 years

DRUM HILL CAPITAL, LLC

Website

(203) 349-8182

200 Connecticut Avenue
Suite 4A
Norwalk, CT 6854

SEC#: 801-66446
Years in Business: 15 years

ROCATON INVESTMENT ADVISORS

Website

(203) 621-1700

20 Glover Avenue

Norwalk, CT 6850

SEC#: 801-61144
Years in Business: 19 years

THB ASSET MANAGEMENT

Website

(203) 653-7060

501 Merritt 7

Norwalk, CT 6851

SEC#: 801-54432
Years in Business: 24 years

BRIDGEWATER ASSOCIATES, LP

Website

(203) 226-3030

45 Glover Avenue

Norwalk, CT 6850

SEC#: 801-35875
Years in Business: 31 years

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Website

(203) 621-1700

20 Glover Avenue

Norwalk, CT 6850

SEC#: 801-37591
Years in Business: 31 years

DOCK STREET ASSET MANAGEMENT INC

Website

(203) 532-9470

21 Ledge Road

Norwalk, CT 6853

SEC#: 801-43547
Years in Business: 28 years

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Website

(203) 621-1700

20 Glover Avenue

Norwalk, CT 6850

SEC#: 801-37591
Years in Business: 31 years

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Website

(203) 621-1700

20 Glover Avenue

Norwalk, CT 6850

SEC#: 801-37591
Years in Business: 31 years


How Retirement-Friendly is Norwalk, CT?

  • Population: 88,599
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $441,800
  • Average Monthly Housing Cost: $1,929
  • Average Household Income: $126,441
  • 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.)


Norwalk, CT Financial Advisor FAQs

There are three main ways to find a financial advisor. You can either research good advisors in your area, ask friends or family for referrals or visit an organization promoting ethical practices among financial advisors.
A financial advisor's pricing can vary depending on their style of advising. Some advisors are commission-based where they earn a percentage off what you make for each transaction, while others charge by the hour.
It is important for anyone who does not have significant experience in investing to enlist the help of a financial advisor.
Financial advisors typically offer a comprehensive suite of products, including financial planning services tailored to individual needs, insurance and annuity products from leading national carriers, investments from top investment companies, retirement planning advice and wealth management guidance. They can also help clients consolidate their many accounts into one place to make the most of all their money.