Find a Financial Planner in Norwalk, CT

 

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We did the hard work of finding trustworthy partners in Norwalk, CT.

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We Only Work With The Best Norwalk 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Norwalk, CT


  • Financial Advisor Close to Norwalk, 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

 

How Can a CFP® in Norwalk Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Norwalk area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Norwalk, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.8% of Norwalk's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Norwalk area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Norwalk area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Norwalk area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Norwalk area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Connecticut has unique laws defining which actions trigger a taxable event and has the 5th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Norwalk area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Norwalk area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Norwalk, 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 Norwalk, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Norwalk financial advisors.
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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.)


The Top Financial Advisor Firms in Norwalk, CT


CAPITAL PARTNERS HOLDINGS, INC.

Website

(203) 625-0770

301 Merritt 7

Norwalk, CT 06851

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

DRUM HILL CAPITAL, LLC

Website

(203) 349-8182

200 Connecticut Avenue
Suite 4A
Norwalk, CT 06854

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

ROCATON INVESTMENT ADVISORS

Website

(203) 621-1700

20 Glover Avenue

Norwalk, CT 06850

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

THB ASSET MANAGEMENT

Website

(203) 653-7060

501 Merritt 7

Norwalk, CT 06851

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