Old Greenwich, CT Financial Advisors and Resources



Financial Advisor Firms in Old Greenwich, CT


DUKE FUNDING MANAGEMENT, L.L.C.

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 6870

SEC#: 801-61009
Years in Business: 19 years

CARRINGTON CAPITAL MANAGEMENT, LLC

Website

(203) 661-6186

1700 East Putnam Avenue
5th Floor
Old Greenwich, CT 6870

SEC#: 801-72366
Years in Business: 10 years

ELLINGTON GLOBAL ASSET MANAGEMENT, LLC

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 6870

SEC#: 801-67147
Years in Business: 15 years

ELLINGTON FINANCIAL MANAGEMENT LLC

Website

(203) 698-1200

53 Forest Ave

Old Greenwich, CT 6870

SEC#: 801-70630
Years in Business: 12 years

CZECH ASSET MANAGEMENT, L.P.

Website

(203) 769-8400

1700 East Putnam Avenue
Suite 207
Old Greenwich, CT 6870

SEC#: 801-72815
Years in Business: 9 years

ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 6870

SEC#: 801-78637
Years in Business: 7 years

CTF CAPITAL MANAGEMENT LP

Website

(203) 413-8793

3 West End Avenue

Old Greenwich, CT 6870

SEC#: 801-114713
Years in Business: 2 years

ELLINGTON MANAGEMENT GROUP, L.L.C.

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 6870

SEC#: 801-56399
Years in Business: 22 years

MILLENNIUM MANAGEMENT LLC

Website

(203) 344-6475

1700 East Putnam Avenue
3rd Floor
Old Greenwich, CT 6870

SEC#: 801-73884
Years in Business: 9 years


How Retirement-Friendly is Old Greenwich, CT?

  • Population: 6,844
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $1443,600
  • Average Monthly Housing Cost: $3,239
  • Average Household Income: $308,817
  • 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.)


Old Greenwich, CT Financial Advisor FAQs

An advisor will help you understand asset allocation strategies, risk management techniques, diversification tools, wealth transfer planning (as in inheritance planning), retirement planning tailored specifically for individuals under younger than sixty five years old or so who are saving up for their future needs.
If you're not in good control of your money or if your personal finances are chaotic, then you should look for a financial advisor.
A financial advisor's job is to help you prioritize and navigate your retirement investments, future assets and liabilities. As such, look for an advisor who you trust, has at least 7 years of experience in the industry and understands the specifics of your personal situation.
It has been said that financial advisors can cost anywhere from $25 to $2,500 per hour. But the truth is, fees are all over the map. The important thing is to find someone who will provide personalized attention to your needs, not just sell you a box of stale pre-made investments that were designed for other people in different circumstances than yours.