Riverside, CT Financial Advisors and Resources



Financial Advisor Firms in Riverside, CT


BAXTER INVESTMENT MANAGEMENT

Website

(203) 637-4559

1030 East Putnam Avenue

Riverside, CT 6878

SEC#: 801-1939
Years in Business: 62 years

CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC

Website

(312) 662-5495

41 Lockwood Lane

Riverside, CT 6878

SEC#: 801-107138
Years in Business: 5 years


How Retirement-Friendly is Riverside, CT?

  • Population: 8,604
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $1577,300
  • Average Monthly Housing Cost: $3,292
  • Average Household Income: $333,196
  • 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.)


Riverside, CT Financial Advisor FAQs

Review an advisor's area of expertise and recommendations before making a decision on whether or not to hire them. A good place to start is with groups like the Association for Financial Counseling and Planning Education (AFCPE).
It's important to first determine whether an advisor is actually on your side. Can they give you a list of the fees that they charge? Do they offer certificates of deposit or financial products that are required for their clients to have in order to have access to them? Always have a clear understanding of what you're getting into beforehand, and how much it will cost you.
Financial advisors are usually paid through either a fee-only, hourly offer, or commission structure.
Financial advisors provide financial services by advising clients about their finances, from long-term life planning to short-term investments. They determine your net worth and help you set goals for saving and spending. They look at retirement plans, college financing, and estate planning.