Find a Financial Planner in Shelton, CT

 

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We Only Work With The Best Shelton 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 Shelton, CT

  • Financial Advisor Close to Shelton, 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 Shelton Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Shelton area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Shelton offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
26.0% of Shelton's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Shelton area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Shelton area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Shelton area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Shelton area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Shelton area, it typically 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 Shelton 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 Shelton, 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 Shelton, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Shelton financial advisors.
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How Retirement-Friendly is Shelton, CT?

  • Population: 41,141
  • % of Population 62 Years and Over: 26%
  • Average Home Value: $359,400
  • Average Monthly Housing Cost: $1,628
  • Average Household Income: $121,788
  • 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 Shelton, CT


PROCYON INSTITUTIONAL PARTNERS, LLC

Website

(475) 232-2704

1 Corporate Drive
Suite 225
Shelton, CT 06484

SEC#: 801-110494
Years in Business: 4 years

CONSTITUTION CAPITAL LLC

Website

(475) 269-3200

2 Trap Falls Road
Suite 504
Shelton, CT 06484

SEC#: 801-119493
Years in Business: 0 years

BEIRNE WEALTH CONSULTING SERVICES, LLC

Website

(203) 701-8606

3 Enterprise Drive
Suite 410
Shelton, CT 06484

SEC#: 801-77726
Years in Business: 8 years

INVESTMARK ADVISORY GROUP LLC

Website

(203) 953-3777

3 Enterprise Drive
Suite 401
Shelton, CT 06484

SEC#: 801-76505
Years in Business: 9 years

PROCYON PRIVATE WEALTH PARTNERS, LLC

Website

(475) 232-2704

1 Corporate Drive
Suite 225
Shelton, CT 06484

SEC#: 801-110493
Years in Business: 4 years

WRIGHT INVESTORS SERVICE INC

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 06484

SEC#: 801-51257
Years in Business: 25 years

AST INVESTMENT SERVICES, INC.

Website

(973) 367-7473

One Corporate Drive

Shelton, CT 06484

SEC#: 801-40532
Years in Business: 29 years

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 06484

SEC#: 801-66231
Years in Business: 15 years

THE WINTHROP CORPORATION

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 06484

SEC#: 801-2501
Years in Business: 60 years