
Find a Financial Advisor in Shelton, CT
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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Shelton, CT
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Financial Advisor Close to Shelton, CT
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
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
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.
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.)
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The Top Financial Advisor Firms in Shelton, CT
PROCYON INSTITUTIONAL PARTNERS, LLC
(475) 232-27041 Corporate Drive
Suite 225
Shelton, CT 6484
SEC#: 801-110494
Years in Business: 4 years
CONSTITUTION CAPITAL LLC
(475) 269-32002 Trap Falls Road
Suite 504
Shelton, CT 6484
SEC#: 801-119493
Years in Business: 1 years
BEIRNE WEALTH CONSULTING SERVICES, LLC
(203) 701-86063 Enterprise Drive
Suite 410
Shelton, CT 6484
SEC#: 801-77726
Years in Business: 9 years
INVESTMARK ADVISORY GROUP LLC
(203) 953-37773 Enterprise Drive
Suite 401
Shelton, CT 6484
SEC#: 801-76505
Years in Business: 10 years
PROCYON PRIVATE WEALTH PARTNERS, LLC
(475) 232-27041 Corporate Drive
Suite 225
Shelton, CT 6484
SEC#: 801-110493
Years in Business: 4 years
WRIGHT INVESTORS SERVICE INC
(203) 783-44002 Corporate Drive
Suite 770
Shelton, CT 6484
SEC#: 801-51257
Years in Business: 26 years
AST INVESTMENT SERVICES, INC.
(973) 367-7473One Corporate Drive
Shelton, CT 6484
SEC#: 801-40532
Years in Business: 30 years
WRIGHT PRIVATE ASSET MANAGEMENT LLC
(203) 783-44002 Corporate Drive
Suite 770
Shelton, CT 6484
SEC#: 801-66231
Years in Business: 16 years
THE WINTHROP CORPORATION
(203) 783-44002 Corporate Drive
Suite 770
Shelton, CT 6484
SEC#: 801-2501
Years in Business: 61 years
Shelton, CT Financial Advisor FAQs
Other Nearby Financial Advisors
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.