Find a Financial Advisor 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.

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

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

  • 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

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.)


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The Top Financial Advisor Firms in Shelton, CT

 

PROCYON INSTITUTIONAL PARTNERS, LLC

Website

(475) 232-2704

1 Corporate Drive
Suite 225
Shelton, CT 6484

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

CONSTITUTION CAPITAL LLC

Website

(475) 269-3200

2 Trap Falls Road
Suite 504
Shelton, CT 6484

SEC#: 801-119493
Years in Business: 1 years

BEIRNE WEALTH CONSULTING SERVICES, LLC

Website

(203) 701-8606

3 Enterprise Drive
Suite 410
Shelton, CT 6484

SEC#: 801-77726
Years in Business: 9 years

INVESTMARK ADVISORY GROUP LLC

Website

(203) 953-3777

3 Enterprise Drive
Suite 401
Shelton, CT 6484

SEC#: 801-76505
Years in Business: 10 years

PROCYON PRIVATE WEALTH PARTNERS, LLC

Website

(475) 232-2704

1 Corporate Drive
Suite 225
Shelton, CT 6484

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

WRIGHT INVESTORS SERVICE INC

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 6484

SEC#: 801-51257
Years in Business: 26 years

AST INVESTMENT SERVICES, INC.

Website

(973) 367-7473

One Corporate Drive

Shelton, CT 6484

SEC#: 801-40532
Years in Business: 30 years

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 6484

SEC#: 801-66231
Years in Business: 16 years

THE WINTHROP CORPORATION

Website

(203) 783-4400

2 Corporate Drive
Suite 770
Shelton, CT 6484

SEC#: 801-2501
Years in Business: 61 years

 


Shelton, CT Financial Advisor FAQs

Shelton is a city in Fairfield County, Connecticut, United States. The city is situated on the Naugatuck River, just over 50 miles from New York City. Shelton's top employer is PerkinElmer, a global science and technology company that employs over 3000 people in the city. Other top employers include Pinnacle Foods Group and Sikorsky Aircraft. Shelton is best known for being home to a number of top employers and for its proximity to New York City. The city is also known for its scenic views and for its vibrant arts and culture scene. Select from a number of financial advisors you can work within Shelton, CT, a city belonging to Fairfield County. The city spans a total area of 31.9 square miles per the United States Census Bureau. Some of its neighboring areas include White Hills, Coram Gardens, and Bridgeport Avenue. Check out a handful of available financial advisors serving near Shelton, CT through the links below.

Understand your finances and how they should work first. Once you feel comfortable, consider looking for a financial advisor. Talk to friends or family members who have worked with an advisor to see if they are satisfied with the person's service or not.

Financial advisors may get paid in a variety of ways, and depending on their experience/training, it may be any of the following: commission-based fees, flat fee arrangements (e.g., annual charge), hourly charges for specific services, or a combination of commissions and fees.

Yes. It's always a good idea to tap on the advice of an expert. A financial advisor can help align your investment objectives with actual investment opportunities that might benefit you more than other traditional means.

The other very important job financial advisors perform is helping people plan for various stages in life so that both parties know exactly what the other's needs will be at any given time for benefits such as retirement accounts, healthcare plans, life insurance policies, investment management services.


Other Nearby Financial Advisors

Shelton, CT
New Haven County, CT
Port Jefferson, NY
Centereach, NY
Holbrook, NY

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.