Find a Financial Planner in Shelton, CT

 

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We did the hard work of finding trustworthy partners 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 have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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

Experience

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.)



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: 1 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

 


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