Find a Financial Advisor in Southport, CT

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We did the hard work of finding trustworthy partners in Southport, CT.

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We Only Work With The Best Southport 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 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 Southport, CT


  • Financial Advisor Close to Southport, 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 Southport, 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 Southport, CT

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

  • Population: 1,661
  • % of Population 62 Years and Over: 34.5%
  • Average Home Value: $690,200
  • Average Monthly Housing Cost: $2,467
  • Average Household Income: $310,831
  • 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 Southport, CT

 

WESTPORT ASSET MANAGEMENT INC

Website

(203) 227-3601

732 Kings Highway West

Southport, CT 6890

SEC#: 801-21845
Years in Business: 37 years

CHARTER RESEARCH & INVESTMENT GROUP INC

Website

(203) 259-4004

2507 Post Road

Southport, CT 6890

SEC#: 801-37458
Years in Business: 31 years

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Website

(203) 254-2333

368 Center Street

Southport, CT 6890

SEC#: 801-68863
Years in Business: 14 years

STORMFIELD CAPITAL, LLC

Website

(203) 762-6095

200 Pequot Avenue

Southport, CT 6890

SEC#: 801-118412
Years in Business: 2 years

ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.

Website

(203) 256-9326

2960 Post Road

Southport, CT 6890

SEC#: 801-55132
Years in Business: 24 years

ESSEX FINANCIAL SERVICES, INC.

Website

(475) 888-3041

30 Jelliff Lane

Southport, CT 6890

SEC#: 801-62242
Years in Business: 18 years

NXT CAPITAL INVESTMENT ADVISERS, LLC

Website

(203) 292-5114

37 Acorn Lane

Southport, CT 6890

SEC#: 801-74046
Years in Business: 10 years

NXT CAPITAL INVESTMENT ADVISERS, LLC

Website

(203) 292-5114

37 Acorn Lane

Southport, CT 6890

SEC#: 801-74046
Years in Business: 10 years

NXT CAPITAL INVESTMENT ADVISERS, LLC

Website

(203) 292-5114

37 Acorn Lane

Southport, CT 6890

SEC#: 801-74046
Years in Business: 10 years

 


Southport, CT Financial Advisor FAQs

Southport is a CDP located in the town of Fairfield in Connecticut, United States. It is situated along Long Island Sound between Mill River and Sasco Creek, and is a community in the Bridgeport-Stamford-Norwalk Metro area. The largest industries in Southport are finance, insurance, and real estate, with its top employer being UBS financial services employing 1,600 people. Other notable employers include General Electric, Pitney Bowes, and Xerox. Some notable landmarks in Southport include the Pequot Library, established in 1883, and the Southport Green, a small park located in the center of town. Other notable residents of Southport include actress Glenn Close and author Anne Tyler. A wide array of financial advisory services are available in Southport, CT, a census-designated place belonging to Fairfield. It is located along Long Island Sound between Mill River and Sasco Brook, where it borders Westport. See on the links below which financial advisors serve nearby.

Especially if you have a complicated financial situation, many conflicting investment options, and complicated tax situations, then a financial advisor is a need.

Generally, an financial advisor can help you make more educated decisions. They can also help you look further into investments and retirement plans.

One of the first things to evaluate when choosing a financial advisor is whether or not they are licensed.

Fees charged by financial advisors vary widely. The fee types range from commissions, to flat fees, to hourly rates for meeting with clients face-to-face.