
Find a Financial Advisor in Southport, 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
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
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Financial Advisor Close to Southport, 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 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
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.
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.)
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The Top Financial Advisor Firms in Southport, CT
WESTPORT ASSET MANAGEMENT INC
(203) 227-3601732 Kings Highway West
Southport, CT 6890
SEC#: 801-21845
Years in Business: 37 years
CHARTER RESEARCH & INVESTMENT GROUP INC
(203) 259-40042507 Post Road
Southport, CT 6890
SEC#: 801-37458
Years in Business: 31 years
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
(203) 254-2333368 Center Street
Southport, CT 6890
SEC#: 801-68863
Years in Business: 14 years
STORMFIELD CAPITAL, LLC
(203) 762-6095200 Pequot Avenue
Southport, CT 6890
SEC#: 801-118412
Years in Business: 2 years
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.
(203) 256-93262960 Post Road
Southport, CT 6890
SEC#: 801-55132
Years in Business: 24 years
ESSEX FINANCIAL SERVICES, INC.
(475) 888-304130 Jelliff Lane
Southport, CT 6890
SEC#: 801-62242
Years in Business: 18 years
NXT CAPITAL INVESTMENT ADVISERS, LLC
(203) 292-511437 Acorn Lane
Southport, CT 6890
SEC#: 801-74046
Years in Business: 10 years
NXT CAPITAL INVESTMENT ADVISERS, LLC
(203) 292-511437 Acorn Lane
Southport, CT 6890
SEC#: 801-74046
Years in Business: 10 years
NXT CAPITAL INVESTMENT ADVISERS, LLC
(203) 292-511437 Acorn Lane
Southport, CT 6890
SEC#: 801-74046
Years in Business: 10 years
Southport, CT Financial Advisor FAQs
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