Find a Financial Advisor in Tolland County, CT

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

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We Only Work With The Best Tolland County 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 Tolland County, CT


  • Financial Advisor Close to Tolland County, 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 Tolland County, 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 Tolland County, CT

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

  • Population: 151,063
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $256,600
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $109,723
  • 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 Tolland County, CT

 

COBURN & MEREDITH, INC.

Website

(860) 784-2612

6 East Main Street

Stafford Springs, CT 6076

SEC#: 801-69509
Years in Business: 13 years

 


Tolland County, CT Financial Advisor FAQs

Tolland County is located in the northeastern section of the state of Connecticut in the United States. The Hartford-East Hartford-Middletown, CT Metropolitan Statistical Area encompasses the county. Tolland County has a workforce of 79.4k people. The largest industries are Educational Services (11,870 people), Health Care & Social Assistance (11,139 people), and Manufacturing (9,041 people), and the highest paying industries are Finance & Insurance ($92,615), Utilities ($87,061), and Finance & Insurance & Real Estate & Rental & Leasing ($84,568). Daniel C. Burbank is one of the few noteworthy Tolland County residents. He was born in Tolland and graduated from Tolland High School in 1979. He is a well-known NASA astronaut. We've got a team of financial advisors covering Tolland County, Connecticut. Created in 1785 out of Hartford and Windham Counties, this is situated in the northeastern region of its state. This belongs to the Hartford- East Hartford- Middletown, CT Metropolitan Statistical Area. Some of its surrounding counties are New London County, which is in the south; Hampden County, which is in the northwest; and Worcester County, which is in the northeast. Financial advisors in the county are at your service in its neighboring areas through the links below.

Financial advisors are professionals who manage investors' money. They're responsible for helping people invest their money in various ways, monitoring investment levels, and providing advice on how to plan for retirement and other financial goals.

A financial advisor should always possess honesty, integrity. A quality financial advisor will know that all investments are not suitable for everyone and listen carefully their clients' personal needs before recommending anything for them.

A financial advisor provides information, advice, and guidance to individual investors or businesses on how to plan, save for, manage, accumulate, invest inr manage their assets.

There are no set rules because every financial advisor has a different arrangement with his or her clients. Some advisors are paid on commission only, while others are salaried.