Wethersfield, CT Financial Advisors and Resources



Financial Advisor Firms in Wethersfield, CT


JOHNSON BRUNETTI

Website

(860) 372-4800

100 Great Meadow Road
Suite 502
Wethersfield, CT 6109

SEC#: 801-79713
Years in Business: 7 years

HAMMOND ILES WEALTH ADVISORS

Website

(860) 258-2600

100 Great Meadow Road
Suite 701
Wethersfield, CT 6109

SEC#: 801-64528
Years in Business: 16 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(860) 563-2368

1310 Silas Deane Highway
Suite 201
Wethersfield, CT 6109

SEC#: 801-112648
Years in Business: 3 years

RETIREMENT PLAN ADVISORS, LLC

Website

(860) 756-6429

37 Drummer Ln

Wethersfield, CT 6109

SEC#: 801-63261
Years in Business: 17 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(860) 563-2368

1310 Silas Deane Highway
Suite 201
Wethersfield, CT 6109

SEC#: 801-112648
Years in Business: 3 years

MONEY CONCEPTS CAPITAL CORP

Website

(860) 257-3310

75 Garden Street

Wethersfield, CT 6109

SEC#: 801-39736
Years in Business: 30 years

SOVEREIGN FINANCIAL GROUP, INC.

Website

(860) 835-2724

78 Beaver Road
Suite 2C
Wethersfield, CT 6109

SEC#: 801-114529
Years in Business: 2 years

RETIREMENT PLAN ADVISORS, LLC

Website

(860) 756-6429

37 Drummer Ln

Wethersfield, CT 6109

SEC#: 801-63261
Years in Business: 17 years


How Retirement-Friendly is Wethersfield, CT?

  • Population: 26,171
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $255,100
  • Average Monthly Housing Cost: $1,494
  • Average Household Income: $108,251
  • 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.)


Wethersfield, CT Financial Advisor FAQs

There are many factors that go into choosing the right advisor for you, but there is one absolute requirement, and that is transparency. Your advisor should be willing to share his practices with you so you know how your money is being handled.
You should find a financial advisor by first determining your risk tolerance. Risk-averse investors may prefer advisors with more conservative investing strategies, which means preferring an investment mix that emphasizes stocks and bonds, as opposed to volatile and unpredictable commodities (ie. gold or oil). Conversely, risk-tolerant investors may want to take greater risks with their investments by purchasing mix of markets that includes equities and commodities. Investors who are looking for diversified returns may want to look into both choices.
Financial advisors are often looked for because people don't know anything about finances, and they want someone to take care of that side for them. It should be stated upfront that financial advising can be time consuming, so there's cost involved.
The answer to this question is not so simple. There are many parts to the equation, but it's important for you to know that no one can investigate your financial situation as thoroughly as you. That being said, there are people who specialize in different areas of finance for a living and that might be an option you want to explore depending on the task at hand.