Find a Financial Advisor in Wethersfield, CT

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We Only Work With The Best Wethersfield 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

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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 Wethersfield, CT


  • Financial Advisor Close to Wethersfield, 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 Wethersfield, 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 Wethersfield, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Wethersfield financial advisors.
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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.)



The Top 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: 8 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: 4 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: 4 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: 3 years

RETIREMENT PLAN ADVISORS, LLC

Website

(860) 756-6429

37 Drummer Ln

Wethersfield, CT 6109

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

 


Wethersfield, CT Financial Advisor FAQs

Wethersfield has been a town in Hartford County, Connecticut, situated in the United States. Along the Connecticut River, it lies just south of Hartford. WorldCom Intermedia, based in Wethersfield, Connecticut, is a medium-sized telecommunications corporation with 600 workers and a $44.5 million annual revenue. It is the biggest employer in the area.  During the late 1700s and early to middle 1800s, Wethersfield was the center of the onion trade in New England for at least a century. For the world-famous Wethersfield red onion, outsiders dubbed the Connecticut settlement "Oniontown." Connect with our financial advisors in Wethersfield, a city in Hartford County, Connecticut, United States. Just south of Hartford on the Connecticut River. It is also called “Watertown”, but many colonial records spell the names “Wethersfield” and “Wizardsfield” which Native Americans called them Pyquag. The list below should be helpful to connect you to financial advisors in the city's neighboring areas.

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.