Wealth Management in Darien, CT

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List of Firms

Darien, CT Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Christopher Morley
Location 1020 Boston Post Rd, Darien, CT 06820, USA
Phone (203) 662-6909
Directions
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Merrill Lynch Wealth Management Advisor Mark H. Thompson
Location 1020 Boston Post Rd, Darien, CT 06820, USA
Phone (203) 662-5525
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Attucks Asset Management
SEC File# 801-60958
CRD# 118891
Location 381 Post Rd # 2, Darien, CT 06820, USA
Phone (203) 202-7676
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Financial Sense LLC
5 out of 5
Location 105 Hoyt St, Darien, CT 06820, USA
Phone (203) 353-0040
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Emerald Star Investment Management
Location 25-13 Old Kings Hwy N, Darien, CT 06820, USA
Phone (203) 202-9375
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Cantor Fitzgerald
Location 6 Thorndal Cir, Darien, CT 06820, USA
Phone (203) 662-3600
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Merrill Lynch Wealth Management Advisor John D Wyman
Location 1020 Boston Post Rd, Darien, CT 06820, USA
Phone (203) 662-5520
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Adam Morton - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (203) 351-9351
Directions
SEC File# 801-120315
CRD# 286316
Location 30 Old Kings Hwy S #200, Darien, CT 06820, USA
Phone (203) 662-3415
Time Monday: 9:30 AM – 5:30 PM Tuesday: 9:30 AM – 5:30 PM Wednesday: 9:30 AM – 5:30 PM Thursday: 9:30 AM – 5:30 PM Friday: 9:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
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Richter Bober Asset Management
Location 10 Corbin Dr, Darien, CT 06820, USA
Phone (203) 655-0314
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Appleby Capital
Location 3 Indian Trail, Darien, CT 06820, USA
Phone (203) 656-8048
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Executive Consulting LLC
Location 320 Boston Post Rd Ste 180-101, Darien, CT 06820, USA
Phone (860) 532-8331
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FallLine Strategic Advisors
Location 10 Corbin Dr, Darien, CT 06820, USA
Phone (203) 621-6211
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Davenport & Associates, Inc.
Location 800 Connecticut Ave, Norwalk, CT 06854, USA
Phone (203) 853-6300
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North Star Wealth Investors LLC
Location 30 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 655-4700
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SEC File# 801-70821
CRD# 152242
4 out of 5
Location 263 Tresser Blvd 15th Floor, Stamford, CT 06901, USA
Phone (212) 867-7310
Directions
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J. H. McLaughlin & Co., LLC
Location 21 Leeuwarden Rd, Darien, CT 06820, USA
Phone (917) 828-5726
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Vogel & Co PC
Location 685 Post Rd, Darien, CT 06820, USA
Phone (203) 655-2200
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Wells Fargo Advisors
Location 950 Post Rd, Darien, CT 06820, USA
Phone (203) 655-7220
Directions
SEC File# 801-118199
CRD# 307553
Location 22 US-1, Darien, CT 06820, USA
Phone (203) 656-3841
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SEC File# 801-114864
CRD# 300220
Location 17 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 978-3420
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Investors Capital Management, Inc.
Location 30 Old Kings Hwy S #200, Darien, CT 06820, USA
Phone (203) 656-7235
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Alaia Capital
SEC File# 801-100408
CRD# 226775
Location 10 Corbin Dr, Darien, CT 06820, USA
Phone (203) 608-4574
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-38220
CRD# 106111
Location 9 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 662-3456
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George Kursar - RBC Wealth Management Financial Advisor
Location 3 Landmark Square Suite 100, Stamford, CT 06901, USA
Phone (212) 703-6141
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Segal Rogerscasey
Location 19 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 621-3620
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Wells Fargo Advisors
Location 310 Heights Rd, Darien, CT 06820, USA
Phone (203) 655-3455
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SEC File# 801-7258
CRD# 463
Location 800 Post Rd 2nd floor, Darien, CT 06820, USA
Phone (203) 655-8266
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Proyash Capital Management
Location 148 Old Kings Hwy N, Darien, CT 06820, USA
Phone (203) 253-1085
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Ameriprise Financial
Location 535 Connecticut Ave, Norwalk, CT 06854, USA
Phone (203) 354-0100
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SEC File# 801-71483
CRD# 153428
Location 17 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 655-8200
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Makenna & Company, Inc.
Location 30 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 202-2117
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Merrill Lynch Wealth Management Advisor Christopher W. Smiles
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8803
Directions
SEC File# 801-9532
CRD# 105970
Location 320 Boston Post Rd suite 150, Darien, CT 06820, USA
Phone (203) 777-5900
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-56289
CRD# 108054
Location 320 Post Rd # 220, Darien, CT 06820, USA
Phone (203) 280-1170
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Faros Infrastructure Partners LLC
Location 30 Old Kings Hwy S, Darien, CT 06820, USA
Phone (203) 202-2124
Directions
SEC File# 801-34750
CRD# 105553
Location 137 Rowayton Ave #300, Norwalk, CT 06853, USA
Phone (203) 957-8880
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Merrill Lynch Wealth Management Advisor Robert A Cordano
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8651
Directions
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Kythera Capital Management LLC
SEC File# 801-111055
CRD# 158043
Location 30 Old Kings Hwy S, Darien, CT 06820, USA
Directions
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Merrill Lynch Wealth Management Advisor Ian R Gordon
Location 301 Tresser Blvd 10th Floor, Stamford, CT 06901, USA
Phone (203) 356-8774
Directions
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Jeffry S Christensen - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6 Thorndal Cir Ste 209, Darien, CT 06820, USA
Phone (203) 656-1945
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Stevens Asset Management LLC
SEC File# 801-111055
CRD# 158043
Location 1063 Post Rd, Darien, CT 06820, USA
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Paritas Capital Management, LLC
SEC File# 801-123322
CRD# 175415
Location 10 Corbin Dr, Darien, CT 06820, USA
Phone (203) 717-1620
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Five Mile River Investment Management, LLC
Location 7 Edgehill Dr, Darien, CT 06820, USA
Phone (203) 388-4810
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Robbins Capital Management LLC
Location 7 Edgehill Dr, Darien, CT 06820, USA
Phone (203) 388-4848
Directions
Wealth Management in Darien, CT

Where Wealth Management Advisors in Darien, CT Serve

Darien, CT is a charming town located in Fairfield County, known for its picturesque landscapes and affluent community. This town is home to numerous landmarks, including the Darien Playhouse, Weed Beach, and the Darien Historical Society. The top employers in this area include the Darien Public Schools, Nielsen, and the Town of Darien. Major highways and streets that run through this town include the Interstate 95, the Boston Post Road, and Route 124. Darien is divided into several neighborhoods, including Tokeneke, Noroton, and Noroton Heights, each with its unique charm and character. With its stunning architecture, top-rated schools, and close proximity to New York City, Darien is a sought-after destination for those seeking a luxurious lifestyle.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Darien, CT can benefit from a bank in several ways. Firstly, a bank can provide financial advice to residents on how to manage their finances effectively. This is particularly important in Darien, CT, which is known for its high cost of living. Additionally, banks can offer loans to residents who may need financial assistance for various reasons, such as buying a home or starting a business. Furthermore, banks can provide residents with access to investment opportunities, which can help them grow their wealth over time. Lastly, banks can offer residents various banking services such as online banking, mobile banking, and ATM services, which can make banking more convenient and accessible. Overall, a bank can be a valuable resource for residents of Darien, CT, helping them manage their finances and achieve their financial goals.

Insurance Broker

Residents of Darien, CT can benefit from the expertise of an insurance broker in a multitude of ways. These professionals can help individuals navigate the complex world of insurance policies and find the coverage that best suits their unique needs. For example, in Darien, CT, where the median home value is over $1 million, an insurance broker can assist homeowners in securing the appropriate level of coverage to protect their valuable investment. Additionally, with the town's proximity to major metropolitan areas like New York City, an insurance broker can advise residents on the importance of liability coverage for their vehicles and homes. In a town with a high cost of living and affluent population, an insurance broker can provide invaluable guidance and support to ensure that residents are properly protected.

Retirement Planning

Residents of Darien, CT can benefit greatly from the services of a retirement planner, especially given the town's reputation for being one of the wealthiest in the country. With a median household income of over $200,000, many residents may have complex financial situations that require expert guidance. A retirement planner can help residents navigate the intricacies of tax planning, estate planning, and investment management, ensuring that they are able to maximize their retirement savings and achieve their financial goals. Additionally, given the high cost of living in Darien, a retirement planner can help residents develop a realistic budget and savings plan that takes into account the town's unique expenses, such as high property taxes and the cost of private schools. With the help of a skilled retirement planner, residents of Darien can feel confident that they are making informed financial decisions that will help secure their future.

Financial Advisor

Residents of Darien, CT can benefit greatly from the guidance of a financial advisor. With a median household income of $208,000, Darien is one of the wealthiest towns in Connecticut. However, this affluence can also bring unique financial challenges, such as navigating complex tax laws and estate planning. A financial advisor can help Darien residents manage their wealth through investment strategies tailored to their individual goals and risk tolerance. Additionally, with the high cost of living in the area, a financial advisor can assist in creating a budget and developing a savings plan to ensure long-term financial security. Furthermore, with Darien's proximity to New York City, many residents may have stock options or other forms of compensation that require specialized knowledge and planning. A financial advisor can provide valuable insights and expertise in these areas, helping Darien residents make informed decisions and maximize their financial potential.

Mortgage Loan Officer

Residents of Darien, CT would benefit greatly from the expertise of a mortgage loan officer. With its high property values and affluent population, Darien presents unique challenges for homebuyers seeking to secure financing. A skilled loan officer can help residents navigate the complex world of mortgages, providing guidance on everything from credit scores and down payments to interest rates and closing costs. Additionally, Darien's competitive real estate market demands quick and efficient loan processing, and a savvy loan officer can help residents secure the financing they need in a timely manner. By working with a mortgage loan officer, residents of Darien can ensure that they are making informed decisions about their home financing, and can feel confident in their ability to secure the best possible terms for their mortgage.

Tax Services

Residents of Darien, CT can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to reduce their tax liability. With the median household income in Darien being $208,000, residents are likely to fall into higher tax brackets, making it crucial to have a tax advisor who can help them navigate the complex tax laws and identify deductions and credits that can lower their tax bill. Additionally, Darien is known for having a high cost of living, with the average home price being $1.5 million. A tax advisor can help residents with real estate tax planning, including identifying tax benefits for homeowners and advising on strategies to minimize property taxes. With the added complexity of state and local tax laws in Connecticut, a tax advisor can provide invaluable assistance to Darien residents in ensuring they are in compliance with all tax regulations and maximizing their tax savings.

Estate Planning Lawyer

Residents of Darien, CT can greatly benefit from the services of an estate planning lawyer. With its affluent population and high property values, Darien presents unique challenges and opportunities when it comes to estate planning. An experienced lawyer can help residents navigate the complexities of Connecticut's probate laws and develop a comprehensive plan to protect their assets and ensure their wishes are carried out after their passing. This can include drafting wills and trusts, establishing powers of attorney, and minimizing tax liabilities. Additionally, an estate planning lawyer can provide guidance on charitable giving, business succession planning, and other specialized areas of estate planning that may be relevant to Darien residents. With the right legal counsel, Darien residents can achieve peace of mind knowing that their legacy is protected and their loved ones are provided for.

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