Wealth Management in New Haven, CT

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List of Firms

New Haven, CT Wealth Management Firms

Compass South Wealth Consulting Group - UBS Financial Services Inc.
Location 4th + 6th Floors, 265 Church St, New Haven, CT 06510, USA
Phone (203) 498-3328
Language https://advisors.ubs.com/compassswm/?utm_source=Yext&utm_medium=GMB&utm_campaign=167216&y_source=1_MjI2OTQ4MDAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 555 Long Wharf Dr, New Haven, CT 06511, USA
Phone (475) 209-5588
Language http://newhaven.nm.com/
Directions
Galloway/Capobianco - Morgan Stanley
Location 545 Long Wharf Dr 7th Fl, New Haven, CT 06511, USA
Phone (203) 772-3970
Language https://advisor.morganstanley.com/galloway-capobianco?y_source=1_MTEwOTExODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Merrill Lynch Wealth Management Advisor Rob Outtrim
Location 157 Church St, New Haven, CT 06510, USA
Phone (203) 789-2449
Language https://fa.ml.com/connecticut/new-haven/outtrimgroup
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CTMA Wealth Management
Location 100 S Shore Dr, East Haven, CT 06512, USA
Phone (877) 358-0829
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Winchester Capital Corporation
Location 445 Orange St, New Haven, CT 06511, USA
Phone (203) 787-5029
Language http://winchestercapital.com/
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Merrill Lynch Wealth Management
Location 157 Church St, New Haven, CT 06510, USA
Phone (203) 789-2336
Language https://www.local.ml.com/NEW_HAVEN_CT
Directions
Merrill Lynch Wealth Management Advisor Rick Condit
Location 157 Church St, New Haven, CT 06510, USA
Phone (203) 789-2367
Language https://fa.ml.com/connecticut/new-haven/rick-condit
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Wealth Management in New Haven, CT

Where Wealth Management Advisors in New Haven, CT Serve

New Haven, CT is a vibrant city with a rich history and diverse culture. Home to prestigious Yale University, the city boasts impressive landmarks such as the iconic Beinecke Rare Book & Manuscript Library and the historic New Haven Green. The city's top employers include Yale-New Haven Hospital, Yale University, and the Knights of Columbus. Major highways such as I-91 and I-95 run through the city, connecting it to other major cities in the region. The city is divided into distinct neighborhoods, each with its own unique character and charm, such as East Rock, Wooster Square, and Westville. With its bustling downtown, world-class museums, and lively arts scene, New Haven is a city that never fails to impress.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Haven, CT could benefit from a bank in numerous ways. For instance, a bank could help individuals with their financial goals, such as saving for college or retirement. Additionally, a bank could offer loans to residents who are looking to buy a home or start a business. New Haven is known for its vibrant arts and cultural scene, and a bank could support local artists and organizations by sponsoring events and providing financing for projects. Furthermore, a bank could provide financial education and resources to residents who may not have had access to such information before. With its diverse population and unique history, New Haven presents many opportunities for a bank to make a positive impact on the community.

Insurance Broker

Residents of New Haven, CT can benefit greatly from the services of an insurance broker. With the city's diverse population and unique cultural landscape, it can be difficult for individuals to navigate the complex world of insurance on their own. An insurance broker can offer personalized guidance and support to help residents find the right coverage for their specific needs. Whether it's navigating the state's complex healthcare system or finding the best policy for homeowners in the city's historic districts, an insurance broker can provide invaluable assistance. Additionally, with New Haven's thriving small business community, an insurance broker can help entrepreneurs find the right coverage for their ventures, protecting them from the risks and uncertainties of running a business in today's economy. Overall, an insurance broker can be a valuable resource for New Haven residents, providing peace of mind and security in a city that is constantly evolving and changing.

Retirement Planning

Residents of New Haven, CT can benefit from the guidance of a retirement planner in a multitude of ways. For instance, a retirement planner can help them develop a comprehensive retirement plan that takes into account their unique financial goals and circumstances. This may involve creating a budget, identifying potential sources of retirement income, and developing a long-term investment strategy. Additionally, a retirement planner can help New Haven residents navigate the complex world of retirement benefits, including Social Security, Medicare, and pension plans. This can be especially valuable for those who work in industries with complex retirement benefits, such as healthcare or education. Furthermore, a retirement planner can help New Haven residents prepare for unexpected expenses, such as healthcare costs or home repairs, which can be particularly challenging in a city with an aging housing stock like New Haven. Overall, a retirement planner can be an invaluable resource for New Haven residents looking to secure their financial future in a city with a rich history and diverse population.

Financial Advisor

Residents of New Haven, CT can benefit from the expertise of a financial advisor in a variety of ways. Firstly, with the city's high cost of living, a financial advisor can help individuals create a budget and manage their expenses effectively. Additionally, New Haven is home to several prestigious universities, which often means that residents have student loan debt. A financial advisor can assist in creating a repayment plan and exploring options for loan forgiveness programs. Furthermore, New Haven has a diverse population, with many individuals who may not have grown up in the United States and are unfamiliar with the country's financial system. A financial advisor can provide guidance on navigating the system and making informed decisions about investments and savings. Lastly, the city has a thriving arts and culture scene, which can present unique financial challenges for individuals working in these industries. A financial advisor can offer specialized advice on managing irregular income and planning for retirement in these fields.

Mortgage Loan Officer

Residents of New Haven, CT can benefit greatly from the services of a mortgage loan officer. With a population of over 130,000 people, New Haven is a bustling city that is home to a diverse mix of individuals, families, and businesses. For many residents, purchasing a home is a major financial decision that requires careful consideration and planning. A mortgage loan officer can help guide residents through the complex process of securing a mortgage, from assessing their financial situation to finding the best loan options available. Additionally, with New Haven's rich history and unique architectural landscape, a mortgage loan officer can provide specialized knowledge of the local real estate market, helping residents find the perfect home in a neighborhood that fits their needs and lifestyle.

Tax Services

Residents of New Haven, CT could benefit from the expertise of a tax advisor in a variety of ways. With the city being home to Yale University, many residents may have complex tax situations related to education expenses or working for the university. Additionally, New Haven is known for its vibrant arts and culture scene, which could lead to deductions for charitable donations or business expenses for artists and performers. The city also has a diverse population, with many residents who may need assistance navigating tax laws related to immigration or owning a small business. A tax advisor can provide valuable guidance on maximizing deductions and credits, avoiding penalties and audits, and staying compliant with state and federal tax laws. With the constantly changing tax landscape, having a trusted advisor to turn to can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of New Haven, CT can benefit from an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trusts, and powers of attorney. This can help ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In addition, an estate planning lawyer can help residents minimize their estate tax liability, which is particularly important in Connecticut, where the estate tax exemption is lower than in many other states. Furthermore, an estate planning lawyer can assist with Medicaid planning, which is crucial for seniors who may need long-term care in a nursing home. With the complexity of estate planning laws, residents of New Haven, CT can benefit from the burstiness and expertise of an estate planning lawyer to ensure their affairs are in order.

New Haven, CT Financial Resources

New Haven, CT Chamber of Commerce

https://www.gnhcc.com/

New Haven, CT City Hall

https://www.newhavenct.gov/

New Haven, CT Public Library

https://nhfpl.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in New Haven, CT can provide a wide range of services to help individuals and families manage their finances. From investment management and retirement planning to tax planning and estate planning, a wealth manager can help clients achieve their financial goals. Specifically, in New Haven, CT, a wealth manager can help clients navigate the complex tax laws and regulations in Connecticut. With some of the highest taxes in the country, Connecticut residents need to be strategic with their tax planning to minimize their tax burden. A wealth manager can help clients take advantage of tax-efficient investment strategies, such as municipal bonds, and help them navigate the state's estate tax laws, which can be particularly complex. By working with a wealth manager in New Haven, CT, clients can feel confident that their finances are in good hands and that they are taking advantage of all the opportunities available to them.

New Haven, CT is the ultimate destination for those seeking a wealth manager. With its bustling economy and diverse financial landscape, this city offers a plethora of options for individuals looking to grow their wealth. One of the most notable features of New Haven is its thriving arts scene, which has contributed significantly to the city's economic growth. This unique characteristic has attracted a wealth of talented and experienced wealth managers who are well-versed in the complexities of managing finances in the creative industry. Moreover, New Haven is home to several prestigious universities, including Yale, which has produced some of the most successful financial minds in the world. With such a rich pool of talent and resources, it's no wonder that New Haven is quickly becoming the go-to destination for anyone looking for a top-notch wealth manager.