Wealth Management in New Milford, CT

We did the hard work of finding trustworthy partners in New Milford, CT. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

New Milford, CT Wealth Management Firms

generic_business-71
Merrill Lynch Wealth Management
5 out of 5
Location 108 Main St N 2nd floor, Southbury, CT 06488, USA
Phone (203) 573-5755
Directions
SEC File# 801-68893
CRD# 127216
Location 23 Main St, New Milford, CT 06776, USA
Phone (860) 354-5615
Directions
SEC File# 801-67941
CRD# 143970
5 out of 5
Location 199 Elm St, New Canaan, CT 06840, USA
Phone (203) 571-0225
Directions
generic_business-71
Edward Jones - Financial Advisor: Lou Abella
5 out of 5
Location 2A Main St, New Milford, CT 06776, USA
Phone (860) 354-4017
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Clark Giles
Location 108 Main St N 2nd Floor, Southbury, CT 06488, USA
Phone (203) 573-5721
Directions
generic_business-71
Christopher Dursi
Location 143 Federal Rd, Brookfield, CT 06804, USA
Phone (203) 359-6039
Directions
generic_business-71
Malkin & Daigle
5 out of 5
Location 461 Danbury Rd suite 3, New Milford, CT 06776, USA
Phone (860) 350-1041
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Doug Ouellette
Location 108 Main St N 2nd floor, Southbury, CT 06488, USA
Phone (203) 573-5719
Directions
generic_business-71
Iron Path Wealth Management, Inc
Location 15 Crabapple Ln, Sandy Hook, CT 06482, USA
Phone (203) 506-6892
Directions
Wealth Management in New Milford, CT

Where Wealth Management Advisors in New Milford, CT Serve

Nestled in the rolling hills of Litchfield County, New Milford, CT boasts a rich history and vibrant community. From the iconic Lover's Leap Bridge spanning the Housatonic River to the picturesque village green, this town is full of landmarks that tell its story. Top employers in the area include Kimberly-Clark, Eversource Energy, and New Milford Hospital, providing a diverse range of job opportunities for residents. Major highways such as Route 7 and Interstate 84 make this town easily accessible for commuters and visitors alike, while charming streets like Bank Street and Railroad Street offer a quaint downtown experience. Neighborhoods like Candlewood Lake and Merryall offer scenic views and a peaceful retreat from the hustle and bustle of daily life. Whether you're looking for a historic home or a modern apartment, New Milford has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Milford, CT would greatly benefit from the services offered by a bank. For example, many residents in this area are small business owners who require loans and financial advice to help grow their businesses. Additionally, with the town's close proximity to Candlewood Lake, many residents may require loans for recreational activities such as purchasing a boat or renovating a lake house. Furthermore, the town has a large population of retirees who may need assistance with managing their retirement accounts and planning for their future financial needs. A bank can also offer services such as online banking and mobile banking, which are becoming increasingly important in today's digital age. Overall, a bank can provide valuable financial resources and support to the diverse community of New Milford, CT.

Insurance Broker

Residents of New Milford, CT can benefit from the expertise of an insurance broker in several ways. With the town's proximity to Candlewood Lake, an insurance broker can help residents obtain adequate coverage for their boats and watercraft. Additionally, due to the town's location in the foothills of the Berkshires, residents may need specialized coverage for their homes and properties to protect against natural disasters such as floods and landslides. An insurance broker can also help small business owners in New Milford navigate the complex world of commercial insurance, ensuring that they have the coverage they need to protect their assets and livelihoods. Overall, an insurance broker can provide invaluable guidance and support to New Milford residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of New Milford, CT can benefit greatly from the services of a retirement planner. With the town's population of just over 28,000, many residents are likely approaching retirement age and facing the daunting task of planning for their financial future. A retirement planner can assist with a variety of tasks, such as developing a comprehensive retirement plan, analyzing investment options, and providing guidance on Social Security and Medicare. Additionally, a retirement planner can help residents navigate the unique challenges of living in New Milford, such as the high cost of living and limited job opportunities. With their expertise and guidance, a retirement planner can help residents of New Milford, CT achieve their retirement goals and enjoy a comfortable and secure future.

Financial Advisor

Residents of New Milford, CT can benefit from the guidance of a financial advisor in several ways. Firstly, with a population of just over 28,000 people, the town is predominantly made up of families who rely on stable and secure financial planning to ensure their long-term financial goals are met. A financial advisor can provide assistance in creating a comprehensive budget plan that takes into account the high cost of living in Connecticut, including property taxes, healthcare, and education. Additionally, with the town's close proximity to New York City, many residents work in high-paying jobs but may struggle with managing their finances effectively. A financial advisor can help individuals navigate the complexities of investing and wealth management, ensuring that their portfolios are diversified and aligned with their financial goals. Finally, with the recent economic downturn caused by the COVID-19 pandemic, many residents in New Milford, CT have been impacted financially, and a financial advisor can provide valuable assistance in navigating the various government relief programs and making informed decisions about debt management.

Mortgage Loan Officer

Residents of New Milford, CT can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, with the town being located in Litchfield County, which is known for its high real estate prices, a mortgage loan officer can help residents secure the best possible mortgage rates and terms. Additionally, with New Milford being a town that is rich in history and culture, a mortgage loan officer can help residents navigate the complexities of securing a mortgage for historic homes or properties that are located in designated historic districts. Furthermore, with the town being home to a thriving business community, a mortgage loan officer can assist entrepreneurs in securing financing for commercial properties or investment opportunities. Overall, a mortgage loan officer can be an invaluable resource for residents of New Milford, CT, providing them with the guidance and support they need to achieve their homeownership or investment goals.

Tax Services

Residents of New Milford, CT could benefit greatly from the expertise of a tax advisor. With the town's growing population and diverse economic landscape, navigating the complexities of tax law can be a daunting task for many individuals and businesses alike. A tax advisor can provide valuable guidance on everything from maximizing deductions and minimizing tax liability to ensuring compliance with local, state, and federal regulations. In addition, New Milford's proximity to major metropolitan areas like New York City and Hartford can present unique tax challenges, such as navigating cross-border tax issues and understanding the implications of state and local tax laws. A skilled tax advisor can help residents of New Milford navigate these challenges and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of New Milford, CT can benefit from the expertise of an estate planning lawyer in a variety of ways. One specific area where an estate planning lawyer can help is in navigating the state's complex probate laws. New Milford, CT is located in Litchfield County, which has its own probate court. An estate planning lawyer can assist residents in understanding the intricacies of this court and how it affects their estate planning decisions. Additionally, an estate planning lawyer can help residents create a comprehensive plan that addresses their unique needs and concerns. This may include drafting a will, establishing trusts, and planning for long-term care. By working with an estate planning lawyer, residents of New Milford, CT can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs