Financial advisors in Darien, CT

19 match

Anthony Truino
Financial advisor at Twenty Four Wealth
Twenty Four Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Zapata
Financial advisor at Twenty Four Wealth
Twenty Four Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gerard Zopfi
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Hendricks
Financial advisor at Crestwood Advisors
Crestwood Advisors · $8.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hess
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Viger
Financial advisor at Twenty Four Wealth
Twenty Four Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Makenna Flagg
Financial advisor at Makenna & Company, Inc.
Makenna & Company, Inc. · $3.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Ballestrini
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Carbino
Financial advisor at Private Client Services, LLC
Private Client Services, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Lopes
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Papapostolou
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Hawkins
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Mako
Financial advisor at Crestwood Advisors
Crestwood Advisors · $8.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Leahy
Financial advisor at Mfc Portfolios, Inc
Mfc Portfolios, Inc · $61.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Pik
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Hunter
Financial advisor at Twenty Four Wealth
Twenty Four Wealth
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Mondolino
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sunil Sharma
Financial advisor at Proyash Capital Management
Proyash Capital Management · $2.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Paradis
Financial advisor at Crestwood Advisors
Crestwood Advisors · $8.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Darien, CT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Darien, CT.

How this list works

Before you hire an advisor in Darien, CT