Financial advisors in Farmington, CT

213 match · page 1 of 8

Alexander Fennell
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anne Saguisag
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendan Conry, Jr
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendan Fitzgerald
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cara Richards-Kickham
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Salmon
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cathleen Keane
Financial advisor at Haviland & Sams, LLC
Haviland & Sams, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Olson
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Forsyth
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Christopher Annello
Financial advisor at Sagebroadview Wealth Management, LLC
Sagebroadview Wealth Management, LLC · $397.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cleland
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Rizzio
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Winkel
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Ballou
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Lester
Financial advisor at Sagebroadview Wealth Management, LLC
Sagebroadview Wealth Management, LLC · $397.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Waldo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
View page Check on SEC IAPD ↗
Denis Horrigan
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Rose
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Sapia
Financial advisor at Wmgna
Wmgna · $346.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarrett Solomon
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Koeppen
Financial advisor at Missionsquare Retirement
Missionsquare Retirement · $6.31B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Jenna Isleib
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Barry
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Chase
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Costello
Financial advisor at Essex Financial Services, Inc.
Essex Financial Services, Inc. · $4.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Principe
Financial advisor at Sagebroadview Wealth Management, LLC
Sagebroadview Wealth Management, LLC · $397.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Shanley
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Webb
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Bannon
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Briganti
Financial advisor at Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC · $4.48B 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 Farmington, 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.

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Financial advisors in Farmington, CT.

How this list works

Before you hire an advisor in Farmington, CT