Financial advisors in Guilford, CT

17 match

Anthony Morgillo
Financial advisor at Grey Ledge Advisors, LLC
Grey Ledge Advisors, LLC · $616M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Caturano
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jade Clark
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Dusza
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Jacome
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Depatie
Financial advisor at Diastole Wealth Management
Diastole Wealth Management · $396M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Foito
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lorenzo Gaudioso
Financial advisor at Granite Islands Private Wealth, LLC
Granite Islands Private Wealth, LLC · $229.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Delgrego
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Fezza
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Corrigan
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Schulitz
Financial advisor at Grey Ledge Advisors, LLC
Grey Ledge Advisors, LLC · $616M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Radford Brogden
Financial advisor at Compass Wealth Management LLC
Compass Wealth Management LLC · $682.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sally Kennedy
Financial advisor at Real Financial Planning, LLC
Real Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Staschke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wayne Staschke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Leete
Financial advisor at Monte Financial Group, LLC
Monte Financial Group, LLC · $482.4M 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 Guilford, 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.

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Financial advisors in Guilford, CT.

How this list works

Before you hire an advisor in Guilford, CT