Financial advisors in Madison, CT

116 advisors · page 1 of 4

Alice Reitz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew Cialek
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Bette Paez
Financial advisor at Warner Wealth
Warner Wealth · $458.5M AUM
CFP®VerifiedFinancial planning
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Christopher Macca
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Colin Dugan
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Craig Bernard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Danielle Houle
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Eric Tashlein
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Glenn Zavorskas
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Gregory Guidone
Financial advisor at East Guilford Financial Services LLC
East Guilford Financial Services LLC · $193.1M AUM
CFP®VerifiedFinancial planning
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Harold Hartmann
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Warner
Financial advisor at Warner Wealth
Warner Wealth · $458.5M AUM
CFP®VerifiedFinancial planning
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John Hannigan
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Joshua Ouellette
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Justin Howard
Financial advisor at Howard Wealth Management, LLC
Howard Wealth Management, LLC · $397M AUM
CFP®VerifiedFinancial planning
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Kimberly Chorney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Matthew Montana
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
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Robert Paolucci
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Robert Van Ostenbridge
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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Robyn Wolcott
Financial advisor at Warner Wealth
Warner Wealth · $458.5M AUM
CFP®VerifiedFinancial planning
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Ryan Famiglietti
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
CFP®VerifiedFinancial planning
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Aaron Hershman
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
VerifiedFinancial planning
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Amy Lawler
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
VerifiedFinancial planning
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Brett Cavalieri
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Brett Howard
Financial advisor at Howard Wealth Management, LLC
Howard Wealth Management, LLC · $397M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Boyd
Financial advisor at Warner Wealth
Warner Wealth · $458.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Gendron
Financial advisor at Principle Wealth
Principle Wealth · $3.2B AUM
VerifiedFinancial planning
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Brittany Feller
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Celeste Hamler
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Walz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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 Madison, 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 Madison, CT.

How this list works

Before you hire an advisor in Madison, CT