Financial advisors in Norwalk, CT

93 advisors · page 1 of 4

Brian Shea
Financial advisor at Shea Financial Advisors
Shea Financial Advisors · $118.6M AUM
CFP®VerifiedFinancial planning
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Felix Serrano
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Jennifer Huisking
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
CFP®VerifiedFinancial planning
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John Tevnan
Financial advisor at Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC · $3.6B AUM
CFP®VerifiedFinancial planning
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Jose Vivero
Financial advisor at United Financial Planning Group LLC
United Financial Planning Group LLC · $347.5M AUM
CFP®VerifiedFinancial planning
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Kip Paulson
Financial advisor at Paulson Private Wealth LLC
Paulson Private Wealth LLC · $6.3M AUM
CFP®VerifiedFinancial planning
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Matthew Wunder
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
CFP®Verified
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Warren Pena
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Alexandra Lyon
Financial advisor at Quorus Inc.
Quorus Inc. · $148.2M AUM
Verified
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Alfred Puchala
Financial advisor at Capzone Management LLC
Capzone Management LLC · $201.6M AUM
Verified
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Andre Aflalo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Arabella Wuchek
Financial advisor at Albourne America LLC
Albourne America LLC
Verified
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Ashley Schexnaildre
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Benjamin Eller
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Benjamin Holte
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Brandi Rogers
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Carol Galpeer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Cassandra Fullilove
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Christopher Green
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Christopher Kerwin
Financial advisor at Pgim Investments LLC
Pgim Investments LLC · $344.84B AUM
Verified
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Clay Skurdal
Financial advisor at Riskbridge Advisors, LLC
Riskbridge Advisors, LLC · $898.3M AUM
VerifiedFinancial planning
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Cody West
Financial advisor at Capzone Management LLC
Capzone Management LLC · $201.6M AUM
Verified
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Connor Robey
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Craig Goos
Financial advisor at Hondius Capital Management, LP
Hondius Capital Management, LP · $129.9M AUM
Verified
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Craig Pfeiffer
Financial advisor at Riskbridge Advisors, LLC
Riskbridge Advisors, LLC · $898.3M AUM
VerifiedFinancial planning
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Daniel Hamilton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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David Achzet
Financial advisor at Vest Financial LLC
Vest Financial LLC · $51.81B AUM
Verified
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David Drullard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Tatkow
Financial advisor at Albourne America LLC
Albourne America LLC
Verified
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Dean Moberg
Financial advisor at Sound Trust Wealth Advisors, LLC
Sound Trust Wealth Advisors, LLC · $18.4M AUM
VerifiedFinancial planning
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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 Norwalk, 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 Norwalk, CT.

How this list works

Before you hire an advisor in Norwalk, CT