Financial advisors in Old Greenwich, CT

48 match · page 1 of 2

Charles Wild
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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David Squire
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Hoofnagle
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Loretta Nolan
Financial advisor at Loretta Nolan Associates, LLC
Loretta Nolan Associates, LLC · $135.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marilyn Timbers
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Paolo Thompson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roberta Anderson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Friedman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Mills
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Pillarella
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Anthony D'ambrosio
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Beth Cutler
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Carlton Anderson
Financial advisor at Savvy
Savvy · $5B AUM
VerifiedFinancial planning
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Charles Mungai
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Christopher Offner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Daniel Dodderidge
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dara Johnson
Financial advisor at Hampshire Family Office
Hampshire Family Office · $865.6M AUM
VerifiedFinancial planning
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Douglas Moore
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ervin Braun
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Lawrence
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frederick Hill
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Oliver
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Andrews
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jenna Signorile
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jo-Ann Holden
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Pasacreta
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Rotando
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Mercy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Sanchez-Kinghorn
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Welch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B 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 Old Greenwich, 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 Old Greenwich, CT.

How this list works

Before you hire an advisor in Old Greenwich, CT