Financial advisors in Old Saybrook, CT

33 match · page 1 of 2

Jack Giegerich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Bubello
Financial advisor at Compass Retirement, LLC
Compass Retirement, LLC · $105.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Dowling
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Martino
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Cooper
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Avery Lacourciere
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bartley Damon
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Buck
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Polka
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Vogt
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Coburn
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Damon
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Debra Flint
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Wilke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Oliver
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Xiarhos
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janice Reed
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Carrier
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Stone
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Maryeski
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Mark Hand
Financial advisor at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC · $2.28B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Sullivan
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Cummins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ramah Mohammed Sanni
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
View page Check on SEC IAPD ↗
Roan Sullivan
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robbie Mercer
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
View page Check on SEC IAPD ↗
Ryan Cartelli
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stacey Lee
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Adeletti
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Norton
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B 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 Saybrook, 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.

Browse every state at Find an advisor.

Financial advisors in Old Saybrook, CT.

How this list works

Before you hire an advisor in Old Saybrook, CT