What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Hartford, CT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Hartford, CT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Marc Lowe
CFP®
In The Money Retirement Planning
New London, CT
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Equity Compensation, Tax Planning, Estate Planning, Insurance Planning, Employer Benefit Optimization
We Provide Fiduciary Financial Advice to Individuals and Families in Southeastern Connecticut & Nationwide.
Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
West Hartford, CT
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.
David McCary
CFP®, CPWA®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
West Hartford, CT
Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Business Value Planning, Commercial Real Estate Value Planning
Fee-Only financial planning fiduciary serving high net worth business owners, medical or dental practice owners, commercial real estate owners and ultra-high net worth families located across the country.
Kayse Kress
CFP®, BFA
DocsFP
Newington, CT
Specialties: Comprehensive Financial Planning, Student Loan Analysis, Investment Management, Tax Planning
Fee-Only Financial Planner for Physicians Creating a Healthy Kind of Wealthy
Rick Shapiro
CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax
Investment & Financial Counselors, LLC
West Hartford, CT
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
