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Find The Best Financial Advisors in Glastonbury, Connecticut

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Glastonbury is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Glastonbury & pick the one as per your needs

How To Find The Best Financial Advisors in Glastonbury, Connecticut
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Glastonbury, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Glastonbury, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Glastonbury, Connecticut have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Glastonbury, Connecticut

Robert Tubridy

CT Financial Partners

860-430-9064

Address

180 Glastonbury Blvd.,
Suite 102,
Glastonbury, CT 06033 See Details

Wealthwise Capital Management Gandolfini-Rabassa & Associates

860-681-2893

Address

2189 Silas Deane Highway suite 14,
Rocky Hill, CT 06067 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Ronald Newton

Edelman Financial Engines, LLC

401-262-4986

Address

1485 South County Trail,,
Suite 101,
East Greenwich, RI 02818 See Details

Charles Helme

BH Asset Management, LLC

203-987-6227

Address

777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830 See Details

Top Financial Advisor Firms in Glastonbury, Connecticut (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
USI ADVISORS 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033	108113	$32,076,079,040	1210	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
SYMMETRY PARTNERS 151 National Drive, Glastonbury, CT, 6033	120982	$6,510,880,873	14653	A Percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
APELLA WEALTH 151 National Drive, Glastonbury, CT, 6033	171106	$2,478,162,661	7259	A Percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
ADVICEONE ADVISORY SERVICES, LLC 100 Western Boulevard, Glastonbury, CT, 6033	111614	$1,147,578,487	4191	A Percentage of AUM, Fixed Fees
ROSSMORE PRIVATE CAPITAL, LLC 628 Hebron Avenue, Suite 306 Glastonbury, CT, 6033	288453	$1,028,976,521	742	A Percentage of AUM, Fixed Fees, Other (FEES FOR TRUSTEE SERVICES ( A PERCENTAGE OF ASSETS UNDER TRUST))
SMITH BROTHERS FINANCIAL, LLC 68 National Drive, Glastonbury, CT, 6033	322951	$498,001,650	236	A Percentage of AUM, Hourly charges, Fixed Fees
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. 95 Glastonbury Blvd, Suite 102 Glastonbury, CT, 6033	125791	$477,513,380	72	A Percentage of AUM, Fixed Fees
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 300 Winding Brook Drive, Glastonbury, CT, 06033-4335	112243	$388,650,226	1007	A Percentage of AUM
MARK SHEPTOFF FINANCIAL PLANNING LLC 703 Hebron Ave 3rd Floor, Glastonbury, CT, 6033	108742	$376,273,009	803	A Percentage of AUM, Hourly charges
EMPOWER FINANCIAL ADVISORY, LLC 655 Winding Brook Drive, Glastonbury, CT, 6033	313968	$340,387,350	1117	A Percentage of AUM, Hourly charges, Fixed Fees
BRIGGS WEALTH MANAGEMENT, INC. 59 Sycamore Street, Glastonbury, CT, 6033	125518	$195,111,638	636	A Percentage of AUM, Hourly charges, Fixed Fees
USI SECURITIES, INC. 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033	43793	$0	0	A Percentage of AUM, Hourly charges, Fixed Fees, Other (BUNDLED CONSULTING AND ADVISORY FEES)

Select other cities around Glastonbury, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Glastonbury, Connecticut

How To Find The Best Financial Advisors in Glastonbury, ConnecticutLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Glastonbury, Connecticut

Robert Tubridy

CT Financial Partners

Address

Wealthwise Capital Management Gandolfini-Rabassa & Associates

Address

Procyon Partners, LLC

Address

Ronald Newton

Edelman Financial Engines, LLC

Address

Charles Helme

BH Asset Management, LLC

Address

Top Financial Advisor Firms in Glastonbury, Connecticut (Ranked by AUM)

Select other cities around Glastonbury, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Glastonbury, Connecticut
Last Updated - 13-Jun-2023

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