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Find Best Financial Advisors in Mystic, Connecticut

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 Mystic is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Mystic & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Mystic?

Looking for a qualified financial advisor in Mystic? We can help you by narrowing down your options & listing the best financial advisors in Mystic as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Mystic near you with the list of certified and vetted Mystic financial advisors.

List of Qualified Financial Advisors in Mystic, Connecticut

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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

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Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

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Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818

401-262-4986

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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SOUND PORTFOLIO ADVISORS, LLC
28 Cottrell St., Mystic, CT 6355
125511 $119,314,723 343 A percentage of AUM

Additional Financial Advisors in Connecticut

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Morgan Stanley Financial Advisors
Inquire with Morgan
5 Fort Rachel Place, Mystic, CT 06355 860-536-8118
Coastal Wealth Management
Inquire with Coastal
56 Williams Ave, Mystic, CT 06355 860-245-0251
Jason Cerniglia
Inquire with Jason
56 Williams Ave, Mystic, CT 06355 860-245-0251
Optimum Retirement
Inquire with Optimum
12 Roosevelt Ave, Mystic, CT 06355 860-980-3168
Mark Benedict
Inquire with Mark
5 Fort Rachel Place, Mystic, CT 06355 860-572-2564
The Tassone / Volpe Group
Inquire with Tassone
5 Fort Rachel Place, Mystic, CT 06355 860-572-2426
David C Volpe Jr.
Inquire with David
5 Fort Rachel Place, Mystic, CT 06355 860-572-2426
Robert Patten
Inquire with Robert
5 Fort Rachel Place, Mystic, CT 06355 860-572-2581
Stifel | Spring Wealth Management Group
Inquire with Stifel
38 East Main Street, Mystic, CT 06355 860-440-3373
John Read
Inquire with John
23 Broadway Ave, Mystic, CT 06355 860-572-4767

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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