Find The Best Financial Advisors in Old Lyme, 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 Old Lyme is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Old Lyme & pick the one as per your needs

How To Find The Best Financial Advisors in Old Lyme, Connecticut

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Old Lyme, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Old Lyme, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Old Lyme, Connecticut have an average of 26 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 Old Lyme, Connecticut

Robert Henderson

Lansdowne Wealth Management, LLC

860-245-5078

Address

• 34 Water Street,
  Mystic, CT 06355 See Details

Connect with Robert

Connect with Robert

Robert Tubridy

CT Financial Partners

860-430-9064

Address

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

Connect with Robert

Connect with Robert

Ronald Newton

Edelman Financial Engines, LLC

401-262-4986

Address

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

Connect with Ronald

Connect with Ronald

Charles Helme

BH Asset Management, LLC

203-987-6227

Address

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

Connect with Charles

Connect with Charles

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BENCHMARK WEALTH MANAGEMENT, LLC 83 Halls Road, Suite 201 Old Lyme, CT, 6371	160192	$340,665,436	278	A Percentage of AUM, Hourly charges, Fixed Fees
JOHN A. BYSKO ASSOCIATES 100 Halls Road, Old Lyme, CT, 6371	110612	$191,491,823	205	A Percentage of AUM, Fixed Fees

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

• Financial Advisors in Glastonbury, Connecticut
• Financial Advisors in Greenwich, Connecticut
• Financial Advisors in Mystic, Connecticut
• Financial Advisors in Stafford Springs, Connecticut
• Financial Advisors in Woodbridge, Connecticut

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