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

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

If you’re looking for qualified financial advisors in Southport, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 5 non-vetted financial advisors in Southport, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Southport, Connecticut have an average of 18 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 Southport , Connecticut

Procyon

475-600-2501

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Retirable, Inc.

833-222-1807

Address

41 East 11th Street,
New York, NY 10003 See Details

William Romero

Spartan Capital Advisors

212-786-6957

Address

45 Broadway,
19th floor,
New York, NY 10006 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STORMFIELD CAPITAL, LLC 200 Pequot Avenue, Southport, CT, 06890	285486	$579,036,417	5	A percentage of AUM, Performance Based
5TH STREET ADVISORS, LLC 107 John Street, Southport, CT, 06890	140165	$462,607,034	646	A percentage of AUM, Hourly charges, Fixed fees
WESTPORT ASSET MANAGEMENT INC 732 Kings Highway West, Southport, CT, 06890	105795	$422,000,000	4	A percentage of AUM
CHARTER RESEARCH & INVESTMENT GROUP INC 2507 Post Road, Southport, CT, 06890	106452	$243,860,647	375	A percentage of AUM, Fixed fees
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC 368 Center Street, Southport, CT, 06890	146270	$174,537,320	292	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Southport, Connecticut

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

List of Qualified Financial Advisors in Southport , Connecticut

Procyon

Address

Edelman Financial Engines, LLC

Address

Farther Finance, LLC

Address

Retirable, Inc.

Address

William Romero

Spartan Capital Advisors

Address

Frank Lepore

Bleakley Financial Group

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy