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

How To Find Best Financial Advisors & Planners in Stamford?

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

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

List of Qualified Financial Advisors in Stamford, Connecticut

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

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Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

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Matthew P. McKee

Target Rock Wealth Management LLC

411 Theodore Fremd Ave
Suite 206S

Rye, NY 10580

914-580-4530

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Bryan Trugman, CFP®

Attitude Financial Advisors

3 Crossways Park Drive West
Suite 110

Woodbury, NY 11797

516-762-7603

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Anamika Madan

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-8260

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Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

212-702-9653

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave
Suite 105

Cheshire, CT 06410

203-271-0222

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

List of Additional Financial Advisors in Stamford, Connecticut*

* Additional advisor listing is provided in partnership with Yext

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Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
203-539-6256

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Hillel M Jaffe - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6962

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Taher Ted Koly - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7067

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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

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Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

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The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

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Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

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Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

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David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

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The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

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Amy Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7030

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Andre Y Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7103

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

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Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

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Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6948

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Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0844

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

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Darden Livesay Jr. - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6938

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Andrew Livesay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6937

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Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6955

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Ronald Balzano - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6957

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

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John G Hughes Jr. - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7022

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Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6946

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

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Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

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William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

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Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

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Carolina McGoey - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6964

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Suzanne Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7036

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Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

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Rick Stone - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6954

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Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6912

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Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

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Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0878

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Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7042

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Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6966

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Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7275

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Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

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Stamford, CT Branch Office - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
914-761-6800

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Sharon Kaplove - Ameriprise Financial Services, LLC

91 Bentwood Dr

Stamford, CT 06903
203-968-1151

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Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

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Santo Borsellino - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6932

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Brian Nerreau - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6942

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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Stamford, CT Private Wealth Management - UBS Financial Services Inc.

750 Washington Boulevard
11th Floor

Stamford, CT 06901
212-713-3452

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Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7221

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

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John Murphy - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7176

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James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6929

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Michael W Coughlin - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7106

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Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7220

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The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Charles M Featherston - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7110

* Additional advisor listing is provided in partnership with Yext

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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