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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) 7149900

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Charles Helme

BH Asset Management, LLC

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

Greenwich, CT 06831
(203) 9876227

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Joe Cortese

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 5354569

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Joe Lussier

Creative Planning

2 Hollyhock Rd. 1st Floor

Wilton, CT 06897
(201) 7054269

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Tony DiBrino

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 7214165

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606
(914) 8241521

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Chris North

Creative Planning

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Fairfield, CT 06824
(203) 6236591

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Corey Peterson

Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

174 Main St.

Port Washington, NY 11545
(516) 5001240

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John Kang

Creative Planning

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Commack, NY 11725
(646) 6482316

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556
(516) 2521413

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Brian Katzman

Creative Planning

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New York, NY 11793
(516) 2601142

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Rick Mueller

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652
(201) 5754878

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Ken Steeves

Creative Planning

657 Orange Center Rd.

Orange, CT 06477
(203) 4507206

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Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173
(646) 6797093

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D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173
(203) 4890707

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James Fleming

Creative Planning

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New York, NY 10010
(646) 6706895

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Paolo Ferretti

Creative Planning

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New York, NY 10011
(646) 2542191

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012
(650) 5561310

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Andrew Sasso

Creative Planning

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Brooklyn, NY 11231
(347) 2297719

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301
(718) 3130303

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004
(973) 2444237

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078
(862) 2067431

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Cameron Andre

Creative Planning

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Cranford, NJ 07016
(908) 2859953

List of Additional Financial Advisors in Stamford, Connecticut*

* Additional advisor listing is provided in partnership with Yext

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Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266900

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Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677042

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Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
2035396256

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677016

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Andre Y Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677103

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Brian Nerreau - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266942

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Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560844

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Andrew Livesay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266937

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Amy Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677030

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Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677020

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266924

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
2033236666

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Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
2035616560

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Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266946

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James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266929

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677100

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The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677025

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Hillel M Jaffe - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266962

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Carolina McGoey - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266964

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Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560878

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Suzanne Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677036

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Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266955

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Darden Livesay Jr. - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266938

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266985

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Santo Borsellino - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266932

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Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
2035889444

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560848

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The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266944

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John Murphy - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677176

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Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
2039682812

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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266903

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033560807

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266956

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677022

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Michael W Coughlin - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677106

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J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266928

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Taher Ted Koly - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2039677067

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Charles M Featherston - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677110

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Ronald Balzano - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266957

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Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266979

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Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266966

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266960

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The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266900

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Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266912

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Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033560819

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Dusan Tabak - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266920

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Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
2033266948

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Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
2033266951

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Rick Stone - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2033266954

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John G Hughes Jr. - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677022

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Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
2039677111

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Sharon Kaplove - Ameriprise Financial Services, LLC

2777 Summer St
Ste 209

Stamford, CT 06905
2039681151

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Barnum Financial Group's Center For College Planning

225 High Ridge Road

Stamford, CT 06905
2035136127

* 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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