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Top Rated Financial Advisors in Woodbridge, Connecticut
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Woodbridge, Connecticut is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Woodbridge, Connecticut near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Paul Schatz
Heritage Capital, LLC
Additional Information:
Years of Experience:
32 Years
- Hourly
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity/National Financial Srvs
Cody St John
LPL Financial | Arrowhead Financial Group
Additional Information:
Years of Experience:
4 Years
- Fee-Only
- Based on Assets
Fee Structure
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Robert Tubridy
CT Financial Partners
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
National Financial Services
Charles Helme
BH Asset Management, LLC
Additional Information:
Years of Experience:
30 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Financial Advice & Consulting
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.
Matt Cuiffo
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
25 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
David Neal
Coburn Financial
Additional Information:
Years of Experience:
16 Years
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity, LPL Financial
Napatree Capital
Additional Information:
Asset Requirement: $250,000
Altfest Personal Wealth Management
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & TD Ameritrade
Walter Varian
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
17 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Frank Lepore
Bleakley Financial Group
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Flat Fee
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity
Michael Klein
Bleakley Financial Group
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Paladin Advisors