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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.

Find top advisors in Woodbridge, Connecticut with Paladin Registry

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

Paul Schatz, a financial fiduciary, provides financial services to clients in the Woodbridge, Connecticut area. Paul has over 32 years of experience.

Woodbridge, CT

Telephone Advisor

Telephone: 203-389-3553

Visit Advisor Website

http://www.investfortomorrow.com/

View Research Report

Additional Information:

Years of Experience:
32 Years

Fee Structure

Hourly
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Fidelity/National Financial Srvs

Procyon Partners, LLC

Procyon Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Shelton, Connecticut area.

Shelton, CT

Telephone Advisor

Telephone: 475-600-2501

Visit Advisor Website

https://www.procyonpartners.net/

View Research Report

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Clarity Wealth Advisors

Clarity Wealth Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Southport, Connecticut area.

Southport, CT

Telephone Advisor

Telephone: 617-851-4075

Visit Advisor Website

https://www.claritywealth-advisors.com/

View Research Report

Additional Information:

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Gerard Gruber

Harbor West Wealth Management & Planning

CFP^®, CDFA^®

Gerard Gruber, a financial fiduciary, provides financial services to clients in the Westport, Connecticut area. Gerard holds a CFP^®, CDFA^® certification. Gerard has over years of experience.

Westport, CT

Telephone Advisor

Telephone: 203-454-3377

Visit Advisor Website

https://harborwest.com/home-2/

View Research Report

Additional Information:

Asset Requirement: $100,000

WealthWise Capital Management Gandolfini & Associates LLC

WealthWise Capital Management Gandolfini & Associates LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Rocky Hill, Connecticut area.

Rocky Hill, CT

Telephone Advisor

Telephone: 860-681-2893

Visit Advisor Website

www.WealthWisecapitalmgmt.com

View Research Report

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Lpl Financial

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the White Plains, New York area.

White Plains, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Anthony M. Errico

Port Capital Management

Anthony M. Errico, a financial fiduciary, provides financial services to clients in the Massapequa, New York area. Anthony has over 15 years of experience.

Massapequa, NY

Telephone Advisor

Telephone: 212-597-2249

Visit Advisor Website

https://portcapitalmgmt.com/

View Research Report

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

William Romero

Mml

William Romero, a financial fiduciary, provides financial services to clients in the Garden City, New York area. William has over 20 years of experience.

Garden City, NY

Telephone Advisor

Telephone: 646-805-8842

Visit Advisor Website

https://www.massmutual.com/

View Research Report

Additional Information:

Years of Experience:
20 Years

Fee Structure

Fee-Based
Hourly
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Edelman Financial Engines, LLC

Matt Cuiffo, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Uniondale, New York area.

Uniondale, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

David Neal

Coburn Financial

CRPC^®

David Neal, a financial fiduciary, provides financial services to clients in the Stafford Springs, Connecticut area. David holds a CRPC^® certification. David has over 16 years of experience.

Stafford Springs, CT

Telephone Advisor

Telephone: 860-904-4542

Visit Advisor Website

https://www.coburnfinancial.com/

View Research Report

Additional Information:

Years of Experience:
16 Years

Fee Structure

Hourly
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Investment Advice & Management
Insurance Products & Annuities

Name(s) of Custodian(s):
Fidelity, LPL Financial

Edelman Financial Engines LLC

Edelman Financial Engines LLC, a financial fiduciary firm, has been a Paladin Registry member since 2025 and provides financial services to clients in the Paramus, New Jersey area.

Paramus, NJ

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://edelmanfinancialengines.com

View Research Report

Additional Information:

Fee Structure

Fee-Based

Name(s) of Custodian(s):
Charles Schwab and others.

Altfest Personal Wealth Management

CPA, CFP^®, CFA^®, ChFC^®

Altfest Personal Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone Advisor

Telephone: 212-796-8732

Visit Advisor Website

https://www.altfest.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab & TD Ameritrade

Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone Advisor

Telephone: 646-494-2925

Visit Advisor Website

https://www.farther.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $0

Financial Services Provided:

Financial Planning
Portfolio Management
Wealth Management
Estate Planning & Trusts

Edelman Financial Engines, LLC

Walter Varian, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Dan Brady

Savvy Advisors

Dan Brady, a financial fiduciary, provides financial services to clients in the New York, New York area. Dan has over 22 years of experience.

New York, NY

Telephone Advisor

Telephone: 914-246-8731

Visit Advisor Website

https://www.savvywealth.com/

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Frank Lepore

Bleakley Financial Group

Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Fairfield, NJ

Telephone Advisor

Telephone: 973-244-4237

Visit Advisor Website

http://www.bleakley.com

View Research Report

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Based
Flat Fee

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Risk Management
Education Funding and Planning

Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity

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