What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Hartford, CT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Hartford, CT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
David McCary
CFP®, CPWA®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
West Hartford, CT
Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Business Value Planning, Commercial Real Estate Value Planning
Fee-Only financial planning fiduciary serving high net worth business owners, medical or dental practice owners, commercial real estate owners and ultra-high net worth families located across the country.
Jeff Branson
MBA, CFP®, EA
Branson Financial Planning
South Windsor, CT
Specialties: Comprehensive Financial Planning, Investment Management, Tax Strategies, Equity/Stock Compensation Planning, Retirement Planning
Fee-Only financial planner located in the Greater Hartford, Connecticut area, serving clients locally and across the country
Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
West Hartford, CT
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.
Doug Bellfy
CFP®, MBA
Synergy Financial Planning
Windsor, CT
Specialties: Comprehensive Financial Planning, Investment Management, Retirement planning and lifestyle projections, Financial planning after the loss of a spouse, College Education Planning, Tax Planning
Fee Only. No Minimums. No Product Sales. Fiduciary Advice 100% of the Time.
Rick Shapiro
CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax
Investment & Financial Counselors, LLC
West Hartford, CT
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
