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 New Canaan, 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 New Canaan, CT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Allison Donaldson
CFP®
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in New Canaan, CT, serving clients locally and across the country
Robin Sherwood
CFP®, MBA
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Advisor Serving Clients Nationwide
Kerry Connell
CFP®, MBA, JD
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Life Transitions, Inheritance
Fee-Only financial advisor located in New Canaan, CT, serving clients locally and across the country
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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)
