Top financial advisors in Bridgeport, CT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have a significant estate or are planning to transfer wealth, you need an advisor who understands the complexities of estate and gift tax planning in Bridgeport, CT. Without this expertise, you might miss opportunities to reduce taxes or unintentionally trigger costly liabilities.
- Estate tax nuances. Confirm how they navigate Connecticut's specific estate tax rules alongside federal laws to protect your assets.
- Gift planning strategies. Ask about approaches to gifting that balance tax benefits with your long-term financial goals.
- Trust and legacy design. Explore how they help structure trusts to meet your family's needs while minimizing tax exposure.
- Coordination with legal counsel. Ensure they work closely with your estate attorney to align financial and legal plans effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Damian P
Series 63, Series 65
Stratford, CT
LPL Financial
Damian Prajer, based near Bridgeport in Stratford, CT, offers wealth management and retirement plan expertise, including SEP and solo 401(k) plans, which can support estate and gift tax planning needs. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, serving a diverse client base with access to extensive investment research and solutions.
Experience: 3 years
Avg account: $399,489
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Roger G
Series 63, Series 65
Fairfield, CT
Fairport Asset Management Corp
Roger Goetz's extensive 41 years of experience and leadership at Fairport Asset Management Corp equip him to navigate complex estate and gift tax planning in the Bridgeport area. His firm offers both discretionary portfolio management and written financial plans, using tactical and strategic asset allocation, while his flat-fee and hourly pricing provide flexible options compared to other advisors nearby.
Experience: 42 years
Avg account: $229,813
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Leeland G
Series 63, Series 65
Bridgeport, CT
Green Pastures Wealth Management LLC
Leeland Gray Jr. offers 25 years of experience in Bridgeport, CT, managing trusts and pension plans with a focus on discretionary portfolio management, which is crucial for complex estate and gift tax planning. His firm uses proprietary Defensive Growth and All Weather models, providing both active and strategic investment approaches, and charges a 1.00% annual fee, distinguishing him from advisors with different fee structures or investment styles.
Experience: 25 years
Avg account: $288,819
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Matthew W
Series 66
Fairfield, CT
Ameriprise
Matthew Webber's 23 years of experience and Series 66 designation equip him to address retirement income strategies and Social Security optimization for clients near retirement in the Bridgeport area. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tailored, tax-efficient retirement planning with a 0.15% AUM fee, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 24 years
Avg account: $471,167
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Edward S
Series 63, Series 66
Bridgeport, CT
Fidelity
Edward Swiderski's 15 years of experience and Series 63 and 66 credentials position him well to address estate and gift tax planning complexities in Bridgeport, CT. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he offers active portfolio management and charitable giving expertise, which may complement estate planning strategies effectively.
Experience: 16 years
Avg account: $234,793
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