Top advisors in Connecticut
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.
You might be considering a financial advisor in Connecticut if you're navigating complex local tax rules or planning for state-specific retirement benefits. Without a clear understanding of Connecticut's financial landscape, you risk missing opportunities or facing unexpected costs.
- Connecticut tax insight. Confirm how they incorporate state income and property tax nuances into your financial plan.
- Retirement benefit knowledge. Ask how they optimize Social Security and pension strategies specific to Connecticut residents.
- Experience with local regulations. Ensure they understand Connecticut's estate and inheritance laws that could impact your legacy planning.
- Coordination with local professionals. Check if they collaborate with Connecticut-based accountants or attorneys to align your financial and legal strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna may assist with financial planning needs, including business exit strategies and tax-loss harvesting, which can be relevant for Connecticut residents managing local tax implications. She operates within a large firm offering flat-fee and subscription-based services, bringing a unique background in education and a Series 66 designation, which may appeal to self-employed clients or business owners seeking structured financial guidance.
Experience: 1 year
Avg account: $230,599
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Solomon D
Series 63, Series 66
Brooklyn, NY
J.P. Morgan Securities
Solomon Dayan's 14 years at J.P. Morgan Securities equip him to navigate complex wealth management needs, though his Brooklyn location means he may rely on firm resources rather than local Connecticut-specific expertise. His experience with a large firm offering institutional consulting and customized performance reporting differentiates him from advisors focused solely on local regulations or smaller client bases.
Experience: 14 years
Avg account: $318,381
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Edward B
Series 63, Series 65, Series 66
Forest Hills, NY
Merrill
Edward Blatz's extensive 40 years of experience and expertise in wealth management, estate planning, and retirement income strategy equip him to navigate Connecticut's complex financial landscape effectively. As a seasoned advisor at Merrill, a large firm, he collaborates closely with tax advisors and estate attorneys, offering a comprehensive approach that benefits mid-career professionals and high earners, distinguishing him from others by his integrated, client-focused service.
Experience: 40 years
Avg account: $860,085
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Richard K
CFA®, Series 63, Series 65
Madison, CT
Sursum Financial LLC
Richard Kos offers expertise in wealth management and active portfolio management, with a focus on tax-loss harvesting and retirement plans for business owners, which is valuable for navigating Connecticut's specific financial landscape. As an independent advisor based in Madison, CT, he provides flat-fee and performance-based fee options, serving a diverse client base including high-net-worth individuals and family offices, distinguishing him from other local advisors.
Experience: 5 years
Avg account: $287,588
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Elaine B
Series 65
Wilton, CT
Round Rock Advisors LLC
Elaine Biersack is equipped to assist Connecticut residents with retirement plans for business owners, leveraging her expertise in tax-loss harvesting and active portfolio management to navigate local financial complexities. Her flat-fee structure and independent status differentiate her from others, while her experience at Round Rock Advisors, which offers specialized investment strategies and serves high-net-worth clients, adds depth to her advisory capabilities.
Experience: 5 years
Avg account: $1,172,322
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