Ways to browse Seasoned advisors serving Connecticut

Pick a specialty to browse more Seasoned advisors serving Connecticut.

Browse by specialty

Find advisors serving Connecticut who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,892
Executive	2,723
Tax-loss harvesting	1,901
Wealth management	1,867
Retired	1,687
Retirement income strategy	1,078
Mid-Career Professionals	1,023
Retirement plans for business owners (SEP, solo 401k)	1,006
Active portfolio management	949
HENRY (High Earners, Not Rich Yet)	945
General estate planning guidance	929
General retirement planning	879
Approaching retirement	819
Cash flow / budgeting	615
College savings (529s, UTMA, etc.)	590
ESG / Sustainable investing	541
Private / alternative investments	527
Annuities	479
Income planning	457
Business exit / sale strategy	389
Options & derivatives strategies	373
Social Security optimization	359
Charitable giving & philanthropy	315
Retirement withdrawal strategies	313
Equity compensation tax strategy	312
Concentrated stock management	303
Passive / index investing	303
Divorce financial planning	241
Self-Employed	233
Multi-generational wealth transfer	191
Financial Professional	167
Attorney	161
Married/Couples/Partners	148
Women Professionals	125
Divorced	123
Established Professionals	100
Real estate investing	92
Business ownership considerations	79
Planning for children with special needs	75
General tax planning	62
Business succession planning	55
Retired	46
Factor investing / smart beta	42
Family Business	38
Educators, Teachers, and Academics	33
Long-term care insurance	31
Values-based investing	30
Doctor or Medical Professional	19
Debt management	18
Life insurance needs analysis	16
Business sale tax planning	14
Tax strategies for small businesses	11
Military & Veterans	10
Intergenerational Families	9
Stock option exercise strategy	9
Medicare planning	8
Roth conversion strategy	8
Charitable giving tax strategies	7
Young Professionals	5
Religious/faith focused	4

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