Top financial advisors in Danbury, 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 substantial assets to pass on, you need an advisor who understands the complexities of estate and gift tax planning in Danbury, CT. Without this expertise, you risk costly mistakes that could reduce what your heirs receive.
- Estate and gift tax knowledge. Confirm how they navigate Connecticut's specific tax rules to protect your wealth.
- Wealth transfer strategies. Ask how they balance tax efficiency with your family’s long-term financial goals.
- Coordination with legal professionals. Effective planning often requires working closely with your estate attorney; check their approach to collaboration.
- Experience with high-net-worth clients. Ensure they have a track record managing complex estates similar to yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hannah H
Series 66
Danbury, CT
Raymond James Financial
Hannah Huntley in Danbury, CT, offers expertise in business succession and retirement planning, supported by six years of industry experience and a Series 66 designation. Affiliated with Raymond James Financial, a large firm known for serving high-net-worth clients and providing flat-fee planning, she combines asset allocation analysis with non-discretionary consulting, distinguishing her approach from others in the area.
Experience: 6 years
Avg account: $700,796
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John D
CFP®, ChFC®, Series 63, Series 65
Danbury, CT
Cetera
John Durkin in Danbury, CT, offers expertise in wealth management and charitable giving, supported by over 40 years of experience and CFP® and ChFC® certifications. Operating within Cetera, a large firm serving diverse clients, he provides flexible fee structures including flat fees and hourly consulting, which may appeal to those seeking tailored financial planning beyond standard asset-based fees.
Experience: 41 years
Avg account: $306,089
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Roxanne S
Series 63, Series 65
Danbury, CT
Primerica Advisors
Roxanne Samuels in Danbury, CT, offers expertise in ESG investing, tax-loss harvesting, and income planning, supported by five years of industry experience and Series 63 and 65 licenses. Working with Primerica Advisors, a large firm providing discretionary asset management and a tiered wrap fee structure, she serves both individual and high-net-worth clients, differentiating her through access to curated third-party asset managers and integrated trading services.
Experience: 6 years
Avg account: $228,117
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Hubert P
Series 63, Series 65
Danbury, CT
Mass Mutual Investors Services
Hubert Parris offers expertise in general estate planning guidance and multi-generational wealth transfer, supported by 27 years of experience and Series 63 and 65 licenses, making him well-equipped to handle complex estate and gift tax planning in Danbury, CT. Affiliated with Mass Mutual Investors Services, a large firm providing comprehensive financial planning and asset management, he serves diverse clients including business owners and trusts, distinguishing him with a broad service scope and seasoned approach.
Experience: 27 years
Avg account: $249,379
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Howard S
Series 66
Danbury, CT
LPL Financial
Howard Schachter's 25 years of experience and Series 66 designation equip him to handle complex estate and gift tax planning in Danbury, CT, especially for high-net-worth clients. Affiliated with LPL Financial, a large firm offering diverse portfolio management and in-house research, he provides flat-fee financial planning and has expertise in tax-loss harvesting and retirement plans for business owners, distinguishing him from other advisors.
Experience: 26 years
Avg account: $399,489
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