Top financial advisors in Middletown, 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 Middletown, CT. Without this expertise, you risk costly mistakes that could reduce the value passed to your heirs.
- Estate tax nuances. Confirm how they navigate Connecticut's specific estate tax rules alongside federal laws.
- Gift tax strategies. Ask about approaches to minimize taxes when transferring assets during your lifetime.
- Wealth transfer timing. Inquire how they plan the timing of gifts and bequests to optimize tax outcomes.
- Coordination with legal counsel. Ensure they work closely with your estate attorney to align financial and legal plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Clifford S
CFP®, Series 66
Middletown, CT
Lifestyle Financial Strategies, LLC
Clifford Straub's 19 years of experience and CFP® certification equip him to address estate and gift tax planning complexities in Middletown, CT, with a focus on holistic financial planning and disciplined asset allocation. His flat-fee structure and independent, non-commission-based advisory approach distinguish him from others, while his involvement with local trusts and nonprofits reflects a strong community connection.
Experience: 20 years
Avg account: $832,919
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William P
Series 63, Series 65
Middleton, CT
Foundations Investment Advisors LLC
William Perham in Middleton, CT, offers expertise in wealth management and retirement plans for business owners, supported by 17 years of industry experience and Series 63 and 65 licenses. His firm, Foundations Investment Advisors LLC, provides flat-fee and AUM-based pricing, serving individuals, trusts, estates, and businesses with coordinated investment advisory and financial planning services.
Experience: 17 years
Avg account: $340,025
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Jill H
Series 63, Series 65
Middletown, CT
Raymond James Financial
Jill Honeycomb's 32 years of experience and role at Raymond James Financial equip her to address complex estate and gift tax planning in Middletown, CT, especially given the firm's broad client base including high-net-worth individuals. Her flat-fee structure and focus on tailored strategies through detailed assessments differentiate her from others who may use hourly fees or less personalized approaches.
Experience: 33 years
Avg account: $700,796
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Jessica G
CFP®, Series 63, Series 66
Middletown, CT
Mullaney Keating & Wright Inc
Jessica Gilbert's 16 years of experience and CFP® certification equip her to address complex estate and gift tax planning in Middletown, CT, especially for high net worth individuals. At Mullaney Keating & Wright Inc., she offers flat-fee financial planning and employs a blend of fundamental and technical analysis, setting her apart with a personalized investment approach and a focus on aligning portfolios with client objectives and risk tolerance.
Experience: 16 years
Avg account: $1,644,221
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David O
Series 66
Middletown, CT
Edward Jones
David O'Connell, based in Middletown, CT, offers wealth management and retirement income strategies through Edward Jones, a large firm managing over $1 trillion in assets. With a Series 66 license and a background including 11 years at Dickinson College, he provides access to comprehensive advisory services with a program fee up to 1.35% annually, suitable for clients seeking broad financial planning support.
Experience: 2 years
Avg account: $246,728
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