Top financial advisors in New London, 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 New London, CT. A common mistake is overlooking how state-specific tax rules can affect your overall strategy.
- Estate tax nuances. Confirm the advisor knows how Connecticut's estate tax rules differ from federal ones and how that impacts your planning.
- Gift tax strategies. Ask how they help structure gifts to minimize tax consequences while meeting your family goals.
- Wealth concentration insight. Look for advisors who consider the local high wealth concentration when advising on trusts and asset protection.
- 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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Lee C
Series 63, Series 65
Ew London, CT
Cambridge Investment Research Advisors
Lee Couture's 36 years of experience and affiliation with Cambridge Investment Research Advisors in New London, CT, equip him to navigate complex estate and gift tax planning, especially given the firm's large size and diverse client base. His flat-fee options and background as a founder and retired executive provide a practical approach that may differ from advisors focusing solely on asset-based fees or smaller firms.
Experience: 36 years
Avg account: $378,281
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Jeffrey S
CFP®, Series 63, Series 65
New London, CT
Commonwealth Financial Network
Jeffrey Segal's 37 years of experience and CFP® certification equip him to navigate New London's estate and gift tax complexities, especially with his expertise in tax-loss harvesting and wealth management. Operating within Commonwealth Financial Network, a large firm offering flat-fee consulting and discretionary model portfolios, he combines seasoned insight with flexible fee structures, distinguishing him from advisors focused solely on traditional AUM fees.
Experience: 37 years
Avg account: $568,323
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Scott F
Series 63, Series 65
Waterford, CT
OSAIC
Scott Fluet brings 33 years of experience and operates from nearby Waterford, CT, offering flat-fee financial planning and consulting services suitable for high net worth individuals. His firm, OSAIC, is a large SEC-registered adviser known for a comprehensive investment process using risk-tolerance assessments and portfolio optimization, which may provide nuanced estate and gift tax planning aligned with Connecticut's specific rules.
Experience: 33 years
Avg account: $398,336
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Stephen S
Series 66
New London, CT
Mass Mutual Investors Services
Stephen Siderewicz offers expertise in general estate planning and multi-generational wealth transfer, supported by 27 years of experience and a Series 66 designation in New London, CT. Affiliated with Mass Mutual Investors Services, a large firm providing comprehensive financial planning and asset management, he also brings insights from his background as an independent insurance agent, which may benefit clients seeking integrated estate and insurance strategies.
Experience: 27 years
Avg account: $249,379
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Carter C
Series 66
New London, CT
UBS Financial Services
Carter Chambers at UBS Financial Services in New London, CT, is equipped to assist with estate and gift tax planning, leveraging the firm's expertise in high-net-worth client services and proprietary research. Unlike smaller firms, UBS combines institutional trading capabilities with wealth management, offering tailored financial plans that consider local tax nuances and wealth concentration, which may benefit clients seeking coordinated legal and financial strategies.
Experience: 0 years
Avg account: $693,691
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