Top financial advisors in Putnam, 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.
You might seek a financial advisor in Putnam, CT when you're navigating complex estate and gift tax planning due to the area's high wealth concentration. Without expertise in local tax nuances, you risk missing opportunities to minimize taxes and protect your assets effectively.
- Estate and gift tax insight. Confirm how they handle state-specific tax rules that can impact your wealth transfer strategies.
- Wealth concentration experience. Ask how they tailor plans for clients with significant assets in this region.
- Long-term asset protection. Ensure they consider both current tax laws and potential future changes in their planning.
- Coordination with legal professionals. Check if they work closely with estate attorneys to align 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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John B
CFP®, Series 63, Series 65
Woodstock, CT
Cambridge Investment Research Advisors
John Bernier's 42 years of experience and CFP® certification equip him to address complex retirement income strategies and business owner retirement plans, which are crucial for managing wealth in Putnam, CT. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including individual investors and charitable organizations, providing a broad investment approach compared to other advisors.
Experience: 43 years
Avg account: $378,281
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Jonathan M
Series 66
Pomfret Center, CT
Commonwealth Financial Network
Jonathan Mathews offers expertise in wealth management and tax-loss harvesting, which are crucial for navigating estate and gift tax planning in Putnam, CT. Operating through Commonwealth Financial Network, a large firm with nearly 3,000 advisors, he provides flat-fee consulting options and access to discretionary model portfolios, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 4 years
Avg account: $568,323
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Tomasz K
Series 63, Series 66
Dayville, CT
OSAIC Institutions, INC.
Tomasz Kosek's 24 years of experience and Series 63 and 66 designations equip him to address complex financial needs near Putnam, CT, including tax-loss harvesting and annuities. Operating within the large firm OSAIC Institutions, he offers flat-fee and negotiable AUM pricing, serving a diverse client base with a blend of fundamental and technical investment analysis, which may differ from advisors focusing solely on discretionary asset management.
Experience: 25 years
Avg account: $308,738
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Justin B
Series 66
Putnam, CT
Ameriprise
Justin Brouillard's 22 years of experience and Series 66 designation equip him to address retirement income strategies and Social Security optimization for clients in Putnam, CT. Affiliated with Ameriprise, a large firm known for tax-efficiency analysis and serving clients with significant investable assets, he offers a 0.15% AUM fee and personalized planning that may suit those approaching retirement.
Experience: 22 years
Avg account: $471,167
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Eric Q
Series 63, Series 65
Putnam, CT
Cetera
Eric Quinn's extensive 33 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address complex estate and gift tax planning in Putnam, CT. Operating within Cetera, a large firm offering both discretionary and non-discretionary portfolio management, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement.
Experience: 33 years
Avg account: $306,089
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