CT · Cheshire

Fiduciary advisors in Cheshire, CT

1 advisor with offices in Cheshire. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Cheshire

Connecticut Investment Advisors

Cheshire, Connecticut

Connecticut Investment Advisors is an independent investment management firm founded by David Nastri, located in Cheshire, Connecticut. The firm provides financial planning, investment management, and retirement planning services, constructing personalized strategies around client goals, risk tolerance, and time horizon. The firm emphasizes separately managed accounts with multiple professional portfolio managers rather than mutual funds or ETFs, and selectively incorporates estate planning tools and life insurance into comprehensive financial plans. Connecticut Investment Advisors limits annuity recommendations to rare circumstances, focusing instead on disciplined analysis and transparency in portfolio construction.

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Financial advisors in Cheshire, Connecticut

Advisors serving Cheshire specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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