CT · Farmington

Fiduciary advisors in Farmington, CT

7 advisors with offices in Farmington. Credentials, fee structures, and minimums are disclosed on each listing.

7 listed

7 results in Farmington

Carson Wealth

★5.0(2)

Farmington, Connecticut

CLU

Estate Planning Investment Management Retirement Planning +1

Carson Wealth is an investment advisory firm based in Farmington, Connecticut, offering estate planning, financial planning, and retirement planning services. The firm specializes in wealth management and has team members holding the CLU credential.

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Essex Financial - The Farmington Group

Fiduciary

Farmington, Connecticut

Investment Management Retirement Planning Wealth Management

Essex Financial - The Farmington Group, based in Farmington, Connecticut, offers investment management, retirement planning, and wealth management services. The firm provides financial planning and investment management support and operates as a fiduciary. The team works with clients in English.

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Konner Claywell Retirement Consultant

★5.0(20)

Farmington, Connecticut

CLU

Independent RIA

Insurance Planning Retirement Planning

Konner Claywell Retirement Consultant is an independent registered investment advisor in Farmington, Connecticut, specializing in insurance planning and retirement planning. The firm provides insurance analysis, investment management, and retirement planning services. Team members hold the CLU credential.

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MJP Wealth Advisors

Fiduciary

Farmington, Connecticut

Independent RIA

MJP Wealth Advisors is an independent registered investment adviser based in Farmington, Connecticut. The firm provides financial planning and investment management services to clients and operates under a fiduciary standard.

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Merrill Lynch Wealth Management

Farmington, Connecticut

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse offering financial planning and investment management services. The firm operates in Farmington, Connecticut and serves clients seeking wealth management support. Services include financial planning and investment management, conducted in English.

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Sonder Wealth Advisors

★5.0(1)

Farmington, Connecticut

Sonder Wealth Advisors is an investment advisory firm located in Farmington, Connecticut. The firm provides services to clients in English.

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Wealth Management Group of North America, LLC

Farmington, Connecticut

Investment Management Wealth Management

Wealth Management Group of North America, LLC is based in Farmington, Connecticut and provides investment management and wealth management services. The firm works with clients in English.

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Financial advisors in Farmington, Connecticut

Advisors serving Farmington 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.

Back to all Connecticut advisors

Carson Wealth

Essex Financial - The Farmington Group

Konner Claywell Retirement Consultant

MJP Wealth Advisors

Merrill Lynch Wealth Management

Sonder Wealth Advisors

Wealth Management Group of North America, LLC

Financial advisors in Farmington, Connecticut

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