Fiduciary advisors in Farmington, CT

Farmington, Connecticut

Carson Wealth is an investment advisory firm in Farmington, Connecticut. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Farmington, Connecticut

Essex Financial, operating as The Farmington Group in Farmington, Connecticut, is a fiduciary wealth management firm that has served clients since 2003. The firm offers financial planning, investment management, and retirement planning services, managing over $4.3 billion in assets for approximately 2,700 households and businesses across Connecticut. With multiple office locations and a team of financial advisors supported by relationship managers and an Investment Working Group, Essex Financial delivers personalized strategies aligned to clients' goals and life circumstances.

Farmington, Connecticut

Independent RIA

Konner Claywell is an independent registered investment advisor and licensed insurance broker based in Farmington, Connecticut, offering retirement planning, investment management, and insurance analysis. The firm works with clients to develop personalized retirement strategies that address savings, investments, and income planning. Claywell holds the Chartered Life Underwriter (CLU) credential.

Farmington, Connecticut

Independent RIA

MJP Wealth Advisors is an independent, fee-only registered investment advisor in Farmington, Connecticut, founded in 1981. The firm provides financial planning, investment management, and tax and estate planning services to individuals, families, and businesses, operating under a fiduciary standard. The firm's approach emphasizes collaborative planning across a client's full financial picture, including education funding, retirement preparation, portfolio diversification, and legacy transfer strategies.

Farmington, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Farmington, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Connecticut

Sonder Wealth Advisors is an investment advisory firm in Farmington, Connecticut. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Farmington, Connecticut

Wealth Management Group of North America, LLC is an investment advisory firm in Farmington, Connecticut. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.