CT · Gales Ferry

Fiduciary advisors in Gales Ferry, CT

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

1 listed Low coverage · not indexed

1 results in Gales Ferry

RJS Financial Group

Gales Ferry, Connecticut

RJS Financial Group, based in Gales Ferry, Connecticut, provides investment management and retirement planning services with particular focus on small business owners. Led by owner Bob Sampson, a licensed financial planner with 18 years of experience, the firm emphasizes understanding clients' broader life circumstances and goals through in-depth conversations before developing financial plans. The firm serves clients across various life stages, from those planning for growing families to those preparing for retirement, with support from office manager Laurie Palmer who has been with the firm for over 15 years.

View details

Financial advisors in Gales Ferry, Connecticut

Advisors serving Gales Ferry 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