CT · Middlebury

Fiduciary advisors in Middlebury, CT

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

1 listed Low coverage · not indexed

1 results in Middlebury

Fuchs Financial

Middlebury, Connecticut

Fuchs Financial is a Connecticut-based financial advisory firm with offices in Middlebury, West Hartford, Middletown, and Mystic that serves individuals and families across multiple counties. The firm specializes in retirement planning and financial planning, offering services in income strategy, investment management, tax planning, asset protection, and insurance planning. Operating as a fiduciary, Fuchs Financial works through a structured five-step planning process called the 'How to Retire Blueprint' that includes financial analysis, strategy development, implementation, and ongoing monitoring. The firm's team includes financial advisors, tax professionals, and a retirement healthcare specialist, and offers both in-person consultations and virtual meetings.

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Financial advisors in Middlebury, Connecticut

Advisors serving Middlebury 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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