CT · Plainville

Fiduciary advisors in Plainville, CT

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

1 listed Low coverage · not indexed

1 results in Plainville

Jim Collins - Financial Advisor - CFP

★5.0(15)

Plainville, Connecticut

CFP

Retirement Planning Investment Management

Jim Collins is a Certified Financial Planner and Vice President at Ion Bank with over 18 years of experience, holding Series 7 and 65 registrations along with Life and Health insurance licenses. He offers financial planning and investment management services, with particular focus on retirement planning and risk management, and operates as a fiduciary. Collins works through Ion Investments' five-step planning process that begins with a complimentary financial plan and moves to customized asset management. Based in Plainville, Connecticut, he serves families seeking to build wealth strategies, plan for retirement, and establish legacies.

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Financial advisors in Plainville, Connecticut

Advisors serving Plainville 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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