CT · Southbury

Fiduciary advisors in Southbury, CT

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

2 listed Low coverage · not indexed

2 results in Southbury

Green Wealth Management Group

Southbury, Connecticut

Green Wealth Management Group, LLC operates as an independent firm in Southbury, Connecticut, offering investment management and wealth management services through its regulatory platform under Sanctuary Securities and Sanctuary Advisors. The firm functions as a registered representative of Sanctuary Securities (FINRA, SIPC member) and investment advisor representative of Sanctuary Advisors, a SEC-registered investment advisor, positioning itself as independent from corporate oversight in its advisory approach.

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Merrill Lynch Wealth Management

★5.0(13)

Southbury, Connecticut

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Southbury, 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. It holds a 5-star rating from 13 Google reviews.

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Financial advisors in Southbury, Connecticut

Advisors serving Southbury 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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