Fiduciary advisors in Stamford, CT

Stamford, Connecticut

Abundant Wealth Management is an independent, fee-based investment advisory firm in Stamford, Connecticut, founded in 2010 by Tony Brown, CFP®, ChFC®, CRPC®. The firm provides financial planning, investment management, insurance analysis, and tax planning services using a holistic approach centered on client values and objectives. All advisors are held to a fiduciary standard. The team includes wealth management and financial planning specialists who support clients through planning implementation and technology adoption.

Stamford, Connecticut

American Strategic Advisors, LLC, based in Stamford, Connecticut, offers asset management, financial planning, portfolio management, and risk mitigation services to individual investors. Founded in 2008 by Christopher Aguele, a financial industry veteran with compliance and advisory experience, the firm emphasizes customized strategies tailored to each client's financial situation, risk tolerance, and time horizon, with attention to cost efficiency. Aguele holds securities licenses including Series 7, 63, 65, 4, 53, and 24, and a life insurance license, all maintained through LPL Financial, and leads a team approach to comprehensive financial analysis and strategy design.

Stamford, Connecticut

Financial Advisors Diddel is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. 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.

Stamford, Connecticut

Granite Group Advisors is an independent wealth management firm based in Stamford, Connecticut, founded over 20 years ago by executives with combined experience spanning three decades in private wealth management. The firm provides financial planning and investment management services, along with retirement plan administration through its GGA Retirement division, and operates without product sales conflicts by allocating to both public and private investment managers based on client objectives. Leadership includes co-founders Lyle B. Himebaugh III and Richard Zipkis, both former senior executives at Credit Suisse First Boston, supported by a team with expertise in asset allocation, quantitative analytics, manager selection, and portfolio construction.

Stamford, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stamford, 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 3-star rating from 2 Google reviews.

Stamford, Connecticut

NewEdge Wealth is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. 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.

Stamford, Connecticut

OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning is an investment advisory firm in Stamford, Connecticut. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.