CT · West Hartford

Fiduciary advisors in West Hartford, CT

6 advisors with offices in West Hartford. Credentials, fee structures, and minimums are disclosed on each listing.

6 listed

6 results in West Hartford

Christopher Halotek - Raymond James

West Hartford, Connecticut

Christopher Halotek - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Fuchs Financial

★5.0(17)

West Hartford, Connecticut

Retirement Planning

Fuchs Financial is a fiduciary wealth management firm based in West Hartford, Connecticut, with additional offices in Middlebury, Middletown, and Mystic. The firm specializes in retirement planning and financial planning for individuals and families across Connecticut, offering services in income planning, investment management, tax strategy, and estate planning through a documented five-step planning process called the How to Retire Blueprint. The team includes financial advisors, tax professionals, and a retirement healthcare specialist, and the firm serves clients locally across multiple counties or via virtual consultation.

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Joshua Dunn - Raymond James

West Hartford, Connecticut

CLU

Retirement Planning Small Business

Joshua Dunn - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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Merrill Lynch Wealth Management

West Hartford, Connecticut

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in West Hartford, 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.

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Sam Chang - Thrivent

★4.9(25)

West Hartford, Connecticut

Sam Chang - Thrivent is an investment advisory firm in West Hartford, Connecticut. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 25 Google reviews.

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Siena Private Wealth, LLC

West Hartford, Connecticut

Independent RIA

Investment Management

Siena Private Wealth is an independent registered investment advisory firm based in West Hartford, Connecticut, founded in 2019 by Marisa Rothstein, JD, CFP®, AEP. The firm provides comprehensive financial planning and investment management services through a team that includes a CFP®, CPA/PFS, and estate planning attorney. The firm operates on a fee-only model and emphasizes personalized planning that integrates investment management, tax strategy, estate planning, and cash flow analysis.

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Financial advisors in West Hartford, Connecticut

Advisors serving West Hartford 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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