CT · Windsor

Fiduciary advisors in Windsor, CT

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

1 listed Low coverage · not indexed

1 results in Windsor

Legatum Financial LLC

Windsor, Connecticut

Legatum Financial LLC, based in Windsor, Connecticut, offers investment management and wealth management services through Sofia Dumansky, a registered investment advisor and financial adviser with FINRA Series 6, 63, and 65 licenses. The firm employs an educational approach to financial planning, focusing on strategies for wealth accumulation, tax planning, and protection management tailored to clients' individual circumstances. Dumansky has been active in financial services since 2007 and holds advanced degrees including an MBA and Master of Science in Management.

View details

Financial advisors in Windsor, Connecticut

Advisors serving Windsor 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.

Back to all Connecticut advisors