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Financial Advisors in Branford, CT

How to choose a financial advisor in Branford

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

William Smith

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Branford, CT

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Thomas Cama

Financial Advisor

LIFEPLAN WEALTH MANAGEMENT GROUP LLC

Branford, CT

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Daniel Waldron

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Branford, CT

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