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Financial Advisors in Newtown, CT

How to choose a financial advisor in Newtown

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.

James Wallace

Financial Advisor

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Newtown, CT

ProfileNo contact yet

Stephen Nitz

Financial Advisor

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Newtown, CT

ProfileNo contact yet

John Kortze

Financial Advisor

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Newtown, CT

ProfileNo contact yet
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