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Financial Advisors in Southbury, CT

How to choose a financial advisor in Southbury

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 Atkinson

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Michael Martin

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Nicholas Miceli

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Daniel Cueva

Financial Advisor

Wells Fargo Clearing Services, Llc

Southbury, CT

ProfileNo contact yet

Thomas D'avanzo

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Kevin Kennedy

Financial Advisor

KENNEDY WEALTH & TAX MANAGEMENT, LLC

Southbury, CT

ProfileNo contact yet

Lisa Simon

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Clark Giles

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Steven Sax

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet

Brian Jones

Financial Advisor

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Southbury, CT

ProfileNo contact yet

Harold Smith

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Southbury, CT

ProfileNo contact yet

John Deleo

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Southbury, CT

ProfileNo contact yet
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