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Top Rated Financial Advisors in Rocky Hill, Connecticut

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Rocky Hill, Connecticut is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Rocky Hill, Connecticut with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Rocky Hill, Connecticut near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Wealthwise Capital Management Gandolfini-Rabassa & Associates

WealthWise Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Rocky Hill, Connecticut area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Lpl Financial

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Robert Tubridy

CT Financial Partners
MBA, CFP®, ChFC®
Robert Tubridy, a financial fiduciary, provides financial services to clients in the Glastonbury, Connecticut area. Robert holds a MBA, CFP®, ChFC® certification. Robert has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    National Financial Services

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David Neal

Coburn Financial
CRPC®
David Neal, a financial fiduciary, provides financial services to clients in the Stafford Springs, Connecticut area. David holds a CRPC® certification. David has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity, LPL Financial

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Procyon Partners, LLC

Procyon Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Shelton, Connecticut area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Ronald Newton

Edelman Financial Engines, LLC
CFP®
Ronald Newton, a financial fiduciary, provides financial services to clients in the East Greenwich, Rhode Island area. Ronald holds a CFP® certification. Ronald has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, provides financial services to clients in the Greenwich, Connecticut area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

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