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Top Rated Financial Advisors in Stamford, 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 Stamford, 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 Stamford, 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 Stamford, 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.

Philip Capell

Piermont Wealth Management
CFP®
Philip Capell, a financial fiduciary, has been a Paladin Registry member since 2005 and provides financial services to clients in the Melville, New York area. Philip holds a Certified Financial Planner certification. Philip has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More
    • Money Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Charles Schwab Institutional
  • TD Ameritrade

William Martone

Martone Capital Management,Inc.
CLU® ChFC®
William Martone, a financial fiduciary, has been a Paladin Registry member since 2006 and provides financial services to clients in the Hawthorne, New York area. William holds the Chartered Life Underwriter , Chartered Financial Consultant certifications. William has over 49 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • Connecticut
    • New Jersey
    • New York
    • North Carolina

Additional Information:

Years of Experience:
49 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab

Matt Jarvis

Valeo Financial Advisors, LLC
CFP® CPA
Matt Jarvis, a financial fiduciary, has been a Paladin Registry member since 2009 and provides financial services to clients in the New York, New York area. Matt holds the Certified Financial Planner , Certified Public Accountant certifications. Matt has over 8 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
8 Years

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Services
  • Schwab

Richard Dragotta

Private Portfolio Partners
ChFC® CRPC®
Richard Dragotta, a financial fiduciary, has been a Paladin Registry member since 2005 and provides financial services to clients in the Paramus, New Jersey area. Richard holds the Chartered Financial Consultant , Chartered Retirement Planning Counselor certifications. Richard has over 28 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • New York
    • North Carolina
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: State List
    • New Jersey
    • New York

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • View More
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • LPL Financial
  • Fidelity

Paul Schatz

Heritage Capital LLC
Paul Schatz, a financial fiduciary, has been a Paladin Registry member since 2006 and provides financial services to clients in the Woodbridge, Connecticut area. Paul has over 32 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • Massachusetts
    • New York
    • Rhode Island
    • Texas

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Daniel Juechter

Hunter Financial Advisors, Inc
AIF® CFP® CWS®
Daniel Juechter, a financial fiduciary, has been a Paladin Registry member since 2018 and provides financial services to clients in the Tarrytown, New York area. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications. Daniel has over 30 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Investment Products for Commission: State List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Insurance Products for Commission: State List
    • Florida
    • Massachusetts
    • New Jersey
    • New York
    • Virginia

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Pershing

Daniel Martin

D.R. Martin And Associates
AIF® CFP®
Daniel Martin, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Hackensack, New Jersey area. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner certifications. Daniel has over 17 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • New York
    • Pennsylvania
    • South Carolina
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: New Jersey

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Fidelity Institutional
  • Fidelity Custody and Clearing

D. Chris Tucker

Greenwich Advisors, LLC
CFA®
D. Chris Tucker, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the Greenwich, Connecticut area. D. Chris holds a Chartered Financial Analyst certification. D. Chris has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • Pershing, LLC

Jesse Christensen

Chesapeake Asset Management
Jesse Christensen, a financial fiduciary, has been a Paladin Registry member since 2019 and provides financial services to clients in the New York, New York area. Jesse has over 10 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab
  • Pershing LLC

Matthew Unger

Focus Asset Management
Matthew Unger, a financial fiduciary, has been a Paladin Registry member since 2020 and provides financial services to clients in the New York, New York area. Matthew has over 10 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New York
    • Texas
  • Investment Products for Commission: State List
    • New York
    • Texas
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab
  • TD Ameritrade & Pershing

Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, has been a Paladin Registry member since 2020 and provides financial services to clients in the Greenwich, Connecticut area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, has been a Paladin Registry member since 2020 and provides financial services to clients in the New York, New York area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

Timothy Hamilton

Atlas Private Wealth Management
CFP® CIMA®
Timothy Hamilton, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the New York, New York area. Timothy holds the Certified Financial Planner , Certified Investment Management Analyst certifications. Timothy has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Bryan Trugman

Attitude Financial Advisors
CFP®
Bryan Trugman, a financial fiduciary, has been a Paladin Registry member since 2021 and provides financial services to clients in the Woodbury, New York area. Bryan holds a Certified Financial Planner certification. Bryan has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

Farther Finance LLC

Farther Finance, LLC
Farther Finance LLC, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Asset Requirement: $500,000

Paresh B Shah

PareShah Partners LLC
CFP®
Paresh B Shah, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the Hicksville, New York area. Paresh holds a Certified Financial Planner certification. Paresh has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Portfolio Management
  • View More
    • Retirement Planning
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

Jed Limmer

Bicoastal Wealth Management
CIMA®
Jed Limmer, a financial fiduciary, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area. Jed holds a Certified Investment Management Analyst certification. Jed has over 13 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • New Jersey
    • New York

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Wedbush Securities

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.