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Top Rated Financial Advisors in Woodbridge, 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 Woodbridge, 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 Woodbridge, 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 Woodbridge, 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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Paul Schatz

Heritage Capital, LLC
Paul Schatz, a financial fiduciary, provides financial services to clients in the Woodbridge, Connecticut area. Paul has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs

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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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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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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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Matt Cuiffo

Edelman Financial Engines, LLC
CFP®
Matt Cuiffo, a financial fiduciary, provides financial services to clients in the Uniondale, New York area. Matt holds a CFP® certification. Matt has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

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

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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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Napatree Capital

Napatree Capital, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Westerly, Rhode Island area.

Additional Information:

    Asset Requirement: $250,000

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Altfest Personal Wealth Management

CPA, CFP®, CFA®, ChFC®
Altfest Personal Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab & TD Ameritrade

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Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Estate Planning & Trusts
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Walter Varian

Edelman Financial Engines, LLC
Walter Varian, a financial fiduciary, provides financial services to clients in the New York, New York area. Walter has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based

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

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Mark W. Cassidy

Prosperiant Wealth Management, LLC
CRPC®
Mark W. Cassidy, a financial fiduciary, provides financial services to clients in the New York, New York area. Mark holds a CRPC® certification. Mark has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab

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Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

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Michael Klein

Bleakley Financial Group
CFP®
Michael Klein, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Michael holds a CFP® certification. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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