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8 Top Rated
Financial Advisors in Woodbridge, Connecticut

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paul Schatz

Heritage Capital LLC
Paul Schatz, a financial fiduciary has been a Paladin Registry member since 2006. He is the owner of Heritage Capital LLC. Paul provides financial services to clients in the Woodbridge, Connecticut area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peter Scholtz

Scholtz & Company
Peter Scholtz, a financial fiduciary has been a Paladin Registry member since 2006. He is the partner in Scholtz & Company. Peter provides financial services to clients in the Stamford, Connecticut area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D. Chris Tucker

Greenwich Advisors, LLC
CFA®
D. Chris Tucker, a financial fiduciary has been a Paladin Registry member since 2019. He is the owner of Greenwich Advisors, LLC. D. Chris holds the Chartered Financial Analyst certifications and has over 29 years of experience. D. Chris provides financial services to clients in the Greenwich, Connecticut area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Philip Capell

Select one
CFP®
Philip Capell, a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of Select one. Philip holds the Certified Financial Planner certifications and has over 19 years of experience. Philip provides financial services to clients in the Melville, New York area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Martone

Martone Capital Management,Inc.
CLU® ChFC®
William Martone, a financial fiduciary has been a Paladin Registry member since 2006. He is the owner of Martone Capital Management,Inc.. William holds the Chartered Life Underwriter , Chartered Financial Consultant certifications and has over 43 years of experience. William provides financial services to clients in the Hawthorne, New York area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Juechter

Hunter Financial Advisors, Inc
AIF® CFP® CWS®
Daniel Juechter, a financial fiduciary has been a Paladin Registry member since 2018. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications and has over 30 years of experience. Daniel provides financial services to clients in the Tarrytown, New York area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Henderson

Lansdowne Wealth Management, LLC
CDFA®
Robert Henderson, a financial fiduciary has been a Paladin Registry member since 2016. He is the owner of Lansdowne Wealth Management, LLC. Robert holds the Certified Divorce Financial Analyst certifications and has over 13 years of experience. Robert provides financial services to clients in the Mystic, Connecticut area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Neal

Coburn & Meredith, Inc.
CRPC® CRPS®
David Neal, a financial fiduciary has been a Paladin Registry member since 2018. David holds the Chartered Retirement Planning Counselor , Chartered Retirement Plans Specialist certifications and has over 16 years of experience. David provides financial services to clients in the Stafford Springs, Connecticut area.

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