Directory · consent-first

Near 06488. Southbury.

24 financial advisors & firms and 1 insurance agent verified near Southbury, CT — every one cited to the regulator, claimable and removable by the person named.

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We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 06488

Kennedy Wealth & Tax Management, LLC0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $215M AUM

CRD 172394 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Newday0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $7M AUM

CRD 174758 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shehu Asset Management, LLC0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $2M AUM

CRD 311138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ronald J. Iannucci Cfp6 mi

RIA firm · Woodbury, CT 06798 · Registered investment adviser · $3M AUM

CRD 298181 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eagle Capital Advisors, LLC6.5 mi

RIA firm · Middlebury, CT 06762 · Registered investment adviser · $103M AUM

CRD 173730 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Donaldson Financial Wellness Network, LLC7.2 mi

RIA firm · Newtown, CT 06470 · Registered investment adviser

CRD 293622 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Riskin Wealth Management, LLC7.2 mi

RIA firm · Newtown, CT 06470 · Registered investment adviser · $20M AUM

CRD 306161 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunbar Associates, LLC9.5 mi

RIA firm · Monroe, CT 06468 · Registered investment adviser · $307M AUM

CRD 323134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Salzman Financial Management LLC11.1 mi

RIA firm · Bethel, CT 06801 · Registered investment adviser · $44M AUM

CRD 127340 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Burne Financial Concepts, LLC11.5 mi

RIA firm · Watertown, CT 06795 · Registered investment adviser · $114M AUM

CRD 293013 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cooper Financial Services, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $184M AUM

CRD 104671 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Winthrop Corporation12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser

CRD 105273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wright Investors Service INC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $1.2B AUM

CRD 106302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ast Investment Services, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $91.5B AUM

CRD 108897 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pentegra Investors, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $5.6B AUM

CRD 111503 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Investmark Advisory Group LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $930M AUM

CRD 121060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Myfinancialpro, LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $58M AUM

CRD 136724 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bridgelight Financial Advisors, INC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $151M AUM

CRD 139518 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wright Private Asset Management LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $74M AUM

CRD 139570 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Beirne.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $2.3B AUM

CRD 167103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ganim Private Wealth12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $239M AUM

CRD 285679 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Procyon12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $9.2B AUM

CRD 288239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Constitution Investment Advisory and Portfolio Management12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $241M AUM

CRD 310378 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stone Wall Money Management LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $9M AUM

CRD 331409 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06488

Dominick Valente23.8 mi

Insurance · Allstate · Westport, CT 06880 · Home, auto, life in Westport

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Southbury, CT.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

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Directory · consent-first

Near 06488. Southbury.

24 financial advisors & firms and 1 insurance agent verified near Southbury, CT — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 06488

Kennedy Wealth & Tax Management, LLC0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $215M AUM

CRD 172394 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Newday0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $7M AUM

CRD 174758 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shehu Asset Management, LLC0 mi

RIA firm · Southbury, CT 06488 · Registered investment adviser · $2M AUM

CRD 311138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ronald J. Iannucci Cfp6 mi

RIA firm · Woodbury, CT 06798 · Registered investment adviser · $3M AUM

CRD 298181 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eagle Capital Advisors, LLC6.5 mi

RIA firm · Middlebury, CT 06762 · Registered investment adviser · $103M AUM

CRD 173730 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Donaldson Financial Wellness Network, LLC7.2 mi

RIA firm · Newtown, CT 06470 · Registered investment adviser

CRD 293622 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Riskin Wealth Management, LLC7.2 mi

RIA firm · Newtown, CT 06470 · Registered investment adviser · $20M AUM

CRD 306161 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunbar Associates, LLC9.5 mi

RIA firm · Monroe, CT 06468 · Registered investment adviser · $307M AUM

CRD 323134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Salzman Financial Management LLC11.1 mi

RIA firm · Bethel, CT 06801 · Registered investment adviser · $44M AUM

CRD 127340 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Burne Financial Concepts, LLC11.5 mi

RIA firm · Watertown, CT 06795 · Registered investment adviser · $114M AUM

CRD 293013 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cooper Financial Services, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $184M AUM

CRD 104671 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Winthrop Corporation12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser

CRD 105273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wright Investors Service INC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $1.2B AUM

CRD 106302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ast Investment Services, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $91.5B AUM

CRD 108897 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pentegra Investors, INC.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $5.6B AUM

CRD 111503 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Investmark Advisory Group LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $930M AUM

CRD 121060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Myfinancialpro, LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $58M AUM

CRD 136724 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bridgelight Financial Advisors, INC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $151M AUM

CRD 139518 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wright Private Asset Management LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $74M AUM

CRD 139570 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Beirne.12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $2.3B AUM

CRD 167103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ganim Private Wealth12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $239M AUM

CRD 285679 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Procyon12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $9.2B AUM

CRD 288239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Constitution Investment Advisory and Portfolio Management12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $241M AUM

CRD 310378 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stone Wall Money Management LLC12.7 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $9M AUM

CRD 331409 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06488

Dominick Valente23.8 mi

Insurance · Allstate · Westport, CT 06880 · Home, auto, life in Westport

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Southbury, CT.

← Back to the national directory