🤫 Directory · consent-first

Near 06355. Mystic.

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

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Financial

Advisors & firms near 06355

Dewitt Capital Management LLC0 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $21M AUM

CRD 105945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sound Portfolio Advisors, LLC0 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $151M AUM

CRD 125511 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lansdowne Wealth Management, LLC0 mi

RIA firm · Mystic, CT 06355 · Registered investment adviser · $228M AUM

CRD 155422 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sightline Wealth Advisors, LLC3.6 mi

RIA firm · Groton, CT 06340 · Registered investment adviser · $354M AUM

CRD 176520 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Leah A Gardiner7.5 mi

Advisor · Edward Jones · Westerly, RI · Wealth management, Westerly

This is you? Claim itclaimable & removable by its owner

Tom Gardiner7.5 mi

Advisor · Edward Jones · Westerly, RI · Wealth management, Westerly

This is you? Claim itclaimable & removable by its owner

First Financial Advisory Services INC9.5 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $278M AUM

CRD 105031 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Professional Planning Group9.5 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $1.3B AUM

CRD 108868 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fenway Partners, LLC9.5 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $307M AUM

CRD 160630 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Napatree Capital LLC9.5 mi

RIA firm · Westerly, RI 02891 · Registered investment adviser · $260M AUM

CRD 292776 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Compass Rose Strategic Partners LLC9.6 mi

RIA firm · Waterford, CT 06385 · Registered investment adviser · $103M AUM

CRD 165043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

IN the Money Retirement Planning Limited Liability Company9.6 mi

RIA firm · Waterford, CT 06385 · Registered investment adviser · $1M AUM

CRD 332715 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jabez Financial, LLC10.4 mi

RIA firm · Uncasville, CT 06382 · Registered investment adviser · $14M AUM

CRD 292819 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tumolo Wealth Management LLC13.4 mi

RIA firm · East Lyme, CT 06333 · Registered investment adviser · $134M AUM

CRD 330567 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Thames Financial Management14 mi

RIA firm · Norwich, CT 06360 · Registered investment adviser · $315M AUM

CRD 126295 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Breachway Investments, LLC15.8 mi

RIA firm · Charlestown, RI 02813 · Registered investment adviser · $165M AUM

CRD 299102 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

John A. Bysko Associates18.2 mi

RIA firm · Old Lyme, CT 06371 · Registered investment adviser · $204M AUM

CRD 110612 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fcig Wealth Management, LLC21.9 mi

RIA firm · Plainfield, CT 06374 · Registered investment adviser · $282M AUM

CRD 329906 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sullivan Financial, LLC22.1 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $119M AUM

CRD 121371 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jeffrey N. Mehler, Cfp LLC22.1 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $416M AUM

CRD 126681 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Essex Financial Services, INC.22.1 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $4.2B AUM

CRD 127549 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Brae Head, INC.22.1 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $91M AUM

CRD 129265 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alchemi Wealth, LLC22.1 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $287M AUM

CRD 310451 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

D & P Investment Advisors, LTD.22.9 mi

RIA firm · Wakefield, RI 02879 · Registered investment adviser · $198M AUM

CRD 119631 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06355

Neri Agency, Inc.9.5 mi

Insurance · Allstate · Westerly, RI 02891 · Home, auto, life in Westerly

This is you? Claim itclaimable & removable by its owner

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Nearby areas

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

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 06355. Mystic.

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

Find your person