🤫 Directory · consent-first

Near 06405. Branford.

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

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Financial

Advisors & firms near 06405

B.P. Walsh and CO., LLC0 mi

RIA firm · Branford, CT 06405 · Registered investment adviser · $12M AUM

CRD 125477 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Summit Planning Group, LLC0 mi

RIA firm · Branford, CT 06405 · Registered investment adviser

CRD 126563 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Worrell Advisory Services0 mi

RIA firm · Branford, CT 06405 · Registered investment adviser · $6M AUM

CRD 285888 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Plootus5.1 mi

RIA firm · New Haven, CT 06513 · Registered investment adviser

CRD 314583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Waldo.ai, INC.5.1 mi

RIA firm · New Haven, CT 06513 · Registered investment adviser

CRD 336723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Compass Wealth Management LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $683M AUM

CRD 106289 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Diastole Wealth Management5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $396M AUM

CRD 111604 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Grey Ledge Advisors, LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $616M AUM

CRD 124867 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Monte Financial Group, LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $482M AUM

CRD 150119 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Real Financial Planning, LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser

CRD 167877 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mccauley Investments Advisors LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $9M AUM

CRD 171742 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Granite Islands Private Wealth, LLC5.9 mi

RIA firm · Guilford, CT 06437 · Registered investment adviser · $230M AUM

CRD 336263 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ladd Capital Management LLC7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $177M AUM

CRD 105162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blakely Harbor Advisors, LLC7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $69M AUM

CRD 152249 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Community Foundation for Greater New Haven, INC.7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $560M AUM

CRD 169212 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Knights of Columbus Asset Advisors LLC7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $30.5B AUM

CRD 174129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kreitler Financial LLC7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $585M AUM

CRD 309056 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Great Mountain Partners7.5 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $14.1B AUM

CRD 309528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ayers & Associates, P.C.7.7 mi

RIA firm · New Haven, CT 06511 · Registered investment adviser

CRD 127417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Its Asset Management, L.P.7.9 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $298M AUM

CRD 106977 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Open Circle Wealth Partners7.9 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $38M AUM

CRD 150623 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Morrissey Wealth Management LLC7.9 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $165M AUM

CRD 291228 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cooperative Funeral Fund INC9.5 mi

RIA firm · Madison, CT 06443 · Registered investment adviser · $728M AUM

CRD 107631 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Professional Alliance Associates, LLC9.5 mi

RIA firm · Madison, CT 06443 · Registered investment adviser

CRD 127149 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06405

Coastal Insurance Solutions23.7 mi

Insurance · Rocky Point, NY · High-value home & coastal insurance in the Hamptons; luxury NYC condo/co-op

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 Branford, 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 06405. Branford.

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

Find your person