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🤫 Directory · consent-first

Near 06473. North Haven.

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

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Financial

Advisors & firms near 06473

Its Asset Management, L.P.0 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 Partners0 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 LLC0 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
Plootus4.4 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.4.4 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
Spectrum Financial Strategies INC4.5 mi

RIA firm · Hamden, CT 06518 · Registered investment adviser

CRD 106419 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ayers & Associates, P.C.5.7 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
Toomey Investment Management, INC6.2 mi

RIA firm · Wallingford, CT 06492 · Registered investment adviser · $321M AUM

CRD 127346 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sentinel Asset Management, LLC6.2 mi

RIA firm · Wallingford, CT 06492 · Registered investment adviser · $63M AUM

CRD 302082 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ladd Capital Management LLC6.4 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, LLC6.4 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.6.4 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 LLC6.4 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 LLC6.4 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 Partners6.4 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
Heritage Capital, LLC7.7 mi

RIA firm · Woodbridge, CT 06525 · Registered investment adviser · $147M AUM

CRD 127650 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wharton Midmarket Investment Advisors INC7.7 mi

RIA firm · Woodbridge, CT 06525 · Registered investment adviser · $231M AUM

CRD 301186 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
B.P. Walsh and CO., LLC7.9 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, LLC7.9 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 Services7.9 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
Compass Wealth Management LLC9 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 Management9 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, LLC9 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, LLC9 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
Insurance

Insurance agents near 06473

Coastal Insurance Solutions29.8 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
Dominick Valente30.2 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Bergner36.8 mi

Insurance · State Farm · New Canaan, CT 06840 · Home, auto, life in New Canaan

This is you? Claim itclaimable & removable by its owner
Michael Saunders36.8 mi

Insurance · Allstate · New Canaan, CT 06840 · Home, auto, life in New Canaan

This is you? Claim itclaimable & removable by its owner
Mariella Cuccolo38.1 mi

Insurance · Allstate · Darien, CT · Home, auto, life in Darien

This is you? Claim itclaimable & removable by its owner
Jim Rottkamp38.7 mi

Insurance · State Farm · Darien, CT 06820 · Home, auto, life in Darien

This is you? Claim itclaimable & removable by its owner
Soribel Holguin39.5 mi

Insurance · State Farm · Stamford, CT 06907 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Ted Morales39.6 mi

Insurance · State Farm · Hampton Bays, NY · Auto, home & life insurance on the South Fork

This is you? Claim itclaimable & removable by its owner
Nick Labella39.6 mi

Insurance · Allstate · Hampton Bays, NY · Auto & home insurance; serving Long Island's East End since 2003

This is you? Claim itclaimable & removable by its owner
Harbor Financial Partners40 mi

Insurance · Southampton, NY 11968 · Personal & commercial insurance for the East End of Long Island

This is you? Claim itclaimable & removable by its owner
NFP (Southampton office)40 mi

Insurance · Southampton, NY 11968 · Brokerage office serving Hamptons personal risk and commercial clients

This is you? Claim itclaimable & removable by its owner
James Grossi40 mi

Insurance · State Farm · Southampton, NY 11968 · Home & auto across the Hamptons incl. East Hampton, Bridgehampton, Water Mill

This is you? Claim itclaimable & removable by its owner
Joe Namy40.8 mi

Insurance · State Farm · Stamford, CT 06903 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Kevin Tabet41.1 mi

Insurance · State Farm · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Carmine Aquino41.1 mi

Insurance · Allstate · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Silvia Passero41.1 mi

Insurance · Farmers · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Brian Silk41.9 mi

Insurance · State Farm · Westhampton Beach, NY · Home & auto; services East Hampton, Southampton, Hampton Bays, Quogue

This is you? Claim itclaimable & removable by its owner
John Wiltshire Agency42.1 mi

Insurance · Southampton, NY · Homeowners, condo/co-op, flood, umbrella, watercraft for Southampton, Bridgehampton, East Hampton, Montauk

This is you? Claim itclaimable & removable by its owner
George Boyce42.1 mi

Insurance · State Farm · Stamford, CT 06901 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Dan Tyler42.1 mi

Insurance · State Farm · Stamford, CT 06902 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Anthony Marciano42.1 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Daniela Mercado42.1 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Hamptons Risk Management Insurance Agency42.6 mi

Insurance · Bridgehampton, NY 11932 · High-value Hamptons homes, secondary residences, bundled auto & umbrella

This is you? Claim itclaimable & removable by its owner
Amaden Gay Agencies43.4 mi

Insurance · East Hampton, NY 11937 · Hamptons private client: high-value home, flood, fine art

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

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

  • New Haven, CT6 mi
  • Branford, CT8 mi
  • Guilford, CT9 mi
  • Cheshire, CT9 mi
  • Madison, CT12 mi
  • Shelton, CT16 mi
  • Southbury, CT20 mi
  • Rocky Hill, CT22 mi
  • Essex, CT24 mi
  • Farmington, CT24 mi

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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