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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.

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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.

  • Shelton, CT13 mi
  • Cheshire, CT17 mi
  • Ridgefield, CT18 mi
  • New Haven, CT20 mi
  • North Haven, CT20 mi
  • Fairfield, CT21 mi
  • Wilton, CT21 mi
  • Southport, CT23 mi
  • Westport, CT24 mi
  • Norwalk, CT25 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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