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Financial Advisors in Cos Cob, Connecticut

Our hand-picked list of 3 financial advisors serving Cos Cob, Connecticut. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Cos Cob

Financial professionals in Cos Cob should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Connecticut, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Cos Cob

BURNHAM STERLING ASSET MANAGEMENT LLC

29 RIVER ROAD, COS COB, CT 06807

📞 (203) 862-••••

IRON TRIANGLE PARTNERS LP

1 RIVER ROAD, COS COB, CT 06807

📞 (646) 779-••••

POINT 41 CAPITAL PARTNERS, L.P.

1 RIVER ROAD

📞 310-968-••••

Frequently Asked Questions

Where can I find financial advisors in Cos Cob, Connecticut?

Cos Cob, Connecticut has 3 financial advisors listed in our directory. BURNHAM STERLING ASSET MANAGEMENT LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Connecticut?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Connecticut, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Cos Cob?

Financial professionals in Cos Cob should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Cos Cob?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Cos Cob-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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