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Financial Advisors in Lakeville, Connecticut

Our hand-picked list of 5 financial advisors serving Lakeville, Connecticut. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Lakeville

Financial professionals in Lakeville 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 Lakeville

MAIN STREET RESEARCH LLC

342 MAIN STREET, LAKEVILLE, CT 06039

📞 (860) 435-••••

Discovery Financial Services

20730, Holyoke Avenue, Lakeville, MN, 55044

📞 +1-952-469-••••

HYJC CAPITAL OF WNY

5989 BIG TREE RD, LAKEVILLE, NY 14480

📞 (585) 261-••••

Network Logistics Management

20730, Holyoke Avenue, Lakeville, MN, 55044

📞 +1-952-736-••••

HYJC CAPITAL OF WNY, LLC

5989 BIG TREE RD

Frequently Asked Questions

Where can I find financial advisors in Lakeville, Connecticut?

Lakeville, Connecticut has 5 financial advisors listed in our directory. MAIN STREET RESEARCH 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 Lakeville?

Financial professionals in Lakeville 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 Lakeville?

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

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