DUNBAR ASSOCIATES, LLC

Name: DUNBAR ASSOCIATES, LLC
Address: 71 TURKEY ROOST ROAD, monroe, CT, US
Telephone: (203) 880-5716
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Monroe, Connecticut

📍 71 TURKEY ROOST ROAD, Monroe, Connecticut

📞 (203) 880-••••

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📍 71 TURKEY ROOST ROAD, Monroe, Connecticut

About DUNBAR ASSOCIATES, LLC

DUNBAR ASSOCIATES, LLC is a financial advisor located in Monroe, Connecticut. As a local financial advisor, they serve Monroe and surrounding communities in Connecticut. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Monroe 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.

💰 What Financial Advisors Cost in Monroe

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Monroe may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Monroe

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Monroe?

Financial Advisors in Monroe typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Monroe?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Monroe to choose from.

Does DUNBAR ASSOCIATES, LLC offer free quotes?

Contact DUNBAR ASSOCIATES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.