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Financial Advisors in New Haven, Connecticut

Our hand-picked list of 6 financial advisors serving New Haven, Connecticut. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in New Haven

Financial professionals in New Haven 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 New Haven

GREAT MOUNTAIN PARTNERS

157 CHURCH STREET, NEW HAVEN, CT 06510

📞 (203) 993-••••

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

ONE COLUMBUS PLAZA, NEW HAVEN, CT 06510

📞 (203) 752-••••

KREITLER FINANCIAL LLC

265 CHURCH STREET, NEW HAVEN, CT 06510

📞 (203) 867-••••

LADD CAPITAL MANAGEMENT LLC

110 WHITNEY AVE, NEW HAVEN, CT 06510

📞 (203) 562-••••

PLOOTUS

470, NEW HAVEN, CT 06513

📞 (475) 209-••••

WALDO.AI, INC.

470 JAMES ST. SUITE 007, NEW HAVEN, CT 06513

📞 (203) 722-••••

Frequently Asked Questions

Where can I find financial advisors in New Haven, Connecticut?

New Haven, Connecticut has 6 financial advisors listed in our directory. GREAT MOUNTAIN PARTNERS 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 New Haven?

Financial professionals in New Haven 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 New Haven?

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

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