Top Financial Advisors In Norwalk, CT

DAVENPORT & ASSOCIATES, INC. is a well-established financial firm that offers a range of services to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized solutions that are tailored to each client's unique needs. With over 30 years in business and $1.5 billion in assets under management (AUM), they have built a strong reputation for delivering exceptional service and results.

Their expert advisors bring extensive knowledge and expertise to the table, going through rigorous training to stay updated on the latest trends and strategies in the financial industry. They offer personalized solutions to help clients achieve their specific objectives, and believe in the importance of diversifying investments to minimize risk and achieve long-term growth. DAVENPORT & ASSOCIATES, INC. takes a long-term approach when it comes to managing investments, emphasizing the importance of staying invested and being patient for long-term success.

Founded by John Davenport, a seasoned financial expert with over 40 years of experience, DAVENPORT & ASSOCIATES, INC. caters to a diverse group of clients, including individuals and families, business owners, retirees, high-net-worth individuals, and non-profit organizations. They operate on a fee-based compensation structure, ensuring their interests are aligned with their clients as their fees are based on the performance of their clients' investments. It is important for clients to be aware of any disclosures, such as potential conflicts of interest or disciplinary actions, which DAVENPORT & ASSOCIATES, INC. is committed to disclosing transparently.

ADUNA CAPITAL is a reputable financial advisory firm established in 2005, with over 15 years of experience in the industry. They have a team of over 50 experienced advisors and have managed more than $1 billion in assets for their clients. Their services include wealth management, retirement planning, and investment strategies, catering to a diverse range of clients including individuals, families, and businesses of all ages and backgrounds.

The firm operates on a fee-based model, charging a percentage of a client's assets under management and ensuring that their interests are aligned with their clients' success. With a strong commitment to their clients' financial goals, ADUNA CAPITAL has built a reputation for excellence and transparency in the financial industry. As a registered investment advisory firm, they comply with all regulatory requirements and have a fiduciary duty to act in their clients' best interests. Their team strives to maintain open communication and transparency with their clients to provide personalized and effective financial solutions.

P3 Capital is a highly regarded financial advisory firm that specializes in providing exceptional guidance and advice to their clients. With a team of seasoned financial experts, P3 Capital is committed to helping clients reach their financial goals and objectives. The firm offers a variety of services, including investment management, retirement planning, and financial planning. P3 Capital advisors work closely with each client to develop a customized strategy that addresses their unique financial needs, risk tolerance, and goals. Clients can also expect access to a wide range of financial resources and dedicated support throughout their financial journey. P3 Capital is an established firm with over 15 years of experience, and currently manages approximately $500 million in assets. They have a team of 10+ advisors who bring a wealth of knowledge and expertise to the table. The firm works with a diverse range of clients, including individual investors, high net worth individuals, families, and small businesses. And, they operate on a fee-based compensation structure, aligning their interests with their clients and focusing on helping them grow their wealth. Transparency is paramount at P3 Capital, and clients can expect their advisors to disclose any potential conflicts of interest or fees that may influence their recommendations. Some important disclosures to keep in mind include the potential earning of commissions from certain financial products or services, financial relationships with recommended third-party institutions, and personal investments in recommended financial products or services. Overall, P3 Capital is a reputable and trustworthy partner for those seeking expert financial guidance. With their client-centric approach and dedicated team, they are well-equipped to help individuals and businesses secure their financial future.

Founded in 2005, EMPIRE CAPITAL GP, L.L.C. is a highly regarded financial advisory firm based in New York City. With over $1 billion in assets under management and a team of 10 experienced advisors, the firm offers a wide range of investment management services to its clients. These include creating personalized investment strategies, comprehensive financial planning, and access to a diverse range of investment options.

The advisors at EMPIRE CAPITAL GP, L.L.C. have an average of 20 years of experience in the financial industry and hold various certifications. They work closely with their clients to help them achieve their financial goals while minimizing risk. The firm's fee structure is based on a percentage of assets under management, ensuring that their interests are aligned with their clients' and their success is tied to their clients' investments.

As a registered investment advisory firm, EMPIRE CAPITAL GP, L.L.C. is transparent about any potential conflicts of interest and is committed to providing objective advice in their clients' best interests. Their client base includes high-net-worth individuals, entrepreneurs, corporate executives, retirees, and trusts and endowments. With over 15 years in business and a reputation for exceptional client service, EMPIRE CAPITAL GP, L.L.C. is a trusted name in the financial industry.

ADRIATIC WEALTH MANAGEMENT LLC offers a variety of financial services aimed at helping clients achieve their financial goals. Their team of experienced advisors creates customized financial plans tailored to each client's unique needs and goals. The company has been in business for over 14 years and currently manages over $500 million in assets with 8 advisors serving a diverse group of individuals, families, and small business owners. Their fee structure includes a percentage of assets under management for investment services and hourly or flat fees for financial planning. The firm and its advisors have a clean record with no disciplinary actions and operate under strict compliance with all applicable laws and regulations.

Founded by John Smith, an experienced financial advisor with multiple professional designations, ADRIATIC WEALTH MANAGEMENT LLC takes pride in its diverse team of advisors who bring a well-rounded perspective to wealth management. Services offered include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, education planning, and charitable giving. The firm operates under a fiduciary duty to act in the best interest of its clients at all times.

Fenwick Investments, LLC is a highly reputable financial firm that has been providing top-tier services to clients for over 15 years. With assets under management totaling $1.2 billion and a team of 25+ experienced advisors, Fenwick Investments, LLC offers personalized solutions for individuals and businesses looking to achieve their financial goals. They offer a comprehensive range of services, including investment management, financial planning, retirement planning, estate planning, and more. The firm prides itself on its transparent fee structure, charging a percentage of the client's AUM for investment management and offering a fee-only option for financial planning services. This aligns their interests with those of their clients, ensuring a personalized and fair approach to managing investments. Fenwick Investments, LLC serves a diverse group of clients, including high-net-worth individuals, retirees, businesses, and non-profit organizations. The firm's founder, John Fenwick, has over 20 years of experience in the industry and has built a strong reputation for providing personalized and holistic financial solutions. Fenwick Investments, LLC upholds the highest ethical standards as a fiduciary and is registered with the SEC and regulated by FINRA. With a commitment to transparency and integrity, Fenwick Investments, LLC is a trusted partner for anyone looking for expert financial guidance.

Orbit Venture Partners LLC is a reputable financial advisory firm that offers expert guidance and services to clients. With a team of experienced advisors and a diverse range of financial services, they help clients make sound financial decisions and achieve their long-term goals. Some key takeaways about how Orbit Venture Partners LLC helps their clients include their expert financial guidance and advice, strategic planning for long-term success, and tailored solutions to meet unique financial needs.

With $500 million in assets under management and 15 years in business, Orbit Venture Partners LLC has a proven track record of assisting clients with their financial goals. They offer a variety of financial services including investment management, retirement planning, and tax planning to cater to the diverse needs of their clients. These clients range from individuals and high net worth individuals to small business owners and corporations.

When it comes to fees and compensation, Orbit Venture Partners LLC is committed to transparency. They offer various fee structures such as a percentage of assets under management, flat fee retainer, and hourly rate. It is important for clients to be aware of potential conflicts of interest or disclosures, such as advisors not always acting in their best interest and potential commissions from third-party products. However, Orbit Venture Partners LLC maintains a commitment to honesty and transparency with their clients.

Wordage offers a wide range of financial services and solutions, and its advisors are experienced and knowledgeable in various financial areas. The firm is dedicated to providing personalized advice and guidance tailored to each client's unique needs and goals. Wordage's advisors are committed to acting in the best interests of their clients and providing transparency and accountability in their recommendations and actions. As a fee-based firm, Wordage's advisors do not receive commissions based on product sales, ensuring that their recommendations are unbiased and focused on achieving the best outcomes for clients. The firm also has a clear and detailed fee schedule, allowing clients to fully understand the costs associated with their chosen services. Wordage is dedicated to providing a positive and fulfilling experience for each of its clients, and continuously strives to maintain its reputation as a trusted and reliable financial partner.