Top Financial Advisors In South Windsor, CT

BUTLER & CO., INC. is a reputable financial services firm that has been in business for over 30 years. They offer a wide range of services to help clients achieve their financial goals, including investment management, retirement planning, estate planning, tax planning, insurance solutions, and business planning. The company prides itself on its personalized approach, with a team of experienced advisors who work closely with clients to develop tailored financial plans and strategies. With a commitment to transparency and communication, BUTLER & CO., INC. empowers clients to make informed decisions about their finances.

BUTLER & CO., INC. has a strong track record of delivering good returns on investment and has grown to manage over $500 million in assets under management. They primarily use a fee-based compensation model, where advisors are compensated based on a percentage of the assets they manage. This aligns their interests with those of their clients and ensures that their clients' portfolios perform well. The company serves a diverse range of clients, including individuals, business owners, high net worth individuals, retirees, and trusts and estates. As a registered investment advisor, BUTLER & CO., INC. discloses any potential conflicts of interest to clients and maintains transparency in all their practices.

STRATEGIC FINANCIAL, LLC is a financial advisory firm with a commitment to helping clients achieve their financial goals through comprehensive financial planning and investment management. With a team of 10 dedicated advisors and over 12 years of experience, the firm manages assets of over $500 million for a diverse clientele, including individuals, families, and small business owners. The firm offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. At STRATEGIC FINANCIAL, LLC, transparency is key when it comes to fees and compensation. The firm primarily uses a fee-based model, aligning their interests with their clients' as their compensation is tied to portfolio performance. Clients can expect to work with highly qualified and experienced professionals, each with industry certifications and expertise in different areas of finance. The firm and its advisors have a clean record with no disciplinary actions, as per publicly available information on the SEC website. It's essential for clients to do their due diligence before choosing a financial advisor. Overall, STRATEGIC FINANCIAL, LLC offers a trustworthy and client-focused approach to financial management.