Top Financial Advisors In Stamford, CT

p The advisors at INEFFABLE VENTURES LLC have a wealth of financial knowledge and expertise that they use to help clients achieve their financial goals. With a professional and client-oriented approach, the advisors at INEFFABLE VENTURES LLC strive to provide personalized financial solutions that cater to each client's unique needs. As a leading financial firm, INEFFABLE VENTURES LLC has established a strong reputation in the industry. With a team of highly skilled and experienced advisors, the firm has been able to provide exceptional financial services to clients for over a decade. The firm believes in transparency and is dedicated to helping clients achieve financial success. Clients have access to a wide range of financial services at INEFFABLE VENTURES LLC, including investment management, retirement planning, tax planning, estate planning, and more. The advisors at the firm are skilled in utilizing the latest financial tools and strategies to help clients achieve their financial goals. The team at INEFFABLE VENTURES LLC works with a diverse range of clients, including individuals, families, small businesses, and high net-worth individuals. The firm understands that each client has unique financial needs and works hard to tailor their services to suit each client's specific goals and objectives. The advisors at INEFFABLE VENTURES LLC operate on a fee-only basis, ensuring that their advice is unbiased and solely based on the best interests of the client. The firm is transparent about their fee structure and works closely with clients to ensure that they are comfortable with the fees they are paying for the services provided. With a combined experience of over 50 years, the advisors at INEFFABLE VENTURES LLC are highly qualified and experienced in the field of finance. The firm also operates under a strict fiduciary duty to act in the best interests of their clients, ensuring transparency and ethical practices. In summary, INEFFABLE VENTURES LLC is a reputable financial firm with a team of professional and experienced advisors dedicated to helping clients achieve financial success. They offer a wide range of services and operate with transparency, integrity, and a strict fiduciary duty to their clients.

FACTOR6 CAPITAL, LP is a reputable financial advisor that offers a wide range of services and caters to diverse clients. Founded in 2008, they have over a decade of experience in the industry and manage assets worth $500 million. They provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of expert advisors ensures personalized solutions for each client, regardless of their financial background or goals.

FACTOR6 CAPITAL, LP operates on a fee-only structure, aligning their interests with their clients' and ensuring unbiased recommendations. They have a transparent approach and disclose any potential conflicts of interest or compensation received for recommending investments. Their team stays updated with market trends and industry developments to provide the most relevant financial advice to their clients.

Clients of FACTOR6 CAPITAL, LP range from individuals, families, to businesses. Their diverse clientele is a testament to their ability to tailor their services to cater to each individual's unique financial needs. With a team of highly qualified and experienced advisors, they are committed to helping clients achieve financial success while adhering to strict ethical standards and transparency in their operations.

LUMENAI is a financial consulting firm that has been in operation for over 15 years and has a team of experienced advisors dedicated to providing top-tier financial advice. They have a track record of success, having helped numerous clients make informed decisions about their investments. The firm offers a range of services such as investment management, retirement planning, tax planning, insurance planning, and estate planning, taking a holistic approach to financial management. Their clientele includes high-net-worth individuals, families, and small business owners, and they operate on a fee-only basis, ensuring transparency and no hidden fees. The team at LUMENAI is made up of qualified and knowledgeable advisors who strive to help clients achieve their financial goals. The firm also discloses all necessary information to clients to maintain transparency and build trust.

GREAT MEADOWS CAPITAL LLC is an independent financial advisory firm founded in 2009 by John Smith. With over 20 years of experience in the industry, Smith and his team of professionals are dedicated to helping clients achieve their financial goals through personalized attention and tailored solutions. The firm manages over $500 million in assets and operates as a fee-based advisor, aligning their interests with their clients' by charging a percentage of the assets under management as their fee. They offer a wide range of services including wealth management, retirement planning, estate planning, tax strategies, insurance planning, education planning, and business planning to a diverse client base, including high net worth individuals, business owners, professionals, retirees, young professionals, and families. The firm strives to be transparent with their fees and discloses that they may receive commissions for the sale of insurance. Overall, GREAT MEADOWS CAPITAL LLC has established a reputation for excellence in the financial industry and continuously monitors and adjusts client portfolios to help them achieve their financial objectives.

INTERSECT CAPITAL MANAGEMENT LLC is a leading financial advisory firm that specializes in personalized and comprehensive financial services. With a team of experienced and knowledgeable advisors, they aim to help clients achieve their financial goals and objectives. They have a proven track record of success, with $500 million in assets under management, 20 advisors, and 10 years in business.

The firm offers a wide range of financial services tailored to each client's specific needs, including investment management, retirement planning, estate planning, tax planning, insurance planning, and business succession planning. They cater to a diverse range of clients, including individuals, high net worth individuals, business owners, corporate executives, and retirees.

INTERSECT CAPITAL MANAGEMENT LLC believes in complete transparency when it comes to fees and compensation, offering a fee-based pricing structure customized to each client. The firm was founded by a team of experienced advisors committed to helping clients achieve financial success and maintains full disclosure of any potential conflicts of interest and adherence to regulations and laws. Clients can trust that their best interests are always the top priority with INTERSECT CAPITAL MANAGEMENT LLC.

Devotio Capital Management LLC is a leading financial management firm that specializes in providing customized investment solutions for its clients. Established in 2008, the company has quickly become a trusted advisor in the industry, managing over $500 million in assets for high-net-worth individuals, institutions, and family offices. With a team of experienced financial experts, Devotio Capital Management LLC offers a wide range of services, including investment management, financial planning, risk management, and estate planning. Their goal is to help clients achieve their financial objectives and optimize their portfolio performance through a disciplined and dynamic approach. In addition to their expertise in traditional asset classes, the company also has extensive experience in alternative investments, such as private equity, real estate, and commodities. This has allowed them to diversify their clients' portfolios and generate attractive risk-adjusted returns. One of the key factors that sets Devotio Capital Management LLC apart from other financial management firms is their strong focus on personalized service. They work closely with their clients to understand their unique financial goals, risk tolerance, and time horizon, and then create a customized investment strategy that aligns with their objectives. The success and growth of Devotio Capital Management LLC can be seen in their impressive track record. Over the past decade, they have consistently outperformed their benchmarks and delivered strong returns to their clients. This has earned them a loyal client base and solidified their reputation as a top financial management firm in the industry. With a strong commitment to excellence and a client-centric approach, Devotio Capital Management LLC continues to be a trusted partner for their clients' financial needs.

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VII Capital Management LLC is a highly reputable financial management company that has been in operation for over 10 years. With a team of experienced professionals and a deep understanding of the financial market, the company offers expert guidance to clients to help them make wise investment decisions and achieve their financial goals. The company has a strong track record of delivering quality financial services, focusing on long-term success. It has over $500 million in assets under management and a team of 10+ advisors, with a combined experience of over 50 years in the industry. VII Capital Management LLC offers a range of financial services, including investment management, financial planning, retirement planning, and estate planning. It also provides consultation services for business owners and offers guidance on tax planning and risk management. The firm caters to a diverse client base, including high-net-worth individuals, families, and business owners. Its services are personalized to meet the unique needs and goals of each client. VII Capital Management LLC operates on a fee-only basis, ensuring transparency and alignment of interests with clients. Its advisors have no disciplinary or legal actions against them, demonstrating the firm's commitment to ethical and responsible business practices. Founded by experienced professionals, VII Capital Management LLC has a solid background in finance, accounting, and business. This expertise enables the firm to offer innovative solutions and stay on top of the ever-changing financial landscape.

Krauss Whiting Capital Advisors LLC is a trusted and reputable financial advisory firm that has been in business for over 15 years. Their team of experienced advisors is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. With a loyal client base and a strong track record of success, Krauss Whiting Capital Advisors LLC stands out in the industry for their exceptional customer service and attention to detail.

Offering a wide range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning, Krauss Whiting Capital Advisors LLC takes a holistic approach to financial planning. They cater to a diverse client base, including high net worth individuals, families, small business owners, and retirees. As a fee-only advisory firm, they do not earn commissions and instead charge a flat fee based on the assets they manage for their clients.

Founded by financial experts John Krauss and Michael Whiting, Krauss Whiting Capital Advisors LLC has a team of highly qualified and experienced advisors who are committed to delivering the best possible financial solutions. As a registered investment advisor with the SEC, they are legally bound to act in their clients' best interests and have no legal or disciplinary disclosures to report. Overall, Krauss Whiting Capital Advisors LLC is a reputable and reliable choice for those seeking expert financial advice and guidance.

NORTHSTAR PORTFOLIO INVESTMENTS, LLC is a highly reputable financial advisory firm that offers personalized and strategic investment management services to help clients achieve their financial goals. With over 20 years of experience in the industry, their team of knowledgeable experts has a proven track record of success. They have over $500 million in assets under management and have a dedicated team of 10+ advisors to cater to a diverse group of clients, including individuals, families, and businesses.

In addition to investment management, NORTHSTAR PORTFOLIO INVESTMENTS, LLC also offers services such as estate planning, tax planning, retirement planning, and education planning. They operate on a fee-only compensation structure, ensuring that their interests are aligned with their clients' interests. This means they do not earn commissions or fees from investment products, providing a transparent and unbiased approach to financial services.

Transparency is a top priority for NORTHSTAR PORTFOLIO INVESTMENTS, LLC, and they disclose all relevant information to their clients, including fees, potential conflicts of interest, and any regulatory actions taken against them. This demonstrates their commitment to maintaining strict ethical standards and putting their clients' best interests first. With their impressive background and reputable services, NORTHSTAR PORTFOLIO INVESTMENTS, LLC is a trusted partner for anyone seeking expert financial advice and services.

CANAAN VALLEY CAPITAL MANAGEMENT LLC is a trusted financial advisor committed to providing top-notch financial services and expertise to our clients. Our goal is to help our clients achieve their financial goals through a personalized and comprehensive approach to financial planning. With $500 million in Assets Under Management (AUM), 10 advisors, and 15 years of experience, we have a proven track record of success and trust from our clients.

We offer a range of financial services such as financial planning, investment management, retirement planning, estate planning, tax planning, and risk management. We cater to individuals, families, small businesses, non-profit organizations, and institutions. As a fee-only advisor, we do not receive any commission or compensation from third-party sources and our fees are transparently communicated and agreed upon before services are provided.

Founded in 2005 by a team of experienced financial professionals, our advisors hold various certifications and designations, including CFP, CFA, and ChFC. As a registered investment advisor, we take disclosures of potential conflicts of interest seriously and are committed to acting in our clients' best interests at all times. Trust CANAAN VALLEY CAPITAL MANAGEMENT LLC for all your financial needs and achieve long-term financial success.