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Financial advisors in Bolton, CT

Looking for a financial advisor in Bolton, CT? We list 3 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

3Advisors with offices here
22Median years of experience
100%Fiduciary advisors?
2Firms represented

Largest firms here: Empower Advisory Group, LLC (2), Brookwood Investment Group (1).

Nearby: Manchester, Vernon Rockville, Coventry, Hebron, South Windsor, Tolland, Glastonbury, Columbia.

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Brookwood Investment Group
17yrs
William H Anderson
Financial advisor
Bolton, CT
More experience than 54% of advisors nationwide
CFP®Fiduciary
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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read