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Financial advisors in Canton, CT

Looking for a financial advisor in Canton, CT? We list 18 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.

18Advisors with offices here
17Median years of experience
0%At fee-only firms
7Firms represented

Largest firms here: Fiscal Wisdom Wealth Management (9), Edward Jones (3), Strategic Advisers (2).

Nearby: Collinsville, West Simsbury, Weatogue, Avon, New Hartford, Simsbury, Burlington, Unionville.

Filter and map these advisors

Fiscal Wisdom Wealth Management
47yrs
Max Isaacman
Financial advisor
61 Maple Avenue
Canton, CT 06019
Top advisor by experience in Canton
Fiduciary
Call Directions
Fiscal Wisdom Wealth Management
36yrs
Richard Bean
Financial advisor
61 Maple Avenue
Canton, CT 06019
Top 7% by experience nationwide
CFP®Fiduciary
Call Directions
Fiscal Wisdom Wealth Management
35yrs
Daniel Roberts
Financial advisor
61 Maple Avenue
Canton, CT 06019
Top 9% by experience nationwide
Fiduciary
Call Directions
Fiscal Wisdom Wealth Management
28yrs
Michael Chadwick
Financial advisor
61 Maple Avenue
Canton, CT 06019
Top 21% by experience nationwide
CFP®ChFCFiduciary
Call Directions
Fiscal Wisdom Wealth Management
27yrs
Renee Amochaev
Financial advisor
61 Maple Avenue
Canton, CT 06019
Top 23% by experience nationwide
Fiduciary
Call Directions
Successful Wealth Strategies
26yrs
Corrin Burke
Financial advisor
Canton, CT
Top 25% by experience nationwide
CFP®
Call Directions
Fiscal Wisdom Wealth Management
24yrs
Alexander Overkamp
Financial advisor
61 Maple Avenue
Canton, CT 06019
More experience than 70% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
LPL Financial
17yrs
Joshua Ferreira
Financial advisor
50 Albany Turnpike Suite 4021a
Canton, CT 06019
More experience than 54% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
Fiscal Wisdom Wealth Management
16yrs
Travis Tazawa
Financial advisor
61 Maple Avenue
Canton, CT 06019
More experience than 51% of advisors nationwide
CFP®Fiduciary
Call Directions
Edward Jones
14yrs
Beth Duffy
Financial advisor
285 Albany Turnpike
Canton, CT 06019
More experience than 62% of advisors at Edward Jones
FiduciaryPlanningInvesting
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Strategic Advisers
13yrs
Nathan Potter
Financial advisor
Canton, CT
More experience than 69% of advisors at Strategic Advisers
CFP®Fiduciary
Call Directions
Bay Colony Advisors
11yrs
Thomas Sliney
Financial advisor
Canton, CT
11 years in the industry
CFAPlanningInvesting
Call Directions
Fiscal Wisdom Wealth Management
8yrs
Coty Shean
Financial advisor
61 Maple Avenue
Canton, CT 06019
8 years in the industry
FiduciaryPlanningInvesting
Call Directions
Fiscal Wisdom Wealth Management
2yrs
Jessica Martin
Financial advisor
61 Maple Avenue
Canton, CT 06019
2 years in the industry
FiduciaryPlanningInvesting
Call Directions
Edward Jones
2yrs
Changyong Shi
Financial advisor
285 Albany Turnpike
Canton, CT 06019
2 years in the industry
FiduciaryPlanningInvesting
Call Directions
Edward Jones
New
Phyllis Puckette
Financial advisor
285 Albany Turnpike
Canton, CT 06019
New to the profession
FiduciaryPlanningInvesting
Call Directions

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