Osaic Wealth
33yrs
Top advisor by experience in Durham
Financial advisors in Durham, CT
Looking for a financial advisor in Durham, CT? We list 7 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.
7Advisors with offices here
25Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: Osaic Wealth, Inc. (5), LPL Financial LLC (1), Ameriprise Financial Services, LLC (1).
Nearby: Higganum, Northford, Middletown, Meriden, Killingworth, Middle Haddam, Guilford, Portland.
Ameriprise Financial Services
30yrs
Top 17% by experience nationwide
Osaic Wealth
29yrs
Top 19% by experience nationwide
LPL Financial
25yrs
More experience than 72% of advisors nationwide
Osaic Wealth
14yrs
14 years in the industry
Osaic Wealth
13yrs
13 years in the industry
Osaic Wealth
6yrs
6 years in the industry
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.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.