Osaic Institutions
38yrs
Top advisor by experience in Groton
Financial advisors in Groton, CT
Looking for a financial advisor in Groton, CT? We list 14 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.
14Advisors with offices here
19Median years of experience
93%Fiduciary advisors?
9Firms represented
Largest firms here: Sightline Wealth Advisors, LLC (4), Commonwealth Financial Network (2), Ameriprise Financial Services, LLC (2).
Nearby: New London, Gales Ferry, Waterford, Mystic, Ledyard, Uncasville, Niantic, Stonington.
Commonwealth Financial Network
31yrs
Top 14% by experience in Groton
Sightline Wealth Advisors
30yrs
Top 15% by experience nationwide
Sightline Wealth Advisors
25yrs
More experience than 71% of advisors in Groton
Cetera Investment Advisers
23yrs
More experience than 69% of advisors nationwide
Decision Options
20yrs
More experience than 62% of advisors nationwide
Ameriprise Financial Services
19yrs
More experience than 59% of advisors nationwide
Sightline Wealth Advisors
18yrs
More experience than 56% of advisors nationwide
Navy Federal Investment Services
13yrs
More experience than 63% of advisors at Navy Federal Investment Services
LPL Financial
6yrs
6 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
4yrs
4 years in the industry
Ameriprise Financial Services
4yrs
4 years in the industry
Sightline Wealth Advisors
4yrs
4 years in the industry
Commonwealth Financial Network
1yr
1 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.