Summit Investment Management
37yrs
Top 6% by experience nationwide
Financial advisors in Lyme, CT
Looking for a financial advisor in Lyme, CT? We list 4 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.
4Advisors with offices here
32Median years of experience
50%Fiduciary advisors?
4Firms represented
Largest firms here: St. Bernard Financial Services, Inc. (1), Summit Investment Management, LLC (1), B. Riley Wealth Advisors, Inc. (1).
B. Riley Wealth Advisors
32yrs
Top 13% by experience nationwide
ON Investment Management
29yrs
Top 18% by experience nationwide
St. Bernard Financial Services
20yrs
More experience than 62% of advisors nationwide
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.