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Financial advisors in Meriden, CT

Looking for a financial advisor in Meriden, CT? We list 40 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.

40Advisors with offices here
24Median years of experience
98%At fee-only firms
7Firms represented

Largest firms here: Osaic Institutions, Inc. (34), Merrill Lynch, Pierce, Fenner & Smith Incorporated (1), LPL Financial LLC (1).

Nearby: Milldale, Plantsville, Southington, Berlin, East Berlin, Cheshire, Middletown, Durham.

Filter and map these advisors

Osaic Institutions
44yrs
Garry Clemons Helyer
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top advisor for experience at Osaic Institutions
ChFCFee-only firm
Call Directions
Osaic Institutions
34yrs
Lee Harrison Norman
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 7% for experience in Meriden
FiduciaryFee-only firm
Call Directions
Osaic Institutions
31yrs
Matthew Reid Rich
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 12% for experience in Meriden
FiduciaryFee-only firm
Call Directions
Osaic Institutions
31yrs
Wallie Dexter Feliciano
Financial advisor
14 West Main Street
Meriden, CT 06451
Top 14% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
30yrs
Bury Barbier
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 17% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
30yrs
James Harold Yocom III
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 17% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
28yrs
Raju T Punnoose
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 22% for experience nationwide
FiduciaryFee-only firm
Call Directions
Advice and Planning Services
27yrs
Lorna Hallenbeck Barham
Financial advisor
Meriden, CT
Top 14% for experience at Advice and Planning Services
FiduciaryFee-only firm
Call Directions
Osaic Institutions
27yrs
Chad Michael Backes
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 23% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
27yrs
Jeanette Fung Chung
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 24% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
26yrs
Frederick C. Brose
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 24% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
26yrs
Michael Brendon Cook
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 25% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
26yrs
Gary Lee Jameson
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 25% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
26yrs
Kevin Paul Mancini
Financial advisor
538 Preston Avenue
Meriden, CT 06450
Top 25% for experience nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
25yrs
Leo Joseph Beauregard
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 72% of advisors nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
24yrs
Brian Sullivan
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 70% of advisors nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
24yrs
Gary A Gardner Jr
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 69% of advisors nationwide
FiduciaryFee-only firm
Call Directions
Osaic Institutions
22yrs
Robert David Kusiak
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 65% of advisors nationwide
FiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
21yrs
Jodi Ann Polick
Financial advisor
Meriden, CT
More experience than 67% of advisors at Merrill Lynch, Pierce, Fenner & Smith
FiduciaryInvestingRetirement plans
Call Directions
Osaic Institutions
21yrs
James Jerry Nocerino
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 64% of advisors nationwide
Fee-only firmPlanningInvesting
Call Directions
Osaic Institutions
18yrs
JENNIFER MARIE Campbell
Financial advisor
538 Preston Avenue
Meriden, CT 06450
More experience than 57% of advisors nationwide
FiduciaryFee-only firm
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