Raymond James Financial Services Advisors
39yrs
Top advisor by experience in Monroe
Financial advisors in Monroe, CT
Looking for a financial advisor in Monroe, CT? We list 21 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.
21Advisors with offices here
22Median years of experience
0%At fee-only firms
12Firms represented
Largest firms here: Ameriprise Financial Services (5), Dunbar Associates (3), LPL Financial (2).
Nearby: Trumbull, Shelton, Sandy Hook, Easton, Newtown, Derby, Oxford, Ansonia.
Raymond James Financial Services Advisors
38yrs
Top 6% by experience nationwide
Ameriprise Financial Services
35yrs
Top 8% by experience nationwide
Ameriprise Financial Services
34yrs
Top 9% by experience nationwide
LPL Financial
34yrs
Top 10% by experience nationwide
Ameriprise Financial Services
32yrs
Top 13% by experience nationwide
Cetera Investment Advisers
30yrs
Top 17% by experience nationwide
Ameriprise Financial Services
24yrs
More experience than 71% of advisors nationwide
LPL Financial
24yrs
More experience than 70% of advisors nationwide
Thrivealike
23yrs
More experience than 67% of advisors nationwide
J.P. Morgan Securities
22yrs
Top 14% by experience at J.P. Morgan Securities
Ameriprise Financial Services
22yrs
More experience than 65% of advisors nationwide
State Farm Investment Management
22yrs
More experience than 74% of advisors at State Farm Investment Management
Strategic Advisers
19yrs
Top 16% by experience at Strategic Advisers
Dunbar Associates
17yrs
More experience than 54% of advisors nationwide
Edward Jones
17yrs
More experience than 71% of advisors at Edward Jones
Osaic Institutions
16yrs
More experience than 51% of advisors nationwide
Dunbar Associates
14yrs
14 years in the industry
Dunbar Associates
14yrs
14 years in the industry
Global Hill Wealth Advisors
12yrs
12 years in the industry
Strategic Advisers
4yrs
4 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.