Osaic Wealth
36yrs
Top advisor by experience in New Hartford
Financial advisors in New Hartford, CT
Looking for a financial advisor in New Hartford, CT? We list 5 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.
5Advisors with offices here
14Median years of experience
60%Fiduciary advisors?
3Firms represented
Largest firms here: Edward Jones (2), Osaic Wealth, Inc. (2), State Farm Investment Management Corp. (1).
Nearby: Collinsville, Canton, Winsted, Harwinton, Torrington, Burlington, West Simsbury, Avon.
Osaic Wealth
34yrs
Top 10% by experience nationwide
State Farm Investment Management
14yrs
More experience than 54% of advisors at State Farm Investment Management
Edward Jones
14yrs
More experience than 62% of advisors at Edward Jones
Edward Jones
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.