Citizens Securities
25yrs
Top advisor by experience in Old Lyme
Financial advisors in Old Lyme, CT
Looking for a financial advisor in Old Lyme, CT? We list 12 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.
12Advisors with offices here
6Median years of experience
100%Fiduciary advisors?
5Firms represented
Largest firms here: Bankers Life Advisory Services, Inc. (6), LPL Financial LLC (2), Citizens Securities, Inc. (2).
Nearby: South Lyme, Essex, Old Saybrook, East Lyme, Niantic, Centerbrook, Ivoryton, Deep River.
LPL Financial
16yrs
Top 17% by experience in Old Lyme
Morgan Stanley
9yrs
Top 25% by experience in Old Lyme
Citizens Securities
8yrs
More experience than 67% of advisors in Old Lyme
Bankers Life Advisory Services
6yrs
More experience than 58% of advisors in Old Lyme
LPL Financial
6yrs
More experience than 50% of advisors in Old Lyme
Strategic Advisers
5yrs
5 years in the industry
Bankers Life Advisory Services
3yrs
3 years in the industry
Bankers Life Advisory Services
2yrs
2 years in the industry
Bankers Life Advisory Services
1yr
1 years in the industry
Bankers Life Advisory Services
New
New to the profession
Bankers Life Advisory Services
New
New to the profession
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.