Key Financial Concepts
39yrs
Top advisor by experience in Vernon
Financial advisors in Vernon, CT
Looking for a financial advisor in Vernon, CT? We list 24 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.
24Advisors with offices here
20Median years of experience
0%At fee-only firms
15Firms represented
Largest firms here: Commonwealth Financial Network (4), Osaic Wealth (3), Thrivent Investment Management (3).
Commonwealth Financial Network
35yrs
Top 8% by experience in Vernon
Thrivent Investment Management
33yrs
Top 5% by experience at Thrivent Investment Management
LPL Financial
33yrs
Top 12% by experience nationwide
Commonwealth Financial Network
31yrs
Top 15% by experience nationwide
Osaic Wealth
27yrs
Top 24% by experience nationwide
LPL Financial
26yrs
Top 25% by experience nationwide
RMP Investments
25yrs
More experience than 71% of advisors nationwide
Fisher Investments
24yrs
Top 6% by experience at Fisher Investments
St. Bernard Financial Services
22yrs
More experience than 66% of advisors nationwide
Osaic Wealth
21yrs
More experience than 63% of advisors nationwide
Commonwealth Financial Network
20yrs
More experience than 60% of advisors nationwide
Cambridge Investment Research Advisors
18yrs
More experience than 55% of advisors nationwide
Osaic Wealth
14yrs
14 years in the industry
MML Investors Services
13yrs
13 years in the industry
Thrivent Investment Management
11yrs
More experience than 54% of advisors at Thrivent Investment Management
RMP Investments
9yrs
9 years in the industry
State Farm Investment Management
5yrs
5 years in the industry
Cetera Investment Advisers
5yrs
5 years in the industry
Thrivent Investment Management
5yrs
5 years in the industry
J.P. Morgan Securities
3yrs
3 years in the industry
LPL Enterprise
3yrs
3 years in the industry
Merrill
New
New to the profession
Commonwealth Financial Network
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.