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Financial advisors in Winsted, CT

Looking for a financial advisor in Winsted, CT? We list 2 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.

2Advisors with offices here
34Median years of experience
50%Fiduciary advisors?
2Firms represented

Largest firms here: LPL Financial LLC (1), Oneamerica Securities, Inc. (1).

Nearby: New Hartford, Norfolk, Collinsville, East Hartland, Torrington, Canton, Harwinton, Goshen.

Filter and map these advisors

Oneamerica Securities
34yrs
John E Schwaikert
Financial advisor
61 Hillside Avenue
Winsted, CT 06098
Top 9% by experience nationwide
CFP®Fiduciary
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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