Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

5 Best Stamford Financial Advisors

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SmartAdvisor by SmartAsset

Stamford, CT

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SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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Greenwich Investment Management

262 Harbor Drive, Stamford, CT 06902

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Tax Planning

Greenwich Investment Management is a financial advisory firm that serves Stamford and the surrounding areas. It caters to high-net-worth individuals and their families, entrepreneurs, financial executives, corporate directors, and other such clients. The firm helps clients grow and sustain their wealth through services such as tax planning, estate planning, and investment portfolio analysis and management. Chairman L. George Rieger has been working in the financial services industry for more than 46 years. He is the founder of RRH Capital Management, Inc.

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Holbrook Wealth Advisors

2777 Summer Street, Stamford, CT 06905

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Certified Financial Planner (CFP)
Retirement Planning

Holbrook Wealth Advisors is an independent wealth management firm operating in Stamford. The firm provides financial planning services to professionals and business owners that include cash and investment management, business planning, retirement planning, and tax planning. Through its client-focused approach, Holbrook Wealth Advisors helps its clients distinguish their financial goals and make the most out of their savings. Michael Alexander, the firm's wealth manager, has 35 years of experience in the financial services industry.

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park, Stamford, CT 06905

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Certified Financial Planner (CFP)

Jackson, Grant Investment Advisers, Inc., provides portfolio management services to clients in Stamford. It also offers consultations for cash flow and sensitivity analysis, tax planning, trust planning, and estate planning. The company also accepts investment second opinion and review requests. Its team also handles stocks, bonds, ETF, and mutual funds matters. The company's founder, Julie Jason, has been involved in portfolio management for over 35 years. The firm has been assisting clients with financial management matters since 1988.

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Lenox Advisors

281 Tresser Boulevard, Stamford, CT 06901

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Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Lenox Advisors provide financial solutions to individuals and businesses in Stamford and nearby areas. It is a subsidiary of NFP Corp., a New York financial services holding company. It offers financial, retirement, estate, gift, and trust planning services. The company also develops asset management, education funding, and retirement solutions. In addition, it designs employee benefits and wealth management programs, as well as retirement, individual, casualty, and property insurance plans for corporate clients. Lenox Advisors runs Lenox Cares, an organization that aims to aid charitable causes.

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Best Financial Advisors in Stamford

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Financial Advisors FAQs

SmartAdvisor by SmartAsset

Greenwich Investment Management

Holbrook Wealth Advisors

Jackson, Grant Investment Advisers, Inc.

Lenox Advisors

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

Q: What experience should I look for in a financial advisor?

Q: Can my financial planner help with taxes?

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