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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in CT, WINDSOR

4 advisers found

VOYA FINANCIAL ADVISORS, INC.

Windsor, CT

AUM

$3.87B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

638 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

1-800-356-2906

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WEALTHSHAPE LLC

Windsor, CT

AUM

$109.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

860-837-0303

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PARKER WEALTH MANAGEMENT, LLC

Windsor, CT

AUM

$16.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

860-432-5802

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VOYA RETIREMENT ADVISORS, LLC

Windsor, CT

AUM

$37.47B

Wealth Mgmt

Team

121 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(860) 580-2817

Full profileNo website