Best Financial Advisors in Bridgeport

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
140+
Advisors
4.7/5.0
Average Rating

Bridgeport Financial Landscape

As Connecticut's largest city, Bridgeport serves as a regional hub for commerce and culture. The economy is bolstered by sectors such as healthcare, manufacturing, and education.

Major industries
Healthcare, Manufacturing, Education
Population
147.2K (metro: 1.2M)
Median household income
$65,000
Unique needs
Bridgeport requires tailored financial services to address its diverse economic base and demographic needs.
Market Insights
Economic Growth
According to BEA (2023), Bridgeport's economy is projected to grow by 3% annually, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Bridgeport is $65,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Bridgeport are increasingly focusing on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Bridgeport is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the real estate market in Bridgeport shows a 5% increase in home prices, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Bridgeport's business climate is improving, with new incentives for startups and small businesses.

Top 5 Financial Advisors in Bridgeport

DiMatteo Group Financial Services
★ ★ ★ ★ ★ 5
Tailored Wealth
★ ★ ★ ★ ★ 5
Financial Advisory Services
★ ★ ★ ★ ★ 5
Skinner Wealth Strategies
★ ★ ★ ★ ★ 5
Bridgelight Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bridgeport, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bridgeport-Specific Expertise
For Bridgeport residents working in Healthcare, Manufacturing, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bridgeport's manufacturing focus poses economic risks; diversify into tech and services. Real estate is volatile, with flooding risks from coastal proximity.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Connecticut locations

Bridgeport New Haven Stamford Hartford Waterbury Norwalk Danbury New Britain