Best Financial Advisors in Bristol

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
60+
Advisors
4.9/5.0
Average Rating

Bristol Financial Landscape

Bristol's economy is diverse, with a strong presence in manufacturing, healthcare, and retail. The city is home to several major employers and a growing workforce.

Major industries
Manufacturing, Healthcare, Retail
Population
60.6K (metro: 605.7K)
Median household income
$68,000
Unique needs
Bristol requires tailored financial strategies to address its unique economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Bristol's economy has shown steady growth, driven by local manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Bristol is $68,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), advisors in Bristol are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Bristol's cost of living is moderate, with housing and transportation being key factors.
Real Estate Market
According to Zillow (2024), Bristol's real estate market is competitive, with rising home prices and demand for affordable housing.
Business Environment
According to Fortune (2024), Bristol offers a supportive business climate, with incentives for small businesses and startups.

Top 5 Financial Advisors in Bristol

The Ferris Financial Group
★ ★ ★ ★ ★ 5
Micari Financial
★ ★ ★ ★ ★ 5
Central Connecticut Financial Services
★ ★ ★ ★ ★ 5
Jim Collins - Financial Advisor - CFP
★ ★ ★ ★ ★ 5
The Producers Firm
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bristol, 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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Bristol-Specific Expertise
For Bristol residents working in Manufacturing, Healthcare, Retail, 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
Bristol's manufacturing focus poses economic risks; diversify into tech and healthcare. Monitor real estate trends to avoid bubbles; prepare for flooding and severe weather.

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