Best Financial Advisors in Meriden

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

Meriden Financial Landscape

Meriden's economy is diverse, with a focus on manufacturing, healthcare, and retail. The city is strategically located between New Haven and Hartford, enhancing its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
60.5K (metro: 604.5K)
Median household income
$70,000
Unique needs
Meriden requires tailored financial advice due to its unique economic landscape and community demographics.
Market Insights
Economic Growth
According to BEA (2023), Meriden's GDP growth has been steady, driven by healthcare and manufacturing sectors.
Wealth Demographics
According to Census (2023), the median income in Meriden is approximately $70,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Meriden are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Meriden is slightly below the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Meriden's real estate market is stable, with median home prices around $250,000, showing gradual appreciation.
Business Environment
According to Fortune (2024), Meriden's business climate is improving, with incentives for small businesses and a focus on local entrepreneurship.

Top 5 Financial Advisors in Meriden

Raman Grover - Financial Advisor - Ion Investments
★ ★ ★ ★ ★ 5
HAS Insurance Solutions and Wealth Management
★ ★ ★ ★ ★ 5
Centurion Wealth Management - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Confident Financial Solutions, LLC – Financial Advisors in Cheshire, CT
★ ★ ★ ★ ★ 5
Allegiant Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Meriden, 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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Meriden-Specific Expertise
For Meriden 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
Meriden's manufacturing focus poses risks; diversify investments. Real estate may face volatility, and flooding is a concern. Economic diversification is essential.

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