Best Financial Advisors in Middletown

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

Middletown Financial Landscape

Middletown's economy is supported by healthcare, education, and manufacturing. The city benefits from its strategic location along the Connecticut River.

Major industries
Healthcare, Education, Manufacturing
Population
47.3K (metro: 473.3K)
Median household income
$75,000
Unique needs
Middletown requires tailored financial services for its diverse population and growing industries.
Market Insights
Economic Growth
According to BEA (2023), Middletown's economy shows steady growth, driven by healthcare and educational services.
Wealth Demographics
According to Census (2023), the median income in Middletown is approximately $75,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Middletown increasingly specialize in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Middletown is slightly above the national average, influenced by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in Middletown is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Middletown's business climate is favorable, with support for small businesses and startups from local initiatives.

Top 5 Financial Advisors in Middletown

James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth
★ ★ ★ ★ ★ 5
Reliance Wealth Management
★ ★ ★ ★ ★ 5
Cahill & Associates
★ ★ ★ ★ ★ 5
Centurion Wealth Management - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Wooster Corthell Wealth Management, Inc.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Middletown, 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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Middletown-Specific Expertise
For Middletown residents working in Healthcare, Education, Manufacturing, 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
Middletown's healthcare and education sectors face concentration risks. Real estate may see price volatility; prepare for flooding risks. Diversify investments.

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Find Financial Advisors in Nearby Cities

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