Best Financial Advisors in New Britain

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
70+
Advisors
4.8/5.0
Average Rating

New Britain Financial Landscape

Home to diverse industries, New Britain has a stable economic foundation. The city benefits from its proximity to Hartford and a skilled workforce.

Major industries
Manufacturing, Healthcare, Retail
Population
72.9K (metro: 1.2M)
Median household income
$65,000
Unique needs
Focus on economic diversification and sustainable development to enhance growth and resilience.
Market Insights
Economic Growth
According to BEA (2023), New Britain's economy has shown a steady growth rate of 3% annually, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in New Britain is $65,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in New Britain are increasingly focusing on retirement planning and investment strategies for middle-income families.
Local Considerations
Cost of Living
According to BLS (2024), New Britain's cost of living is approximately 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in New Britain is experiencing a 5% annual increase in home values, indicating strong demand.
Business Environment
According to Fortune (2024), New Britain has a favorable business climate, with incentives for startups and established companies alike.

Top 5 Financial Advisors in New Britain

James Beyer, AIF®, CLTC® | Financial Advisor Integrity Wealth
★ ★ ★ ★ ★ 5
J & J Financial Associates Llc
★ ★ ★ ★ ★ 5
Connecticut Wealth Management, LLC
★ ★ ★ ★ ★ 5
Jim Collins - Financial Advisor - CFP
★ ★ ★ ★ ★ 5
Boundless Financial Solutions
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in New Britain, 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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New Britain-Specific Expertise
For New Britain 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
New Britain's manufacturing focus poses risks; diversify into tech and healthcare. Real estate prices are rising, indicating potential bubble risks. Prepare for winter storms and flooding.

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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