Best Financial Advisors in Shelton

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
4.7/5.0
Average Rating

Shelton Financial Landscape

With a population of 40,999, Shelton boasts a diverse economy driven by manufacturing, healthcare, and retail sectors. The city is strategically located in the Greater New Haven area, fostering business growth.

Major industries
Manufacturing, Healthcare, Retail
Population
40.9K (metro: 1.2M)
Median household income
$78,000
Unique needs
Shelton requires tailored financial services to support its growing population and diverse industries.
Market Insights
Economic Growth
According to BEA (2023), Shelton's economy has shown steady growth with a focus on manufacturing and services.
Wealth Demographics
According to Census (2023), the median income in Shelton is approximately $78,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Shelton are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Shelton's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the Shelton real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Shelton's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Shelton

DiMatteo Group Financial Services
★ ★ ★ ★ ★ 5
Flagship Financial Partners
★ ★ ★ ★ ★ 5
Cooper Financial Services Inc
★ ★ ★ ★ ★ 5
Bridgelight Financial Advisors
★ ★ ★ ★ ★ 5
Procyon Partners
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

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

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

Skip the advisor fees

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