Best Financial Advisors in Stamford

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
120+
Advisors
4.2/5.0
Average Rating

Stamford Financial Landscape

Stamford's economy is driven by finance, technology, and healthcare, contributing to its status as a regional business hub. The city's strategic location near New York City enhances its appeal for businesses and residents alike.

Major industries
Finance, Technology, Healthcare
Population
126K (metro: 1.2M)
Median household income
$80,000
Unique needs
Stamford requires tailored financial planning due to its diverse economic landscape and high cost of living.
Market Insights
Economic Growth
According to BEA (2023), Stamford's economy has shown steady growth, with a focus on finance and technology sectors driving job creation.
Wealth Demographics
According to Census (2023), the median income in Stamford is approximately $80,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Stamford increasingly specialize in wealth management and retirement planning due to the city's high-income demographic.
Local Considerations
Cost of Living
According to BLS (2024), Stamford's cost of living is higher than the national average, driven by housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Stamford's real estate market remains competitive, with rising home prices and limited inventory posing challenges for buyers.
Business Environment
According to Fortune (2024), Stamford's business climate is favorable, with a growing number of startups and established firms contributing to economic vitality.

Top 5 Financial Advisors in Stamford

Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Fifth Season Financial
★ ★ ★ ★ ★ 5
Harbor Asset Private Wealth
★ ★ ★ ★ ★ 5
AMG Wealth
★ ★ ★ ★ ★ 5
Sharon Kaplove - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Stamford, 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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Stamford-Specific Expertise
For Stamford residents working in Finance, Technology, Healthcare, 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
Stamford's finance and tech sectors face volatility; housing market risks include affordability and potential bubbles. Prepare for flooding and economic downturns by diversifying investments.

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Find Financial Advisors in Nearby Cities

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