Best Financial Advisors in West Haven

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

West Haven Financial Landscape

West Haven's economy is bolstered by healthcare, education, and retail sectors. The city benefits from proximity to New Haven's metropolitan amenities.

Major industries
Healthcare, Education, Retail
Population
55K (metro: 1.2M)
Median household income
$70,000
Unique needs
West Haven requires strategies for economic diversification and housing market stability.
Market Insights
Economic Growth
According to BEA (2023), West Haven's GDP growth is steady, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in West Haven is approximately $70,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in West Haven increasingly specialize in retirement planning and estate management.
Local Considerations
Cost of Living
According to BLS (2024), West Haven's cost of living is slightly above the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), West Haven's real estate market shows rising home prices, indicating potential bubble risks.
Business Environment
According to Fortune (2024), West Haven's business climate is favorable, with support for small businesses and startups.

Top 5 Financial Advisors in West Haven

Noble Wealth Advisors of Janney Montgomery Scott
★ ★ ★ ★ ★ 5
Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Thimble Island Private Wealth
★ ★ ★ ★ ★ 5
John Hursh - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Morrissey Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in West Haven, 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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West Haven-Specific Expertise
For West Haven residents working in Healthcare, Education, 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
West Haven's reliance on healthcare and education poses risks; housing prices may bubble. Prepare for flooding and storms; diversify investments.

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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