#1Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.
Based in Shelton, CT
Retirement Plan Advisors in Naugatuck Valley Planning Region, CT
The top-ranked retirement plan advisors serving Naugatuck Valley Planning Region, CT are Cooper Financial Services, Inc., Ganim Private Wealth and Kennedy Wealth & Tax Management, LLC. We list 50 retirement plan advisors serving Naugatuck Valley Planning Region, CT. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Naugatuck Valley Planning Region, CT. 50 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Naugatuck Valley Planning Region
#2Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Based in Shelton, CT#3Kennedy Wealth & Tax Management, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLCBased in Southbury, CT#4New England Capital Financial Advisors LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLCBased in Cheshire, CT#5Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Based in Shelton, CT#6Procyon
PROCYON ADVISORS, LLCBased in Shelton, CT#7Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (13 mi)#8Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (14 mi)#9Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INCServes this area from Wallingford, CT (15 mi)#10Kreitler Financial LLC
KREITLER FINANCIAL LLCServes this area from New Haven, CT (17 mi)
20 more providers serving this area
- Knights Of Columbus Asset Advisors LLC, New Haven, CT (17 mi)
- Osaic Institutions, Inc., Meriden, CT (18 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (20 mi)
- Mjp Wealth Advisors, Farmington, CT (20 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (21 mi)
- Pasi Investments, LLC, Farmington, CT (22 mi)
- Hfm Wealth Management, West Hartford, CT (24 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (25 mi)
- Tscg Investors, LLC, Simsbury, CT (25 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (27 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (27 mi)
- Hartford Investment Management Company, Hartford, CT (27 mi)
- Sky Investment Group LLC, Hartford, CT (28 mi)
- Moneco Advisors, Fairfield, CT (28 mi)
- Usi Advisors, Glastonbury, CT (28 mi)
- Round Rock Advisors LLC, Wilton, CT (29 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (29 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (29 mi)
- Catum Advisory Group, LLC., Wilton, CT (29 mi)
- Coastal Bridge Advisors, Westport, CT (30 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Naugatuck Valley Planning Region?
We list 50 retirement plan advisors serving Naugatuck Valley Planning Region, CT: 6 based there and 44 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Naugatuck Valley Planning Region?
The top-ranked retirement plan advisors serving Naugatuck Valley Planning Region, CT are Cooper Financial Services, Inc., Ganim Private Wealth, Kennedy Wealth & Tax Management, LLC, New England Capital Financial Advisors LLC and Pentegra Investors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Naugatuck Valley Planning Region are verified against official records?
10 of the top 10 match an active official record: Cooper Financial Services, Inc. (U.S. Securities and Exchange Commission), Ganim Private Wealth (U.S. Securities and Exchange Commission), Kennedy Wealth & Tax Management, LLC (U.S. Securities and Exchange Commission), New England Capital Financial Advisors LLC (U.S. Securities and Exchange Commission) and Pentegra Investors, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Naugatuck Valley Planning Region
Communities served
Watertown, Southbury, Ansonia, Seymour, Wolcott, Oxford, Derby, Plymouth, Woodbury, Prospect, Oakville, Middlebury, Thomaston, Cheshire Village, Beacon Falls, Terryville, Heritage Village, Bethlehem, Bethlehem Village, Woodbury Center