#1New England Capital Financial Advisors LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
Serves this area from Cheshire, CT (9 mi)
Retirement Plan Advisors in Naugatuck, CT
The top-ranked retirement plan advisors serving Naugatuck, CT are New England Capital Financial Advisors LLC, Heritage Capital, LLC and Kennedy Wealth & Tax Management, LLC. We list 50 retirement plan advisors serving Naugatuck, 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, CT (Naugatuck Valley Planning Region). 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
#2Heritage Capital, LLC
HERITAGE CAPITAL, LLCServes this area from Woodbridge, CT (11 mi)#3Kennedy Wealth & Tax Management, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLCServes this area from Southbury, CT (11 mi)#4Toomey Investment Management, Inc
TOOMEY INVESTMENT MANAGEMENT, INCServes this area from Wallingford, CT (12 mi)#5Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (13 mi)#6Kreitler Financial LLC
KREITLER FINANCIAL LLCServes this area from New Haven, CT (14 mi)#7Knights Of Columbus Asset Advisors LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLCServes this area from New Haven, CT (14 mi)#8Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (15 mi)#9Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Serves this area from Shelton, CT (15 mi)#10Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (15 mi)
20 more providers serving this area
- Osaic Institutions, Inc., Meriden, CT (16 mi)
- Cooper Financial Services, Inc., Shelton, CT (16 mi)
- Connecticut Capital Management Group, LLC, Milford city (balance), CT (19 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (20 mi)
- Mjp Wealth Advisors, Farmington, CT (21 mi)
- Pasi Investments, LLC, Farmington, CT (22 mi)
- Grey Ledge Advisors, LLC, Guilford, CT (24 mi)
- Granite Islands Private Wealth, LLC, Guilford, CT (24 mi)
- Hfm Wealth Management, West Hartford, CT (25 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (25 mi)
- Tscg Investors, LLC, Simsbury, CT (26 mi)
- Moneco Advisors, Fairfield, CT (27 mi)
- Hartford Investment Management Company, Hartford, CT (27 mi)
- Sky Investment Group LLC, Hartford, CT (28 mi)
- Principle Wealth, Madison, CT (28 mi)
- Usi Advisors, Glastonbury, CT (28 mi)
- Empower Financial Advisory, LLC, Glastonbury, CT (28 mi)
- Round Rock Advisors LLC, Wilton, CT (28 mi)
- Rossmore Private Capital, LLC, Glastonbury, CT (29 mi)
- Catum Advisory Group, LLC., Wilton, CT (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Naugatuck?
We list 50 retirement plan advisors serving Naugatuck, CT: 0 based there and 50 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?
The top-ranked retirement plan advisors serving Naugatuck, CT are New England Capital Financial Advisors LLC, Heritage Capital, LLC, Kennedy Wealth & Tax Management, LLC, Toomey Investment Management, Inc and Dunbar Associates, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Naugatuck are verified against official records?
10 of the top 10 match an active official record: New England Capital Financial Advisors LLC (U.S. Securities and Exchange Commission), Heritage Capital, LLC (U.S. Securities and Exchange Commission), Kennedy Wealth & Tax Management, LLC (U.S. Securities and Exchange Commission), Toomey Investment Management, Inc (U.S. Securities and Exchange Commission) and Dunbar Associates, LLC (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 .