#1Kennedy Wealth & Tax Management, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Serves this area from Southbury, CT (14 mi)
Retirement Plan Advisors in New Milford, CT
The top-ranked retirement plan advisors serving New Milford, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC and Quint Investments And Insurance. We list 98 retirement plan advisors serving New Milford, 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 New Milford, CT (Western Connecticut Planning Region). 98 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 New Milford
#2Dunbar Associates, LLC
DUNBAR ASSOCIATES, LLCServes this area from Monroe, CT (21 mi)#3Quint Investments And Insurance
QUINT WEALTH MANAGEMENT, INC.Serves this area from NY#4Marshall + Sterling Wealth Advisors, Inc.
MARSHALL + STERLING WEALTH ADVISORS, INC.Serves this area from Poughkeepsie, NY (27 mi)#5Procyon
PROCYON ADVISORS, LLCServes this area from Shelton, CT (27 mi)#6Ganim Private Wealth
GFS WEALTH MANAGEMENT ADVISORS, INC.Serves this area from Shelton, CT (27 mi)#7Pentegra Investors, Inc.
PENTEGRA INVESTORS, INC.Serves this area from Shelton, CT (27 mi)#8Atwob
POINT B PLANNING, LLCServes this area from Katonah, NY (27 mi)#9Cooper Financial Services, Inc.
COOPER FINANCIAL SERVICES, INC.Serves this area from Shelton, CT (28 mi)#10New England Capital Financial Advisors LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLCServes this area from Cheshire, CT (28 mi)
20 more providers serving this area
- Round Rock Advisors LLC, Wilton, CT (29 mi)
- Catum Advisory Group, LLC., Wilton, CT (30 mi)
- Trivium Point Advisory, LLC, Wilton, CT (30 mi)
- Coastal Bridge Advisors, Westport, CT (32 mi)
- Kilter Group, NY
- Third View Private Wealth, Westport, CT (33 mi)
- Moneco Advisors, Fairfield, CT (33 mi)
- Lcr Wealth Management LLC, Westport, CT (33 mi)
- Wesfair Advisory Group, Inc., NY
- Twenty Four Wealth, Darien, CT (36 mi)
- Oak Financial Group Inc, Stamford, CT (36 mi)
- Hudson View Advisors, LLC, Croton-on-Hudson, NY (36 mi)
- Income & Asset Advisory, Inc., Armonk, NY (36 mi)
- Settanni Financial LLC, Armonk, NY (36 mi)
- Beirne., Darien, CT (36 mi)
- Forteris Wealth Management, Inc., Armonk, NY (37 mi)
- N10° Wealth, Greenwich, CT (37 mi)
- New Edge Wealth, Stamford, CT (38 mi)
- Sovereign Financial Group, Inc., Stamford, CT (38 mi)
- Granite Group Advisors, LLC, Stamford, CT (38 mi)
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Frequently asked questions
How many retirement plan advisors serve New Milford?
We list 98 retirement plan advisors serving New Milford, CT: 0 based there and 98 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 New Milford?
The top-ranked retirement plan advisors serving New Milford, CT are Kennedy Wealth & Tax Management, LLC, Dunbar Associates, LLC, Quint Investments And Insurance, Marshall + Sterling Wealth Advisors, Inc. and Procyon. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving New Milford are verified against official records?
10 of the top 10 match an active official record: Kennedy Wealth & Tax Management, LLC (U.S. Securities and Exchange Commission), Dunbar Associates, LLC (U.S. Securities and Exchange Commission), Quint Investments And Insurance (U.S. Securities and Exchange Commission), Marshall + Sterling Wealth Advisors, Inc. (U.S. Securities and Exchange Commission) and Procyon (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 .