#1Jeffrey N. Mehler, Cfp LLC
JEFFREY N. MEHLER, CFP LLC
Serves this area from Essex, CT (19 mi)
Retirement Plan Advisors in Southeastern Connecticut Planning Region, CT
The top-ranked retirement plan advisors serving Southeastern Connecticut Planning Region, CT are Jeffrey N. Mehler, Cfp LLC, Essex Financial Services, Inc. and Breachway Investments, LLC. We list 48 retirement plan advisors serving Southeastern Connecticut 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 Southeastern Connecticut Planning Region, CT. 48 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 Southeastern Connecticut Planning Region
#2Essex Financial Services, Inc.
ESSEX FINANCIAL SERVICES, INC.Serves this area from Essex, CT (19 mi)#3Breachway Investments, LLC
BREACHWAY INVESTMENTS, LLCServes this area from Charlestown, RI (25 mi)#4Wj Financial Advisors, LLC
WJ FINANCIAL ADVISORS, LLCServes this area from Killingworth, CT (26 mi)#5Mullaney Keating & Wright Inc
MULLANEY KEATING & WRIGHT INCServes this area from Middletown, CT (29 mi)#6Excel Wealth Management, LLC
EXCEL WEALTH MANAGEMENT, LLCServes this area from Manchester, CT (29 mi)#7Rossmore Private Capital, LLC
ROSSMORE PRIVATE CAPITAL, LLCServes this area from Glastonbury, CT (30 mi)#8Empower Financial Advisory, LLC
EMPOWER FINANCIAL ADVISORY, LLCServes this area from Glastonbury, CT (30 mi)#9D & P Investment Advisors, Ltd.
D & P INVESTMENT ADVISORS, LTD.Serves this area from South Kingstown, RI (31 mi)#10Usi Advisors
USI ADVISORS, INC.Serves this area from Glastonbury, CT (31 mi)
20 more providers serving this area
- Mcguire Wealth Management, South Kingstown, RI (32 mi)
- Freedom Investment Management, Inc., South Windsor, CT (33 mi)
- Big Rock Advisors LLC, Sag Harbor, NY (35 mi)
- Sky Investment Group LLC, Hartford, CT (35 mi)
- Hartford Investment Management Company, Hartford, CT (36 mi)
- Hfm Wealth Management, West Hartford, CT (38 mi)
- Yhb Investment Advisors Inc, West Hartford, CT (38 mi)
- Wealthshape LLC, Windsor, CT (39 mi)
- Mjp Wealth Advisors, Farmington, CT (39 mi)
- Pasi Investments, LLC, Farmington, CT (40 mi)
- Voya Retirement Advisors, LLC, Windsor, CT (40 mi)
- Medallion Wealth Advisors, LLC, Farmington, CT (43 mi)
- Tscg Investors, LLC, Simsbury, CT (44 mi)
- East End Financial Group, Inc., Riverhead, NY (49 mi)
- St. James Investment Advisors, LLC, Port Jefferson, NY (63 mi)
- Snyder Wealth Group, Holtsville, NY (67 mi)
- Pension Fund Evaluations, Inc., Centereach, NY (68 mi)
- Arcadia Wealth Management, Smithtown, NY (72 mi)
- Cfm Advisors Inc, Hauppauge, NY (73 mi)
- Conrad Capital Management, Inc., Hauppauge, NY (73 mi)
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Frequently asked questions
How many retirement plan advisors serve Southeastern Connecticut Planning Region?
We list 48 retirement plan advisors serving Southeastern Connecticut Planning Region, CT: 0 based there and 48 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 Southeastern Connecticut Planning Region?
The top-ranked retirement plan advisors serving Southeastern Connecticut Planning Region, CT are Jeffrey N. Mehler, Cfp LLC, Essex Financial Services, Inc., Breachway Investments, LLC, Wj Financial Advisors, LLC and Mullaney Keating & Wright Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Southeastern Connecticut Planning Region are verified against official records?
10 of the top 10 match an active official record: Jeffrey N. Mehler, Cfp LLC (U.S. Securities and Exchange Commission), Essex Financial Services, Inc. (U.S. Securities and Exchange Commission), Breachway Investments, LLC (U.S. Securities and Exchange Commission), Wj Financial Advisors, LLC (U.S. Securities and Exchange Commission) and Mullaney Keating & Wright 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 Southeastern Connecticut Planning Region
Communities served
Windham, Waterford, East Lyme, Stonington, Willimantic, Montville, Colchester, Ledyard, Griswold, Groton, Lebanon, Pawcatuck, North Stonington, Preston, Mystic, Salem, Lisbon, Long Hill, Old Mystic, Jewett City, Niantic, Oxoboxo River, Sprague, Bozrah, Franklin, Poquonock Bridge, Noank, South Windham, Baltic, Gales Ferry, Stonington, Groton Long Point, Mashantucket