Advisers in Rocky Hill, CT

3 advisers in Rocky Hill — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cm Financial Advisors, LLC35 Cold Spring Road, Suite 225 · Rocky Hill, CT 06067 · (860) 563-5505 · Hourly feesCRD 109991 · % of assets, Hourly charges · $47.9 million AUMState registeredNo commissions reported Dennis Glynn, CPA2080 Silas Deane Highway, Suite 304 · Rocky Hill, CT 06067 · (860) 563-1040 · Financial planningCRD 129744 · % of assets, Hourly charges · $40.0 million AUMState registeredNo commissions reported Sovereign Financial Services21 New Britain Avenue, Suite 110 · Rocky Hill, CT 06067 · (860) 257-4005 · Financial planningCRD 127151 · % of assets, Hourly charges, Fixed fees · $38.0 million AUMState registeredNo commissions reported

Talking to advisers in Rocky Hill? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.