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Find 3 Recommended Local Financial Advisors in Stamford, CT

Read professional profiles and client feedback for 3 recommended financial advisors in Stamford, CT. Look at the areas of financial planning they cover and contact appropriate professionals to discuss your goals and consultation options.
3 reviews
Financial Advisors Diddel & Diddel - Wealth Management
3 reviews
Diddel & Diddel financial advisors are trained, experienced, and licensed professionals that provide consulting and advisory services to individuals or corporate entities. Our financial planners in Stamford Connecticut provide a host of services designed to help clients fulfill specific needs.
Website (203) 708-9033 Call Profile
Not rated yet
O'Shaughnessy Asset Management
30 Years
Not rated yet
O'Shaughnessy Asset Management is a quantitative asset management firm specializing in Custom Indexing solutions. Since 1996, we have delivered tailored equity portfolios to institutional and individual investors using data-driven strategies. Our proprietary Canvas platform enables financial advisors to create and manage custom indexes, combining advanced technology with decades of investment expertise.
Custom Indexing Equity Portfolio Management Factor-Based Investing
(203) 975-3333 Call Profile
Not rated yet
Philo Smith
50+ Years
Not rated yet
Philo Smith provides specialized investment banking and advisory services for insurance and financial services businesses. With over 50 years of industry expertise, we deliver strategic M&A advice, investment management solutions, and tailored financial products to corporations, institutions, and high-net-worth individuals globally.
Mergers & Acquisitions Advisory Investment Management Strategic Financial Advice
(203) 348-7365 Call Profile
Yonkers (20.6 mi)