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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in North Granby, CT

Every SEC-registered financial advisor at a firm office in North Granby who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in North Granby; the most are at Infinity Financial Strategies, LLC (1). 0 are also registered broker representatives.

CFP advisors in North Granby, A to Z

Every advisor in North Granby →
  • Kelly EnnisInfinity Financial Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in North Granby

Infinity Financial Strategies, LLC 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 105West Hartford 75Glastonbury 73Farmington 58Westport 43Shelton 39Fairfield 36Greenwich 30Madison 19Avon 18New Haven 17Darien 16Hartford 15Milford 15Cheshire 14Guilford 14Mystic 13Ridgefield 13Danbury 12Essex 12North Haven 11Wilton 10Southport 8Wallingford 8

Questions

How many CFP financial advisors are in North Granby, CT?

1 SEC-registered investment adviser representatives at firm offices in North Granby, Connecticut list the CFP designation; Infinity Financial Strategies, LLC employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in North Granby?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.