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Strategies For Wealth ManagementFinancial advisor in Shelton, CT

Strategies For Wealth Management is a financial advisor at 100 Beard Sawmill Rd Ste 275, Shelton, CT 06484, ranked #10 of 60 wealth managers in Shelton and rated 3.1 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Shelton, CTUpdated 0 paid placements in any rankingHow we rank

Call (203) 372-4442Website ↗

Key facts

Key facts about Strategies For Wealth Management
Address100 Beard Sawmill Rd Ste 275, Shelton, CT 06484Get directions
Phone(203) 372-4442
Websitestrategies4wm.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.1 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Shelton and 11 towns within 25 miles: Derby, Orange, City of Milford (balance), Milford, Ansonia, Trumbull, Stratford, Bridgeport, Seymour, West Haven and New Haven.

Based in Shelton, CTView on map

Opening hours

Opening hours for Strategies For Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Strategies For Wealth Management

How is Strategies For Wealth Management ranked in Shelton?

Strategies For Wealth Management is ranked #10 of 60 wealth managers in Shelton by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Strategies For Wealth Management’s hours?

Strategies For Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Strategies For Wealth Management serve?

Serves Shelton and 11 towns within 25 miles: Derby, Orange, City of Milford (balance), Milford, Ansonia, Trumbull, Stratford, Bridgeport, Seymour, West Haven and New Haven. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Strategies For Wealth Management?

Strategies For Wealth Management has a rating of 3.1 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Strategies For Wealth Management?

Call Strategies For Wealth Management on (203) 372-4442. The business is at 100 Beard Sawmill Rd Ste 275, Shelton, CT 06484. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Strategies For Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Strategies For Wealth Management (this business)—623.1 (10)NoNo
Covenant Wealth Advisers#8635.0 (15)NoNo19.3 mi
Centurion Wealth Management - Ameriprise Financial Services, LLC#9635.0 (18)NoNo22.1 mi
Wise Wealth, LLC#11625.0 (7)NoNo13.3 mi

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