Skip to content

Wise Wealth, LLCFinancial advisor in Southbury, CT

Wise Wealth, LLC is a financial advisor at 1369 Southford Rd, Southbury, CT 06488, ranked #18 of 170 financial advisors in Southbury and rated 5.0 from 7 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.

Southbury, CTUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Wise Wealth, LLC
Address1369 Southford Rd, Southbury, CT 06488Get directions
Phone(203) 888-0096
Websitewisewealthllc.net
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Southbury and 11 towns within 25 miles: Oxford, Naugatuck, Seymour, Waterbury, Ansonia, Derby, Shelton, Wolcott, Cheshire, Hamden and Orange.

Based in Southbury, CTView on map

Opening hours

Opening hours for Wise Wealth, LLC
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wise Wealth, LLC

How is Wise Wealth, LLC ranked in Southbury?

Wise Wealth, LLC is ranked #18 of 170 financial advisors in Southbury by RFA Score, with 67 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 Wise Wealth, LLC’s hours?

Wise Wealth, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wise Wealth, LLC serve?

Serves Southbury and 11 towns within 25 miles: Oxford, Naugatuck, Seymour, Waterbury, Ansonia, Derby, Shelton, Wolcott, Cheshire, Hamden and Orange. 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 Wise Wealth, LLC?

Wise Wealth, LLC has a rating of 5.0 from 7 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 Wise Wealth, LLC?

Call Wise Wealth, LLC on (203) 888-0096. The business is at 1369 Southford Rd, Southbury, CT 06488. 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.

Own Wise Wealth, LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Wise Wealth, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wise Wealth, LLC (this business)—675.0 (7)NoNo
Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC#16675.0 (41)NoNo15.8 mi
Dwight Findlay: Primerica - Financial Services#17675.0 (17)——6.2 mi
ATP Financial#19675.0 (31)——14.3 mi

See all 170 ranked financial advisors in Southbury