Trusted Financial Advisors Helping
Connecticut Families Plan and Retire With Confidence

Trusted Financial Advisors Helping
Connecticut Families Plan and Retire With Confidence

Featured in
NBC Logo
ABC logo
CBS logo
FOX logo
Home logo

Voted Best Financial Management Company For 2025

Financial Planning Without Pressure

At Fuchs Financial, we are a Connecticut-based financial advisor and wealth management firm specializing in creating retirement strategies tailored to your unique needs and goals. Our financial planning process focuses on key areas of your financial life. Ensuring that you’re positioned for confidence, simplicity, and financial security in retirement. As fiduciaries, we are committed to acting in your best interest at all times, delivering strategies that are clear, actionable, and aligned with what matters most for you in the following areas. Allowing you to plan your retirement without any pressure.

Retirement Planning

Create a Clear, Confident Plan
for Your Retirement Years

Income Planning

Create Reliable, Tax-Efficient
Retirement Income

Investment Planning

Balance Growth and Risk
Throughout Retirement

Tax Planning

Reduce Taxes on Retirement
Income and Investments

Estate Plan Review

Ensure Your Assets Are
Protected and Passed On Properly

Semi-Annual Reviews

Ongoing Reviews to Keep Your
Retirement Plan on Track

Our Mission as Trusted Financial Advisors

At Fuchs Financial, our mission is to help individuals and families plan for retirement with confidence and peace of mind. We believe everyone deserves clear guidance and a strategy they can trust when preparing for life after work.

As a Connecticut-based financial advisor and wealth management firm, we simplify retirement planning by focusing on income strategy, investment planning, tax efficiency, and long-term decision-making. By centering every plan around your goals, priorities, and values, we help position you for a more secure and confident retirement.

Meet The Fuchs Financial Team

Our team works together to help Connecticut families plan for retirement with confidence. Through a coordinated approach to financial planning, wealth management, tax strategy, and healthcare guidance, we deliver personalized support built around your needs.

Learn More About Retirement Planning

Tap into the Fuchs Financial Virtual Learning Center. These free educational blogs, videos, & audio shows, designed by our financial advisors, are available to anyone who wants to learn more about investing, taxes, retirement, and ultimately their legacy. To access the learning center, click the button below.

Our Blog

Planning retirement with $500,000 needs careful thought about several factors that affect your financial security. Your...

Financial Advisor Offices Serving Connecticut

Our Middlebury office provides financial planning, retirement planning, and wealth management services to individuals and families throughout Litchfield and New Haven counties. As a local financial advisor, we focus on clear strategies designed to support long-term confidence and financial stability.

Our West Hartford office serves as a central location for comprehensive financial planning and retirement-focused wealth management. We work with individuals and families across Hartford County to build personalized strategies that support income planning, investment management, and long-term goals.

From our Middletown office, we provide financial planning and investment guidance to individuals and families throughout Middlesex County. Our advisors focus on retirement planning strategies designed to help clients build resilient portfolios and navigate financial decisions with confidence.

Our Mystic office offers financial planning and retirement planning services for individuals and families across New London County. As a local financial advisor, we help clients align investments, income strategies, and long-term planning with their personal goals.

In addition to our Connecticut office locations, we offer free virtual consultations by phone or video. This allows clients to work with our financial advisors for retirement planning and financial guidance regardless of location.

Visit

433 S Main St, Suite 322, West Hartford, CT 06110

213 Court St, Suite 601, Middletown, CT 06457

751 Straits Tpke. Suite 3002, Middlebury, CT 06762

34 Water St, Suite 6, Mystic, CT 06355

Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet


Fill in this form & get this free Booklet