Pearl Financial of West Haven

Pearl Financial of West Haven is a Financial Planner in West Haven, CT, located in Building One on the second floor of 3074 Whitney Ave. The firm provides customized financial strategies aligned with individual needs, focusing on simplifying complex investment decisions. Services include designing tailored investment portfolios based on objectives, time horizons, risk tolerance, and liquidity needs. The practice operates without sales pressure, commissions, or minimums, and regularly monitors accounts to utilize tax-loss harvesting and manage portfolios using an evidence-based approach backed by academic research. The team assists with investing principles, retirement distribution, estate conservation, and risk management analysis. Specific offerings cover a wide range of investment vehicles, including bonds, common stock, various types of IRAs, brokerage accounts, Treasury bills, government securities, and variable annuities. Financial planning services extend to retirement plans, tax plans, 401(k) and 403(b) planning, college savings, estate plans, and money purchasing plans. Insurance products offered include disability income, life, and long-term care insurance.

The firm is led by Stuart Pearl, CLU, ChFC, an LPL Investment Advisor Representative who has helped clients protect assets and reach financial independence for more than 30 years. He is joined by Ryan Pearl, an LPL Investment Advisor Representative specializing in financial and investment matters, and Beverly Clark, a Client Services Associate who manages day-to-day office operations, including processing financial paperwork and customer service. Beverly Clark joined the team in January 2014. The firm is an independent LPL Investment Advisor Representative practice, part of LPL Financial Holdings Inc., which supports a large network of financial advisors and institutions. Pearl Financial of West Haven holds a perfect 5.00 rating based on 11 reviews, reflecting a solid reputation among the customers it has served.