Best Financial Advisors in Bridgeport, CT

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Bridgeport area.

Gabriel Tax & Accounting Services

Gabriel Tax & Accounting Services

(1)
“From the moment I found this organization for my taxes, they took care of me like I was worth a million instead of being the average individual I am.”
Offers Financing Options
In Business Since 2013
Licensed, BBB Rating: A+
Free Initial Consultation
1297 Park Ave, Bridgeport, CT
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Woodhouse & Associates

Woodhouse & Associates

(2)
Financial Planning For Businesses, New Business Formation, Litigation Support
“I've been using woodhouse and associates for 5 yrs and I tell you I would know where my business would be without Keston, he is great.”
Free Initial Consultation
In Business Since 2015
Transparent Fees & Pricing
Offers Financing Options
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Cooper Financial Services

Cooper Financial Services

Educational Planning, Life Planning, Qualified Retirement Plan Programs
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”
In Business Since 1991
Licensed, BBB Rating: A+
Accepts Cash
1000 Bridgeport Ave, Shelton, CT 06484
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Fairview Financial

Fairview Financial

“We act as a broker to qualify clients, finance funding, compile the loan packet, and pass the packet through to the lender. The most important part of our work is the satisfaction we gain from helping people. Our passion for getting clients into a ho...”
Free Initial Consultation
In Business Since 2018
Licensed
Offers Financing Options
880 North Ave, Bridgeport, CT
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Jeanne A. Galvin, CPA

Jeanne A. Galvin, CPA

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”
In Business Since 2010
Transparent Fees & Pricing
Offers Financing Options
680 Bridgeport Ave 2nd Fl, Shelton, CT 06484
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Gulish & Associates

Gulish & Associates

“When it comes to making financial decisions for yourself and your loved ones, knowledge, objectivity, and sound advice matter. At Gulish & Associates, Inc., everything we do is aimed to help individuals, families, and businesses understand their fina...”
In Business Since 2016
680 Bridgeport Ave, Shelton, CT 06484
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Dimatteo Group Financial Services

Dimatteo Group Financial Services

“Working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) is a great way to get on track for retirement. To obtain the CFP® credentials, professionals must meet specific experience requirements as well as ongoing training and education. A CFP® can look at y...”
In Business Since 2008
Family Business
1000 Bridgeport Ave Suite 506, Shelton, CT 06484
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R.J. Testo & Associates

R.J. Testo & Associates

(24)
TAX Services, Business Services, Services For Individuals
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
Free Initial Consultation
In Business Since 2010
Accepts All Major Credit Cards
Transparent Fees & Pricing
326 W Main St #110, Milford, CT
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Benay Enterprises

Benay Enterprises

(7)
  • Team
“Their team is a seamless extension of our staff, and keeps us up to date on a regular basis with all of the financials, sales tax, AR/AP of our business, payroll, and so much more.”
In Business Since 1989
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
30 Main St Suite 303, Danbury, CT
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Francis S. Infurchia & Company

Francis S. Infurchia & Company

(2)
“Larry Silvestro is a great CPA, but to me the most important he's been a great listener and is very patience in working with me and my taxes.”
In Business Since 2004
Licensed, BBB Rating: A+
Remote Consultations Available
45 East Ave, Norwalk, CT
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Rader & Summa

Rader & Summa

(1)
“Thankfully a good friend recommended their service and I will continue doing business from now on.”
In Business Since 2008
Licensed, BBB Rating: A+
Family Business
57 North St #209, Danbury, CT
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EVB Certified Public Accountant

EVB Certified Public Accountant

(5)
Services For Quickbooks, Services For Individuals, Business Services
“I have had the enjoyable opportunity to work closely with Eugenia for the last several years and it brings me great pleasure to recommend her and her accounting company.”
EVB, EVB, EVB, EVB Certified
Transparent Fees & Pricing
Free Initial Consultation
Serving Bridgeport Area
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TAX & Accounting US

TAX & Accounting US

(1)
“Amazing accounting firm and fast service.”
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
Remote Consultations Available
1700 Post Rd Unit E-7, Fairfield, CT
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Flagship Financial Partners

Flagship Financial Partners

(10)
“I was amazed at the amount of time they spent with me and also the kindness shown to me by these two individuals, as well as the efficiency of the entire office staff.”
In Business Since 2018
Free Initial Consultation
Serving Bridgeport Area
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Accounting & Consulting Group

Accounting & Consulting Group

(4)
Reviewing Tax Returns, Even For Returns Filed Electronically, Answering Mail From Taxpayers, Live Phone Support
“Great group of friendly professionals, who know their stuff.”
In Business Since 2006
86 Cherry St, Milford, CT
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Advocates For Insurance Benefits

Advocates For Insurance Benefits

(4)
Life Insurance
“Their Help Is Amazing Ms Yvonne Can Solve Any Problem”
In Business Since 2004
1676 Dixwell Ave, Hamden, CT
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Financial Life Solutions

Financial Life Solutions

(13)
  • Service
  • Credit
  • Questions
“I really appreciate her step by taking us thru the process and being honest of getting our business done on time we really appreciate your time and effort”
In Business Since 2022
Serving Bridgeport Area
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Emerald Tide Financial

Emerald Tide Financial

(13)
  • Questions
  • Retirement
  • Understand
“Neil is great to work with and we are very Impressive with his understanding of TFRA and he genuinely cares about helping people retire comfortably and treats everyone as if they are his extended family.”
In Business Since 2019
Serving Bridgeport Area
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GT Invest Ukraine

GT Invest Ukraine

(1)
Organize a Business, Business Plan Development, Accounting
“Thanks for the amazing service!”
In Business Since 2021
415 Boston Post Rd Ste 3-1121, Milford, CT
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Kasowitz & Co

Kasowitz & Co

(1)
Non-Filed Tax Returns, Bookkeeping, Small Business Accounting
“He explained the details of tax law as it related to his client (i.”
In Business Since 2004
183 Plains Rd, Milford, CT
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Case Financial Services

Case Financial Services

(1)
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
In Business Since 2003
Transparent Fees & Pricing
107 Whitney Ave, New Haven, CT
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Caiati Financial Services

Caiati Financial Services

(10)
  • Retirement
“When my wife and I first met with Dominick five years ago we were a little bit apprehensive as to what to expect, what we could get out of that meeting.”
In Business Since 2019
Serving Bridgeport Area
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Bob Anastas

Bob Anastas

“With over 38 years of experience positioning client's assets for a comfortable retirement, Bob Anastas has the knowledge of world markets that manage index values up and down. He has identified golden opportunities to maintain a comfortable lifestyle...”
In Business Since 2018
Emergency Services
Serving Bridgeport Area
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Nestor Financial Network

Nestor Financial Network

Long-Term Care, Universal Life Insurance, Referral Sources
In Business Since 1999
759 Boston Post Rd, Milford, CT
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Retirement Planning and Investment Management Services in Bridgeport, CT Cost Estimates

Minimum cost
$1200
Maximum cost
$10198
National Average
$3600
Avg Per Hour Rates
$360
$2400
$6599
Fair price range is based on 428 cost profiles
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Average Cost $3600
Minimum cost $1200
Maximum cost $10198
Avg Per Hour Rates $360

Fair range $2400 to $6599 is based on 428 cost profiles.

Why these companies made our list

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