The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Bridgeport area.
Learn how we score.
Prominent finalists A-Z in Bridgeport
Accounting & Consulting Group
Advocates For Insurance Benefits
Benay Enterprises
Bob Anastas
Caiati Financial Services
Case Financial Services
Cooper Financial Services
Dimatteo Group Financial Services
EVB Certified Public Accountant
Emerald Tide Financial
Fairview Financial
Financial Life Solutions
Flagship Financial Partners
Francis S. Infurchia & Company
GT Invest Ukraine
Gabriel Tax & Accounting Services
Gulish & Associates
Jeanne A. Galvin, CPA
Kasowitz & Co
Nestor Financial Network
R.J. Testo & Associates
Rader & Summa
TAX & Accounting US
Woodhouse & Associates
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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.”
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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.”
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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...”
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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...”
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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.”
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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...”
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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...”
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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...”
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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.”
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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.”
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Rader & Summa
(1)
“Thankfully a good friend recommended their service and I will continue doing business from now on.”
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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.”
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TAX & Accounting US
(1)
“Amazing accounting firm and fast service.”
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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.”
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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.”
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Advocates For Insurance Benefits
(4)
Life Insurance
“Their Help Is Amazing Ms Yvonne Can Solve Any Problem”
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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”
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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.”
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GT Invest Ukraine
(1)
Organize a Business, Business Plan Development, Accounting
“Thanks for the amazing service!”
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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.”
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Case Financial Services
(1)
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
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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.”
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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...”
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Nestor Financial Network
Long-Term Care, Universal Life Insurance, Referral Sources
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Retirement Planning and Investment Management Services in Bridgeport, CT Cost Estimates