Hamden, CT

Popular Cities

  • San Jose
  • Indianapolis
  • San Francisco
  • Phoenix
  • Fort Worth
  • Chicago
  • New York
  • Seattle
  • Philadelphia
  • Dallas
  • Los Angeles
  • Houston
  • Austin
  • San Antonio
  • Detroit
  • Boston
  • Columbus
  • Charlotte
  • Denver
  • San Diego

Best Financial Advisors in Hamden, CT

The highest-rated Financial Planning & Wealth Management firms out of 328 vetted & reviewed in the Hamden area.

Peak Financial Services

Peak Financial Services

(20)
  • Taxes
“Almost 14 years later, every year I return for tax prep and money advice, and will continue to do so for as long as they are in business, out of loyalty and gratefulness.”
In Business Since 2007
Accepts Cash
2911 Dixwell Ave, Hamden, CT
i
Eugene W Harris & Co

Eugene W Harris & Co

(1)
Retirement Planning, Municipal Deferred Compensation, Financial Planning
“Excellent service!”
In Business Since 2001
Serving Hamden Area
i
Reed Financial Planning Services

Reed Financial Planning Services

(2)
“I and can honestly say I feel confident referring friends and family to him without any concern as I know they will be in good hands.”
In Business Since 2009
Serving Hamden Area
i
Equitable Divorce Solutions

Equitable Divorce Solutions

(2)
“I am a psychotherapist who works with Lisa in the collaborative divorce process, and I have been amazed at how her sensitivity and responsiveness mirrors the skills of highly experienced clinicians!”
In Business Since 2007
Serving Hamden Area
i
Open Circle Wealth Partners

Open Circle Wealth Partners

(1)
“Great service, great product..”
In Business Since 2013
Serving Hamden Area
i
Lighthouse Financial

Lighthouse Financial

(1)
“Nice clean and quiet building on the corner of east main.”
In Business Since 2001
Offers Financing Options
Accepts All Major Credit Cards
213 E Main St, Meriden, CT
i
Agemy Financial Strategies

Agemy Financial Strategies

(20)
Estate Management, Retirement Planning, Investment Strategy
“Agemy has lived the meaning Fiduciary, continually being responsive to my family's concerns and direction, in taking all the stress off in developing a multifaceted approach toward our financial success.”
In Business Since 1994
Licensed, BBB Rating: A+
Serving Hamden Area
i
Allegiant Wealth Management

Allegiant Wealth Management

(11)
Planning For Business Owners, Medicare Solutions, Financial Planning
“As a person who is not well versed in the stock market and how things work, it's nice working with someone who takes the time to explain everything in terms that mean something to me.”
In Business Since 2019
Serving Hamden Area
i
Toomey Investment Management

Toomey Investment Management

(17)
Wealth Management, Insurance, Financial Planning
“They manage some significant holdings but realize where those holdings come from - not from large corporations or very wealthy individuals but regular people who have worked very long and very hard for their money and want to make sure that their mon...”
In Business Since 2010
Average Price Tag
Serving Hamden Area
i
Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(18)
“I would highly recommend Wayne to anyone (personal or business) who needs retirement planning, business consulting, estate and trust planning, tax planning, tax return preparation and filing, accounting services or bookkeeping!”
In Business Since 1993
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Serving Hamden Area
i
Strength In Numbers - Financial Coaching

Strength In Numbers - Financial Coaching

(20)
  • Cost
  • Family
  • Life
“It's such a relief now when I have to purchase a gift, get new tires for my car or anything else that we didn't budget for in the past to have that backup money already in our checking account.”
In Business Since 2011
22 Dayton St, New Haven, CT
i
Egidio Assante Lennon Wealth Management

Egidio Assante Lennon Wealth Management

(1)
Retirement Planning, Estate Planning, Overview
“Super knowlegable & was always looking out for what was best options for us!”
In Business Since 2002
Licensed, BBB Rating: A+
Serving Hamden Area
i
Castanho Financial Group

Castanho Financial Group

(4)
“I have been a business owner in one way or another for 20 years but believe it or not I have never used an accountant due to hearing horror stories from other people, I've always been too nervous or didn't make enough money to justify hiring one.”
In Business Since 1995
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Hamden Area
i
Edward Hopkins and Associates

Edward Hopkins and Associates

(12)
Mission, Vision + Values, News, Community Impact
“I've worked with Ed Hopkins for over 20 years and have greatly appreciated both his sound, practical financial advice and his responsiveness to any question ore request that I've ever posed to him.”
In Business Since 2010
Serving Hamden Area
i
Hammond Iles Wealth Advisors, Financial Coaching

Hammond Iles Wealth Advisors, Financial Coaching

(1)
“Just a great group of extremely knowlegeable, trustworthy, financial advisors with very personable, helpful assistants/ staff .”
In Business Since 1986
Licensed, BBB Rating: A+
Serving Hamden Area
i
Innovative Consulting and Solutions

Innovative Consulting and Solutions

(2)
“You can tell her expertise scales far beyond bookkeeping to strategic financial business decision making, which is truly a gift.”
In Business Since 2016
Free Initial Consultation
30 Hazel Terrace, New Haven, CT
i
Medling, Lucente & Associates

Medling, Lucente & Associates

(14)
Workplace Benefits and Defined Benefit Pension Maximization, Retirement Income Planning, Tax Strategies For Retirement
“I have since relied on Medling, Lucente & Associates for long-term as well as short-term investments without fail; there is simply no other firm in the area I would trust my to handle my investments!”
In Business Since 2021
Serving Hamden Area
i

Retirement Planning and Investment Management Services Estimated Cost in Hamden, CT 2022

Minimum cost
$1050
Maximum cost
$8925
National Average
$3150
Avg Per Hour Rates
$315
$2100
$5775
Fair price range based on 162 cost profiles
Click to copy
Successfully copied!
Average Cost $3150
Minimum cost $1050
Maximum cost $8925
Avg Per Hour Rates $315

Average range $2100 to $5775 is based on 162 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top