Best Financial Advisors in Manchester, CT

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Manchester area.

Jan Johnson CFP

Jan Johnson CFP

“You're ready to live the good life, but you need to know if your money will last. Or perhaps you've suddenly received a large amount of money due to death, divorce or inheritance, and are faced with just as many psychological and emotional issues as ...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
945 Main St STE 306, Manchester, CT
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Sandra Baranowski CFP

Sandra Baranowski CFP

(1)
“If you want your taxes done right the 1st time, call Sandra Baranowski.”
935 Main St Level F - Unit C3, Manchester, CT
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Bacon & Gendreau Tax Preparation

Bacon & Gendreau Tax Preparation

(30)
Enrolled Agent CT, Small Business and LLC Tax Preparation, Tax Preparation Services For Individuals
“This year we referred our daughter (new homeowner and prospective bride) to have her taxes prepared by B&G—we can't think of a better guide for her to begin one of the key rites of #adulting.”
Accepts All Major Credit Cards
In Business Since 1988
62 LaSalle Rd #305, West Hartford, CT
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Castanho Financial Group

Castanho Financial Group

(3)
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
1622 Main St, East Hartford, CT
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CIG Private Wealth Management

CIG Private Wealth Management

(1)
Organizations, Individuals
“Great manager”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2003
Serving Manchester Area
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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 .”
Licensed, BBB Rating: A+
In Business Since 1988
Serving Manchester Area
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Innovest Financial Services

Innovest Financial Services

(2)
“Great services and advice with years of experience”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1989
Serving Manchester Area
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Mugford & Dibella

Mugford & Dibella

(3)
Tax Services, Business Services, Services For Individuals
“Andy is AWSOME”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
205 W Main St, New Britain, CT
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Connecticut Wealth Management

Connecticut Wealth Management

Investment & Wealth Management, Financial Planning, Holistic Wealth Management
“Connecticut Wealth Management, LLC (RIA) is a SEC registered investment adviser. RIA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. RIA's web site...”
Licensed, BBB Rating: A+
In Business Since 2014
Serving Manchester Area
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D'Aleo & Gazis

D'Aleo & Gazis

(8)
Businesses, Individuals
“He is always upbeat, personable and he truly cares about the continued success of my business.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2019
Free Initial Consultation
Serving Manchester Area
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Fierston Financial Group

Fierston Financial Group

Disciplined Management, Financial Flexibility, Aligned Interests
“We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have...”
Licensed, BBB Rating: A+
In Business Since 1991
29 S Main St #302, West Hartford, CT
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Nicola Yester & Co

Nicola Yester & Co

(4)
Tax Services, Business Services, Advisory
“I've been a customer of Nicola, Yester & CO for nearly 10 years now and can't speak highly enough about their professionalism, the team and how efficient/timely they work.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1990
Serving Manchester Area
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Wilkinson, Wolfe & Associates

Wilkinson, Wolfe & Associates

(2)
Business Services, Industries, Individual Advisory
“  They helped me to understand the differences between LLC, S-corp, C-corp, business exit strategies, short term finical goals and long term financial goals.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
Serving Manchester Area
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BYC

BYC

(2)
Tax Services, Business Services, Tax Center
“He's always available to answer questions and is creative without being aggressive.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1999
Serving Manchester Area
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The Harvesters

The Harvesters

(18)
  • Small Business
  • Taxes
“She's gone above and beyond a normal accountant by answering all financial questions, sharing tools to create budgets and is getting me in a better spot than I was yesterday.”
Serving Manchester Area
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Dino P. Iavecchia, CPA

Dino P. Iavecchia, CPA

Elder Care, IRS Audit Representation, Non-Filed Tax Returns
“Confidentiality and Security As your trusted advisor our meetings with you are always confidential, and your information is kept secure using the latest in information systems technology.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
Serving Manchester Area
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Heritage Capital Advisors

Heritage Capital Advisors

Licensed, BBB Rating: A+
In Business Since 2005
Serving Manchester Area
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Tenpath Financial Group

Tenpath Financial Group

(3)
“When dealing with difficult situations with 3rd parties I wouldn't want anyone else in our corner - they know how get things done and really go the extra mile.”
In Business Since 2018
820 Farmington Ave, West Hartford, CT
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Coburn & Meredith

Coburn & Meredith

(1)
Estate Planning, Portfolio Management, Education Planning
“Professional staff”
Family Business
Accepts All Major Credit Cards
In Business Since 1936
Serving Manchester Area
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Thrivepoint Financial

Thrivepoint Financial

(4)
Senior Care, Retirement Planning, Education Planning
“As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio.”
In Business Since 2020
Serving Manchester Area
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Bolton Financial

Bolton Financial

(8)
Long-Term Care Insurance, Life Insurance, Disability Income Insurance
“I therefore have no reservations in recommending her to my colleagues who would be interested in taking advantage of the great products and services she provides.”
Free Initial Consultation
In Business Since 2018
Serving Manchester Area
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RMC Investment Advisors

RMC Investment Advisors

(1)
“Good stuff, BUY AND HOLD SHIBA INU!”
In Business Since 2020
643 Prospect Ave, Hartford, CT
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Summit Planning Group

Summit Planning Group

(1)
“Funny uh f3 by”
In Business Since 2004
333 E River Dr # 410, East Hartford, CT
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Boway Express

Boway Express

(2)
Freight Drops at Any Freight Forwarder at BDL, , Casino Services
“Impeccable freight and cargo handling; superb customer service”
In Business Since 2003
Serving Manchester Area
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Retirement Planning and Investment Management Services in Manchester, CT Cost Estimates

Minimum cost
$1059
Maximum cost
$8994
National Average
$3175
Avg Per Hour Rates
$318
$2117
$5820
Typical price range is based on 401 cost profiles
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Average Cost $3175
Minimum cost $1059
Maximum cost $8994
Avg Per Hour Rates $318

Typical range $2117 to $5820 is based on 401 cost profiles.

Why these companies made our list

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