Best Financial Advisors in Norwalk, CT

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Norwalk area.

Francis S. Infurchia & Company

Francis S. Infurchia & Company

(2)
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2004
45 East Ave, Norwalk, CT
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Graham Capital Management

Graham Capital Management

“The firm has more than two decades of trading experience, and core investment capabilities spanning discretionary macro, quantitative macro, and systematic trend-following.”
In Business Since 1998
40 Highland Ave, Norwalk, CT
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Financial Accounting Fndatn

Financial Accounting Fndatn

“A web portal featuring educational material and videos regarding the benefits of GAAP to public companies, private companies, not-for-profit organizations, and state and local governments.”
In Business Since 2010
801 Main Ave, Norwalk, CT
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Rocaton Investment Advisors

Rocaton Investment Advisors

Risk Analysis, Asset Allocation, Alternative Investments
“Hedge funds and other private investment funds (collectively, “Alternative Investments”) are subject to less regulation than other types of pooled investment vehicles such as mutual funds. Alternative Investments may impose significant fees, includin...”
In Business Since 2002
20 Glover Ave, Norwalk, CT
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Integral Capital Market

Integral Capital Market

“We offer two distinct but complementary services; Financial Planning and Investment Management. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent financial p...”
111 East Ave suite 101, Norwalk, CT
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Financial Marketing Group

Financial Marketing Group

“Financial Marketing Group, was founded in 1991 with the goal of providing training and marketing support to the financial advisor community. Our mission is to”
In Business Since 2007
47 Water St, Norwalk, CT
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THB Asset Management

THB Asset Management

“Founded in 1982, THB Asset Management manages niche equity strategies and employs a flexible, innovative approach to investing. We understand the markets in which we invest and how to translate raw data into opportunities others may overlook. Our tea...”
In Business Since 1995
501 Merritt 7 Penthouse Level, Norwalk, CT
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Guidelight Financial

Guidelight Financial

“An advisor may only transact business in a state if first registered. This communication is intended strictly for individuals residing in the following states: CA, CT, DE, FL, GA, ME, MD, MI, NC, NJ, NM, NY, PA, SC, UT, VA. No offers may be made or a...”
In Business Since 2011
50 Washington St 7th Floor, Norwalk, CT
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GE Commercial Finance

GE Commercial Finance

“We are aligned with GE's industrial businesses to bring customers cutting edge financial solutions to build, move, power and cure the world.”
In Business Since 1995
901 Main Ave, Norwalk, CT
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Advanced Resources

Advanced Resources

In Business Since 2006
83 East Ave Suite 105, Norwalk, CT
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First Allied Securities

First Allied Securities

““Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a...”
In Business Since 1997
5 Hill St, Norwalk, CT
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Monhegan Partners

Monhegan Partners

“Monhegan Partners, LLC is a private equity investment firm founded by a veteran team of investment and operating professionals who have collaborated repeatedly to acquire and build successful middle market manufacturing, distribution and service busi...”
In Business Since 2010
152 Rowayton Ave, Norwalk, CT
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Kelley Finanical Coaching

Kelley Finanical Coaching

“Having gone through similar experiences, I know getting a hold on your money is key to financial success. By eliminating my debt and building my savings, I felt like I got a raise and a weight was lifted off my shoulders.”
In Business Since 2020
150 Glover Ave, Norwalk, CT
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Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd #202, Greenwich, CT
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Alfano & Company

Alfano & Company

(21)
Tax Services, Business Services, Services For Quickbooks
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1997
Serving Norwalk Area
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Edward C Freer Jr CPA

Edward C Freer Jr CPA

(12)
Tax Services, Business Services, Quickbooks Services
“Fantastic service, always great communications and friendly.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2005
Serving Norwalk Area
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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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2013
1297 Park Ave, Bridgeport, CT
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Financial Advisors Diddel & Diddel

Financial Advisors Diddel & Diddel

(18)
Life Insurance, Asset Management, Business Insurance
“I recently started working with Financial Advisors Diddel & Diddel for wealth management services, and I am extremely impressed with their level of expertise and professionalism.”
In Business Since 1998
102 Southfield Ave, Stamford, CT
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Woodhouse & Associates

Woodhouse & Associates

(2)
Financial Planning For Individuals, Non-Profit Organizations, Business Accounting
“Great customer service with up to date knowledge.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Chatsworth Securities

Chatsworth Securities

New York, Shanghai, London
Licensed, BBB Rating: A+
In Business Since 2001
95 E Putnam Ave #2, Greenwich, CT
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Cooper Financial Services

Cooper Financial Services

Risk Management (Insurance Planning), Estate Planning, Retirement Planning
“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...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1991
Serving Norwalk Area
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EVB Certified Public Accountant

EVB Certified Public Accountant

(5)
Tax Services, Business Services, Services For Quickbooks
“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.”
Free Initial Consultation
Transparent Fees & Pricing
EVB, EVB, EVB, EVB Certified
Serving Norwalk Area
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Alex Bayer, CPA

Alex Bayer, CPA

(5)
Business Services, Services For Individuals, Quickbooks Services
“I compiled and declared 4 years of back taxes, created a payment plan, developed a tracking system that works for me, and this year, for the first time in my life and ONLY because of Alex's help and guidance, was I prepared and able to pay taxes in f...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2014
Serving Norwalk Area
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Magnifico Frank CPA

Magnifico Frank CPA

(1)
“Helped us quite a bit with a business as well as a family return.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2005
45 E Putnam Ave # 106, Greenwich, CT
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Retirement Planning and Investment Management Services in Norwalk, CT Cost Estimates

Minimum cost
$1146
Maximum cost
$9734
National Average
$3436
Avg Per Hour Rates
$344
$2291
$6299
Typical price range is based on 290 cost profiles
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Average Cost $3436
Minimum cost $1146
Maximum cost $9734
Avg Per Hour Rates $344

Typical range $2291 to $6299 is based on 290 cost profiles.

Why these companies made our list

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