Waterbury, CT

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Best Financial Advisors in Waterbury, CT

The highest-rated Financial Planning & Wealth Management firms out of 389 vetted & reviewed in the Waterbury area.

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 1986
Serving Waterbury Area
i
Caiati Financial Services

Caiati Financial Services

(6)
“Dominick is always happy and engaging, but at the same time, Dominick explained everything thoroughly and I never felt uncomfortable asking questions or expressing an opinion.”
In Business Since 2019
Serving Waterbury Area
i
Gottfried & Somberg Wealth Management

Gottfried & Somberg Wealth Management

(2)
“The best.”
In Business Since 2011
Serving Waterbury Area
i
Senior Planning Services

Senior Planning Services

(1)
“The assistance from SPS staff during a very stressful time was invaluable.”
In Business Since 1998
92 Brookside Rd, Waterbury, CT
i
Lighthouse Financial

Lighthouse Financial

(1)
“Nice clean and quiet building on the corner of east main.”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2003
213 E Main St, Meriden, CT
i
Agemy Financial Strategies

Agemy Financial Strategies

(20)
Tax Strategies, Investment Strategy, Retirement Planning
“Andrew Agemy and the staff at Agemy Financial are professional, patient, and detailed with explanations ensuring that I fully comprehend their plan for my investments.”
Licensed, BBB Rating: A+
In Business Since 1994
Serving Waterbury Area
i
Allegiant Wealth Management

Allegiant Wealth Management

(11)
Employer Sponsored Plans, Investment Management, Estate Planning
“Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does.”
In Business Since 2019
Serving Waterbury Area
i
Toomey Investment Management

Toomey Investment Management

(17)
Tax Preparation, Financial Planning, Insurance
“After receiving an inheritance five years ago and not being happy with another financial advisor (non-fiduciary), we contacted Brendan and his team for advise.”
Average Price Tag
In Business Since 2010
Serving Waterbury Area
i
Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(18)
“Wayne has done an excellent job for the past two years assisting with my taxes and filing other important papers for my business as well as handling tax returns for my wife and I personally.”
Free Initial Consultation
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1993
Serving Waterbury Area
i
Strength In Numbers - Financial Coaching

Strength In Numbers - Financial Coaching

(20)
  • The Future
  • Planning
  • Debt
“He helped analyze where we were spending too much, be able to discuss it without fighting and see what was the most change which was important to meet our goals.”
In Business Since 2011
22 Dayton St, New Haven, CT
i
Egidio Assante Lennon Wealth Management

Egidio Assante Lennon Wealth Management

(1)
Taxation, Accumulation, Retirement Planning
“Super knowlegable & was always looking out for what was best options for us!”
Licensed, BBB Rating: A+
In Business Since 2002
Serving Waterbury 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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1993
Serving Waterbury Area
i
Edward Hopkins and Associates

Edward Hopkins and Associates

(12)
Community Impact, News, Mission, Vision + Values
“He has a knack of getting to know his clients well , takes their goals for retirement seriously and then develops a financial plan to be sure they meet their goals.”
In Business Since 2010
Serving Waterbury Area
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Innovative Consulting and Solutions

Innovative Consulting and Solutions

(2)
“Shantel is great and very knowledgeable!”
Free Initial Consultation
In Business Since 2016
30 Hazel Terrace, New Haven, CT
i
Medling, Lucente & Associates

Medling, Lucente & Associates

(14)
Insurance, Legacy Planning, Workplace Benefits and Defined Benefit Pension Maximization
“What interested us in entrusting our investments with Medling Lucente & Associates is they listened to our needs and concerns and provided financial vehicles to achieve our goals.”
In Business Since 2021
Serving Waterbury Area
i
Case Financial Services

Case Financial Services

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

Moneco Advisors - Colleen Galushko

(6)
Business Strategies, Personal Strategies
“Colleen is very Knowledgeable about the markets and what works best for her clients.”
Below Average Price Tag
In Business Since 2009
Serving Waterbury Area
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Retirement Planning and Investment Management Services Estimated Cost in Waterbury, CT 2022

Minimum cost
$1050
Maximum cost
$8925
National Average
$3150
Avg Per Hour Rates
$315
$2100
$5775
Fair price range based on 168 cost profiles
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Average Cost $3150
Minimum cost $1050
Maximum cost $8925
Avg Per Hour Rates $315

Fair range $2100 to $5775 is based on 168 cost profiles.

Why these companies made our list

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