Best Financial Advisors in Bridgeport, CT

“They have well experienced and very knowledgeable staff who take time to understand a persons current and long term goals in order to give solid advice.”

“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...”

“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.”

“Viji Krishnamoothy and Charlie Smith are my direct contacts and have done an excellent job in tax preparation and in providing timely and actionable advice.”

“Specializing in those who have fewer working years ahead than behind, he understood my risk tolerance, talked me through how to view it at this stage, and guided me towards a balanced investment mix.”

“You were clear and succinct in your presentation of the tax-free retirement accounts (TFRA) and you were able to get me an arrangement that works well for me.”

“Michael is very knowledgeable and available to discuss my personal investment goals.”

“My wife Cherie and I have been clients of CT Institute of Finance for two years now.”

“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.”

“Being a small business owner it's reassuring to know that my bookkeeping and accounting needs are handled well, and that tax issues are under control.”

“With his extensive experience and expertise in accounting and taxation, including years at top firms like Pricewaterhouse Coopers and RSM US LLP, as well as corporate experience at FUJIFILM Holdings America Corporation, Mr.”

“I found Rich Lo Presti through a google search and met with him and discovered that there were fees attached to my investments that I was not aware of.”

“And Yvonne is such a wonderful person and she has a awesome staff.”

“Business owners who have been contemplating the sale of their privately-held businesses should take note – and get ready to leverage cash-flush private equity groups and strategic buyers, resulting in higher valuations and better closing terms in mor...”

“If you are looking for a blend of personal service and expertise, you have come to the right place! I offer a broad range of services for business owners, executives and independent professionals. My rates are affordable. I am experienced and friendl...”