Dimatteo Group Financial Services
“Since I'm a novice when it comes to investing, I appreciate John's expertise and that he takes time to periodically call me to discuss my portfolio.”
Best Financial Advisors near Bridgeport, CT
We have one firm in Bridgeport on file, and it is on this list, along with 14 from towns including Shelton (7, 6 mi), Milford (4, 7 mi) and Fairfield (2, 4 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Woodhouse & Associates
“I've been using woodhouse and associates for 5 yrs and I tell you I would know where my business would be without Keston, he is great.”
Cooper Financial Services
Gulish & Associates
R.J. Testo & Associates
“I'm always extremely pleased with Rob's tax services over the years… very thorough and reasonably priced!”
Skinner Wealth Strategies
“Brian has been incredibly helpful guiding my wife and I through our retirement planning.”
The 15 firms listed for Bridgeport, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bridgeport, CT
14 of the 15 firms on this page have a rating, from 3.5 to 5.0 across 405 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), tax planning (3), cloud accounting (2), financial planning (2) and investment management (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bridgeport take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Flagship Financial Partners
“Flagship financial is the pinnacle of customer service and an elite company to work with when it comes to planning your retirement and ensuring your family is taken care of.”
Strategies For Wealth Management
“The only company I can trust , he took his time and talked to me and I understood every word.”
Edwards Ingram Cpas
“This is such an amazing accounting firm!”
Milestone Asset Management Group
“He did a very thorough job of analyzing my current financial situation and provided insightful revelations.”
Coastal Bridge Advisors
“His thorough explanations make complex concepts clear, and I feel comfortable asking him any questions I have.”
Aquilance
“Aquilance is a game-changer for their ability to integrate bill pay, bookkeeping, and detailed financial reporting into one seamless fully managed service.”
Comprehensive Planning Associates
Fairport Asset Management & Real Estate
“My wife and I have been with Fairport for many years they created a path for our retirement that we no longer have to be concerned about the future.”
Michael Aloi, Certified Financial Planner
“Mike has done an exceptional job helping me navigate life insurance, financial planning, and much more as I expect my first child.”
Why these companies made our list
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