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Dimatteo Group Financial Services
- Questions
- Team
- Retirement
“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.”
Best Financial Advisors near Bridgeport, CT
We have one firm in Bridgeport on file, and it is on this list, along with 23 from towns including Shelton (8, 6 mi), Westport (5, 9 mi) and Milford (4, 7 mi).
1 open weekends · 18 rated 4.5+ · 2 show 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.”
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Cooper Financial Services
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Gulish & Associates
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R.J. Testo & Associates
- Deductions
- Team
- Prices
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
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Skinner Wealth Strategies
- Financial Knowledge
- Portfolio
- Team
“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.”
The 24 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
22 of the 24 firms on this page have a rating, from 3.8 to 5.0 across 278 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and quality (68%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax planning (5), estate planning (4), business valuation (3), retirement planning (3) and bank financing (2). 2 show a license on their websites; 1 lists staff certifications (CPA) and 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 23 list a public email and 5 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?
5 of the 24 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.
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Emerald Tide Financial
- Call
- Understand
- Questions
“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.”
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Strategies For Wealth Management
- Investment
- Product
- Annuities
“Michael is very knowledgeable and available to discuss my personal investment goals.”
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Connecticut Institute Of Finance
“My wife Cherie and I have been clients of CT Institute of Finance for two years now.”
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Francis S. Infurchia & Company
“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.”
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Edwards Ingram Cpas
- Job
“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.”
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Bernhardt CPA
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Flagship Financial Partners
- Questions
- Retirement
- Medicare
“Just had a great amount of my insurance needs and financial questions answered safe now in my financial needs and trust Mike I will highly recommend the company”
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Milestone Asset Management Group
- Portfolio
- Retirement
- Rich
“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.”
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Trinitypoint Wealth
“His thorough explanations make complex concepts clear, and I feel comfortable asking him any questions I have.”
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Blue Keel Financial Planning
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Principle Wealth
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Newpointe Wealth
“I'm so glad I was referred to them for my companies retirement plan.”
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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.”
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Comprehensive Planning Associates
“Highly recommended Professional,knowledgeable and personal.”
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GYL Financial Synergies
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CT Green Property
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Lyons & Lyons
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Valentino, Reich and Associates
“Since switching to VRA I no longer have this problem prompt professional and extremely efficent”
Retirement Planning and Investment Management Services in Bridgeport, CT Cost Estimates
Minimum cost
$1200
Maximum cost
$10198
National Average
$3600
Avg Per Hour Rates
$360
$2400
$6599
Fair price range is based on 428 cost profiles
Why these companies made our list
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