The Ferris Financial Group
“I highly recommend them to anyone looking for a trustworthy financial company!”
Best Financial Advisors near Bristol, CT
We have 3 firms in Bristol on file, and all of them are on this list, along with 12 from towns including Cheshire (3, 9 mi), West Hartford (3, 11 mi) and Farmington (2, 6 mi).
1 open 24/7 · 2 open weekends · 13 rated 4.5+
Data verified October 27, 2026
AAA Retire
Riverside Investments
Ciampi Tax + Advisory Co.
“We would highly refer anyone seeking knowledgeable financial advice and/or prompt tax prep to Hanna and Ciampi financial group.”
Fuchs Financial
“It's refreshing to find someone with that much care and dedication to their work, and it was important for my family to show our appreciation”
Confident Financial Solutions
“What I appreciate most is how goal oriented they are—they took the time to understand my personal financial priorities, and built a personalized retirement plan that feels both practical and tailored to my individual circumstances.”
The 15 firms listed for Bristol, 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: Bristol, CT
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 392 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 4 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 3 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.
Why are financial advisers outside Bristol listed here?
3 of the 15 firms are located in Bristol. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Wayne W. Stanforth, CPA
“Wayne has done our taxes for the past 2 years and his professionalism and his experience is top notch.”
New England Capital Financial Advisors
ATP Financial
“I appreciated Jennifer's assistance in answering some questions even before I officially signed to work with her.”
RGB Financial
“The best set up retirement and answer all my questions”
Strength In Numbers - Financial Coaching
“We worked with him for a year and a half and found him to be professional and to have answers to all of our questions.”
Connecticut Wealth Management
Book onlineBook
Bergenn Financial Group
“I see how Eric protects his clients and helps them build and grow, and I would recommend him to anyone looking to grow and protect their assets and take control of their financial life.”
Bantam Financial
“I would highly suggest Tom, Jessica and Jean for your financial needs.”
Johndrow Wealth Management
“I would highly recommend Maggie Johndrow to anyone looking for a knowledgeable, trustworthy, and supportive financial advisor who truly takes the time to understand her clients.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
