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Micari Financial
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“I walked in with many questions about investing and saving for retirement and walked out with a game plan.”
Best Financial Advisors in Bristol, CT
The highest-rated Financial Planning & Wealth Management companies out of 127 vetted & reviewed in the Bristol area.
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AAA Retire
“Participants are given the opportunity to ask questions in advance, during, and by email or phone as follow-up, which allows the participant to get specific, personal advice.”
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CMW Tax Services - the Tax Office
“Carline is the best,”
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Barr Nicklis Gorski & Co
Tax Services, Services For Individuals, Services Import
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
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The Producers Firm
“Rarely have I worked with a company that is so knowledgeable and willing to share that knowledge with you.”
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Federal Hill Financial
Philosophy, Approach
“Accordingly, our approach is to pursue an in-depth understanding of your situation, as well as the personal values you hold.With our combined74 years of experience, this simple, yet intimate, approach has helped us guide our clients toward their goal...”
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Ciampi Tax & Financial Services
Fiduciary Standard, Personal Financial Planning, Accounting
“David and his team were extremely professional and responsive to my needs as a first time client moving from doing my own taxes to working with an expert.”
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Bacon & Gendreau Tax Preparation
Financial Solutions, Small Business and LLC Tax Preparation, Tax Preparation Services For Individuals
“We discovered even with our background and experience that using home use tax programs you can easily answer questions incorrectly and unknowingly pay more taxes than you should.”
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Duszynski & Associates
Bookkeeping, Tax Planning For Individuals, Tax Resolution
“This freed up income for investing and helped me understand how to do more with my business.”
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Milestone Asset Management Group
Pension Maximization, Estate Planning, Flat-Fee Planning
“Mike constantly watches over our investments, making changes and improvements to bring the maximum benefits to our portfolio while reducing risk for us.”
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New England Capital Financial Advisors
“We approach wealth management by putting the well-being and best interests of our clients at the helm of the ship. At New England Capital, trust, integrity, teamwork, transparency, and independence are the compass by which we stay the course, seeking...”
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Wayne W. Stanforth, CPA
“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.”
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Egidio Lennon Wealth Management
Retirement Planning, Taxation, Estate Planning
“Super knowlegable & was always looking out for what was best options for us!”
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Quality Senior Benefits
- Information
- Medicare
- Retirement
“Jay Dorso has been my Medicare agent/manager for the past 2 years, and is without doubt the best I've encountered, having had two other agents over the past six years.”
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Dzinski & Polzella
Business Valuations, Business Tax Returns, IRS & State Representation
“I'm very fortunate to have him accessible locally.”
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ACG Associates
Actuarial Plans, Pension Administration
“I have worked professionally with ACG Associates for almost three years and have had only a positive, professional, and satisfied experience.”
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RGB Financial
“Recommend.”
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Mugford & Dibella
Quickbooks Services, Business Services, Services For Individuals
“Real and practical advisory for real world issues, how often do you come across that from accountants”
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Connecticut Wealth Management
Momentum For Business Owners, Financial Planning, Holistic Wealth Management
“Connecticut Wealth Management, LLC (RIA) is a SEC registered investment adviser. RIA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. RIA's web site...”
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Tarlov Ford Berry Financial Group
Money, Estate, Lifestyle
“Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member”
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Medling, Lucente & Associates
Workplace Benefits and Defined Benefit Pension Maximization, Insurance, Legacy Planning
“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.”
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Fierston Financial Group
Shared Knowledge, Financial Flexibility, Aligned Interests
“We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have...”
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Allegiant Wealth Management
Planning For Business Owners, Estate Planning, Employer Sponsored Plans
“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.”
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The Harvesters
- Small Business
- Taxes
“I remember leaving that meeting with a better understanding of how financial opportunities really work, plus the realization that these opportunities were also for me.”
Retirement Planning and Investment Management Services in Bristol, CT Cost Estimates
Minimum cost
$1071
Maximum cost
$9100
National Average
$3212
Avg Per Hour Rates
$322
$2142
$5889
Average price range is based on
423 cost profiles
Why these companies made our list
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