Best Financial Advisors in Danbury, CT

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Danbury area.

Edward C Freer Jr CPA

Edward C Freer Jr CPA

(13)
Tax Services, Business Services, Quickbooks Services
“Very friendly, and knows what he is doing!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2005
15 Danbury Rd # 1, Ridgefield, CT 06877
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Prosperity

Prosperity

(1)
Access Your Account, History
“Great company with great people who take good care of my finances.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2010
1 Reserve Rd, Danbury, CT
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Benay Enterprises

Benay Enterprises

(6)
  • Team
“Their team is a seamless extension of our staff, and keeps us up to date on a regular basis with all of the financials, sales tax, AR/AP of our business, payroll, and so much more.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1991
30 Main St # 303, Danbury, CT
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Malkin & Daigle

Malkin & Daigle

(3)
Bank Financing, New Business Formation, Tax Problems
“Beyond that, the office environment was warm and inviting (thanks in part to Buster the office dog), and the whole experience was pleasant rather than painful!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
461 Danbury Rd suite 3, New Milford, CT 06776
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Mitchel Seidman CPA

Mitchel Seidman CPA

(1)
IRS Problem Resolution, Tax Preparation, Accounting
“Very professional and thorough.”
In Business Since 1996
3 Driftway Rd, Danbury, CT
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Titan Accounting Consulting Services

Titan Accounting Consulting Services

(2)
  • Small Business
“They're experts at supporting small business owners through accounting and consulting.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
100b Danbury Rd, Ridgefield, CT 06877
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Tax & Accounting Solutions Co

Tax & Accounting Solutions Co

(2)
“Best account in this state period”
In Business Since 2014
91 South St, Danbury, CT
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Integrated Financial Partners: Jack Smoot, J.D

Integrated Financial Partners: Jack Smoot, J.D

(1)
“My husband and I have used Jack's services for over 5 years and he has always steered us in the right direction with regard to our retirement issues.”
In Business Since 2011
44 Old Ridgebury Rd, Danbury, CT
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Prime Financial Services

Prime Financial Services

“Prime Financial Services was started over 65 years ago as a family-run organization. As we grew and expanded, we are now a team that has clients across the United States and even the world.”
Licensed
In Business Since 2001
187 Danbury Rd, Wilton, CT 06897
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Usedo's Financial Services

Usedo's Financial Services

(4)
“Been doing my taxes for more 5 years and never had problems.”
In Business Since 2014
72 North St STE 202, Danbury, CT
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American Merchant Financial Services

American Merchant Financial Services

(3)
“Fast, friendly, efficient, and saved me a lot of $$ on processing!”
In Business Since 2023
41 Kenosia Ave STE 202, Danbury, CT
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Crown Capital Securities LP

Crown Capital Securities LP

Accepts All Major Credit Cards
36 Mill Plain Rd, Danbury, CT
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Truenorth Financial Solutions

Truenorth Financial Solutions

(4)
“I want to thank you from the bottom of my heart for helping my family.”
In Business Since 2015
93 Lake Ave Suite 102, Danbury, CT
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Glb Consulting

Glb Consulting

Tax Services, Business Services, Quickbooks Services
“Our services encompass nearly every aspect of your financial life. We understand that planning for your family's financial future is not just for the one percent; it's important for everyone especially if you have a spouse or children. Because you an...”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2013
21 Driftway Rd, Danbury, CT
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Vantage Wealth Management

Vantage Wealth Management

“Anthony was born and raised in Yonkers, New York. He relocated to Ridgefield Connecticut in 2014 with his wife, Kelly, and two sons, Thomas and Michael. He received a BS in computer information systems from Manhattan College. Later, he went on to Nor...”
In Business Since 2022
51 Sugar Hollow Rd UNIT 201, Danbury, CT 06877
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Dominick Santoro | LPL Financial

Dominick Santoro | LPL Financial

“The goal of my practice is not to be “all things to all people”, but rather be the very best financial advisor I can be to a limited number of people. Rather than having hundreds or thousands of clients, I limit my practice to just dozens of high net...”
In Business Since 2011
83 Wooster Hts Rd #125, Danbury, CT
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Round Rock Advisors

Round Rock Advisors

Business Financial Services, Investment Allocation, Accumulation Goals
“I highly recommend working with BT & Round Rock Advisors.”
In Business Since 2016
187 Danbury Rd #201, Wilton, CT 06897
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Stratos Wealth Partners

Stratos Wealth Partners

“I'm Grant Ulrick, a financial professional in Danbury, CT, Fairfield, CT, Meriden, CT, and Scottsdale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today a...”
In Business Since 2017
105A Newtown Rd #5, Danbury, CT
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Frederick A Landwehr & Co

Frederick A Landwehr & Co

(1)
New Business Formation, Tax Services, Payroll
“Great service !”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2012
Serving Danbury Area
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Emerald Tide Financial

Emerald Tide Financial

(29)
  • Information
  • Financial Planning
  • Patient
“Not only the advisor was very helpful in asset evaluation and selection, but also he was super helpful in moving through the entire application process until contract sign-off.”
In Business Since 2019
Serving Danbury Area
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Schneider Financial Group

Schneider Financial Group

(19)
Annuities, IRA Advisory Services, Financial Planning
“Jon has been preparing my taxes for years and with changes in my life in recent years was very helpful, thoughtful and assisted me with my many issues as needed.”
Transparent Fees & Pricing
In Business Since 2007
Serving Danbury Area
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Connecticut Institute Of Finance

Connecticut Institute Of Finance

(2)
Tax Planning, Estate Planning, Coaching
“The entire group is competent, friendly, open, and most importantly, honest!”
Accepts Check, Cash, All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2006
Serving Danbury Area
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Woodhouse & Associates

Woodhouse & Associates

(3)
Business Accounting, Non-Profit Organizations, Business Valuation
“They are professional and straight forward.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Clavette & Company

Clavette & Company

(1)
Tax Services, Business Services, Tax Planning
“The best!”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2011
Serving Danbury Area
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Retirement Planning and Investment Management Services in Danbury, CT Cost Estimates

Minimum cost
$1138
Maximum cost
$9673
National Average
$3414
Avg Per Hour Rates
$342
$2276
$6259
Typical price range is based on 402 cost profiles
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Average Cost $3414
Minimum cost $1138
Maximum cost $9673
Avg Per Hour Rates $342

Typical range $2276 to $6259 is based on 402 cost profiles.

Why these companies made our list

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