The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Danbury area.
Learn how we score.
Prominent finalists A-Z in Danbury
American Merchant Financial Services
Arconti Financial Advisors
Benay Enterprises
Clavette & Company
Dominick Santoro | LPL Financial
Edward C Freer Jr CPA
Emerald Tide Financial
Fairview Financial
Frederick A Landwehr & Co
Integrated Financial Partners: Jack Smoot, J.D
Malkin & Daigle
Mitchel Seidman CPA
Price Financial Group
Prime Financial Services
Prosperity
Rader & Summa
Reby Advisors
Round Rock Advisors
Schneider Financial Group
Stratos Wealth Partners
Syfg, Beth Worthington
Tax & Accounting Solutions Co
Wayne Locke, CFP
Woodhouse & Associates
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Edward C Freer Jr CPA
(12)
Tax Services, Business Services, Quickbooks Services
“Very friendly, and knows what he is doing!”
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Benay Enterprises
(7)
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.”
i
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Prosperity
(1)
Access Your Account, History
“Great company with great people who take good care of my finances.”
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Rader & Summa
(1)
“Thankfully a good friend recommended their service and I will continue doing business from now on.”
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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!”
i
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Mitchel Seidman CPA
(1)
IRS Problem Resolution, Tax Preparation, Bookkeeping
“Very professional and thorough.”
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American Merchant Financial Services
(4)
“Very professional and highly effective, would work with them again.”
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Tax & Accounting Solutions Co
(3)
“Best account in this state period”
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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.”
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Price Financial Group
“We specialize in helping individuals and families navigate life's transitions. Through every phase of your life, you can depend on us to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that ...”
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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.”
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Wayne Locke, CFP
Susan Slater, Harsha Saxena, Deborah Cawley
“Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.”
“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...”
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Reby Advisors
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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...”
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Arconti Financial Advisors
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Round Rock Advisors
Business Financial Services, Investment Allocation, Accumulation Goals
“I highly recommend working with BT & Round Rock Advisors.”
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Frederick A Landwehr & Co
(1)
New Business Formation, Tax Services, Payroll
“Great service !”
i
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Schneider Financial Group
(16)
Financial Planning, Business Valuation, Retirement 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.”
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Woodhouse & Associates
(2)
Business Accounting, Non-Profit Organizations, Business Valuation
“Great customer service with up to date knowledge.”
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Clavette & Company
Tax Services, Business Services, Tax Planning
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Fairview Financial
“We act as a broker to qualify clients, finance funding, compile the loan packet, and pass the packet through to the lender. The most important part of our work is the satisfaction we gain from helping people. Our passion for getting clients into a ho...”
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Emerald Tide Financial
(13)
Understand
Retirement
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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Retirement Planning and Investment Management Services in Danbury, CT Cost Estimates