Edward C Freer Jr CPA
“He is reasonable, informative and gives that personal touch that the bigger firms can't.”
Best Financial Advisors in Danbury, CT
15 firms listed · 8 in Danbury · 1 open 24/7 · 4 open weekends · 11 rated 4.5+
Data verified October 27, 2026
Prosperity
“Great company with great people who take good care of my finances.”
Titan Accounting Consulting Services
“The best, professional, knowledgeable, caring and reliable accountants that you can trust with your finances!”
David Zavarelli, CFP LPL Financial
“Most importantly, David earns trust through integrity—he puts clients first, handles sensitive situations with maturity, and treats advice with responsibility rather than sales pressure.”
Integrated Financial Partners: Jack Smoot, J.D
“I appreciate that he offers an initial consultation to walk through your financial picture before you even commit, which builds trust and shows his patience and expertise.”
Truenorth Financial Solutions
“They're not like other companies trying to make a sale, they truly care about their clients and have always gone above and beyond to show that.”
The 15 firms listed for Danbury, 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: Danbury, CT
Of the 15 firms we list here, 8 are in Danbury itself and 7 come from towns including Ridgefield (4, 8 mi), Bethel (1, 4 mi) and Brookfield (1, 5 mi). 11 of the firms on this page have a rating, from 4.5 to 5.0 across 50 reviews. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (2), estate planning (2), quickbooks services (2), services for individuals (2) and tax services (2). 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 4 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 1 takes 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 Danbury listed here?
8 of the 15 firms are located in Danbury. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Crown Capital Securities LP
Glb Consulting
Vantage Wealth Management
Dominick Santoro | LPL Financial
Stratos Wealth Partners
Finesco Associates
“They have been helping out my family for decades and really do their best to help you out on their part.”
Diamant Asset Management
“Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.”
Innovative Tax & Accounting Group
“They did me a great job and did all that they said they wud do.”
Financial Strategies Investment Advisor Services
Why these companies made our list
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