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 2007
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 1989
30 Main St # 303, Danbury, CT
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Rader & Summa

Rader & Summa

(1)
“Thankfully a good friend recommended their service and I will continue doing business from now on.”
Family Business
Licensed, BBB Rating: A+
In Business Since 2010
57 North St STE 209, 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, Bookkeeping
“Very professional and thorough.”
In Business Since 1994
3 Driftway Rd, Danbury, CT
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Titan Accounting Consulting Services

Titan Accounting Consulting Services

(2)
“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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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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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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Price Financial Group

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 ...”
Accepts Cash
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1999
43 Danbury Rd, Wilton, CT 06897
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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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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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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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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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Wayne Locke, CFP

Wayne Locke, CFP

Lisa Threatte, Harsha Saxena, Beverly Ryan
“Use this calculator to estimate the cost of your child's education, based on the variables you input.”
In Business Since 2009
4 Mountainview Terrace, Danbury, CT
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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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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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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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Reby Advisors

Reby Advisors

Accepts All Major Credit Cards
In Business Since 1997
44 Old Ridgebury Rd Ste 150, Danbury, CT
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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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Arconti Financial Advisors

Arconti Financial Advisors

In Business Since 2007
152 Deer Hill Ave, 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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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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