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Edward C Freer Jr CPA
“Very friendly, and knows what he is doing!”
Best Financial Advisors in Danbury, CT
24 firms listed · 8 in Danbury · 1 open 24/7 · 5 open weekends · 19 rated 4.5+
Data verified October 18, 2026
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Prosperity
“Great company with great people who take good care of my finances.”
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Malkin & Daigle
“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!”
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Titan Accounting Consulting Services
- Small Business
“They're experts at supporting small business owners through accounting and consulting.”
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Integrated Financial Partners: Jack Smoot, J.D
“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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Prime Financial Services
The 24 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 24 firms we list here, 8 are in Danbury itself and 16 come from towns including Ridgefield (3, 8 mi), New Milford (3, 10 mi) and Wilton (3, 15 mi). 19 of the firms on this page have a rating, from 4.5 to 5.0 across 144 reviews. 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (5), business valuation (3), new business formation (3), quickbooks services (3) and retirement planning (3). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 6 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 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 24 firms are located in Danbury. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Crown Capital Securities LP
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Truenorth Financial Solutions
“I want to thank you from the bottom of my heart for helping my family.”
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Glb Consulting
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Vantage Wealth Management
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Dominick Santoro | LPL Financial
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Round Rock Advisors
“I highly recommend working with BT & Round Rock Advisors.”
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Stratos Wealth Partners
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Emerald Tide Financial
- 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.”
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Schneider Financial Group
- Finances
- Questions
- Team
“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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Connecticut Institute Of Finance
“The entire group is competent, friendly, open, and most importantly, honest!”
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Woodhouse & Associates
“They are professional and straight forward.”
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Finesco Associates
“Good strategy...”
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Cironefriedberg
“The FINEST AND smartest firm ive ever hired.”
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Diamant Asset Management
“Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.”
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Bakewell & Mulhare
“I am not just referring to my personal CPA, Cheryl Bakewell, I am talking about the whole team, Annette, Melissa, and anyone that works on our account.”
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Anderson Accounting & Finance
- Phone Call
- Company
- Documents
“Ben is always a phone call away and goes over and above answering questions, offering thoughtful advice and solutions to issues that arise in the workings of a small business.”
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Carminucci Wealth Management and Financial Services
“They have always gone above and beyond always made myself and my family feel like we are part of their family more than just a financial advisor.”
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Compass Capital Management Llc
“Awesome company ~ excellent customer service!!!!!”
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
Why these companies made our list
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