Best Financial Advisors in Danbury, CT

“Very friendly, and knows what he is doing!”

“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.”

“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!”

“Very professional and thorough.”

“Very professional and highly effective, would work with them again.”

“Best account in this state period”

“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.”

“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 ...”

“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.”

“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...”

“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.”

“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.”