Best Financial Advisors in East Hartford, CT

24 firms listed · 5 in East Hartford · 2 open weekends · 19 rated 4.5+

Data verified October 21, 2026

Sunstone Financial Group

Sunstone Financial Group

(50)
  • Health Insurance
  • Needs
  • Questions
“.did Jessica from Sunstone leave me feeling like I was stuck or lost she pushed and pushed and after many many phone calls to the State of CT and using her skills and knowledge I finally received my insurance coverage one day before the mandatory dea...”
In Business Since 2023
Family Business
Vernon, CT · 7 mi from East Hartford
i
Aaron Smith

Aaron Smith

(2)
“I have been using Aaron Smith for years and their service is outstanding, very professional and responsive.”
In Business Since 1929
BBB Rating: A
Transparent Fees & Pricing
Accepts All Major Credit Cards
East Longmeadow, MA · 21 mi from East Hartford
i
Castanho Financial Group

Castanho Financial Group

(3)
“I have been a business owner in one way or another for 20 years but believe it or not I have never used an accountant due to hearing horror stories from other people, I've always been too nervous or didn't make enough money to justify hiring one.”
In Business Since 1996
BBB Rating: A+
Accepts All Major Credit Cards
1622 Main St, East Hartford, CT
i
Bond Financial Group

Bond Financial Group

(1)
“It's great working with people who care about you, your goals and help you plan your future.”
In Business Since 2002
BBB Rating: A+
East Longmeadow, MA · 21 mi from East Hartford
i
Fuchs Financial

Fuchs Financial

(10)
  • Team
  • Retirement
  • Questions
“They are knowledgeable about finances but they also care about you as a person, they're super friendly and go above and beyond to treat you with respect even when you don't know any thing about finance.”
In Business Since 2019
Free Initial Consultation
West Hartford, CT · 7 mi from East Hartford
i
Jluxfunding

Jluxfunding

(9)
  • Company
“I was looking for the best funding company and I found the best one and they help me out with every step love the service”
In Business Since 2015
Hartford, CT · 4 mi from East Hartford
i

The 24 firms listed for East Hartford, 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: East Hartford, CT

Of the 24 firms we list here, 5 are in East Hartford itself and 19 come from towns including Hartford (5, 4 mi), West Hartford (5, 7 mi) and East Longmeadow, MA (5, 21 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 280 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), medicare (3), investment management (2) and retirement planning (2). 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 97 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 17 list a public email and 5 take 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.

Do firms listed for East Hartford take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

SKY Investment Group

SKY Investment Group

(1)
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
In Business Since 2004
Hartford, CT · 4 mi from East Hartford
i
Kemple Financial

Kemple Financial

(7)
  • Questions
  • Expert
  • Knowledge
“He's provided me with a whole new perspective on the day to day operation of my business and given me both short and long term advice that has been extremely valuable in setting me up for long term success.”
In Business Since 2022
East Longmeadow, MA · 21 mi from East Hartford
i
Bergenn Financial Group

Bergenn Financial Group

(4)
  • Retirement
“While I am the financial guru for my friend group, Eric does a great job of kindly and soundly reminding me of unique options that each person and family has based on their situation.”
In Business Since 2022
West Hartford, CT · 7 mi from East Hartford
i
Johndrow Wealth Management

Johndrow Wealth Management

(4)
“As a client who knew very little about investments and different options, I was so appreciative of her patience, great advice and thoughtfulness in getting us set up to work with Johndrow Wealth Management.”
In Business Since 2019
West Hartford, CT · 7 mi from East Hartford
i
Command Wealth Management, Keith E Tatlock, CFP

Command Wealth Management, Keith E Tatlock, CFP

(3)
“Keith and his staff are always friendly, helpful, patient and always take the time to answer our questions and make sure we are comfortable with our investments”
In Business Since 2020
East Longmeadow, MA · 21 mi from East Hartford
i
Financial Vision

Financial Vision

In Business Since 2003
111 Founders Plaza Suite 1202, East Hartford, CT
i
Northstar Wealth Partners

Northstar Wealth Partners

In Business Since 2009
West Hartford, CT · 7 mi from East Hartford
i
Burr Capital Advisors

Burr Capital Advisors

In Business Since 1992
BBB Rating: A+
West Hartford, CT · 7 mi from East Hartford
i
Pioneer Valley Financial Group

Pioneer Valley Financial Group

(1)
“Great Local, Financial, Retirement planning business that offers a client to be part of a "family" oriented feel.”
In Business Since 2002
Ludlow, MA · 29 mi from East Hartford
i
Pasco Advisors

Pasco Advisors

(3)
  • Understanding
“Pasco Advisors has been instrumental in my retirement planning, financial investments, rollover of my 401K and pension plans as well as annual tax preparation.”
In Business Since 2016
Accepts Check
East Windsor, CT · 10 mi from East Hartford
i
Bradley Foster & Sargent

Bradley Foster & Sargent

(6)
“Fabulous group you will always be able to depend upon - it is an honour to work with them!”
In Business Since 2000
Hartford, CT · 4 mi from East Hartford
i
Horizon Investment Management Group

Horizon Investment Management Group

(1)
“When it comes to investments, retirement planning, and life insurance Michael is the only person I trust.”
In Business Since 2009
East Longmeadow, MA · 21 mi from East Hartford
i
Summit Planning Group

Summit Planning Group

(1)
“Funny uh f3 by”
In Business Since 2004
333 E River Dr # 410, East Hartford, CT
i
Tumolo Financial

Tumolo Financial

(1)
“Ken is a very hard worker who looks at your financial goals and offers suggestions that meet your goals.”
In Business Since 2019
East Lyme, CT · 35 mi from East Hartford
i
BNY Mellon Shareowner Services

BNY Mellon Shareowner Services

In Business Since 2006
Offers Financing Options
111 Founders Plaza, East Hartford, CT
i
HFM Wealth Management - Hartford Financial Management

HFM Wealth Management - Hartford Financial Management

In Business Since 1997
Hartford, CT · 4 mi from East Hartford
i
S T Sadlak & Co

S T Sadlak & Co

(2)
“Great service!”
Hartford, CT · 4 mi from East Hartford
i
Founders Capital Management

Founders Capital Management

In Business Since 2003
111 Founders Plaza #1500, East Hartford, CT
i
HomeWealth Management AdvisorsConnecticutEast Hartford, CT

Retirement Planning and Investment Management Services in East Hartford, CT Cost Estimates

Minimum cost
$1025
Maximum cost
$8709
National Average
$3074
Avg Per Hour Rates
$308
$2050
$5635
Fair price range is based on 306 cost profiles
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Average Cost $3074
Minimum cost $1025
Maximum cost $8709
Avg Per Hour Rates $308

Fair range $2050 to $5635 is based on 306 cost profiles.

Why these companies made our list

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