Best Financial Advisors in East Hartford, CT

The highest-rated Financial Planning & Wealth Management companies out of 103 vetted & reviewed in the East Hartford area.

Sunstone Financial Group

Sunstone Financial Group

(50)
Retirement Planning, Lifetime Income, Medicare
“.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
Serving East Hartford Area
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Bacon & Gendreau Tax Preparation

Bacon & Gendreau Tax Preparation

(30)
Tax Preparation Services For Individuals, Small Business and LLC Tax Preparation, Financial Solutions
“I have been working with this firm for many years, Steve Bacon and all the fine people at Bacon and Gendreau are courteous, professional and a pleasure to do business with, I hope to continue our relationship for a long time.”
In Business Since 1986
Accepts All Major Credit Cards
62 LaSalle Rd #305, West Hartford, CT
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Aaron Smith

Aaron Smith

(2)
Accounting & Bookkeeping Services, Audits, Consulting and Other Services
“I have been using Aaron Smith for years and their service is outstanding, very professional and responsive.”
In Business Since 1928
Licensed, BBB Rating: A
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving East Hartford Area
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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 1997
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1622 Main St, East Hartford, CT
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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
Licensed, BBB Rating: A+
Serving East Hartford Area
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ACG Associates

ACG Associates

(1)
Pension Administration, Actuarial Plans
“I have worked professionally with ACG Associates for almost three years and have had only a positive, professional, and satisfied experience.”
In Business Since 2015
Licensed, BBB Rating: A+
Serving East Hartford Area
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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
433 S Main St Suite 322, West Hartford, CT
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Fierston Financial Group

Fierston Financial Group

Aligned Interests, Financial Flexibility, Shared Knowledge
“We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have...”
In Business Since 1993
Licensed, BBB Rating: A+
29 S Main St #302, West Hartford, CT
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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
645 Farmington Ave, Hartford, CT
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Slade & Company

Slade & Company

(1)
“You can rest assured that all work will be done thoroughly and to the letter of the law.”
In Business Since 1961
Transparent Fees & Pricing
Offers Financing Options
333 E River Dr #202, East Hartford, CT
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YHB Investment Advisors

YHB Investment Advisors

(2)
Services, Who We Serve, YHB Charitable Endowment
“Jared provides great advice and is not afraid to tell me what I need to hear.”
In Business Since 2000
29 S Main St #306, West Hartford, CT
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Kemple Financial

Kemple Financial

(7)
Financial Planning, Investment Management, Estate Planning Analysis
“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
Serving East Hartford Area
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SKY Investment Group

SKY Investment Group

(1)
Services Overview, Private Clients & Families, Investment Objectives & Planning
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
In Business Since 2004
1 Financial Plaza #1210, Hartford, CT
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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
45 S Main St Suite 203, West Hartford, CT
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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
Serving East Hartford Area
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Tenpath Financial Group

Tenpath Financial Group

(3)
“When dealing with difficult situations with 3rd parties I wouldn't want anyone else in our corner - they know how get things done and really go the extra mile.”
In Business Since 2018
820 Farmington Ave, West Hartford, CT
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Command Wealth Management, Keith E Tatlock, CFP

Command Wealth Management, Keith E Tatlock, CFP

(3)
Financial Planning, Investment Management, Smartvestorpro
“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
Serving East Hartford Area
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RMC Investment Advisors

RMC Investment Advisors

(1)
“Good stuff, BUY AND HOLD SHIBA INU!”
In Business Since 2020
643 Prospect Ave, Hartford, CT
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Northstar Wealth Partners

Northstar Wealth Partners

“They represent a broad range of professions, pursuits and are at different phases in their life. Most have met or engaged with a financial professional prior to contacting us, but all have unanswered questions about their financial future and how to ...”
In Business Since 2009
433 S Main St #120, West Hartford, CT
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Burr Capital Advisors

Burr Capital Advisors

Financial Planning, Investments
“Acting as an advocate in support of your financial goals, we apply industry-leading techniques with a family-oriented approach. Utilizing more than three decades experience, we don't just look to the future and building wealth — we seek to meet your ...”
In Business Since 1994
Licensed, BBB Rating: A+
10 N Main St #213, West Hartford, CT
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Financial Vision

Financial Vision

“Talking to a Financial Advisor can help you today to take the mystery out of preparing for tomorrow. Whether your goals are pre- or post- retirement, tax reduction strategies, investment solutions, estate planning or college savings, our personalized...”
In Business Since 2003
111 Founders Plaza Suite 1202, East Hartford, CT
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Pioneer Valley Financial Group

Pioneer Valley Financial Group

(1)
Accumulation, Business Planning, Retirement Planning
“Great Local, Financial, Retirement planning business that offers a client to be part of a "family" oriented feel.”
In Business Since 2002
Serving East Hartford Area
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Pasco Advisors

Pasco Advisors

(3)
Financial Planning, Medicare, Tax Preparation Program
“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
Serving East Hartford Area
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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
City Place II, 185 Asylum St, Hartford, CT
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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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