Best Financial Advisors in Fairfield, CT

The highest-rated Financial Planning & Wealth Management companies out of 196 vetted & reviewed in the Fairfield area.

Helming & Company

Helming & Company

(24)
Payroll, Quickbooks, Audit Trail
“He was incredibly knowledgebable, patiently listened to me describe our challenges, asked really great questions, and overall demonstrated empathy and awareness of how such matters can impact those involved.”
Licensed, BBB Rating: A+
Offers Financing Options
Free Initial Consultation
In Business Since 1985
8 Fairfield Blvd, Wallingford, CT 06492
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TAX & Accounting US

TAX & Accounting US

(8)
“With his extensive experience and expertise in accounting and taxation, including years at top firms like Pricewaterhouse Coopers and RSM US LLP, as well as corporate experience at FUJIFILM Holdings America Corporation, Mr.”
Transparent Fees & Pricing
In Business Since 2020
Offers Financing Options
Remote Consultations Available
1700 Post Rd Unit E-7, Fairfield, CT
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Tailored Cents

Tailored Cents

(10)
  • Confidence
  • Management
  • Financial Advisor
“Very happy with your great knowledge of the market, I have been with Rich for over 6+ years and I am very satisfied with my results during these not so good times”
In Business Since 2020
3135 Easton Turnpike, Fairfield, CT
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Comprehensive Planning Associates

Comprehensive Planning Associates

(1)
Schedule an Analysis, Seminars,
“Highly recommended Professional,knowledgeable and personal.”
Licensed
In Business Since 1998
33 Miller St, Fairfield, CT 06824
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Fairport Asset Management & Real Estate

Fairport Asset Management & Real Estate

(1)
Replace Lost Social Security Benefits, Plan Your Retirement Income, Maximize Your Social Security Income
“My wife and I have been with Fairport for many years they created a path for our retirement that we no longer have to be concerned about the future.”
In Business Since 2004
1515 Black Rock Tpke # 102, Fairfield, CT
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Lyons & Lyons

Lyons & Lyons

Tax Solutions, Wealth Management, Business Advisory
“Trivium Point Advisory is dedicated to individuals seeking an experienced, central advisor for their financial needs. We create a specialized experience in combining wealth management, accounting, and business advisory services, catering to those who...”
In Business Since 2020
1300 Post Rd, Fairfield, CT
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Bronson Point Management

Bronson Point Management

(1)
“Wonderful...”
In Business Since 2009
1960 Bronson Rd, Fairfield, CT
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Anthony Fabrizio

Anthony Fabrizio

“U.S. checking or savings account required to use Zelle. Transactions between enrolled consumers typically occur in minutes. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Other pro...”
In Business Since 2000
1055 Post Rd, Fairfield, CT
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Anderson Brolin & Coba Cpas

Anderson Brolin & Coba Cpas

“We are a full-service Accounting firm licensed in CT. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
139 Barnhill Rd, Fairfield, CT
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GCD Financial Planning and Advisory Services

GCD Financial Planning and Advisory Services

“GCD Financial Planning offers straightforward, honest financial advice, placing your interests ahead of our own. We are an affordable, fee-only financial planning group providing financial advice for an hourly fee. Our team specializes in creating co...”
Free Initial Consultation
In Business Since 2023
162 Green Acre Ln, Fairfield, CT
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Finance Office Partners

Finance Office Partners

“Kevin has been in public accounting since 1992, working mainly with small businesses and high net-worth individuals. From his start in a 3-person firm to Tax Manager of a 600+-person company in New York City, he lived and breathed accounting even bef...”
In Business Since 2023
1495 Black Rock Tpke, Fairfield, CT
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Landing Point Advisors

Landing Point Advisors

“Landing Point Advisors empowers individuals and families to achieve financial independence and peace of mind through innovative and tailored advisory solutions. We build lasting relationships grounded in trust, integrity, and exceptional service. By ...”
In Business Since 2022
79b Sanford St, Fairfield, CT
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Claddagh

Claddagh

Services, How It Works
“Tom has completed the intensive training, experience, and ethical requirements to be named a Certified Financial Planner ™ professional. As a CFP ® professional, Tom has pledged to always act in your best interest and put your needs ahead of his own....”
In Business Since 2015
1735 Post Rd, Fairfield, CT
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Syfg, Beth Worthington

Syfg, Beth Worthington

Wealth Management, Financial Planning, Medicare Demystified
“Securities offered through Osaic Wealth, Inc. member Osaic Wealth, an SEC Registered Investment Advisory Firm, Beth Worthington, Investment Advisor Representative. SYFG is independent of Osaic Wealth.”
In Business Since 2018
14 Fairfield Dr #107, Brookfield, CT
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R.J. Testo & Associates

R.J. Testo & Associates

(50)
Business Services, TAX Services, Services For Individuals
“He and his team have always been efficient, alert me to deductions I may not have been aware of, make suggestions about quarterly estimated tax payments when necessary, and always get my returns in on time even if I am late in submitting my forms.”
Accepts All Major Credit Cards
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
326 W Main St Ste 110, Milford, CT
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Edward C Freer Jr CPA

Edward C Freer Jr CPA

(13)
Business Services, Services For Individuals, Quickbooks Services
“Fantastic service, always great communications and friendly.”
Licensed, BBB Rating: A+
In Business Since 2006
Offers Financing Options
Transparent Fees & Pricing
Serving Fairfield Area
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The Innovative CPA Group

The Innovative CPA Group

(37)
  • Emails
  • Couple
  • Company
“Viji Krishnamoothy and Charlie Smith are my direct contacts and have done an excellent job in tax preparation and in providing timely and actionable advice.”
Offers Financing Options
In Business Since 2016
Serving Fairfield Area
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Dimatteo Group Financial Services

Dimatteo Group Financial Services

(33)
Corporate Retirement Planning, Tax Planning, Wealth Planning
“What stands out the most is the Di Matteo Group's deep knowledge of the market and their ability to explain complex financial concepts in a clear and understandable manner.”
Family Business
In Business Since 2008
Serving Fairfield Area
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Gabriel Tax & Accounting Services

Gabriel Tax & Accounting Services

(1)
“From the moment I found this organization for my taxes, they took care of me like I was worth a million instead of being the average individual I am.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2013
Offers Financing Options
1297 Park Ave, Bridgeport, CT
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Prosperity

Prosperity

(1)
Access Your Account, History
“Great company with great people who take good care of my finances.”
Licensed, BBB Rating: A+
In Business Since 2009
Remote Consultations Available
1 Reserve Rd, Danbury, CT
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Skinner Wealth Strategies

Skinner Wealth Strategies

(25)
  • Social Security
  • Retirement
  • Management
“Anyone can certainly invest on their own nowadays however not everyone can navigate the minefields of when to take Social Security, or how to position investments so health care becomes affordable at 62.”
In Business Since 2022
472 Wheelers Farm Rd Suite 305, Milford, CT
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Emerald Tide Financial

Emerald Tide Financial

(29)
  • Tax
  • Patient
  • Ira
“From the initial consultation to the finalization of my financial plan, Neil ensured that I was supported, taking the time to answer my questions and guide me through the process.”
In Business Since 2019
Serving Fairfield Area
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Connecticut Institute Of Finance

Connecticut Institute Of Finance

(2)
Estate Planning, Insurance Planning, Education Planning
“The entire group is competent, friendly, open, and most importantly, honest!”
Licensed, BBB Rating: A+
In Business Since 2005
Accepts Check, Cash, All Major Credit Cards
Serving Fairfield Area
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Strategies For Wealth Management

Strategies For Wealth Management

(6)
Long Term Care, Life Insurance
“The only company I can trust , he took his time and talked to me and I understood every word.”
Licensed, BBB Rating: A+
In Business Since 2005
Serving Fairfield Area
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Retirement Planning and Investment Management Services in Fairfield, CT Cost Estimates

Minimum cost
$1078
Maximum cost
$9162
National Average
$3234
Avg Per Hour Rates
$324
$2156
$5929
Average price range is based on 269 cost profiles
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Average Cost $3234
Minimum cost $1078
Maximum cost $9162
Avg Per Hour Rates $324

Average range $2156 to $5929 is based on 269 cost profiles.

Why these companies made our list

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