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

(21)
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 1986
8 Fairfield Blvd, Wallingford, CT 06492
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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 1997
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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Tailored Cents

Tailored Cents

(10)
  • Knowledge
  • Rich
  • Confidence
“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”
Remote Consultations Available
In Business Since 2020
3135 Easton Turnpike, 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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Oak Tree Financial Group - Fairfield CT

Oak Tree Financial Group - Fairfield CT

(2)
“Excellent portfolio managers and customer service.”
In Business Since 1987
2000 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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TAX & Accounting US

TAX & Accounting US

“Amazing accounting firm and fast service.”
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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Keri O'Connor - Financial Wellness Coach

Keri O'Connor - Financial Wellness Coach

Individual Coaching, Money Coaching Circles, Workshops
“The key to overall financial happiness lies in simplicity and intentional thinking. Financial anxiety does not limit itself to households in need of money. It affects both the rich and the poor and is a very real problem that stems from the way we th...”
Free Initial Consultation
In Business Since 2018
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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Landing Point Advisors

Landing Point Advisors

“Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. Visit for additional disclosures.”
In Business Since 2022
79b Sanford St, 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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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 2014
1735 Post Rd, Fairfield, CT
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Syfg, Beth Worthington

Syfg, Beth Worthington

Wealth Management, Financial Planning, Medicare Demystified
In Business Since 2018
14 Fairfield Dr #107, Brookfield, CT
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Bernhardt CPA

Bernhardt CPA

Bank Financing, Elder Care, IRS Payment Plan
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
Offers Financing Options
Serving Fairfield Area
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R.J. Testo & Associates

R.J. Testo & Associates

(50)
Business Services, TAX Services, Services For Individuals
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
Accepts All Major Credit Cards
In Business Since 2010
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 2007
Offers Financing Options
Transparent Fees & Pricing
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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Emerald Tide Financial

Emerald Tide Financial

(28)
  • Retirement
  • Planning
  • Information
“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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Financial Advisors Diddel & Diddel

Financial Advisors Diddel & Diddel

(18)
Asset Management, Retirement Planning, Tax Reduction Strategies
“I have been a client of Financial Advisors Diddel & Diddel for several years now, and I have always been extremely satisfied with the level of service and expertise they provide.”
In Business Since 1998
102 Southfield Ave, Stamford, CT
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Edwards Ingram Cpas

Edwards Ingram Cpas

(19)
Tax Planning, CFO Services, Cloud Accounting
“They've been professional and thorough in holding our hand through advanced tax planning snd concepts that will save us real dollars now and in the future as our business grows and evolved.”
Transparent Fees & Pricing
In Business Since 2020
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 2004
Accepts Check, Cash, All Major Credit Cards
Serving Fairfield Area
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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 2008
Remote Consultations Available
1 Reserve Rd, Danbury, CT
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Summer Associates Tax Services

Summer Associates Tax Services

(10)
  • Professional
  • Accountant
“Very helpful for business and personal.”
Transparent Fees & Pricing
In Business Since 2005
Offers Financing Options
48 Union St, Stamford, CT
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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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