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Comprehensive Planning Associates
“Highly recommended Professional,knowledgeable and personal.”
Best Financial Advisors in Fairfield, CT
24 firms listed · 7 in Fairfield · 2 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Fairport Asset Management & Real Estate
“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.”
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Lyons & Lyons
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Bronson Point Management
“Wonderful...”
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Anthony Fabrizio
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Landing Point Advisors
The 24 firms listed for Fairfield, 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: Fairfield, CT
Of the 24 firms we list here, 7 are in Fairfield itself and 17 come from towns including Shelton (6, 9 mi), Milford (3, 11 mi) and Ridgefield (2, 14 mi). 21 of the firms on this page have a rating, from 3.8 to 5.0 across 289 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (91%) and quality (74%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), tax planning (4), retirement planning (3), wealth management (3) and bank financing (2). 2 show a license on their websites and 6 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 38 years. 3 offer payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 21 list a public email and 4 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 any financial advisers listed for Fairfield offer a free first meeting?
5 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Claddagh
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Syfg, Beth Worthington
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R.J. Testo & Associates
- Finances
- Questions
- Prices
“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.”
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Edward C Freer Jr CPA
“Fantastic service, always great communications and friendly.”
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Dimatteo Group Financial Services
- Financial Advisor
- Information
- Retirement
“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.”
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Prosperity
“Great company with great people who take good care of my finances.”
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Skinner Wealth Strategies
- 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.”
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Emerald Tide Financial
- 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.”
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Strategies For Wealth Management
- Annuities
- Product
- Investment
“The only company I can trust , he took his time and talked to me and I understood every word.”
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Connecticut Institute Of Finance
“The entire group is competent, friendly, open, and most importantly, honest!”
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Francis S. Infurchia & Company
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
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Woodhouse & Associates
“Great customer service with up to date knowledge.”
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Edwards Ingram Cpas
- Job
“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.”
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Bernhardt CPA
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Flagship Financial Partners
- Company
- Life Insurance
- Accounts
“He made us feel so comfortable and at ease to ask any and all questions and explaining with great detail as he rolled my 403b into a tax advantaged retirement account.”
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Milestone Asset Management Group
- Rich
- Retirement
- Portfolio
“Rich was able to show me a detailed report on where I currently was in terms on monthly income and future growth, and gave me some suggestions on changes I could make to my portfolio to reduce taxes in the long term.”
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Cooper Financial Services
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Diamant Asset Management
“Her genuine concern for my welfare and caring, client-first approach to my financial planning is what has impressed me most.”
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
Why these companies made our list
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