Best Financial Advisors in Fairfield, CT

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

TAX & Accounting US

TAX & Accounting US

(1)
“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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Tailored Cents

Tailored Cents

(7)
  • Confidence
  • Rich
“Having been in the financial services industry myself for over a decade, I understand the level of trust and confidence one must put in a financial advisor.”
In Business Since 2020
3135 Easton Turnpike, Fairfield, CT
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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 Turnpike # 102, 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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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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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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Edward C Freer Jr CPA

Edward C Freer Jr CPA

(12)
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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R.J. Testo & Associates

R.J. Testo & Associates

(24)
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 2008
Free Initial Consultation
Transparent Fees & Pricing
326 W Main St #110, Milford, CT
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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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Benay Enterprises

Benay Enterprises

(7)
  • Team
“Their team is a seamless extension of our staff, and keeps us up to date on a regular basis with all of the financials, sales tax, AR/AP of our business, payroll, and so much more.”
Licensed, BBB Rating: A+
In Business Since 1991
Accepts All Major Credit Cards
30 Main St Suite 303, Danbury, CT
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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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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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Woodhouse & Associates

Woodhouse & Associates

(2)
Financial Planning For Individuals, Internal Controls, Business Advisory Services
“Great customer service with up to date knowledge.”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
Offers Financing Options
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Francis S. Infurchia & Company

Francis S. Infurchia & Company

(2)
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
Licensed, BBB Rating: A+
In Business Since 2004
Remote Consultations Available
45 East Ave, Norwalk, CT
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Cooper Financial Services

Cooper Financial Services

Risk Management (Insurance Planning), Retirement Planning, Tax Planning
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”
Licensed, BBB Rating: A+
In Business Since 1991
Accepts Cash
Serving Fairfield Area
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EVB Certified Public Accountant

EVB Certified Public Accountant

(5)
Business Services, Industries, Services For Individuals
“I have had the enjoyable opportunity to work closely with Eugenia for the last several years and it brings me great pleasure to recommend her and her accounting company.”
Transparent Fees & Pricing
EVB, EVB, EVB, EVB Certified
Free Initial Consultation
Serving Fairfield Area
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Fairview Financial

Fairview Financial

“We act as a broker to qualify clients, finance funding, compile the loan packet, and pass the packet through to the lender. The most important part of our work is the satisfaction we gain from helping people. Our passion for getting clients into a ho...”
Licensed
In Business Since 2018
Free Initial Consultation
Offers Financing Options
880 North Ave, Bridgeport, CT
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Morrow Sodali

Morrow Sodali

“From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves approximately 1,000 corporate clients in 80+ countries, including many of the world's largest multinational corporations. In addition to...”
Transparent Fees & Pricing
In Business Since 2016
Coupons & Offers
333 Ludlow St, Stamford, CT
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Accounting & Consulting Group

Accounting & Consulting Group

(4)
Live Phone Support, Answering Mail From Taxpayers, Reviewing Tax Returns, Even For Returns Filed Electronically
“(owner, bookkeeping business - not specifying because I don't want to advertise on a review)”
In Business Since 2006
86 Cherry St, Milford, CT
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Flagship Financial Partners

Flagship Financial Partners

(10)
“Just had a great amount of my insurance needs and financial questions answered safe now in my financial needs and trust Mike I will highly recommend the company”
Free Initial Consultation
In Business Since 2018
Serving Fairfield Area
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Emerald Tide Financial

Emerald Tide Financial

(13)
  • Retirement
  • Questions
  • Understand
“Not only the advisor was very helpful in asset evaluation and selection, but also he was super helpful in moving through the entire application process until contract sign-off.”
In Business Since 2019
Serving Fairfield Area
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Financial Life Solutions

Financial Life Solutions

(13)
  • Questions
  • Credit
  • Service
“I want to congratulate Diana for her excellent work, a consultancy that is not only 5 stars, I would say that she deserves 100 stars, I recommend her, she is very good and, above all, she speaks honestly and sincerely, thank you”
In Business Since 2022
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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