Best Financial Advisors in Glastonbury, CT

24 firms listed · 21 in Glastonbury · 1 open weekends · 15 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Wooster Corthell Wealth Management

Wooster Corthell Wealth Management

(27)
  • Goals
  • Kid
  • Communication
“I am in complete agreement with Wooster Corthell investment approach/philosophies and most importantly am very impressed with their ability to communicate with both myself and my wife.”
In Business Since 2023
655 Winding Brook Dr Suite 2030, Glastonbury, CT
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Capital Wealth Management

Capital Wealth Management

(1)
“Great Company,Nice Staff”
Accepts All Major Credit Cards
In Business Since 2004
BBB Rating: A+
628 Hebron Ave #216, Glastonbury, CT 06033
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CIG Private Wealth Management

CIG Private Wealth Management

(1)
“Great manager”
Accepts All Major Credit Cards
In Business Since 2002
BBB Rating: A+
180 Glastonbury Blvd Suite 200, Glastonbury, CT 06033
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Thrivepoint Financial

Thrivepoint Financial

(15)
  • Team
  • Communication
“Craig is absolutely prepared for every meeting to go over the client's wishes, discuss their options with them, and has taken the time to learn their estate plan's inside and out so he can show them how it all works together.”
In Business Since 2020
200 Glastonbury Blvd Suite 105, Glastonbury, CT 06033
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Towerto Private Wealth

Towerto Private Wealth

(7)
  • Team
  • Financial Advisor
  • Goals
“Recently having James Nixon part of the Towerto Team as benefited me because of the increased depth in customer service and personal service to our accounts, including helping with our tax returns.”
In Business Since 2021
Transparent Fees & Pricing
703 Hebron Ave, Glastonbury, CT
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Lichtenstein Financial

Lichtenstein Financial

(1)
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
In Business Since 2013
Accepts All Major Credit Cards
25 New London Turnpike, Glastonbury, CT 06033
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The 24 firms listed for Glastonbury, 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: Glastonbury, CT

Of the 24 firms we list here, 21 are in Glastonbury itself and 3 come from East Hartford (1, 6 mi), Vernon (1, 10 mi) and Wallingford (1, 21 mi). 16 of the firms on this page have a rating, from 4.3 to 5.0 across 360 reviews; 2 have 50 or more reviews and 15 are rated 4.5 or higher. 1 is open on Saturdays. 3 show a license on their websites and 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 39 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 21 list a public email and 8 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 firms listed for Glastonbury take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Skyblue Wealth Advisors - Fee-Only

Skyblue Wealth Advisors - Fee-Only

(1)
“He is always willing to make himself available for a phone call or meeting, he patiently explains everything in ways anyone can understand, and he takes time to get to know you.”
In Business Since 2021
Transparent Fees & Pricing
703 Hebron Avenue Second Floor, Glastonbury, CT
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Reed Financial Planning Services

Reed Financial Planning Services

(3)
“We wanted to meet with someone who truly understood teacher retirement and would help us to ensure we were strategizing our retirement plan, now that I would no longer be receiving a pension.”
In Business Since 2009
95 Glastonbury Blvd # 210, Glastonbury, CT 06033
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Athene Wealth Management

Athene Wealth Management

(1)
“So proud of the accomplishments of my wife.”
In Business Since 2018
Licensed
120 Hebron Ave #2c, Glastonbury, CT 06033
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Gateway Financial Partners

Gateway Financial Partners

(1)
“David and his team are great people to work with.”
In Business Since 2011
455 Winding Brook Dr, Glastonbury, CT 06033
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Integrated Financial Partners: Robert M. Grenus

Integrated Financial Partners: Robert M. Grenus

(1)
“A very high degree of professionalism.”
In Business Since 2012
115 Glastonbury Blvd, Glastonbury, CT 06033
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Gottfried Joshua

Gottfried Joshua

(1)
“Very well taken care of by our longterm advisor from Farmington River Financial Group & a current Gottlieb Joshua advisor.”
In Business Since 2011
340 Hebron Ave Suite 101, Glastonbury, CT
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Summit Retirement Solutions

Summit Retirement Solutions

In Business Since 2018
CRD #175083
219 Addison Rd Suite 401, Glastonbury, CT 06033
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Tauber Asset Management

Tauber Asset Management

In Business Since 1987
Accepts All Major Credit Cards
2234 Main St, Glastonbury, CT 06033
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Atlantic Wealth Advisors

Atlantic Wealth Advisors

In Business Since 2022
701 Hebron Ave, Glastonbury, CT 06033
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Amon & Associates

Amon & Associates

In Business Since 2010
Licensed
10 Commerce St STE D, Glastonbury, CT 06033
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CT Financial Partners

CT Financial Partners

In Business Since 2016
180 Glastonbury Blvd suite 102, Glastonbury, CT
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Briggs Wealth Management

Briggs Wealth Management

In Business Since 2004
59 Sycamore St, Glastonbury, CT 06033
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McCabe Wealth Management

McCabe Wealth Management

In Business Since 2013
2234 Main St, Glastonbury, CT 06033
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USI Advisors

USI Advisors

In Business Since 2009
95 Glastonbury Blvd, Glastonbury, CT
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Jacobs Financial Partners Frank P. Zocco, Jr., CFP

Jacobs Financial Partners Frank P. Zocco, Jr., CFP

In Business Since 2004
95 Glastonbury Blvd, Glastonbury, CT
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Abapc Inc.- Accountancy & Advisors

Abapc Inc.- Accountancy & Advisors

(48)
  • File
  • Matter
  • Feel
“They spent quality time to understand the intricacies of our situation, explained their process with no surprises, took time to calculate various filing statuses for us, had flexible time slots to meet in the evening, and had competitive prices.”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1993
BBB Rating: A+
Serving Glastonbury Area
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Sunstone Financial Group

Sunstone Financial Group

(50)
  • Patient
  • Needs
  • Understand
“This year I was just starting to panic and she called seemingly out of the blue and got me this wonderful package and now I have one less thing to worry about.”
In Business Since 2023
Family Business
Serving Glastonbury 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.”
Accepts All Major Credit Cards
In Business Since 1996
BBB Rating: A+
1622 Main St, East Hartford, CT
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HomeWealth Management AdvisorsConnecticutGlastonbury, CT

Retirement Planning and Investment Management Services in Glastonbury, CT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 352 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 352 cost profiles.

Why these companies made our list

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