Procyon
“Matt and his staff are always quick to explain the why and how of everything.”
Best Financial Advisors in Glastonbury, CT
19 firms listed · all 19 in Glastonbury · 12 rated 4.5+ · 3 show a license
Data verified October 27, 2026
Capital Wealth Management
“The whole team is friendly and knowledgeable, and many of them have been with the company at least as long as I have, which really says a lot about the positive environment and culture they have there.”
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Thrivepoint Financial
“He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us.”
Briggs Wealth Management
“We particularly appreciate the level of commitment to keeping us informed as to what they're doing and how they are managing our monies.”
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Towerto Private Wealth
“Having the trust in a Financial Advice is the most important thing to have and working with David Torres-Onisto has my trust.”
Allegra Wealth Management
“When I was looking to buy my house she was my first phone call and of course pointed me in the right direction.”
The 19 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
All 19 firms we list here are in Glastonbury itself. We have 21 firms in Glastonbury on file; this page shows the highest-rated 19. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 113 reviews; 12 are rated 4.5 or higher. 3 show a license on their websites and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. We have a website on file for all 19 of the firms on this page; 14 publish a contact page; 17 list a public email and 9 take bookings online. We count these figures across the firms on this page; 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?
9 of the 19 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
“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.”
Summit Retirement Solutions
“After the initial workshop, we scheduled a personal appointment with Jay, and a couple follow up appointments that resulted in us choosing Jay to be our Financial Advisor”
Integrated Financial Partners: Robert M. Grenus
“A very high degree of professionalism.”
Gateway Financial Partners
“David and his team are great people to work with.”
Reed Financial Planning Services
“Expert financial advice, personal attention to all clients”
Gottfried Joshua
Frank P. Zocco, Jr., Cfp, Jacobs Financial Partners
Tauber Asset Management
McCabe Wealth Management
CT Financial Partners
Atlantic Wealth Advisors
Amon & Associates
USI Advisors
Why these companies made our list
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