Groton, CT

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Groton, CT
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Best Financial Advisors in Groton, CT

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Groton area.

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Steven Degraff

Steven Degraff

(1)
Exit/Succession Planning, Owner-Executive Compensation Plans, Continuity Planning
“Is a knowledgeable and exceptional finance advisor.”
In Business Since 2020
495 Gold Star Hwy STE 211, Groton, CT
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Hoyt, Filippetti & Malaghan

Hoyt, Filippetti & Malaghan

“Hoyt, Filippetti & Malaghan, LLC is a full-service accounting and advisory firm serving clients throughout Southern New England. We provide our clients with professional, personalized services and guidance in a wide range of financial and business ne...”
1041 Poquonnock Rd, Groton, CT
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Sightline Wealth Advisors

Sightline Wealth Advisors

Investment Management, Planning
“Sightline Wealth Advisors takes a 360 ° perspective when creating your living financial plan. With our abundant experience, focus on client relationships and investment in unifying technology, we don't just advise our clients on single, unrelated inv...”
In Business Since 2015
495 Gold Star Hwy #100, Groton, CT
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Carney Financial Group

Carney Financial Group

Risk Management, Estate Planning, Taxation
“Welcome to Carney Financial Group online! We are an independent financial firm that has been established to provide clients with quality, independent financial guidance; access to an extensivearray ofnon-proprietary financial products; andtop-notch, ...”
In Business Since 2005
1 Fort Hill Rd # 8, Groton, CT
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Rogers Financial Services

Rogers Financial Services

112 New London Rd # B, Groton, CT
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Lee Investment Management

Lee Investment Management

(3)
Featured Links
“We are so happy with the service we have been given.”
In Business Since 2012
Serving Groton Area
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O'Brien Retirement Investment Group

O'Brien Retirement Investment Group

(6)
  • Patient
  • Wealth
  • Financial
“Not only are they an incredibly honest company with high standards, they will do everything in their power to ensure your financial needs are understood and executed.”
In Business Since 2014
Serving Groton Area
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Lansdowne Wealth Management

Lansdowne Wealth Management

(1)
Divorce Financial Planning, General Dynamics, Financial Planning
“Independent, fee-only financial planner, investment management, 401K advice, and divorce financial planning.”
In Business Since 2010
Serving Groton Area
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Laudone Financial

Laudone Financial

(1)
Disability Income Insurance, Trust Services, Long Term Care Insurance
“Thank you to Maura, for your wonderful personal and patient care of helping my husband and I navigate the often daunting waters of leaving full-time employment to retirement years with assurance that our financial welfare is assured.”
In Business Since 2013
Serving Groton Area
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Doherty Financial Services

Doherty Financial Services

(1)
Products and Services
“Family business, which I always consider a plus.”
In Business Since 2000
Serving Groton Area
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Fontaine Organizing

Fontaine Organizing

(14)
  • Pay
  • Apartment
  • Management
“I also appreciated that Rachel was willing to work with the supplies I already had and that I was the one who brought up getting new drawers to cut more of the clutter.”
Transparent Fees & Pricing
In Business Since 2016
Serving Groton Area
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Tricia Fiore CPA

Tricia Fiore CPA

(3)
“Tricia has been an amazing asset to our company and a wonderful person to work with.”
In Business Since 2018
Serving Groton Area
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Guided Financial Strategies

Guided Financial Strategies

(1)
“They have always been extremely knowledgeable, helpful and overall just genuinely great financial advisors.”
In Business Since 2017
Serving Groton Area
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Tumolo Financial

Tumolo Financial

(1)
Efficient Tax Planning, Long-Term Care, Social Security Optimization
“Ken is a very hard worker who looks at your financial goals and offers suggestions that meet your goals.”
In Business Since 2019
Serving Groton Area
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Peter M Gayowski Tax Consultants

Peter M Gayowski Tax Consultants

Finance Summit New York, NY
“Southbury, Mystic, Ledyard, Preston, Stonington, N.Stonington, Grotten, New London and surrounding area. We Provide timely, quality accounting services and treat each client with the individual attention they deserve because we understand that no two...”
In Business Since 2010
Serving Groton Area
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Shoreline Wealth Management

Shoreline Wealth Management

(3)
“Customer Service outstanding!!!”
Serving Groton Area
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Morrone Chad A

Morrone Chad A

(2)
  • Lawyer
“Great Lawyer!”
Serving Groton Area
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Professional Planning Group

Professional Planning Group

Who We Serve
“We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island – a wonderful place to live, work and raise a family. Believing in the richness of...”
In Business Since 2007
Serving Groton Area
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First Financial Advisory Services

First Financial Advisory Services

“Whether you are just starting to save for your future, or are a seasoned investor, First Financial Advisory Services, Inc. has the financial management and planning experience to direct you towards reaching your objectives.FFAS is a full-service, ind...”
In Business Since 2001
Serving Groton Area
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Scott Freeman Retirement

Scott Freeman Retirement

In Business Since 2009
Serving Groton Area
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Eierman & Schulken

Eierman & Schulken

(5)
Internal Controls, Payroll, Audits - Reviews - Compilations
“They have been my business and personal accounants for 35 years.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2012
Serving Groton Area
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Costello & Co

Costello & Co

Tax Services, Services For Quickbooks, Business Services
“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. Services for Individuals”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2002
Serving Groton Area
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Kristy K. Armstrong, CPA

Kristy K. Armstrong, CPA

(2)
Non-Profit Organizations, Tax Services, Payroll
“She knows her stuff and loves dogs.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
Serving Groton Area
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Michelle Jacobik

Michelle Jacobik

(19)
  • Budget
  • Resources
  • Personal
“Michelle's expertise on business development, marketing, finances, and so much more, have kept me accountable to not only myself, but to my growing biz community.”
In Business Since 2017
Groton, CT
Featured

"Entrepreneurs are a breed who will work 80 hours a week for themselves to avoid working 40 for someone else! But it takes a solid roadmap and a runway to create a business that’s profitable” ⁣ Michelle Jacobik, Business Profitability Strategist shares her insight and experience with Entrepreneur on what it takes to be successful at entrepreneurship, from her initial immersion into the financial services industry to creating an incubator to help other Entrepreneurs learn how to create their own path to profits. This women is all about empowering others to have a solid footing so they can create the freedom and lives they dream about. "Entrepreneurs are a breed who will work 80 hours a week for themselves to avoid working 40 for someone else! But it takes a solid roadmap and a runway to create a business that’s profitable” ⁣ Michelle Jacobik, Business Profitability Strategist shares her insight and experience with Entrepreneur on what it takes to be successful at entrepreneurship, from her initial immersion into the financial services industry to creating an incubator to help other Entrepreneurs learn how to create their own path to profits. This women is all about empowering others to have a solid footing so they can create the freedom and lives they dream about. Head to the link here to watch the full video interview and read the full article now.

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Retirement Planning and Investment Management Services in Groton, 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 495 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 495 cost profiles.

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Wealth Management Advisors near Groton

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