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Steven Degraff
Exit/Succession Planning, Owner-Executive Compensation Plans, Continuity Planning
“Is a knowledgeable and exceptional finance advisor.”
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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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...”
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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...”
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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, ...”
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Rogers Financial Services
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Lee Investment Management
Featured Links
“We are so happy with the service we have been given.”
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Lansdowne Wealth Management
Divorce Financial Planning, General Dynamics, Financial Planning
“Independent, fee-only financial planner, investment management, 401K advice, and divorce financial planning.”
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Tricia Fiore CPA
“Tricia has been an amazing asset to our company and a wonderful person to work with.”
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Fontaine Organizing
“I needed help getting my apartment in order when I moved in I had made a promise to a friend after his wife passed away and just didn't have time for my own place...”
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Guided Financial Strategies
“They have always been extremely knowledgeable, helpful and overall just genuinely great financial advisors.”
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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...”
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Laudone Financial
Disability Income Insurance, Trust Services, Long Term Care Insurance
“Maura Laudone and her staff believe that a comprehensive approach to financial solutions extends far beyond providing personalized investment and insurance advice. It also involves "life planning." By thoroughly understanding the unique current needs...”
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Shoreline Wealth Management
“Customer Service outstanding!!!”
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Aldrich Wealth Management
“Expanding from generations of tax accountants our approach to wealth management is very different but very simple. Our goal is to develop the smartest strategy to keep your money, develop the smartest strategy to grow your money, develop the smartest...”
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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...”
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O'Brien Retirement Investment Group
“They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available – both now and in the future – to use towards your financial goal...”
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Castaldi Financial Solutions
“We work to make decisions intentionally. This means we have a plan for each season of life, rather than having to react or panic when the unexpected arises”
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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...”
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NH Investment Management
“Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their ...”
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Tumolo Financial
“When it comes to paying your taxes, it's easier to overpay than most people think. Every year, residents in Connecticut and Rhode Island, give up more than they need to because they don't realize how many opportunities they have to save. Efficient ta...”
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USA Global Access
“USA Global Access works with investors from all over the world, with particularly successful relationships in Vietnam. Our investors often have an equally strong interest in American educational opportunities. So, we have assembled the very best team...”
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Judith Hetherman & Co, Cpa's
Non-Profit Organizations, Internal Controls, Bankruptcy
“I meet with her regularly during the year to make sure I am doing things correctly and am often calling throughout the year with various requests based on what is happening with my business.”
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Kristy K. Armstrong, CPA
Non-Profit Organizations, Tax Services, Payroll
“She knows her stuff and loves dogs.”
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LPL Financial
A Well-Defined Roadmap For Pursuing Those Goals, A Clear Understanding of Their Financial Goals
“When we meet Scott he spent a lot of time educating us and showing us how we will keep up with inflation and taxes.”
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
Why these companies made our list
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