Steven Degraff
“Is a knowledgeable and exceptional finance advisor.”
Best Financial Advisors in Groton, CT
24 firms listed · 4 in Groton · 15 rated 4.5+
Data verified October 16, 2026
Sightline Wealth Advisors
Carney Financial Group
Rogers Financial Services
Lee Investment Management
“We are so happy with the service we have been given.”
O'Brien Retirement Investment Group
“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.”
The 24 firms listed for Groton, 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: Groton, CT
Of the 24 firms we list here, 4 are in Groton itself and 20 come from towns including Mystic (5, 3 mi), Westerly, RI (5, 11 mi) and Waterford (1, 6 mi). 19 of the firms on this page have a rating, from 4.1 to 5.0 across 53 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), investment management (4), estate planning (3), investments (2) and retirement planning (2). 16 have ten or more years of experience, the longest 26 years. 1 offers payment plans. We have a website on file for 21 of the firms on this page; 18 publish a contact page; 15 list a public email and 4 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 Groton take financial planning bookings online?
4 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.
Lansdowne Wealth Management
“Independent, fee-only financial planner, investment management, 401K advice, and divorce financial planning.”
Doherty Financial Services
“Family business, which I always consider a plus.”
Laudone Financial
“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.”
Tricia Fiore CPA
“Tricia has been an amazing asset to our company and a wonderful person to work with.”
Guided Financial Strategies
“They have always been extremely knowledgeable, helpful and overall just genuinely great financial advisors.”
Tumolo Financial
“Ken is a very hard worker who looks at your financial goals and offers suggestions that meet your goals.”
Shoreline Wealth Management
“Customer Service outstanding!!!”
Morrone Chad A
“Great Lawyer!”
Professional Planning Group
First Financial Advisory Services
Scott Freeman Retirement
Kristy K. Armstrong, CPA
“She knows her stuff and loves dogs.”
Scranton Financial Group
“Not only did Aggie walk us through the pros and cons of IR As, but explained what we could expect, as well as our options, for withdrawals from the annuity.”
Essex Asset Advisors
“Having worked with Chris and Brendan, I can attest that these two gentlemen are professional, knowledgable, excellent communicators and extremely experienced in their area of expertise: distressed asset backed securities.”
Canoga Wealth Management
Exencial Wealth Advisors
“Consistently excellent management!”
Sullivan Financial Advisors
“Been a client of theirs for over 7 years, and this firm has grown my portfolio more than I could have ever hoped, guided me through my home buying process and constantly has MY best interest at the forefront of their planning strategies.”
Rose City Financial Services
“I have used Rose City Financial Services as my financial advisor over the last year or so and have also been fortunate to utilize their business coaching services.”
Why these companies made our list
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