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24 firms listed · 6 in Hamden · 2 open weekends · 17 rated 4.5+
Data verified October 16, 2026
The 24 firms listed for Hamden, 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.
Of the 24 firms we list here, 6 are in Hamden itself and 18 come from towns including Shelton (5, 14 mi), Wallingford (3, 7 mi) and Milford (3, 14 mi). 20 of the firms on this page have a rating, from 3.8 to 5.0 across 551 reviews; 3 have 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and quality (74%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), financial planning (3), investment management (3) and risk management (3). 1 lists staff certifications (CFP) and 9 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations; 2 offer payment plans; 4 offer a free initial consultation and 4 are family- or locally-owned. 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.
5 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.
