Connecticut Financial
“His ongoing guidance has help us plan for our future and we are really happy to be working with them.”
Best Financial Advisors in Hamden, CT
15 firms listed · 4 in Hamden · 2 open weekends · 10 rated 4.5+
Data verified October 27, 2026
Squareknot Advisory Partners
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Frontier Financial Group
“Tyrone was great, I was late for my appointment by two hours and I still didn't have to wait long.”
Watermark Capital Management
Abapc Inc.- Accountancy & Advisors
“This year my husband and I finally pulled the trigger to have them take care of our annual tax return, and we are wondering what took us so long to do so!”
Ciampi Tax + Advisory Co.
“From the very beginning, they guided me through the entire process, answered all of my questions clearly, and made what could have been a stressful experience simple and straightforward”
The 15 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.
Area overview: Hamden, CT
Of the 15 firms we list here, 4 are in Hamden itself and 11 come from towns including Wallingford (3, 7 mi), Cheshire (3, 11 mi) and North Haven (1, 3 mi). 12 of the firms on this page have a rating, from 3.5 to 5.0 across 534 reviews; 3 have 50 or more reviews and 10 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 2 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), risk management (3) and financial planning (2). 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 1 offers a free initial consultation and 2 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.
Do firms listed for Hamden take financial planning bookings online?
2 of the 15 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.
Skinner Wealth Strategies
“In no time, he and his team helped bring everything together and develop a clear strategy for the years ahead”
Lake Accounting & Tax
“You will not go wrong with him and his wonderful support person, Denise!”
Toomey Investment Management
“On top of that, we have a plan in place, both short term and long, that has allowed me to feel more comfortable overall about my financial goals.”
Confident Financial Solutions
“It was at my follow up meeting with both her and Ethan that I was presented with a very comprehensive plan that was easy to understand, and it helped me to tangibly identify next steps.”
New England Capital Financial Advisors
Strategies For Wealth Management
“We have other annuities but the product that he sold us is by far the best in multiple ways.”
ATP Financial
“This isn't just a business for her, she always makes sure she's available and spends time explaining things with extreme patience, and is extremely thoroughly.”
TPS Group
“Their service exceeded all expectations and from start to finish, the team was incredibly professional, knowledgeable, and attentive.”
Allegiant Wealth Management
“People want very simple things from their financial advisors, trust, communication and understanding of their needs.”
Why these companies made our list
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