Best Financial Advisors in Hamden, CT

The highest-rated Financial Planning & Wealth Management companies out of 151 vetted & reviewed in the Hamden area.

Peak Financial Services

Peak Financial Services

(22)
  • Taxes
“Almost 14 years later, every year I return for tax prep and money advice, and will continue to do so for as long as they are in business, out of loyalty and gratefulness.”
Accepts Cash
In Business Since 2008
2911 Dixwell Ave, Hamden, CT
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Advocates For Insurance Benefits

Advocates For Insurance Benefits

(4)
Life Insurance
“Ivonne has a no quit, get it done attitude that shows when helping her clients.”
In Business Since 2004
1676 Dixwell Ave, Hamden, CT
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Squareknot Advisory Partners

Squareknot Advisory Partners

“At SquareKnot, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built our firm arou...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1941
2319 Whitney Ave Suite 5A, Hamden, CT
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CT Green Property

CT Green Property

“At CT Green Property, our core mission is to provide safe, comfortable, and energy-efficient housing to individuals and their families along the Connecticut shoreline. We acquire old and deteriorating properties, and restore them to like-new conditio...”
In Business Since 2008
40 Putnam Ave #6486, Hamden, CT
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Frontier Financial Group

Frontier Financial Group

(3)
“Awesome Tax preparer, Tyrone is efficient and timely.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2011
943 Dixwell Ave suite c, Hamden, CT
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Fcmcpa Group: Byrne George CPA

Fcmcpa Group: Byrne George CPA

Accountants
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2000
2827 Old Dixwell Ave, Hamden, CT
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Connecticut Financial

Connecticut Financial

“Our process begins by asking the right questions, followed by a deep dive into your data. Our primary goal is to provide an objective, detailed second opinion about the current state of your financial health, delivered in a user-friendly manner.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 2018
2321 Whitney Ave #402b, Hamden, CT
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Watermark Capital Management

Watermark Capital Management

Wealth Management, Risk Management, Retirement Planning
“Our team focuses on all aspects of wealth management. From financial planning and asset management accounts to retirement plans and life insurance, Watermark Capital Management helps our clients chart a course to a bright future. Whether you are just...”
In Business Since 2016
Building One, 3074 Whitney Ave 2nd floor, Hamden, CT
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Amity Financial Services

Amity Financial Services

“Amity Insurance & Financial Services is a Connecticut independent insurance agency located in Orange, CT. Personal & Business Insurance, Comprehensive Coverage, Competitive Prices, Complete Service.”
In Business Since 2007
39 Ives St UNIT 203, Hamden, CT
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Agemy Financial Strategies

Agemy Financial Strategies

(29)
Investment Strategy, Retirement Planning, Tax Strategies
“Andrew Agemy and the staff at Agemy Financial are professional, patient, and detailed with explanations ensuring that I fully comprehend their plan for my investments.”
Licensed, BBB Rating: A+
In Business Since 1994
Serving Hamden Area
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Ciampi Tax & Financial Services

Ciampi Tax & Financial Services

(29)
Personal Financial Planning, Investment Management, Fiduciary Standard
“How disturbing it is to get an IRS notice with some godawful amount due and then working with a professional team to get it resolved to “0”” “They know their business.”
Licensed, BBB Rating: A+
Family Business
In Business Since 1973
Serving Hamden Area
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R.J. Testo & Associates

R.J. Testo & Associates

(24)
Business Services, Services For Individuals, TAX Services
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2010
326 W Main St #110, Milford, CT
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Gabriel Tax & Accounting Services

Gabriel Tax & Accounting Services

(1)
“From the moment I found this organization for my taxes, they took care of me like I was worth a million instead of being the average individual I am.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2013
1297 Park Ave, Bridgeport, CT
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Duszynski & Associates

Duszynski & Associates

(1)
Tax Planning For Individuals, Tax Preparation For Individuals, Bookkeeping
“This freed up income for investing and helped me understand how to do more with my business.”
Licensed, BBB Rating: A+
Accepts Cash, All Major Credit Cards, Financing available
Transparent Fees & Pricing
In Business Since 2007
Serving Hamden Area
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Toomey Investment Management

Toomey Investment Management

(20)
Risk Management, Tax Planning & Preparation Services, Plan Development
“Our first couple meetings with Austin, he took the time to educate us and answer every one of our questions about the investment strategies, insurance, legal paperwork and taxes.”
Family Business
In Business Since 2010
Serving Hamden Area
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Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(18)
“Wayne has done an excellent job for the past two years assisting with my taxes and filing other important papers for my business as well as handling tax returns for my wife and I personally.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1998
Serving Hamden Area
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New England Capital Financial Advisors

New England Capital Financial Advisors

“We approach wealth management by putting the well-being and best interests of our clients at the helm of the ship. At New England Capital, trust, integrity, teamwork, transparency, and independence are the compass by which we stay the course, seeking...”
Licensed, BBB Rating: A+
In Business Since 1993
79 Main St, Meriden, CT
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Egidio Lennon Wealth Management

Egidio Lennon Wealth Management

(1)
Accumulation, Risk Management, Taxation
“Super knowlegable & was always looking out for what was best options for us!”
Licensed, BBB Rating: A+
In Business Since 2003
Serving Hamden Area
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Woodhouse & Associates

Woodhouse & Associates

(2)
Internal Controls, PPP Loan Forgiveness, Non-Profit Organizations
“Great customer service with up to date knowledge.”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Dzinski & Polzella

Dzinski & Polzella

(2)
Financial Statements, Quarterly Payroll Reporting, Bookkeeping
“I'm very fortunate to have him accessible locally.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
Serving Hamden Area
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Cooper Financial Services

Cooper Financial Services

Retirement Planning, Estate Planning, Educational Planning
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 1989
Serving Hamden Area
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EVB Certified Public Accountant

EVB Certified Public Accountant

(5)
Business Services, Tax Services, Services For Quickbooks
“I have had the enjoyable opportunity to work closely with Eugenia for the last several years and it brings me great pleasure to recommend her and her accounting company.”
Transparent Fees & Pricing
Free Initial Consultation
EVB, EVB, EVB, EVB Certified
Serving Hamden Area
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Allegiant Wealth Management

Allegiant Wealth Management

(11)
Investment Management, Risk Management, Employer Sponsored Plans
“Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does.”
In Business Since 2019
Serving Hamden Area
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Amore and Beatman Cpas

Amore and Beatman Cpas

(1)
“Office staff is always very helpful and friendly when we call.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2015
429 Middletown Ave, New Haven, CT
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Retirement Planning and Investment Management Services in Hamden, CT Cost Estimates

Minimum cost
$1076
Maximum cost
$9139
National Average
$3226
Avg Per Hour Rates
$323
$2151
$5913
Average price range is based on 361 cost profiles
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Average Cost $3226
Minimum cost $1076
Maximum cost $9139
Avg Per Hour Rates $323

Average range $2151 to $5913 is based on 361 cost profiles.

Why these companies made our list

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