Best Financial Advisors in Hartford, CT

The highest-rated Financial Planning & Wealth Management companies out of 107 vetted & reviewed in the Hartford area.

Sunstone Financial Group

Sunstone Financial Group

(50)
Social Security Strategy, Retirement Planning, Health Insurance
“.did Jessica from Sunstone leave me feeling like I was stuck or lost she pushed and pushed and after many many phone calls to the State of CT and using her skills and knowledge I finally received my insurance coverage one day before the mandatory dea...”
In Business Since 2023
Family Business
243 Hartford Turnpike, Vernon, CT 06066
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Castanho Financial Group

Castanho Financial Group

(3)
“I have been a business owner in one way or another for 20 years but believe it or not I have never used an accountant due to hearing horror stories from other people, I've always been too nervous or didn't make enough money to justify hiring one.”
In Business Since 1999
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1622 Main St, East Hartford, CT
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Fuchs Financial

Fuchs Financial

(10)
  • Expertise
  • Team
  • Questions
“They are knowledgeable about finances but they also care about you as a person, they're super friendly and go above and beyond to treat you with respect even when you don't know any thing about finance.”
In Business Since 2019
Free Initial Consultation
433 S Main St Suite 322, West Hartford, CT
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Slade & Company

Slade & Company

(1)
“You can rest assured that all work will be done thoroughly and to the letter of the law.”
In Business Since 1961
Transparent Fees & Pricing
Offers Financing Options
333 E River Dr #202, East Hartford, CT
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Jluxfunding

Jluxfunding

(9)
  • Company
“James helped us with all the questions we had and got us a fund we were looking for.”
In Business Since 2015
645 Farmington Ave, Hartford, CT
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SKY Investment Group

SKY Investment Group

(1)
Charitable Endowments, Services Overview, Trust & Wealth Management
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
In Business Since 2004
1 Financial Plaza #1210, Hartford, CT
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Bergenn Financial Group

Bergenn Financial Group

(4)
  • Retirement
“While I am the financial guru for my friend group, Eric does a great job of kindly and soundly reminding me of unique options that each person and family has based on their situation.”
In Business Since 2022
45 S Main St Suite 203, West Hartford, CT
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Johndrow Wealth Management

Johndrow Wealth Management

(4)
“As a client who knew very little about investments and different options, I was so appreciative of her patience, great advice and thoughtfulness in getting us set up to work with Johndrow Wealth Management.”
In Business Since 2019
45 S Main St suite 201, West Hartford, CT 06107
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Burr Capital Advisors

Burr Capital Advisors

Financial Planning, Investments
“Acting as an advocate in support of your financial goals, we apply industry-leading techniques with a family-oriented approach. Utilizing more than three decades experience, we don't just look to the future and building wealth — we seek to meet your ...”
In Business Since 1994
Licensed, BBB Rating: A+
10 N Main St #213, West Hartford, CT
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Financial Vision

Financial Vision

“Talking to a Financial Advisor can help you today to take the mystery out of preparing for tomorrow. Whether your goals are pre- or post- retirement, tax reduction strategies, investment solutions, estate planning or college savings, our personalized...”
In Business Since 2003
111 Founders Plaza Suite 1202, East Hartford, CT
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Northstar Wealth Partners

Northstar Wealth Partners

“They represent a broad range of professions, pursuits and are at different phases in their life. Most have met or engaged with a financial professional prior to contacting us, but all have unanswered questions about their financial future and how to ...”
In Business Since 2009
433 S Main St #120, West Hartford, CT
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Bradley Foster & Sargent

Bradley Foster & Sargent

(6)
“Keith is the best!”
In Business Since 2000
City Place II, 185 Asylum St, Hartford, CT
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Summit Planning Group

Summit Planning Group

(1)
“Funny uh f3 by”
In Business Since 2004
333 E River Dr # 410, East Hartford, CT
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Worldbusiness Capital

Worldbusiness Capital

“WorldBusiness Capital, Inc. (WBC) is a regulated commercial finance company and direct lender that offers long-term loans helping middle market businesses, investment funds, and financial institutions capitalize on global growth opportunities. WBC's ...”
In Business Since 2001
1 State St #2110, Hartford, CT
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BNY Mellon Shareowner Services

BNY Mellon Shareowner Services

“We were founded by Alexander Hamilton, who established the U.S. banking system, and Andrew Mellon, a pioneer of industry. Driven by this spirit of leadership, our teams create solutions for businesses, communities and people everywhere while earning ...”
In Business Since 2006
Offers Financing Options
111 Founders Plaza, East Hartford, CT
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HFM Wealth Management - Hartford Financial Management

HFM Wealth Management - Hartford Financial Management

Individuals & Families, Institutional, Family Businesses
“Hartford Financial Management, Inc. was founded in 1989 to offer a client-focused alternative to the common financial services model of investment management. Our firm has a duty to our clients to always place their interests ahead of our own.”
In Business Since 1996
One Constitution Plaza 9th Floor, Hartford, CT
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S T Sadlak & Co

S T Sadlak & Co

(2)
“Great service!”
241 Main St #3, Hartford, CT
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Private Capital Group

Private Capital Group

“When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. Ultra-high net worth (UHNW) families often explore various strategies to ensure their weal...”
In Business Since 2006
Accepts All Major Credit Cards
29 S Main St #300, West Hartford, CT
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Advantage Financial Services

Advantage Financial Services

In Business Since 2012
221 Tunxis Rd, West Hartford, CT
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Richard J Vogler CFP Crpc, River Valley Wealth Management

Richard J Vogler CFP Crpc, River Valley Wealth Management

“Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation's largest asset managers. You'll receive regular insights on financial markets...”
In Business Since 2005
99 E River Dr 8th Floor, East Hartford, CT
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Founders Capital Management

Founders Capital Management

In Business Since 2003
111 Founders Plaza #1500, East Hartford, CT
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Free Float

Free Float

In Business Since 2021
61 S Main St, West Hartford, CT
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New England Financial Group

New England Financial Group

Employee Benefits, Comprehensive Financial Planning, Investment Management
“The unique atmosphere of our firm allows each of our advisors to bring something different to the table. But, no matter the advisor you connect with, we'll take the time to truly understand you with integrity, honesty and transparency at the forefron...”
In Business Since 2016
65 LaSalle Rd #200, West Hartford, CT
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Langweil Wealth Management

Langweil Wealth Management

Investing in You.
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2023
61 S Main St Suite 205A, West Hartford, CT
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Retirement Planning and Investment Management Services in Hartford, CT Cost Estimates

Minimum cost
$1187
Maximum cost
$10087
National Average
$3561
Avg Per Hour Rates
$357
$2374
$6527
Fair price range is based on 393 cost profiles
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Average Cost $3561
Minimum cost $1187
Maximum cost $10087
Avg Per Hour Rates $357

Fair range $2374 to $6527 is based on 393 cost profiles.

Why these companies made our list

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