Hartford, CT

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Hartford, CT
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Best Financial Advisors in Hartford, CT

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

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Sunstone Financial Group

Sunstone Financial Group

(50)
Social Security Strategy, Retirement Planning, Health Insurance
“She took time to look into add ons that I ultimately decided against but she listened, really listened, to my needs especially since I had what I felt was a few special circumstances.”
In Business Since 2023
Family Business
243 Hartford Turnpike, Vernon, CT 06066
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Bacon & Gendreau Tax Preparation

Bacon & Gendreau Tax Preparation

(30)
Financial Solutions, Tax Preparation Services For Individuals, Small Business and LLC Tax Preparation
“We discovered even with our background and experience that using home use tax programs you can easily answer questions incorrectly and unknowingly pay more taxes than you should.”
In Business Since 1988
Accepts All Major Credit Cards
62 LaSalle Rd #305, West Hartford, CT
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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 1997
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1622 Main St, East Hartford, CT
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ACG Associates

ACG Associates

(1)
Pension Administration, Actuarial Plans
“I have worked professionally with ACG Associates for almost three years and have had only a positive, professional, and satisfied experience.”
In Business Since 2015
Licensed, BBB Rating: A+
234 Main St, New Hartford, CT 06057
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Fierston Financial Group

Fierston Financial Group

Shared Knowledge, Aligned Interests, Financial Flexibility
“We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have...”
In Business Since 1991
Licensed, BBB Rating: A+
29 S Main St #302, 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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YHB Investment Advisors

YHB Investment Advisors

(2)
Services, Who We Serve, YHB Charitable Endowment
“Jared provides great advice and is not afraid to tell me what I need to hear.”
In Business Since 2000
29 S Main St #306, West 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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Fuchs Financial

Fuchs Financial

(1)
“Had a great meeting excellent advice would lit to continue working with him”
In Business Since 2019
Free Initial Consultation
433 S Main St Suite 322, West Hartford, CT
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Bergenn Financial Group

Bergenn Financial Group

(4)
“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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Tenpath Financial Group

Tenpath Financial Group

(3)
“When dealing with difficult situations with 3rd parties I wouldn't want anyone else in our corner - they know how get things done and really go the extra mile.”
In Business Since 2018
820 Farmington Ave, West Hartford, CT
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RMC Investment Advisors

RMC Investment Advisors

(1)
“Good stuff, BUY AND HOLD SHIBA INU!”
In Business Since 2020
643 Prospect Ave, Hartford, CT
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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 1992
Licensed, BBB Rating: A+
10 N Main St #213, West 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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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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Bradley Foster & Sargent

Bradley Foster & Sargent

(6)
“Keith is the best!”
In Business Since 2000
City Place II, 185 Asylum St 11th Floor, Hartford, CT
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Long View Wealth Management

Long View Wealth Management

(2)
“They have been very helpful to me with my insurance decisions.”
In Business Since 2007
281 Hartford Turnpike g2, Vernon, CT 06066
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Tom Martin Financial Advisor

Tom Martin Financial Advisor

(11)
  • Meeting
“He has always explained his thoughts and processes thoroughly and never leaves my questions unanswered.”
In Business Since 2001
Hartford, CT
Featured

This is going to tick off some spouses. Do you or your spouse have a private or employer pension? Many retirees make a financially devastating mistake in choosing the Single Life annuity option, which provides the highest payout. Spouses get surprised to find that when their spouse dies, so do those monthly pension checks!!! Before you start making complex financial decisions, have your wealth advisor crunch the numbers and explain how your pension works and effects your retirement income and taxes. Read more: Retirement Pension Payment: Lump-Sum or Monthly Annuity?

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Conifer Investments

Conifer Investments

(1)
“This organization has done a fabulous job of looking after my finances for thirty plus years!”
In Business Since 2011
100 Pearl St # 13B, 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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The Neurodiversity Index

The Neurodiversity Index

“The Neurodiversity Index comprises 79 companies that are leaders and champions of the neurodiversity movement. This movement posits that individuals with conditions like autism, I/DD, ADHD, and learning disabilities process things differently but sho...”
In Business Since 2018
820 Farmington Ave, West 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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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.

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