Best Financial Advisors in Manchester, CT

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Manchester area.

Borgida & Company

Borgida & Company

(1)
Estate and Trust Services, Tax Planning and Preparation, Accounting
“Taxes completed in a timely manner.”
In Business Since 2005
360 E Center St, Manchester, CT
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Jan Johnson CFP

Jan Johnson CFP

Financial Planning, Intergenerational Wealth Transfer & Asset Protection, Financial Transitions Planning
“As a dedicated Certified Financial Planner™, I specialize in guiding you towards a fulfilling retirement. My clients, diverse yet united in their goals, primarily include Boomers, Business Owners, and Women, often within a crucial 5-10 year bracket a...”
In Business Since 2016
945 Main St STE 306, Manchester, CT
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Policastro & Associates

Policastro & Associates

Management Consulting, Valuation, Merger and Acquisition Services
“Advisors, and lenders. With experience in well over 1,000 M&A transactions completed; our partners use their deep industry expertise to guide clients across the country in growing their”
In Business Since 2013
60 Tufts Dr, Manchester, CT
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Sandra Baranowski CFP

Sandra Baranowski CFP

(1)
“If you want your taxes done right the 1st time, call Sandra Baranowski.”
935 Main St Level F - Unit C3, Manchester, CT
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Demarco Consulting

Demarco Consulting

Transparent Fees & Pricing
In Business Since 2004
152 Leland Dr, Manchester, CT
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Sunstone Financial Group

Sunstone Financial Group

(50)
Risk Analysis, Retirement Tax Bill, Medicare
“We got similar coverage to the last plan that has been working great for us plus we saved money with zero monthly payments plus 2 - $500 Visa cards to use for dental, eyecare or hearing!”
Family Business
In Business Since 2023
Serving Manchester Area
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Bacon & Gendreau Tax Preparation

Bacon & Gendreau Tax Preparation

(30)
Enrolled Agent CT, Small Business and LLC Tax Preparation, Tax Preparation Services For Individuals
“This year we referred our daughter (new homeowner and prospective bride) to have her taxes prepared by B&G—we can't think of a better guide for her to begin one of the key rites of #adulting.”
Accepts All Major Credit Cards
In Business Since 1988
62 LaSalle Rd #305, West Hartford, CT
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Wooster Corthell Wealth Management

Wooster Corthell Wealth Management

(25)
Investment Philosophy
“The only reason I was able to retire when I did (at the age of 52) is because I was smart enough to hire WOOSTER/CORTHELL to manage my money when I was younger.”
In Business Since 2023
300 Winding Brook Dr, Glastonbury, CT
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William R Scoville CPA

William R Scoville CPA

(1)
Tax Services, Industries, Business Services
“Bill Scoville is an excellent CPA with a strong team.”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1998
Serving Manchester Area
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CIG Private Wealth Management

CIG Private Wealth Management

(1)
Organizations, Individuals
“Great manager”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2003
Serving Manchester Area
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Mahoney Sabol & Company

Mahoney Sabol & Company

Consulting, SEC / Pcaob, International
“Responsiveness is in our DNA. We are not only quick to respond to your questions and needs, we work to anticipate them and provide solutions before a challenge even becomes a challenge.”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1994
180 Glastonbury Blvd #400, Glastonbury, 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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1997
1622 Main St, East Hartford, CT
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Innovest Financial Services

Innovest Financial Services

(2)
Investment, Lifestyle, Tax
“Great services and advice with years of experience”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1989
Serving Manchester Area
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Hammond Iles Wealth Advisors, Financial Coaching

Hammond Iles Wealth Advisors, Financial Coaching

(1)
“Just a great group of extremely knowlegeable, trustworthy, financial advisors with very personable, helpful assistants/ staff .”
Licensed, BBB Rating: A+
In Business Since 1990
Serving Manchester Area
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Kingston Wealth Management Group

Kingston Wealth Management Group

(19)
Insurance, Investment Management, Financial Planning
“After a detailed analysis of my wants, needs and goals Dean put together some innovative options that showcased his approach to investing and gave me some real choices.”
In Business Since 2012
Serving Manchester Area
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Nicola Yester & Co

Nicola Yester & Co

(4)
Tax Services, Business Services, Advisory
“I've been a customer of Nicola, Yester & CO for nearly 10 years now and can't speak highly enough about their professionalism, the team and how efficient/timely they work.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1992
Serving Manchester Area
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Connecticut Wealth Management

Connecticut Wealth Management

Investment & Wealth Management, Financial Planning, Holistic Wealth Management
“Connecticut Wealth Management, LLC (RIA) is a SEC registered investment adviser. RIA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. RIA's web site...”
Licensed, BBB Rating: A+
In Business Since 2014
Serving Manchester Area
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Comer & Co

Comer & Co

(6)
Tax Services, Business Services, Services For Individuals
“This is the first time that I have used Comer and Company as my tax preparation firm and my experience has been very positive.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1969
Free Initial Consultation
Serving Manchester Area
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Dino P. Iavecchia, CPA

Dino P. Iavecchia, CPA

(1)
Payroll, Bank Financing, New Business Formation
“Dino has been doing our family's taxes for several years now.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
Serving Manchester Area
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Thrivepoint Financial

Thrivepoint Financial

(6)
Elder Care, Retirement Planning, Education Planning
“As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio.”
In Business Since 2020
Serving Manchester Area
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D'Aleo & Gazis

D'Aleo & Gazis

(8)
Businesses, Individuals
“He is always upbeat, personable and he truly cares about the continued success of my business.”
Free Initial Consultation
Remote Consultations Available
In Business Since 2015
Serving Manchester Area
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Alpha Financial Group

Alpha Financial Group

(12)
Accountant Protection Program
“I've known Ric Valliere, CPA for several years and continue to be impressed with the depth of his knowledge on tax laws and strategies for individuals and businesses.”
In Business Since 2002
Serving Manchester Area
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Fierston Financial Group

Fierston Financial Group

Disciplined Management, Financial Flexibility, Aligned Interests
“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...”
Licensed, BBB Rating: A+
In Business Since 1991
29 S Main St #302, West Hartford, CT
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Heritage Capital Advisors

Heritage Capital Advisors

Licensed, BBB Rating: A+
In Business Since 2007
Serving Manchester Area
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Retirement Planning and Investment Management Services in Manchester, CT Cost Estimates

Minimum cost
$1059
Maximum cost
$8994
National Average
$3175
Avg Per Hour Rates
$318
$2117
$5820
Typical price range is based on 401 cost profiles
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Average Cost $3175
Minimum cost $1059
Maximum cost $8994
Avg Per Hour Rates $318

Typical range $2117 to $5820 is based on 401 cost profiles.

Why these companies made our list

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