Borgida & Company
“Taxes completed in a timely manner.”
Best Financial Advisors near Manchester, CT
We have 3 firms in Manchester on file, and all of them are on this list, along with 12 from towns including Glastonbury (8, 6 mi), South Windsor (1, 4 mi) and Vernon (1, 4 mi).
1 open weekends · all 15 rated 4.5+ · 2 show a license
Data verified October 27, 2026
Jan Johnson CFP
Sandra Baranowski CFP
“I've worked with Sandra and her company for over 20 years and I've always walked away feeling that my investments were in good hands.”
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Kingston Wealth Management Group
“Every email or call is promptly returned and I never left a meeting with him feeling overwhelmed or like my questions went unanswered.”
Sunstone Financial Group
“I would highly recommend Sunstone Financial to anyone needing retirement planning or other financial services.”
Procyon
“I have enjoyed working with Rick over the last couple of years and I recommend Wooster Corthell to anyone looking for a well informed, professional company for help with managing their finances.”
The 15 firms listed for Manchester, 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: Manchester, CT
The 15 firms on this page are rated from 4.7 to 5.0 across 377 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3) and legacy planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 11 list a public email and 7 take bookings online. 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.
Why are financial advisers outside Manchester listed here?
3 of the 15 firms are located in Manchester. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Capital Wealth Management
“He has been incredibly helpful when it comes to retirement and investments, and I cannot recommend him enough.”
Castanho Financial Group
“Helped a first time business owner do his taxes and taught me a thing or two!!”
Hammond Iles Wealth Advisors
“Just a great group of extremely knowlegeable, trustworthy, financial advisors with very personable, helpful assistants/ staff .”
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Thrivepoint Financial
“These guys helped with all of it and are always there for us!”
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Towerto Private Wealth
“David is always prepared for our periodic face-to-face meetings to update details with a full written agenda which I appreciate.”
Briggs Wealth Management
“Through every stage of my life, they've provided thoughtful guidance, exceptional professionalism, and advice that's always been in my best interest.”
Allegra Wealth Management
“When I was looking to buy my house she was my first phone call and of course pointed me in the right direction.”
Skyblue Wealth Advisors - Fee-Only
“He is always willing to make himself available for a phone call or meeting, he patiently explains everything in ways anyone can understand, and he takes time to get to know you.”
Summit Retirement Solutions
“We are very happy with his attention to detail and the investments that have been made on our behalf.”
Why these companies made our list
What clients say about firms near Manchester
- “We have been working with Jay for 3 years on our retirement planning and have found him to be extremely knowledgeable, and able to navigate the complexities of retirement planning in a way that we can understand and feel comfortable with.” — client of Summit Retirement Solutions
- “I had a great conversation with Jessica about retirement planning strategies, and she was very helpful with recommending financial tools I can use to retire with peace of mind.” — client of Sunstone Financial Group
- “Craig is the most ethical and professional financial planner I have ever worked with.” — client of Thrivepoint Financial
Excerpts from public reviews of the firms listed on this page.
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