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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 21 from towns including Glastonbury (8, 6 mi), Hartford (2, 8 mi) and Rocky Hill (2, 11 mi).
1 open weekends · 21 rated 4.5+
Data verified October 18, 2026
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Jan Johnson CFP
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Sandra Baranowski CFP
“If you want your taxes done right the 1st time, call Sandra Baranowski.”
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Sunstone Financial Group
- Patient
- Healthcare
- Policy
“This year I was just starting to panic and she called seemingly out of the blue and got me this wonderful package and now I have one less thing to worry about.”
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Wooster Corthell Wealth Management
- Goals
- Market
- Portfolio
“I am in complete agreement with Wooster Corthell investment approach/philosophies and most importantly am very impressed with their ability to communicate with both myself and my wife.”
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Capital Wealth Management
“Great Company,Nice Staff”
The 24 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 24 firms on this page are rated from 4.2 to 5.0 across 360 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), insurance (3), retirement planning (3), estate (2) and investment (2). 6 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 9 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 24 firms are located in Manchester. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Castanho Financial Group
“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.”
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CIG Private Wealth Management
“Great manager”
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Kingston Wealth Management Group
- Medicare
- Market
- Goals
“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.”
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Innovest Financial Services
“Great services and advice with years of experience”
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Thrivepoint Financial
- Communication
- Team
“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.”
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Hammond Iles Wealth Advisors, Financial Coaching
“Just a great group of extremely knowlegeable, trustworthy, financial advisors with very personable, helpful assistants/ staff .”
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Connecticut Wealth Management
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Fuchs Financial
- Knowledge
- Questions
- Retirement
“Ben has incredible financial knowledge that he applied to my family's financial situation - could not have had the positive results if I tried to manage my own finances”
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Towerto Private Wealth
- Team
- Goals
- Financial Advisor
“Recently having James Nixon part of the Towerto Team as benefited me because of the increased depth in customer service and personal service to our accounts, including helping with our tax returns.”
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Alpha Financial Group
- Team
“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.”
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Jluxfunding
- Company
“The representatives there are professional, knowledgeable and very helpful in getting the funds needed.”
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SKY Investment Group
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
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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.”
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Lichtenstein Financial
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
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Bergenn Financial Group
- Retirement
“As an independent insurance broker, I speak with clients from all over New England, from all demographics, with varying levels of assets and varying plans for retirement.”
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Reed Financial Planning Services
“We wanted to meet with someone who truly understood teacher retirement and would help us to ensure we were strategizing our retirement plan, now that I would no longer be receiving a pension.”
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Michael Urso
“Thorough, professional, down to earth and personable.”
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Anthony T Muscarella, CPA
“Been going to Tony for years - highly recommended.”
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
Why these companies made our list
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