Best Financial Advisors in Meriden, CT

“This freed up income for investing and helped me understand how to do more with my business.”

“Super knowlegable & was always looking out for what was best options for us!”

“Lou's approach to relationship building with his clients is impeccable, working with him proves there are still good honest people in this world who care about their clients.”

“Nice clean and quiet building on the corner of east main.”

“Best accountant, patient and understanding”

“Not only is he well educated in the field, but he also takes the time to hear your specific situation and help create a detailed financial solution for you and your family.”

“I wasn't sure on how to handle my finances as I plan for my retirement, and Cathy was so helpful in laying out all of my options and steering me in the right direction.”

“Independent, fee-only financial planner, investment management, 401K advice, and divorce financial planning.”

“Choosing the Right Plan Can Be Very Stressful Jay and His Staff Will Help Walk You Thur The Process and Make Sure You Understand What is Going to Take Care of Your Needs.”

“While a little nervous at first, we quickly came to realize that Chris is every bit as amazing as Paul and has continued to provide the same high level of service that is characterized by genuine concern and friendship, reliability, and responsivenes...”

“The best part about this work”

“They've handled my account for years and I'm very happy with them.”

“The best “diversified” accounting firm I have encountered in my 35+ years in business.”

“From the "big stuff" like funding our revocable living trust, to the nitty-gritty of making sure all of our financial documents were updated with our married names, Charles and Rebecca walked us through the unglamorous but liberating process of getti...”