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Best Financial Advisors in Meriden, CT
24 firms listed · 4 in Meriden · 2 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Lake Accounting & Tax
“I'm confident in his services, he answers all my questions, and I'm looking forward to getting more complex business matters tackled because he's extremely capable!”
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Johanna S. Furgalack CPA
“Best accountant, patient and understanding”
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Bill Mann / LPL Financial
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Arthur W. Wood Company
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Abapc Inc.- Accountancy & Advisors
- Pay
- File
- Understand
“It's easy to find a lot of information about how to save for retirement, but much more difficult to understand how best to start using those funds once you stop working.”
The 24 firms listed for Meriden, 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: Meriden, CT
Of the 24 firms we list here, 4 are in Meriden itself and 20 come from towns including Glastonbury (5, 17 mi), Wallingford (3, 5 mi) and Cheshire (2, 6 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 423 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (88%) and quality (84%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), estate planning (3), retirement planning (3), investment management (2) and planning for business owners (2). 1 shows a license on its website and 9 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 55 years. 1 offers remote or virtual consultations; 2 offer payment plans; 3 offer a free initial consultation and 4 are family- or locally-owned. 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.
Do firms listed for Meriden take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Ciampi Tax & Financial Services
- Understand
- Company
- Accountant
“We have been working with Dave and his team for many years and their continued support and attention to our complicated tax and financial details has given us a real sense of stability and success.”
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Toomey Investment Management
- Tax
- Questions
- Options
“Austin is always available to answer my questions and explain investment options to me - all in a way that is easy to understand, without my needing to be an investments expert.”
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Wooster Corthell Wealth Management
- Philosophy
- Goals
- 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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Peak Financial Services
“We've been loyal customers for 8+ years because of the timeliness, professionalism, great tax advice, and availability to answer questions or talk through complicated tax challenges.”
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Capital Wealth Management
“Great Company,Nice Staff”
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CIG Private Wealth Management
“Great manager”
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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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Balanced Books By Joe
- Questions
- Sales
- Job
“I have been searching and trying out book keepers for 20 years and I finally found an honest, straight shooting service that responds within one day with answers to my questions and never over bills my account!”
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Wayne W. Stanforth, CPA
“I am a firm believer in doing business with people I can trust and over these past 17 years Wayne has never failed in being a down-to-earth, warm and honest man to us both.”
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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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Allegiant Wealth Management
“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.”
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RGB Financial
“Recommend.”
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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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Strength In Numbers - Financial Coaching
- Goals
- The Future
- Knowledge
“He helped analyze where we were spending too much, be able to discuss it without fighting and see what was the most change which was important to meet our goals.”
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TPS Group
- Company
- Questions
- Retirement
“As a company managing clients who need cash balance retirement plans, we needed a partner who could navigate the intricacies with expertise and precision”
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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.”
Why these companies made our list
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