Milford, CT

Popular Cities

Milford, CT
Join as a Pro

Best Financial Advisors in Milford, CT

The highest-rated Financial Planning & Wealth Management companies out of 152 vetted & reviewed in the Milford area.

View Profile
R.J. Testo & Associates

R.J. Testo & Associates

(50)
Services For Individuals, Business Services, TAX Services
“He and his team have always been efficient, alert me to deductions I may not have been aware of, make suggestions about quarterly estimated tax payments when necessary, and always get my returns in on time even if I am late in submitting my forms.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2011
326 W Main St Ste 110, Milford, CT
i
View Profile
Skinner Wealth Strategies

Skinner Wealth Strategies

(25)
  • Mind
  • Social Security
  • Portfolio
“I'm confident that the moves I'm making now with regard to my investments will result in significant benefits in the years to come, especially after I'm retired and no longer have a paycheck coming in.”
In Business Since 2022
472 Wheelers Farm Rd Suite 305, Milford, CT
i
View Profile
Milestone Asset Management Group

Milestone Asset Management Group

(11)
Investment Management, Estate Planning, Pension Maximization
“He patiently reviewed our retirement portfolio and provided in-depth scenarios to optimize our current investments while suggesting other vehicles that may serve us better.”
In Business Since 2016
55 Cherry St, Milford, CT
Featured

Hello fellow Friends & Neighbors, I don’t usually post on here about my business, and what I do for a living… but felt I might be able to assist some of you through this temporary crisis by just having a conversation. If you (or know someone) would like to chat about the financial markets and are confused as what to do and would like someone to talk to about what you are thinking, let me know. Whether you are looking to possibly invest in the market for the first time, just temporarily lost your job or are in retirement or approaching retirement and have some anxiety at the moment, feel free to schedule a time on my calendar to chat. As someone who has been through many different types of markets over the past twenty years, feel free to pick my brain! What else is possible? Here is the Link:...

i
View Profile
Malkin & Daigle

Malkin & Daigle

(3)
Tax Problems, New Business Formation, Compilations
“Beyond that, the office environment was warm and inviting (thanks in part to Buster the office dog), and the whole experience was pleasant rather than painful!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
461 Danbury Rd suite 3, New Milford, CT 06776
i
View Profile
Trinitypoint Wealth

Trinitypoint Wealth

(5)
“I have been working with Matt Coutcher for over 5 years now and he has become essential to both me personally and my business.”
In Business Since 2018
612 Wheelers Farm Rd, Milford, CT
i
View Profile
Bakewell & Mulhare

Bakewell & Mulhare

(5)
Financial Statements, Forecasts, and Projections, Estate Planning and Retirement Planning, Financial Planning Services
“I am not just referring to my personal CPA, Cheryl Bakewell, I am talking about the whole team, Annette, Melissa, and anyone that works on our account.”
In Business Since 2010
19 Main St Suite #1, New Milford, CT 06776
i
View Profile
Tutino Financial

Tutino Financial

“My job as a financial advisor is to look at your situation and the markets, to create a disciplined strategy, and coach you through challenging times like these. One of the biggest ways I can provide value to you is by bringing my professionalism, ex...”
Licensed, BBB Rating: A+
In Business Since 1997
121 W Main St, Milford, CT
i
View Profile
Anderson Accounting & Finance

Anderson Accounting & Finance

(16)
  • Phone Call
  • Inquiry
  • Email
“Ben is always a phone call away and goes over and above answering questions, offering thoughtful advice and solutions to issues that arise in the workings of a small business.”
In Business Since 2021
21 Executive Center Dr, New Milford, CT 06776
i
View Profile
Accounting & Consulting Group

Accounting & Consulting Group

(7)
“(owner, bookkeeping business - not specifying because I don't want to advertise on a review)”
In Business Since 2007
86 Cherry St, Milford, CT
i
View Profile
Sound Financial Group

Sound Financial Group

(2)
  • Insurance
“I am very appreciative of how she worked with me and will no doubt be continuing to work with her in the future.”
Family Business
In Business Since 2010
337 Rock Ln, Milford, CT
i
View Profile
Nestor Financial Network

Nestor Financial Network

In Business Since 2000
759 Boston Post Rd, Milford, CT
i
View Profile
Quantum Financial

Quantum Financial

In Business Since 2018
114 Cascade Blvd, Milford, CT
i
View Profile
Independent Financial Consulting

Independent Financial Consulting

“Our symbol is the IFC key. It stands for opportunity. Our role is to help you unlock the door to your financial future. The door and the achievements that wait on the other side are different for each individual, and we tailor our services to your sp...”
In Business Since 1999
57 Plains Rd #3d, Milford, CT
i
View Profile
Connecticut Capital Management Group

Connecticut Capital Management Group

“Connecticut Capital Management Group, LLC (“CCMGL”)is a registered investment adviser located in Connecticut. CCMGL may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration req...”
In Business Since 1999
2 Schooner Ln unit 1-12, Milford, CT
i
View Profile
Brandon Pepe Cfp, Aif, Crpc

Brandon Pepe Cfp, Aif, Crpc

“I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.”
In Business Since 2023
472 Wheelers Farm Rd Suite 305, Milford, CT
i
View Profile
Deleo & Company

Deleo & Company

Tax Compliance & Planning, Audit & Assurance, Consulting & Advisory
“Welcome to DeLeo & Company, a trusted accounting firm with over 30 years of experience in providing exceptional accounting, tax, and consulting services to a wide range of clients. Our guiding principles of integrity, confidentiality, objectivity, an...”
Accepts All Major Credit Cards
In Business Since 1984
12 Aspetuck Ave, New Milford, CT 06776
i
View Profile
Wayne Locke, CFP

Wayne Locke, CFP

Individual Services, Business Services
“Prospect Hill Advisors is an independent financial services firm built on a foundation of integrity, expertise, and dedication to your financial success. Our team is here to provide personalized guidance and tailored solutions. We'll help you achieve...”
In Business Since 2022
39 Fox Ridge Dr, New Milford, CT
i
View Profile
Mario Sclafani - Saint Bernard Financial

Mario Sclafani - Saint Bernard Financial

In Business Since 2000
43 Long Mountain Rd, New Milford, CT 06776
i
View Profile
The Innovative CPA Group

The Innovative CPA Group

(37)
  • Texts
  • Preparation
  • Company
“Viji Krishnamoothy and Charlie Smith are my direct contacts and have done an excellent job in tax preparation and in providing timely and actionable advice.”
Offers Financing Options
In Business Since 2016
Serving Milford Area
i
View Profile
Dimatteo Group Financial Services

Dimatteo Group Financial Services

(33)
Financial Planning, Retirement Planning, Wealth Planning
“We are also happy with the coordination that exists with the Di Matteo tax services especially his sister Rose who has been doing our taxes for many years.”
Family Business
In Business Since 2008
Serving Milford Area
i
View Profile
Gabriel Tax & Accounting Services

Gabriel Tax & Accounting Services

(1)
“From the moment I found this organization for my taxes, they took care of me like I was worth a million instead of being the average individual I am.”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
1297 Park Ave, Bridgeport, CT
i
View Profile
Peak Financial Services

Peak Financial Services

(39)
“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.”
Accepts Cash
In Business Since 2009
2911 Dixwell Ave, Hamden, CT
i
View Profile
Strategies For Wealth Management

Strategies For Wealth Management

(6)
Long Term Care, Life Insurance
“We have other annuities but the product that he sold us is by far the best in multiple ways.”
Licensed, BBB Rating: A+
In Business Since 2007
Serving Milford Area
i
View Profile
Connecticut Institute Of Finance

Connecticut Institute Of Finance

(2)
Tax Planning, Coaching, Education Planning
“The entire group is competent, friendly, open, and most importantly, honest!”
Accepts Check, Cash, All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2007
Serving Milford Area
i

Retirement Planning and Investment Management Services in Milford, CT Cost Estimates

Minimum cost
$1045
Maximum cost
$8881
National Average
$3135
Avg Per Hour Rates
$314
$2090
$5747
Typical price range is based on 299 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3135
Minimum cost $1045
Maximum cost $8881
Avg Per Hour Rates $314

Typical range $2090 to $5747 is based on 299 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Milford

Popular in Milford

, CT
Back To Top