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24 firms listed · 11 in Milford · 4 open weekends · 16 rated 4.5+
Data verified October 16, 2026
The 24 firms listed for Milford, 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.
Of the 24 firms we list here, 11 are in Milford itself and 13 come from towns including Shelton (6, 5 mi), New Milford (5, 28 mi) and Bridgeport (1, 7 mi). 17 of the firms on this page have a rating, from 3.8 to 5.0 across 304 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (90%) and quality (81%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are tax planning (4), estate planning (3), retirement planning (3), bank financing (2) and business services (2). 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 38 years. 2 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 20 list a public email and 3 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.
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
