R.J. Testo & Associates
“Such an easy and pleasant way to have your taxes done …”
Best Financial Advisors in Milford, CT
15 firms listed · 11 in Milford · 1 open weekends · 9 rated 4.5+
Data verified October 27, 2026
Skinner Wealth Strategies
“Brian and his team have developed a wealth investment strategy for us that has allowed us to confidently prepare for our upcoming retirement.”
Milestone Asset Management Group
“Rich took the time to thoroughly explain how they work and why they are advantageous for my specific financial situation using real data.”
Coastal Bridge Advisors
“I feel more confident and secure about my financial future thanks to Matthew and highly recommend their services to anyone looking for trustworthy, knowledgeable, and professional financial guidance.”
Tutino Financial
Sound Financial Group
“She was a pleasure to work with, and made the Medicare process so easy!”
The 15 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.
Area overview: Milford, CT
Of the 15 firms we list here, 11 are in Milford itself and 4 come from Shelton (5 mi). 10 of the firms on this page have a rating, from 3.5 to 5.0 across 345 reviews; 3 have 50 or more reviews and 9 are rated 4.5 or higher. 1 is open on Saturdays. 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 38 years. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 2 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.
Do firms listed for Milford take financial planning bookings online?
2 of the 15 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.
Nestor Financial Network
Brandon Pepe Cfp, Aif, Crpc
Connecticut Capital Management Group
Quantum Financial
Independent Financial Consulting
Dimatteo Group Financial Services
“You can tell they genuinely care about helping people plan for the future.”
Strategies For Wealth Management
“Michael is very knowledgeable and available to discuss my personal investment goals.”
Edwards Ingram Cpas
“I absolutely trust them very much , great job!”
Cooper Financial Services
Why these companies made our list
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