Best Financial Advisors in Milford, CT

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

R.J. Testo & Associates

R.J. Testo & Associates

(24)
Services For Individuals, Business Services, TAX Services
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2008
326 W Main St #110, Milford, CT
i
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 1999
461 Danbury Rd suite 3, New Milford, CT 06776
i
Accounting & Consulting Group

Accounting & Consulting Group

(4)
Processing Tax Returns Filed on Paper, Reviewing Tax Returns, Even For Returns Filed Electronically, Live Phone Support
“It is nice to have an accountant with whom you can trust and count on for quality work.”
In Business Since 2004
86 Cherry St, Milford, CT
i
GT Invest Ukraine

GT Invest Ukraine

(1)
Business Mentor, Turnkey Business, Marketing Services
“Thanks for the amazing service!”
In Business Since 2021
415 Boston Post Rd Ste 3-1121, Milford, CT
i
Kasowitz & Co

Kasowitz & Co

(1)
Business Start-Up Assistance, IRS Audit Representation, Bookkeeping
“He explained the details of tax law as it related to his client (i.”
In Business Since 2004
183 Plains Rd, Milford, CT
i
Nestor Financial Network

Nestor Financial Network

Referral Sources, Universal Life Insurance, Long-Term Care
In Business Since 2001
759 Boston Post Rd, Milford, CT
i
Bakewell & Mulhare

Bakewell & Mulhare

(3)
Financial Statements, Forecasts, and Projections, Estate Planning and Retirement Planning, Consulting Services
“She is always available to answer a question and is on top of any changes and updates in taxation laws and above all someone that truly cares for her clients and friends.”
In Business Since 2010
19 Main St Suite #1, New Milford, CT 06776
i
Sound Financial Group

Sound Financial Group

(1)
“I am very appreciative of how she worked with me and will no doubt be continuing to work with her in the future.”
In Business Since 2010
337 Rock Ln, Milford, CT
i
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 1996
121 W Main St, Milford, CT
i
Sager & Bocek Cpas

Sager & Bocek Cpas

“We are a full-service Accounting firm licensed in CT. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2002
92 Cherry St, Milford, CT
i
401k Plan Services and Investment Management Services in ct

401k Plan Services and Investment Management Services in ct

Individuals and Families, Qualified Retirement Plans
“WMA excels in two main areas: designing and implementing state-of-the-art, retirement plans, and individual wealth management. With expertise in virtually all areas of financial planning, our caring advisors are committed to your success - however yo...”
In Business Since 2013
56 W Main St, Milford, CT
i
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 2021
472 Wheelers Farm Rd Suite 305, Milford, CT
i
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
First Choice Consulting

First Choice Consulting

“Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...”
In Business Since 2013
185 Plains Rd #207w, Milford, CT
i
Pasnau Investment Mgt

Pasnau Investment Mgt

(4)
  • Knowledge
  • Goals
“I would recommend Pasnau Investments to anyone who is looking toward retirement and has any concerns if they will be able to meet their financial goals.”
375 W Meetinghouse Rd, New Milford, CT 06776
i
Mario Sclafani - Saint Bernard Financial

Mario Sclafani - Saint Bernard Financial

In Business Since 2000
43 Long Mountain Rd, New Milford, CT 06776
i
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
Woodhouse & Associates

Woodhouse & Associates

(2)
Non-Profit Organizations, Financial Planning For Individuals, PPP Loan Forgiveness
“Great customer service with up to date knowledge.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
i
Cooper Financial Services

Cooper Financial Services

Estate Planning, Risk Management (Insurance Planning), Educational Planning
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1989
Serving Milford Area
i
Peak Financial Services

Peak Financial Services

(22)
  • Taxes
“Almost 14 years later, every year I return for tax prep and money advice, and will continue to do so for as long as they are in business, out of loyalty and gratefulness.”
Accepts Cash
In Business Since 2008
2911 Dixwell Ave, Hamden, CT
i
EVB Certified Public Accountant

EVB Certified Public Accountant

(5)
Tax Services, Services For Quickbooks, Business Services
“I have had the enjoyable opportunity to work closely with Eugenia for the last several years and it brings me great pleasure to recommend her and her accounting company.”
Free Initial Consultation
Transparent Fees & Pricing
EVB, EVB, EVB, EVB Certified
Serving Milford Area
i
Clavette & Company

Clavette & Company

Tax Services, Tax Planning, Business Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2011
Serving Milford Area
i
TAX & Accounting US

TAX & Accounting US

(1)
“Amazing accounting firm and fast service.”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
1700 Post Rd Unit E-7, Fairfield, CT
i
Amore and Beatman Cpas

Amore and Beatman Cpas

(1)
“Office staff is always very helpful and friendly when we call.”
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2015
429 Middletown Ave, New Haven, CT
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
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?
Back To Top