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Amore and Beatman Cpas
“Office staff is always very helpful and friendly when we call.”
Best Financial Advisors in New Britain, CT
The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the New Britain area.
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Lichtenstein Financial
Insurance Services, Business Consulting, Tax Advisory & Preparation
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
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Noble Wealth Advisors of Janney Montgomery Scott
“With combined investment experience of over 100 years, we have the perspective necessary to give you clarity about your financial picture, so you can make the best decisions, no matter how big or small. Our mission is to go beyond finance for you and...”
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Mugford & Dibella
Tax Services, Quickbooks Services, Business Services
“Real and practical advisory for real world issues, how often do you come across that from accountants”
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D'Agostino & Mazzone
“Experienced beyond measure.”
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Snowden Lane Partners
“Snowdin from undertale”
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Case Financial Services
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
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Austro Financial Services
“Excellent service and very good attention despite this pandemic”
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Great Mountain Partners
“Our team develops sector specific macro strategies to identify the potential to generate secular growth and returns. GMP then targets companies with asset-intensive balance sheets in these sectors, focusing on building platform companies in partnersh...”
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Mark Mohan - UBS Financial Services
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Edgehill Endowment Partners
“Access to best-in-class managers is a hallmark of Edgehill. Our reputation, network, and managers' high regard for our clients' missions, provide Edgehill with distinctive access usually reserved for the largest endowments. We seek managers with comp...”
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Kreitler Financial
“Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retent...”
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Fairfield, Bush & Co.
“Today's financial world is full of complexities and markets are moving faster than ever. Our job is to help you navigate through this to achieve your financial goals, from building your wealth to safeguarding your savings. By carefully observing the ...”
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Usps Retirements - Franklin Retirement
Fegli, Thrift Savings Plan, Financial Services
“In 1775, the Second Continental Congress appointed Benjamin Franklin as the first Postmaster General. This was far from Franklin's first role with the post office – he had served as postmaster for several British colonies, including Newfoundland, Que...”
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Conry Asset Management
Market News, Giving Back, Testimonials
“At Conry Asset Management, we are your pillar of strength delivering strategies to navigate changing financial markets. Together, we will take the journey to provide astute guidance and help pursue your goals with a tax-sensitive customized portfolio...”
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Ladd Capital Management
“Our mission is to help our clients attain their financial objectives through conservative, lower risk investment management. This must include understanding each client's own needs and involves high levels of communication with the client and the oth...”
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Tidewater Wealth Management
“Most of our clients do not come to us looking for direction; instead, they are looking for an action plan. Our clients have a vision and a strong sense of what they want to accomplish, but they need help finding the right solutions and developing a f...”
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Washington Trust Wealth Management
“The best financial plans are collaborative, comprehensive, and coordinated — designed to help meet your immediate needs, prepare for the future, and minimize risks. Working together, we will craft a plan, based on your unique goals, that will be a ro...”
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Branig Capital Markets
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Abapc Inc.- Accountancy & Advisors
Financial Services, Estate Planning, Accounting Service
“They are invested in their clients and it shows, they always ask about my family and that is a level of awareness you cannot buy and is rare in this world.”
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Ciampi Tax & Financial Services
Investment Management, Fiduciary Standard, Personal Financial Planning
“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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Helming & Company
Reviews, Business Services, Information Technology Services
“Over the years, they have helped our organization to realize significant capital savings with their detailed business advisory services, corporate tax return services and consultation sessions.”
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Sunstone Financial Group
Risk Analysis, Medicare, Social Security Strategy
“This year I was just starting to panic and she called seemingly out of the blue and got me this wonderful package and now I have one less thing to worry about.”
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Wooster Corthell Wealth Management
Investment Philosophy, Services
“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.”
Retirement Planning and Investment Management Services in New Britain, CT Cost Estimates
Minimum cost
$1111
Maximum cost
$9443
National Average
$3333
Avg Per Hour Rates
$334
$2222
$6110
Typical price range is based on
530 cost profiles
Why these companies made our list
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