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Lichtenstein Financial
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
Best Financial Advisors near New Britain, CT
There are no firms listed in New Britain itself yet; the 24 below are the closest options, from towns including New Haven (12, 26 mi), Glastonbury (4, 12 mi) and Kensington (1, 2 mi).
2 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Noble Wealth Advisors of Janney Montgomery Scott
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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”
The 24 firms listed for New Britain, 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: New Britain, CT
15 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 449 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and retirement planning (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 15 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.
Do firms listed for New Britain take financial planning bookings online?
3 of the 24 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.
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Kreitler Financial
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Edgehill Endowment Partners
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Mark Mohan - UBS Financial Services
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Fairfield, Bush & Co.
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Great Mountain Partners
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Usps Retirements - Franklin Retirement
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Conry Asset Management
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Ladd Capital Management
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Tidewater Wealth Management
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Washington Trust Wealth Management
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Abapc Inc.- Accountancy & Advisors
- File
- Understand
- Feel
“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
- Sound
- Company
- Accountant
“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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Sunstone Financial Group
- Needs
- Patient
- Policy
“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
- Kid
- Goals
- Portfolio
“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.”
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Capital Wealth Management
“Great Company,Nice Staff”
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Castanho Financial Group
“I have been a business owner in one way or another for 20 years but believe it or not I have never used an accountant due to hearing horror stories from other people, I've always been too nervous or didn't make enough money to justify hiring one.”
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CIG Private Wealth Management
“Great manager”
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Kingston Wealth Management Group
- Security
- Medicare
- Goals
“After a detailed analysis of my wants, needs and goals Dean put together some innovative options that showcased his approach to investing and gave me some real choices.”
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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