Best Financial Advisors near New Britain, CT
There are no firms listed in New Britain itself yet; the 10 below are the closest options, from towns including Cheshire (2, 12 mi), Glastonbury (2, 12 mi) and Kensington (1, 2 mi).
2 open weekends · 8 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Usps Retirements - Franklin Retirement
Conry Asset Management
Abapc Inc.- Accountancy & Advisors
“Professional, highly knowledgeable, quality- driven, reflective, and WANTS to have the customer receive the best service.”
Ciampi Tax + Advisory Co.
“David is great to work with, he has not only helped me personally but my business as well.”
Lake Accounting & Tax
“Dave always helps me through any tax questions I have.”
The 10 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
8 of the 10 firms on this page have a rating, from 4.8 to 5.0 across 449 reviews; 3 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "communication", "expertise" and "knowledge". 1 is open on Saturdays and 1 on Sundays. 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; 7 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 10 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.
Procyon
“As one of the original ground floor clients of WC, I have been very well shepherded over the many years and I have lost not a single nights sleep.”
Capital Wealth Management
“He has been incredibly helpful when it comes to retirement and investments, and I cannot recommend him enough.”
Bolton Financial
“Bolton Financial LlC, help me and my family when we needed financial services , very professional and knowledgeable!”
Confident Financial Solutions
“They helped us set up life insurance, investment accounts, set a financial plan to help us reach our savings goals as well as planning for retirement years down the road.”
Why these companies made our list
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