Best Financial Advisors in New Haven, CT

The highest-rated Financial Planning & Wealth Management firms out of 208 vetted & reviewed in the New Haven area.

Strength In Numbers - Financial Coaching

Strength In Numbers - Financial Coaching

(20)
  • Cost
  • Budget
  • Debt
“Our relationship with Jeremy paid for itself through cost savings almost immediately upon starting our work together and has only increased in value from there.”
In Business Since 2011
22 Dayton St, New Haven, CT
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Innovative Consulting and Solutions

Innovative Consulting and Solutions

(2)
“You can tell her expertise scales far beyond bookkeeping to strategic financial business decision making, which is truly a gift.”
In Business Since 2016
Free Initial Consultation
30 Hazel Terrace, New Haven, CT
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Medling, Lucente & Associates

Medling, Lucente & Associates

(14)
Workplace Benefits and Defined Benefit Pension Maximization, Tax Strategies For Retirement, Insurance
“I work with dozens of agents across the country and Nicole Lee & Gabriel Page are two that you can count on regarding looking out for your best interest!”
In Business Since 2021
Serving New Haven Area
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Case Financial Services

Case Financial Services

(1)
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
In Business Since 2003
Transparent Fees & Pricing
107 Whitney Ave, New Haven, CT
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Snowden Lane Partners

Snowden Lane Partners

(1)
“Snowdin from undertale”
In Business Since 2014
265 Church St #1004, New Haven, CT
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Agemy Financial Strategies

Agemy Financial Strategies

(20)
Retirement Planning, Tax Strategies, Estate Management
“Quite a few years ago, we were members of an investment club, and seduced by the value we were "adding" to our holdings - only when/if we sold, of course.”
In Business Since 1994
Licensed, BBB Rating: A+
Serving New Haven Area
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Allegiant Wealth Management

Allegiant Wealth Management

(11)
Planning For Business Owners, Risk Management, Employer Sponsored Plans
“Lou's approach to relationship building with his clients is impeccable, working with him proves there are still good honest people in this world who care about their clients.”
In Business Since 2019
Serving New Haven Area
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Toomey Investment Management

Toomey Investment Management

(17)
Insurance, Tax Preparation, Wealth Management
“Austin is always available to answer my questions and explain investment options to me - all in a way that is easy to understand, without my needing to be an investments expert.”
In Business Since 2010
Average Price Tag
Serving New Haven Area
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Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(18)
“I am a firm believer in doing business with people I can trust and over these past 17 years Wayne has never failed in being a down-to-earth, warm and honest man to us both.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1993
Accepts All Major Credit Cards
Serving New Haven Area
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Egidio Assante Lennon Wealth Management

Egidio Assante Lennon Wealth Management

(1)
Retirement Planning, Risk Management, Taxation
“Super knowlegable & was always looking out for what was best options for us!”
In Business Since 2002
Licensed, BBB Rating: A+
Serving New Haven Area
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Castanho Financial Group

Castanho Financial Group

(4)
“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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1995
Licensed, BBB Rating: A+
Serving New Haven Area
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Edward Hopkins and Associates

Edward Hopkins and Associates

(12)
News, Mission, Vision + Values, Community Impact
“I've worked with Ed Hopkins for over 20 years and have greatly appreciated both his sound, practical financial advice and his responsiveness to any question ore request that I've ever posed to him.”
In Business Since 2010
Serving New Haven Area
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Hammond Iles Wealth Advisors, Financial Coaching

Hammond Iles Wealth Advisors, Financial Coaching

(1)
“Just a great group of extremely knowlegeable, trustworthy, financial advisors with very personable, helpful assistants/ staff .”
In Business Since 1986
Licensed, BBB Rating: A+
Serving New Haven Area
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Lighthouse Financial

Lighthouse Financial

(1)
“Nice clean and quiet building on the corner of east main.”
Offers Financing Options
In Business Since 2003
Accepts All Major Credit Cards
213 E Main St, Meriden, CT
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Moneco Advisors - Colleen Galushko

Moneco Advisors - Colleen Galushko

(6)
Personal Strategies, Business Strategies
“Very professional and handles all clients with care and respect.”
In Business Since 2009
Below Average Price Tag
Serving New Haven Area
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Peak Financial Services

Peak Financial Services

(20)
  • 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.”
In Business Since 2005
Accepts Cash
2911 Dixwell Ave, Hamden, CT
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Retirement Planning and Investment Management Services Estimated Cost in New Haven, CT 2022

Minimum cost
$1050
Maximum cost
$8925
National Average
$3150
Avg Per Hour Rates
$315
$2100
$5775
Fair price range based on 154 cost profiles
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Average Cost $3150
Minimum cost $1050
Maximum cost $8925
Avg Per Hour Rates $315

Average range $2100 to $5775 is based on 154 cost profiles.

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