Best Financial Advisors in Norwalk, CT

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Norwalk area.

Francis S. Infurchia & Company

Francis S. Infurchia & Company

(3)
“Very helpful and nice people”
Licensed, BBB Rating: A+
In Business Since 2004
45 East Ave, Norwalk, CT
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THB Asset Management

THB Asset Management

“Founded in 1982, THB Asset Management manages niche equity strategies and employs a flexible, innovative approach to investing. We understand the markets in which we invest and how to translate raw data into opportunities others may overlook. Our tea...”
In Business Since 1995
101 Merritt 7 2nd floor, Norwalk, CT
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Financial Marketing Group

Financial Marketing Group

“Financial Marketing Group, was founded in 1991 with the goal of providing training and marketing support to the financial advisor community. Our mission is to”
In Business Since 2007
47 Water St, Norwalk, CT
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Guidelight Financial

Guidelight Financial

“An advisor may only transact business in a state if first registered. This communication is intended strictly for individuals residing in the following states: CA, CT, DE, FL, GA, ME, MD, MI, NC, NJ, NM, NY, PA, SC, UT, VA. No offers may be made or a...”
In Business Since 2011
50 Washington St 4th Floor, Norwalk, CT
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GE Commercial Finance

GE Commercial Finance

“We are aligned with GE's industrial businesses to bring customers cutting edge financial solutions to build, move, power and cure the world.”
In Business Since 1995
901 Main Ave, Norwalk, CT
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Rocaton Investment Advisors

Rocaton Investment Advisors

Licensed
In Business Since 1991
20 Glover Ave, Norwalk, CT
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Monhegan Partners

Monhegan Partners

“Monhegan Partners, LLC is a private equity investment firm founded by a veteran team of investment and operating professionals who have collaborated repeatedly to acquire and build successful middle market manufacturing, distribution and service busi...”
In Business Since 2010
152 Rowayton Ave, Norwalk, CT
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Bernhardt CPA

Bernhardt CPA

Quicktuneup, IRS Wage Garnishment, Bank Financing
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
Serving Norwalk Area
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Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd Suite 202, Greenwich, CT
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Alfano & Company

Alfano & Company

(24)
Tax Services, Business Services, Services For Quickbooks
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1999
Serving Norwalk Area
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Edward C Freer Jr CPA

Edward C Freer Jr CPA

(13)
Tax Services, Business Services, Quickbooks Services
“Fantastic service, always great communications and friendly.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2007
Serving Norwalk Area
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Dimatteo Group Financial Services

Dimatteo Group Financial Services

(33)
Financial Planning, Corporate Retirement Planning, Retirement Planning
“We are also happy with the coordination that exists with the Di Matteo tax services especially his sister Rose who has been doing our taxes for many years.”
Family Business
In Business Since 2008
Serving Norwalk Area
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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
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2013
1297 Park Ave, Bridgeport, CT
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Emerald Tide Financial

Emerald Tide Financial

(29)
  • Tax
  • Information
  • Patient
“Not only the advisor was very helpful in asset evaluation and selection, but also he was super helpful in moving through the entire application process until contract sign-off.”
In Business Since 2019
Serving Norwalk Area
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Connecticut Institute Of Finance

Connecticut Institute Of Finance

(2)
Tax Planning, Estate Planning, Coaching
“The entire group is competent, friendly, open, and most importantly, honest!”
Accepts Check, Cash, All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
Serving Norwalk Area
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Woodhouse & Associates

Woodhouse & Associates

(3)
Financial Planning For Individuals, Non-Profit Organizations, Business Accounting
“They are professional and straight forward.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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EVB Certified Public Accountant

EVB Certified Public Accountant

(7)
Tax Services, Business Services, Services For Quickbooks
“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.”
Transparent Fees & Pricing
EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB Certified
Remote Consultations Available
In Business Since 2020
Serving Norwalk Area
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Flagship Financial Partners

Flagship Financial Partners

(18)
  • Company
  • Planner
  • Life Insurance
“I was amazed at the amount of time they spent with me and also the kindness shown to me by these two individuals, as well as the efficiency of the entire office staff.”
Free Initial Consultation
In Business Since 2018
Serving Norwalk Area
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TAX & Accounting US

TAX & Accounting US

(8)
“With his extensive experience and expertise in accounting and taxation, including years at top firms like Pricewaterhouse Coopers and RSM US LLP, as well as corporate experience at FUJIFILM Holdings America Corporation, Mr.”
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2020
1700 Post Rd Unit E-7, Fairfield, CT
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Cooper Financial Services

Cooper Financial Services

Risk Management (Insurance Planning), Estate Planning, Retirement 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 Norwalk Area
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Alex Bayer, CPA

Alex Bayer, CPA

(5)
Business Services, Services For Individuals, Quickbooks Services
“I compiled and declared 4 years of back taxes, created a payment plan, developed a tracking system that works for me, and this year, for the first time in my life and ONLY because of Alex's help and guidance, was I prepared and able to pay taxes in f...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2014
Serving Norwalk Area
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Magnifico Frank CPA

Magnifico Frank CPA

(1)
“Helped us quite a bit with a business as well as a family return.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2005
45 E Putnam Ave # 106, Greenwich, CT
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Diamant Asset Management

Diamant Asset Management

(5)
Retirement, Individuals & Families, Personal Financial Planning
“Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.”
Free Initial Consultation
In Business Since 1998
Serving Norwalk Area
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Tailored Cents

Tailored Cents

(10)
  • Knowledge
  • Confidence
  • Market
“Great place to seek advice, whether you are just getting started with financial planning or need adjustments with your portfolio due to recent life changes.”
In Business Since 2020
3135 Easton Turnpike, Fairfield, CT
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Retirement Planning and Investment Management Services in Norwalk, CT Cost Estimates

Minimum cost
$1146
Maximum cost
$9734
National Average
$3436
Avg Per Hour Rates
$344
$2291
$6299
Typical price range is based on 290 cost profiles
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Average Cost $3436
Minimum cost $1146
Maximum cost $9734
Avg Per Hour Rates $344

Typical range $2291 to $6299 is based on 290 cost profiles.

Why these companies made our list

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