Stamford, CT

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Stamford, CT
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Best Financial Advisors in Stamford, CT

The highest-rated Financial Planning & Wealth Management companies out of 139 vetted & reviewed in the Stamford area.

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Financial Advisors Diddel & Diddel

Financial Advisors Diddel & Diddel

(18)
Financial Planning, Tax Reduction Strategies, Life Insurance
“From the very beginning, the team at Diddel & Diddel took the time to fully understand my needs and budget, and helped me find a policy that was tailored specifically to my situation.”
In Business Since 1998
102 Southfield Ave, Stamford, CT
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Whether you're looking to rollover an IRA, set up a savings plan, or manage long-term planning strategies on your behalf, you can have complete confidence that the team at Diddel will be there to help you build and protect your wealth and help ensure the retirement lifestyle you desire.

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Morrow Sodali

Morrow Sodali

“From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves approximately 1,000 corporate clients in 80+ countries, including many of the world's largest multinational corporations. In addition to...”
In Business Since 2016
Coupons & Offers
Transparent Fees & Pricing
333 Ludlow St, Stamford, CT
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Lavan Financial Group

Lavan Financial Group

(5)
  • Financing
“I've been working with Laval Financial Group for about 2-3 months now, and they have significantly helped the online presence of my new business with their Reputation Management tool.”
In Business Since 2015
6 Landmark Square Suite 400, Stamford, CT
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Greenwich Creek Capital Management

Greenwich Creek Capital Management

(1)
Asset Management, Small Accounts
“Recently, Freedom Invest was introduced as a brand of GCCM and was designed to cater to small accounts with the use of a virtual application to allocate funds.”
In Business Since 2008
131 Highline Trail, Stamford, CT
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Shalik, Morris & Company

Shalik, Morris & Company

Auditing & Accounting, Forensic Services, Mergers & Acquisitions
In Business Since 2004
1177 Summer St #301b, Stamford, CT
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Clear Harbor Asset Management

Clear Harbor Asset Management

Wealth Management, Values-Based Portfolio Construction, Investment Management
“Through an informed dialogue, the right financial course can be planned, monitored and adjusted over time. Our approach allows our clients to concentrate on fulfilling long-term aspirations without being distracted by the ebbs and flows of geopolitic...”
In Business Since 2009
263 Tresser Blvd 15th Floor, Stamford, CT
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Judith Heft & Associates

Judith Heft & Associates

(1)
“She and her staff know the ins and outs of bookkeeping, and are well-versed in the cutting edge software that continues to roll out.”
In Business Since 2006
1111 Summer St 6th floor, Stamford, CT
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Mc Lagan

Mc Lagan

“The McLagan salary survey is one of the most robust, granular, and user-friendly salary data sets we've ever encountered. More importantly, the format of the information is presented in a very usable, simply designed, and systematic method. No longer...”
In Business Since 1995
1600 Summer St #601, Stamford, CT
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Arga Investment Management, LP

Arga Investment Management, LP

In Business Since 2009
1010 Washington Blvd 6th floor, Stamford, CT
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Forstone Capital

Forstone Capital

Acquisitions, Commercial Leasing, Development
“A newly repositioned 200,000 square foot office building in the Stamford CBD featuring premier Class A amenities, expansive views of the new Mill River Park and walkability to all that downtown Stamford has to offer.”
In Business Since 2007
Emergency Services
750 E Main St #820, Stamford, CT
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Gemstone Resorts International

Gemstone Resorts International

In Business Since 2003
1281 E Main St # 2C, Stamford, CT
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Greenwich Investment Management

Greenwich Investment Management

“Greenwich Investment Management delivers its award-winning tax-exempt bond strategy along with dividend-focused stock portfolio management to a sophisticated clientele — one that includes high-net-worth individuals and their families, financial execu...”
In Business Since 2006
200 First Stamford Pl, Stamford, CT
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TJT Capital Group

TJT Capital Group

“Investing is challenging. Many investors are unaware of the variables that truly move markets. As a result, they tend to do what others do, which is often influenced by predictions, narratives, opinions, and biases. This produces poor results as seen...”
In Business Since 2009
Transparent Fees & Pricing
9 W Broad St, Stamford, CT
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Aequitas Advisors

Aequitas Advisors

Overview, Product Expertise, Process Experience
“Our guidance is free of the conflicts inherent in the investment bank/placement agent role and our allegiance is to a single client – the corporate issuer. We begin by helping management fully evaluate its financing needs and alternatives – equity, e...”
In Business Since 2010
1266 E Main St, Stamford, CT
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Blue Chip Financial

Blue Chip Financial

What We Do, Business Owners, Individuals and Families
“Selecting a professional to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving ...”
In Business Since 2003
6 Landmark Square #400, Stamford, CT
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Nantahala Capital

Nantahala Capital

In Business Since 2004
100 First Stamford Pl #200, Stamford, CT
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River Oak Investment Corporation

River Oak Investment Corporation

38+ Years Experience
1 Atlantic St # 700, Stamford, CT
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Summit Retirement Planning

Summit Retirement Planning

“Our firm offers a full suite of custom services. No matter where you are in your retirement journey, our aim is to maximize your financial standing by designing a plan to achieve all of your goals and guiding you to the peak of your highest values. M...”
In Business Since 2020
48 Union St Suite 1C, Stamford, CT
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Oak Hill Capital Partners LP

Oak Hill Capital Partners LP

“Oak Hill's experienced team applies an industry-focused, theme-based approach to investing and works actively in partnership with management to implement strategic and operational initiatives to create franchise value.”
In Business Since 1996
263 Tresser Blvd #15, Stamford, CT
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Granite Group Advisors

Granite Group Advisors

“GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor's advocate through a bus...”
In Business Since 2017
1 Landmark Square, Stamford, CT
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Hardman Johnston Global Advisors

Hardman Johnston Global Advisors

“Although we make reasonable efforts to update the information on our site, we make no representations, warranties, or guarantees, whether express or implied, that any information or other content of the Site are accurate, complete, reliable, updated,...”
In Business Since 2017
300 Atlantic St Suite 601, Stamford, CT
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Eagle Ridge Investment Management

Eagle Ridge Investment Management

“Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm.”
In Business Since 2012
4 High Ridge Park 3rd FLOOR, Stamford, CT
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Pier Capital

Pier Capital

“We manage portfolios primarily for institutional clients such as retirement plans, endowments, foundations, municipalities and also for a limited number of high-net-worth clients. Pier has a Small Cap Growth Private Commingled Fund available as well.”
In Business Since 2006
1 Tresser Blvd # 1, Stamford, CT
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Asset Management Group

Asset Management Group

“Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved o...”
In Business Since 1999
60 Long Ridge Rd, Stamford, CT
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Retirement Planning and Investment Management Services in Stamford, CT Cost Estimates

Minimum cost
$1192
Maximum cost
$10126
National Average
$3574
Avg Per Hour Rates
$358
$2383
$6552
Fair price range is based on 469 cost profiles
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Average Cost $3574
Minimum cost $1192
Maximum cost $10126
Avg Per Hour Rates $358

Fair range $2383 to $6552 is based on 469 cost profiles.

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