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Financial Advisory Services
“Im gobsmacked by how efficient, friendly, wise, and accomadating J.”
Best Financial Advisors in Stratford, CT
The highest-rated Financial Planning & Wealth Management companies out of 158 vetted & reviewed in the Stratford area.
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Robert E. Dains, Cpa, CFP
“They are up to date on all the tax laws, always available to answer questions throughout the year and extremely nice people to work with.”
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Westco Financial Group
“High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.”
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MJC Wealth Management - Financial Services
“Everyone dreams of a comfortable retirement. Wherever you are in your life's journey, we will work with you to assess your current situation and help you set your retirement goals to help you retire comfortably and happy. The most important is to sta...”
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Bellara & Associates L.l.c
“A good first step in estate planning is to gather an inventory of all of your assets and liabilities and provide financial models to illustrate how your estate can develop over time. The calculations take into account personal and business owned asse...”
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Banks Wealth Management
“Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement...”
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Michael Aloi, Certified Financial Planner
Insurance Planning, Investment Management, Financial Planning
“"I have had the good fortune of working with Mike for 15+ years. He is very thoughtful, understands my risk profile and has always ensured investments met my needs first. He is always available and able to speak to many different investment ideas tha...”
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Bernhardt CPA
Quicktuneup, Business Valuation, IRS Liens
“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...”
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R.J. Testo & Associates
Business Services, TAX Services, Services For Individuals
“He and his team have always been efficient, alert me to deductions I may not have been aware of, make suggestions about quarterly estimated tax payments when necessary, and always get my returns in on time even if I am late in submitting my forms.”
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The Innovative CPA Group
- Company
- Couple
- Emails
“Viji Krishnamoothy and Charlie Smith are my direct contacts and have done an excellent job in tax preparation and in providing timely and actionable advice.”
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Dimatteo Group Financial Services
Wealth Planning, Tax Planning, Corporate Retirement Planning
“Since I'm a novice when it comes to investing, I appreciate John's expertise and that he takes time to periodically call me to discuss my portfolio.”
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Gabriel Tax & Accounting Services
“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.”
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Peak Financial Services
“For many years I attempted to file my own tax returns or utilzied "Big Box Store" tax services and the end result was errors and overpayments and the need for ammendments of my returns later down the line.”
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Skinner Wealth Strategies
- Financial Knowledge
- Seminars
- Management
“Brian is very knowledgeable and frequently keeps us informed of market changes and needed adjustments to our portfolio in order to meet our retirement goals.”
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Connecticut Institute Of Finance
Education Planning, Insurance Planning, Estate Planning
“The entire group is competent, friendly, open, and most importantly, honest!”
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Strategies For Wealth Management
Long Term Care, Life Insurance
“Great service, loved his direct approach.”
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Francis S. Infurchia & Company
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
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Woodhouse & Associates
Financial Planning For Businesses, Cash Flow Management, Business Advisory Services
“Positive Responsiveness, Quality, Professionalism, Value”
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EVB Certified Public Accountant
Industries, Business Services, Services For Individuals
“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.”
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Edwards Ingram Cpas
Cloud Accounting, CFO Services, Tax Planning
“They've been professional and thorough in holding our hand through advanced tax planning snd concepts that will save us real dollars now and in the future as our business grows and evolved.”
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TAX & Accounting US
“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.”
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Flagship Financial Partners
- Medicare
- Accounts
- Life Insurance
“He made us feel so comfortable and at ease to ask any and all questions and explaining with great detail as he rolled my 403b into a tax advantaged retirement account.”
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Milestone Asset Management Group
Pension Maximization, Social Security Timing, Tax Planning & Preparation
“Rich was able to show me a detailed report on where I currently was in terms on monthly income and future growth, and gave me some suggestions on changes I could make to my portfolio to reduce taxes in the long term.”
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Cooper Financial Services
Qualified Retirement Plan Programs, Tax 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...”
Retirement Planning and Investment Management Services in Stratford, CT Cost Estimates
Minimum cost
$1034
Maximum cost
$8786
National Average
$3101
Avg Per Hour Rates
$311
$2068
$5685
Average price range is based on
499 cost profiles
Why these companies made our list
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