View Profile
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.
View Profile
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.”
View Profile
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...”
View Profile
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...”
View Profile
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...”
View Profile
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...”
View Profile
Westco Financial Group
“The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.”
View Profile
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...”
View Profile
R.J. Testo & Associates
Business Services, TAX Services, Services For Individuals
“For instance, I live quite far from Milford, where the tax office is based, so Rob and I work remotely through electronic document transfers and signatures so that the process is easily completed from home, which is particularly important in the curr...”
View Profile
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.”
View Profile
Peak Financial Services
- Questions
- Tax Returns
“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.”
View Profile
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.”
View Profile
Connecticut Institute Of Finance
Education Planning, Insurance Planning, Estate Planning
“The entire group is competent, friendly, open, and most importantly, honest!”
View Profile
Dimatteo Group Financial Services
- Team
“They not only know about everything in the business but are also incredibly helpful and genuinely care about helping you and will go through every measure to make sure you succeed.”
View Profile
Francis S. Infurchia & Company
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
View Profile
Woodhouse & Associates
Financial Planning For Businesses, Cash Flow Management, Business Advisory Services
“Great customer service with up to date knowledge.”
View Profile
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.”
View Profile
Flagship Financial Partners
- Planning
- Retirement
- Questions
“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.”
View Profile
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...”
View Profile
Clavette & Company
Estate & Trust Tax Services, Business Services, Services For Individuals
“The best!”
View Profile
Advocates For Insurance Benefits
Life Insurance
“Very nice people”
View Profile
Balletto, Shariff & Associates
Industries, Business Services, Services For Individuals
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
View Profile
Caiati Financial Services
- Retirement
“Dominick is always happy and engaging, but at the same time, Dominick explained everything thoroughly and I never felt uncomfortable asking questions or expressing an opinion.”
View Profile
Tangible Analytics Consulting
Automation, Public Sector, Private Sector
“I would recommend them as a huge asset for virtually any business owner looking to prepare marketing campaigns, launch a new business or anyone feeling overwhelmed by the amount of data they have.”
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
Is this page useful? Yes
No
Is there anything wrong with this page?
