Best Financial Advisors in Stratford, CT

The highest-rated Financial Planning & Wealth Management companies out of 158 vetted & reviewed in the Stratford area.

Financial Advisory Services

Financial Advisory Services

(1)
“Im gobsmacked by how efficient, friendly, wise, and accomadating J.”
Free Initial Consultation
In Business Since 2003
959 Main St UNIT 112, Stratford, CT
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Robert E. Dains, Cpa, CFP

Robert E. Dains, Cpa, CFP

(1)
“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.”
In Business Since 1989
2051 Main St, Stratford, CT
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Michael Aloi, Certified Financial Planner

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...”
In Business Since 2010
300 Harvest Ridge Rd, Stratford, CT
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MJC Wealth Management - Financial Services

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...”
In Business Since 2015
2505 Main St Ste 206, Stratford, CT
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Banks Wealth Management

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...”
In Business Since 2011
2268 Main St Suite 202, Stratford, CT
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Bellara & Associates L.l.c

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...”
Licensed
In Business Since 2010
99 Hawley Ln, Stratford, CT
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Westco Financial Group

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.”
In Business Since 2001
2875 Main St #4, Stratford, CT
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Bernhardt CPA

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...”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
Offers Financing Options
Serving Stratford Area
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R.J. Testo & Associates

R.J. Testo & Associates

(50)
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...”
Accepts All Major Credit Cards
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
326 W Main St Ste 110, Milford, CT
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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.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2013
Offers Financing Options
1297 Park Ave, Bridgeport, CT
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Peak Financial Services

Peak Financial Services

(36)
  • 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.”
Accepts Cash
In Business Since 2008
2911 Dixwell Ave, Hamden, CT
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Edwards Ingram Cpas

Edwards Ingram Cpas

(19)
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.”
Transparent Fees & Pricing
In Business Since 2020
Serving Stratford Area
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Connecticut Institute Of Finance

Connecticut Institute Of Finance

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

Woodhouse & Associates

(2)
Financial Planning For Businesses, Cash Flow Management, Business Advisory Services
“Great customer service with up to date knowledge.”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
Offers Financing Options
1000 Lafayette Blvd Suite 11, Bridgeport, CT
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Francis S. Infurchia & Company

Francis S. Infurchia & Company

(2)
“We have been working Frank and his team for years and love the knowledge that they bring to the table.”
Licensed, BBB Rating: A+
In Business Since 2004
45 East Ave, Norwalk, CT
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Dimatteo Group Financial Services

Dimatteo Group Financial Services

(20)
  • 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.”
Family Business
In Business Since 2008
Serving Stratford Area
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Flagship Financial Partners

Flagship Financial Partners

(18)
  • 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.”
Free Initial Consultation
In Business Since 2018
Serving Stratford Area
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EVB Certified Public Accountant

EVB Certified Public Accountant

(6)
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.”
Free Initial Consultation
EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB, EVB Certified
In Business Since 2020
Remote Consultations Available
Serving Stratford Area
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Cooper Financial Services

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...”
Licensed, BBB Rating: A+
In Business Since 1989
Accepts Cash
Serving Stratford Area
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Clavette & Company

Clavette & Company

(1)
Estate & Trust Tax Services, Business Services, Services For Individuals
“The best!”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
Offers Financing Options
Serving Stratford Area
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Balletto, Shariff & Associates

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...”
Transparent Fees & Pricing
In Business Since 2000
Free Initial Consultation
Offers Financing Options
Serving Stratford Area
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Caiati Financial Services

Caiati Financial Services

(10)
  • 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.”
In Business Since 2019
Serving Stratford Area
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Advocates For Insurance Benefits

Advocates For Insurance Benefits

(6)
Life Insurance
“Very nice people”
In Business Since 2004
1676 Dixwell Ave, Hamden, CT
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Tangible Analytics Consulting

Tangible Analytics Consulting

(7)
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.”
Free Initial Consultation
In Business Since 2017
Serving Stratford Area
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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
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Average Cost $3101
Minimum cost $1034
Maximum cost $8786
Avg Per Hour Rates $311

Average range $2068 to $5685 is based on 499 cost profiles.

Why these companies made our list

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