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Financial Advisory Services
“Im gobsmacked by how efficient, friendly, wise, and accomadating J.”
Best Financial Advisors in Stratford, CT
24 firms listed · 7 in Stratford · 4 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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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
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Bellara & Associates L.l.c
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MJC Wealth Management - Financial Services
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Banks Wealth Management
The 24 firms listed for Stratford, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Stratford, CT
Of the 24 firms we list here, 7 are in Stratford itself and 17 come from towns including Shelton (6, 4 mi), Milford (4, 4 mi) and Westport (2, 12 mi). 18 of the firms on this page have a rating, from 3.8 to 5.0 across 302 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (89%) and quality (79%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (5), estate planning (4), retirement planning (4), business valuation (3) and investment management (3). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 3 offer payment plans; 5 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Stratford take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Michael Aloi, Certified Financial Planner
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R.J. Testo & Associates
- Prices
- Questions
- Finances
“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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Dimatteo Group Financial Services
- Retirement
- Information
- Financial Advisor
“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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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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Strategies For Wealth Management
- Annuities
- Product
- Investment
“Great service, loved his direct approach.”
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Connecticut Institute Of Finance
“The entire group is competent, friendly, open, and most importantly, honest!”
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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
“Great customer service with up to date knowledge.”
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Edwards Ingram Cpas
- Job
“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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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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Bernhardt CPA
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Milestone Asset Management Group
- Rich
- Retirement
- Portfolio
“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
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TPS Group
- Design
- Retirement
- Plan
“As a company managing clients who need cash balance retirement plans, we needed a partner who could navigate the intricacies with expertise and precision”
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Cironefriedberg
“The best there is !!”
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Trinitypoint Wealth
“Matt Coutcher has been instrumental in helping me navigate complex financial decisions with confidence.”
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Blue Keel Financial Planning
Why these companies made our list
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