Waterbury, CT

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Waterbury, CT
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Best Financial Advisors in Waterbury, CT

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Waterbury area.

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Ciampi Tax & Financial Services

Ciampi Tax & Financial Services

(49)
Personal Financial Planning, Tax & Accounting, Fiduciary Standard
“He was recommended by someone who utilizes him for business taxes and financial planning, I don't have a business so I was not sure what to expect and can attest that he was a great recommendation.”
Licensed, BBB Rating: A+
In Business Since 1972
Family Business
2278 Waterbury Rd, Cheshire, CT 06410
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Powell Financial Planning and Tax Services

Powell Financial Planning and Tax Services

(7)
Financial Planning
“Powell Financial Planning and Tax Services has always provided excellent, comprehensive advice and planning for all of my - and my family members - financial needs.”
In Business Since 1978
42 Waterbury Rd, Prospect, CT 06712
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Patricia Gugliotti

Patricia Gugliotti

(1)
“Pat is just great at what she does, always wants the best for her clients.”
91 Schraffts Dr, Waterbury, CT
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Verus Analytics

Verus Analytics

“Using proprietary algorithms, data analytics, and “entity resolution” technologies, we help government agencies and others identify and understand big data as it relates to a range of recoverable obligations. Along with our highly secure data infrast...”
In Business Since 1995
500 Chase Pkwy, Waterbury, CT
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Waterbury Financial

Waterbury Financial

“A commercial mortgage is similar to a residential mortgage, except the collateral is a commercial building or other business real estate, not residential property. In addition, commercial mortgages are typically taken on by businesses instead of indi...”
In Business Since 2015
One Exchange Place, 21 W Main St 4th Fl, Waterbury, CT
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Abapc Inc.- Accountancy & Advisors

Abapc Inc.- Accountancy & Advisors

(48)
Estate Planning, Accounting Service, Financial Services
“This year my husband and I finally pulled the trigger to have them take care of our annual tax return, and we are wondering what took us so long to do so!”
Licensed, BBB Rating: A+
In Business Since 1997
Offers Financing Options
Accepts All Major Credit Cards
Serving Waterbury Area
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Helming & Company

Helming & Company

(24)
Litigation & Forensic Services, Business Services, Banking Services
“He was incredibly knowledgebable, patiently listened to me describe our challenges, asked really great questions, and overall demonstrated empathy and awareness of how such matters can impact those involved.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 1985
Offers Financing Options
Serving Waterbury Area
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Toomey Investment Management

Toomey Investment Management

(25)
Risk Management, Fee Based Asset Management, Estate Planning & Distribution
“Our first couple meetings with Austin, he took the time to educate us and answer every one of our questions about the investment strategies, insurance, legal paperwork and taxes.”
Family Business
In Business Since 2010
Serving Waterbury Area
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Peak Financial Services

Peak Financial Services

(39)
“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 2009
2911 Dixwell Ave, Hamden, CT
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New England Capital Financial Advisors

New England Capital Financial Advisors

“We approach wealth management by putting the well-being and best interests of our clients at the helm of the ship. At New England Capital, trust, integrity, teamwork, transparency, and independence are the compass by which we stay the course, seeking...”
Licensed, BBB Rating: A+
In Business Since 1993
79 Main St, Meriden, CT
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Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(17)
Accounting, Tax, Estate Planning
“Wayne has done an excellent job for the past two years assisting with my taxes and filing other important papers for my business as well as handling tax returns for my wife and I personally.”
Accepts All Major Credit Cards
In Business Since 1999
Free Initial Consultation
Serving Waterbury Area
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Dzinski & Polzella

Dzinski & Polzella

(4)
Tax Planning, Financial Statements, Business Tax Returns
“He is extremely knowledgeable, efficient, quick to respond, and friendly.”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts All Major Credit Cards
Serving Waterbury Area
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Glick & Company

Glick & Company

(2)
Certified Public Accounting
“Love the new office.”
Licensed, BBB Rating: A+
In Business Since 2017
Transparent Fees & Pricing
Serving Waterbury Area
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Duszynski & Associates

Duszynski & Associates

(4)
Tax Preparation, Quickbooks Services, Tax Services
“My taxes are not simple as a combination of operating my own business and full time employment, and he makes the process easy and with complete diligence.”
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
Serving Waterbury Area
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Confident Financial Solutions

Confident Financial Solutions

(17)
Investment Management, Legacy Planning, Workplace Benefits and Defined Benefit Pension Maximization
“They took the time to understand my financial goals and provided personalized advice that has already made a positive impact on my financial situation.”
In Business Since 2022
Serving Waterbury Area
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Allegiant Wealth Management

Allegiant Wealth Management

(11)
Medicare Solutions, Investment Management, Planning For Business Owners
“Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does.”
In Business Since 2019
Serving Waterbury Area
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RGB Financial

RGB Financial

(1)
“Recommend.”
Licensed, BBB Rating: A+
In Business Since 1991
Family Business
Accepts Check
Serving Waterbury Area
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Fuchs Financial

Fuchs Financial

(10)
  • Retirement
  • Team
  • Questions
“Ben has incredible financial knowledge that he applied to my family's financial situation - could not have had the positive results if I tried to manage my own finances”
Free Initial Consultation
In Business Since 2019
433 S Main St Suite 322, West Hartford, CT
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Connecticut Wealth Management

Connecticut Wealth Management

Planning For Business Owners, Holistic Wealth Management, Investment & Wealth Management
“Connecticut Wealth Management, LLC (RIA) is a SEC registered investment adviser. RIA may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. RIA's web site...”
Licensed, BBB Rating: A+
In Business Since 2015
Serving Waterbury Area
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Strength In Numbers - Financial Coaching

Strength In Numbers - Financial Coaching

(19)
  • Planning
  • Learned
  • Debt
“He helped analyze where we were spending too much, be able to discuss it without fighting and see what was the most change which was important to meet our goals.”
In Business Since 2011
Serving Waterbury Area
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Lake Accounting & Tax

Lake Accounting & Tax

(11)
FOR Businesses, FOR Individuals, TAX Problems & Solutions
“I'm confident in his services, he answers all my questions, and I'm looking forward to getting more complex business matters tackled because he's extremely capable!”
Offers Financing Options
In Business Since 2015
Free Initial Consultation
130 Research Pkwy, Meriden, CT
Featured

Nesso Accounting We provide trusted guidance and outsourced accounting services, so you can focus more on building your business. Let us take care of the accounting and reporting needs, helping alleviate unnecessary stress and increasing your capacity for growth. We work to give you back more time to do what you are truly passionate about.

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TPS Group

TPS Group

(14)
Benefits Plus, Group Dental, Cobra Administration
“As a company managing clients who need cash balance retirement plans, we needed a partner who could navigate the intricacies with expertise and precision”
In Business Since 2006
Serving Waterbury Area
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Clavette & Company

Clavette & Company

(1)
Business Services, Services For Individuals, Estate & Trust Tax Services
“The best!”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
Offers Financing Options
Serving Waterbury Area
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Advocates For Insurance Benefits

Advocates For Insurance Benefits

(7)
Life Insurance
“Very nice people”
In Business Since 2004
1676 Dixwell Ave, Hamden, CT
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Retirement Planning and Investment Management Services in Waterbury, CT Cost Estimates

Minimum cost
$1172
Maximum cost
$9958
National Average
$3515
Avg Per Hour Rates
$352
$2343
$6443
Average price range is based on 517 cost profiles
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Average Cost $3515
Minimum cost $1172
Maximum cost $9958
Avg Per Hour Rates $352

Average range $2343 to $6443 is based on 517 cost profiles.

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