Ciampi Tax + Advisory Co.
“Their services are prompt and reliable from front desk to tax advisors.”
Best Financial Advisors near Waterbury, CT
We have 2 firms in Waterbury on file, and both are on this list, along with 13 from towns including Cheshire (4, 6 mi), Wallingford (3, 14 mi) and Southington (2, 7 mi).
1 open 24/7 · 2 open weekends · 12 rated 4.5+
Data verified October 27, 2026
ATP Financial
“She made sure we understood everything regarding filing for the business, as well as many other things we should have as a start up.”
Powell Financial Planning and Tax Services
“I have had my taxes prepared by Ray Powell's Tax Service for many years and have been very satisfied with his services.”
Patricia Gugliotti
“Pat is just great at what she does, always wants the best for her clients.”
Verus Analytics
Abapc Inc.- Accountancy & Advisors
“Amazing thorough caring and the best experience you could have with accounting.”
The 15 firms listed for Waterbury, 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: Waterbury, CT
13 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 494 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), insurance (2), risk management (2) and tax (2). 3 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 11 list a public email and 1 takes bookings online. 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.
Why are financial advisers outside Waterbury listed here?
2 of the 15 firms are located in Waterbury. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Toomey Investment Management
“We look forward to working with him for many years to come and we would highly recommend giving him a call if you want to be financially set up for your families future!”
Confident Financial Solutions
“Nicole is a terrific financial advisor, she has always responded to me with any issue or question I've had.”
Wayne W. Stanforth, CPA
“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.”
The Ferris Financial Group
“They take the time to explain everything clearly, answer questions thoroughly, and create personalized strategies that inspire confidence and peace of mind.”
New England Capital Financial Advisors
Allegiant Wealth Management
“He was very knowledgeable and took the time to explain all of the options available to me.”
Strength In Numbers - Financial Coaching
“His knowledge, professionalism, and responsiveness have been invaluable in setting goals for the future and working towards them.”
Covenant Wealth Advisers
“He is a wonderful young man and we are excited for the growth of the firm.”
Bantam Financial
“In addition to estate settlement, planning for retirement, Tom has helped the younger generations to start investing.”
Why these companies made our list
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