Waterbury, CT

Popular Cities

Waterbury, CT
Join as a Pro

Best Financial Advisors near Waterbury, CT

We have 2 firms in Waterbury on file, and both are on this list, along with 22 from towns including Wallingford (5, 14 mi), Hamden (3, 13 mi) and Cheshire (2, 6 mi).

3 open weekends · 18 rated 4.5+

Data verified October 21, 2026

View Profile
Ciampi Tax & Financial Services

Ciampi Tax & Financial Services

(49)
  • Knowledge
  • Team
  • Financial Advice
“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.”
BBB Rating: A+
In Business Since 1971
Family Business
Cheshire, CT · 6 mi from Waterbury
i
View Profile
Powell Financial Planning and Tax Services

Powell Financial Planning and Tax Services

(7)
  • Tax Preparer
“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 1976
Prospect, CT · 4 mi from Waterbury
i
View Profile
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
i
View Profile
Verus Analytics

Verus Analytics

In Business Since 1995
500 Chase Pkwy, Waterbury, CT
i
View Profile
Abapc Inc.- Accountancy & Advisors

Abapc Inc.- Accountancy & Advisors

(48)
  • Information
  • Questions
  • Matter
“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!”
BBB Rating: A+
In Business Since 1993
Offers Financing Options
Accepts All Major Credit Cards
Wallingford, CT · 14 mi from Waterbury
i
View Profile
Toomey Investment Management

Toomey Investment Management

(25)
  • Financial Advisor
  • Retirement
  • Future
“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
Wallingford, CT · 14 mi from Waterbury
i

The 24 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

20 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 398 reviews; 2 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and quality (80%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 3 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), financial planning (2), planning for business owners (2) and risk management (2). 6 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 4 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 17 list a public email and 3 take 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 24 firms are located in Waterbury. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile
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 2008
Hamden, CT · 13 mi from Waterbury
i
View Profile
New England Capital Financial Advisors

New England Capital Financial Advisors

BBB Rating: A+
In Business Since 1992
Meriden, CT · 13 mi from Waterbury
i
View Profile
Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA

(17)
“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 1996
Free Initial Consultation
Plantsville, CT · 8 mi from Waterbury
i
View Profile
Allegiant Wealth Management

Allegiant Wealth Management

(11)
“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
Wallingford, CT · 14 mi from Waterbury
i
View Profile
Confident Financial Solutions

Confident Financial Solutions

(17)
  • Expertise
  • Questions
  • Mind
“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
Cheshire, CT · 6 mi from Waterbury
i
View Profile
RGB Financial

RGB Financial

(1)
“Recommend.”
BBB Rating: A+
In Business Since 1987
Family Business
Accepts Check
Farmington, CT · 15 mi from Waterbury
i
View Profile
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
West Hartford, CT · 21 mi from Waterbury
i
View Profile
Connecticut Wealth Management

Connecticut Wealth Management

BBB Rating: A+
In Business Since 2013
Farmington, CT · 15 mi from Waterbury
i
View Profile
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
Southington, CT · 9 mi from Waterbury
i
View Profile
Lake Accounting & Tax

Lake Accounting & Tax

(11)
“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 2014
Free Initial Consultation
Meriden, CT · 13 mi from Waterbury
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.

i
View Profile
TPS Group

TPS Group

(14)
  • Understanding
  • Plan
  • Design
“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
North Haven, CT · 15 mi from Waterbury
i
View Profile
ATP Financial

ATP Financial

(19)
  • Small Business Owner
  • Office
  • Questions
“) and the current year within 2 months of first contact which would have been faster if I would have been on top of it; meaning they were waiting on me to follow through in order to continue the process.”
In Business Since 2021
9 mi from Waterbury
i
View Profile
MLJ Financial Coaching

MLJ Financial Coaching

(7)
“He has coached me through a very difficult time that consisted of a move in the middle of this pandemic as well as a job loss due to Covid all with guidance in making sound financial decisions along the way.”
In Business Since 2019
Wallingford, CT · 14 mi from Waterbury
i
View Profile
Sentinel Asset Management

Sentinel Asset Management

In Business Since 2018
Wallingford, CT · 14 mi from Waterbury
i
View Profile
Johndrow Wealth Management

Johndrow Wealth Management

(4)
“As a client who knew very little about investments and different options, I was so appreciative of her patience, great advice and thoughtfulness in getting us set up to work with Johndrow Wealth Management.”
In Business Since 2019
West Hartford, CT · 21 mi from Waterbury
i
View Profile
The Ferris Financial Group

The Ferris Financial Group

(3)
“After speaking with many financial advisors, Ferris Financial was the clear pick.”
Free Initial Consultation
In Business Since 2003
Bristol, CT · 10 mi from Waterbury
i
View Profile
Squareknot Advisory Partners

Squareknot Advisory Partners

BBB Rating: A+
In Business Since 1940
Accepts All Major Credit Cards
Hamden, CT · 13 mi from Waterbury
i
View Profile
CT Green Property

CT Green Property

In Business Since 2008
Hamden, CT · 13 mi from Waterbury
i
HomeWealth Management AdvisorsConnecticutWaterbury, CT

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Waterbury

Popular in Waterbury

, CT
Back To Top