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Dzinski & Polzella
Tax Planning, Financial Statements, Business Tax Returns
“I'm very fortunate to have him accessible locally.”
Best Financial Advisors in Waterbury, CT
The highest-rated Financial Planning & Wealth Management firms out of 273 vetted & reviewed in the Waterbury area.
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Caiati Financial Services
- 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.”
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Finding Strength With Shell
“When i was at my lowest shell helped me and my (now ex) husband get custody and so many other things figured out.”
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Capital Wealth Management
Long Term Care Insurance, Investment Planning, College Funding
“Great Company,Nice Staff”
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Gottfried & Somberg Wealth Management
“The best.”
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Agemy Financial Strategies
Investment Strategy, Estate Management, Tax Strategies
“Andrew Agemy and the staff at Agemy Financial are professional, patient, and detailed with explanations ensuring that I fully comprehend their plan for my investments.”
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Ciampi Tax & Financial Services
Personal Financial Planning, Accounting, Fiduciary Standard
“How disturbing it is to get an IRS notice with some godawful amount due and then working with a professional team to get it resolved to “0”” “They know their business.”
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R.J. Testo & Associates
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...”
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Duszynski & Associates
Tax Planning For Individuals, Tax Resolution, Part-Time CFO Services
“This freed up income for investing and helped me understand how to do more with my business.”
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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.”
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Egidio Lennon Wealth Management
Estate Planning, Accumulation, Retirement Planning
“Super knowlegable & was always looking out for what was best options for us!”
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Peak Financial Services
- Taxes
“Almost 14 years later, every year I return for tax prep and money advice, and will continue to do so for as long as they are in business, out of loyalty and gratefulness.”
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Amore and Beatman Cpas
“Office staff is always very helpful and friendly when we call.”
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Accounting & Consulting Group
Live Phone Support, Answering Mail From Taxpayers, Reviewing Tax Returns, Even For Returns Filed Electronically
“(owner, bookkeeping business - not specifying because I don't want to advertise on a review)”
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Advocates For Insurance Benefits
Life Insurance
“Ivonne has a no quit, get it done attitude that shows when helping her clients.”
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Medling, Lucente & Associates
Legacy Planning, Workplace Benefits and Defined Benefit Pension Maximization, Retirement Income Planning
“What interested us in entrusting our investments with Medling Lucente & Associates is they listened to our needs and concerns and provided financial vehicles to achieve our goals.”
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
Typical price range is based on
517 cost profiles
Why these companies made our list
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Wealth Management Advisors near Waterbury
Popular in Waterbury
, CT
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