West Hartford, CT

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West Hartford, CT
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Best Financial Advisors in West Hartford, CT

24 firms listed · 8 in West Hartford · 2 open weekends · 15 rated 4.5+

Data verified October 18, 2026

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Sunstone Financial Group

Sunstone Financial Group

(50)
  • Policy
  • Knowledge
  • Healthcare
“I had a great conversation with Jessica about retirement planning strategies, and she was very helpful with recommending financial tools I can use to retire with peace of mind.”
Family Business
In Business Since 2023
Serving West Hartford Area
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Castanho Financial Group

Castanho Financial Group

(3)
“I have been a business owner in one way or another for 20 years but believe it or not I have never used an accountant due to hearing horror stories from other people, I've always been too nervous or didn't make enough money to justify hiring one.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1996
1622 Main St, East Hartford, CT
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Fuchs Financial

Fuchs Financial

(10)
  • Questions
  • Expertise
  • Retirement
“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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Jluxfunding

Jluxfunding

(9)
  • Company
“Very professional and funding was approved so quickly with cash available same day.”
In Business Since 2015
645 Farmington Ave, Hartford, CT
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SKY Investment Group

SKY Investment Group

(1)
“If you are looking for a group with personalized service at a reasonable fee for service this is the group.”
In Business Since 2004
1 Financial Plaza #1210, Hartford, CT
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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
45 S Main St suite 201, West Hartford, CT 06107
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The 24 firms listed for West Hartford, 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: West Hartford, CT

Of the 24 firms we list here, 8 are in West Hartford itself and 16 come from towns including East Hartford (6, 7 mi), Hartford (5, 4 mi) and West Springfield, MA (2, 25 mi). 16 of the firms on this page have a rating, from 4.0 to 5.0 across 260 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 3 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 83 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 17 list a public email and 2 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 West Hartford listed here?

8 of the 24 firms are located in West Hartford. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Ideal Financial Services

Ideal Financial Services

BBB Rating: A+
In Business Since 1943
Serving West Hartford Area
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Bergenn Financial Group

Bergenn Financial Group

(4)
  • Retirement
“As an independent insurance broker, I speak with clients from all over New England, from all demographics, with varying levels of assets and varying plans for retirement.”
In Business Since 2022
45 S Main St Suite 203, West Hartford, CT
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Burr Capital Advisors

Burr Capital Advisors

BBB Rating: A+
In Business Since 1992
10 N Main St #213, West Hartford, CT
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Northstar Wealth Partners

Northstar Wealth Partners

In Business Since 2009
433 S Main St #120, West Hartford, CT
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Financial Vision

Financial Vision

In Business Since 2003
111 Founders Plaza Suite 1202, East Hartford, CT
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Reliance Wealth Management - Formerly Grillo Financial Services

Reliance Wealth Management - Formerly Grillo Financial Services

(1)
“While a little nervous at first, we quickly came to realize that Chris is every bit as amazing as Paul and has continued to provide the same high level of service that is characterized by genuine concern and friendship, reliability, and responsivenes...”
In Business Since 2019
Serving West Hartford Area
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ONE Source Financial Group

ONE Source Financial Group

(1)
“Very helpful very professional”
Free Initial Consultation
In Business Since 2007
Serving West Hartford Area
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Bradley Foster & Sargent

Bradley Foster & Sargent

(6)
“Smart people.”
In Business Since 2000
City Place II, 185 Asylum St, Hartford, CT
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Fedor Financial Group

Fedor Financial Group

(1)
“Dave Fedor is an honest, detailed and hard working financial advisor who puts his clients first.”
In Business Since 2013
Serving West Hartford Area
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Summit Planning Group

Summit Planning Group

(1)
“Funny uh f3 by”
In Business Since 2004
333 E River Dr # 410, East Hartford, CT
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HFM Wealth Management - Hartford Financial Management

HFM Wealth Management - Hartford Financial Management

In Business Since 1997
One Constitution Plaza 9th Floor, Hartford, CT
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BNY Mellon Shareowner Services

BNY Mellon Shareowner Services

Offers Financing Options
In Business Since 2006
111 Founders Plaza, East Hartford, CT
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S T Sadlak & Co

S T Sadlak & Co

(2)
“Amazing”
241 Main St #3, Hartford, CT
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Free Float

Free Float

In Business Since 2021
61 S Main St, West Hartford, CT
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Private Capital Group

Private Capital Group

Accepts All Major Credit Cards
In Business Since 2006
29 S Main St #300, West Hartford, CT
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Founders Capital Management

Founders Capital Management

In Business Since 2003
111 Founders Plaza #1500, East Hartford, CT
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Advantage Financial Services

Advantage Financial Services

In Business Since 2012
221 Tunxis Rd, West Hartford, CT
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Richard J Vogler CFP Crpc, River Valley Wealth Management

Richard J Vogler CFP Crpc, River Valley Wealth Management

In Business Since 2005
99 E River Dr 8th Floor, East Hartford, CT
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HomeWealth Management AdvisorsConnecticutWest Hartford, CT

Retirement Planning and Investment Management Services in West Hartford, CT Cost Estimates

Minimum cost
$1083
Maximum cost
$9200
National Average
$3247
Avg Per Hour Rates
$325
$2165
$5953
Average price range is based on 405 cost profiles
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Average Cost $3247
Minimum cost $1083
Maximum cost $9200
Avg Per Hour Rates $325

Average range $2165 to $5953 is based on 405 cost profiles.

Why these companies made our list

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