Best Financial Advisors in West Hartford, CT

The highest-rated Financial Planning & Wealth Management firms out of 374 vetted & reviewed in the West Hartford area.

Bacon & Gendreau Tax Preparation

Bacon & Gendreau Tax Preparation

(30)
Financial Solutions, Small Business and LLC Tax Preparation, Enrolled Agent CT
“Their in-depth knowledge, significant work experience, timeliness, patience and commitment to servicing clients are 'rare' finds in today's business world.”
Accepts All Major Credit Cards
In Business Since 1985
62 LaSalle Rd #305, West Hartford, CT
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Frederick A Landwehr & Co

Frederick A Landwehr & Co

(1)
Audits - Reviews - Compilations, Part-Time CFO Services, Bank Financing
“Great service !”
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving West Hartford Area
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Milestone Asset Management Group

Milestone Asset Management Group

(27)
Social Security Timing, Estate Planning, Flat-Fee Planning
“He routinely pushes information out to his clients to keep us informed of market trends and bumps in the road - quite helpful in times of high volatility.”
In Business Since 2016
Serving West Hartford Area
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ACG Associates

ACG Associates

(1)
Actuarial Plans, Pension Administration
“I have worked professionally with ACG Associates for almost three years and have had only a positive, professional, and satisfied experience.”
Licensed, BBB Rating: A+
In Business Since 2012
Serving West Hartford Area
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The Harvesters

The Harvesters

(18)
  • Small Business
  • Taxes
“I remember leaving that meeting with a better understanding of how financial opportunities really work, plus the realization that these opportunities were also for me.”
Serving West Hartford Area
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Nicola Yester & Co

Nicola Yester & Co

(4)
Business Services, Tax Services, Advisory
“I've been a customer of Nicola, Yester & CO for nearly 10 years now and can't speak highly enough about their professionalism, the team and how efficient/timely they work.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1989
Serving West Hartford Area
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Retirement Visions

Retirement Visions

(1)
Investment Management, Traditional Financial Planning, Financial Life Planning
“He's very committed and dedicated to serving their best interests.”
In Business Since 2015
433 S Main St #210, West Hartford, CT
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BYC

BYC

(2)
Services For Individuals, Business Services, Tax Services
“He's always available to answer questions and is creative without being aggressive.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1999
Serving West Hartford Area
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Tenpath Financial Group

Tenpath Financial Group

(3)
“When dealing with difficult situations with 3rd parties I wouldn't want anyone else in our corner - they know how get things done and really go the extra mile.”
In Business Since 2018
820 Farmington Ave, West Hartford, CT
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Cironefriedberg

Cironefriedberg

(4)
Individual Tax, Business Valuation, Accounting Advisory
“The best there is !!”
Family Business
In Business Since 2016
Serving West Hartford Area
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Patrick Woodhouse

Patrick Woodhouse

(8)
“He not only provided me with some great choices, but equally as important, he handled my finances with utmost trust -which is paramount when someone is dealing with ones future!”
Free Initial Consultation
In Business Since 2010
Serving West Hartford Area
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Coburn & Meredith

Coburn & Meredith

(1)
Portfolio Management, Insurance and Annuities, Education Planning
“Professional staff”
Accepts All Major Credit Cards
Family Business
In Business Since 1935
Serving West Hartford Area
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Barron Financial Group

Barron Financial Group

(4)
Portfolio Advisor, , Retirement Plan Services
“I would recommend meeting with Jim, Sandra and John at Barron Financial Group”
Accepts All Major Credit Cards
In Business Since 2009
Serving West Hartford Area
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Bakewell & Mulhare

Bakewell & Mulhare

(3)
Accounting Software Planning, Estate Planning and Retirement Planning, Financial Planning Services
“She is always available to answer a question and is on top of any changes and updates in taxation laws and above all someone that truly cares for her clients and friends.”
In Business Since 2010
Serving West Hartford Area
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Boway Express

Boway Express

(2)
Casino Services, Same Day Pickup/Delivery Services Within Connecticut,
“Impeccable freight and cargo handling; superb customer service”
In Business Since 2003
Serving West Hartford Area
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Lichtenstein Financial

Lichtenstein Financial

(1)
Business Consulting, Tax Advisory & Preparation, Insurance Services
“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years.”
Accepts All Major Credit Cards
In Business Since 2012
Serving West Hartford Area
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LPL Financial

LPL Financial

(1)
A Well-Defined Roadmap For Pursuing Those Goals, A Clear Understanding of Their Financial Goals
“When we meet Scott he spent a lot of time educating us and showing us how we will keep up with inflation and taxes.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 2018
Serving West Hartford Area
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Rich Capannola Financial Planner

Rich Capannola Financial Planner

(1)
“My wife and I have different levels of risk tolerance and he has used that information to tailor our investments in our separate Roth accounts.”
Remote Consultations Available
In Business Since 2012
Serving West Hartford Area
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Harris Capital Advisors

Harris Capital Advisors

(3)
“They are highly professional and service oriented.”
In Business Since 1996
Serving West Hartford Area
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YHB Investment Advisors

YHB Investment Advisors

(2)
“Provides hands-on advice and assistance with no pressure.”
In Business Since 2000
29 S Main St #306, West Hartford, CT
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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
Typical 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

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

Why these companies made our list

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