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TPS Group
- Questions
- Plan
- Actuary
“As a company managing clients who need cash balance retirement plans, we needed a partner who could navigate the intricacies with expertise and precision”
Best Financial Advisors near West Haven, CT
There are no firms listed in West Haven itself yet; the 24 below are the closest options, from towns including New Haven (11, 3 mi), North Haven (8, 10 mi) and Milford (1, 6 mi).
13 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Nexa Financial Group
- Team
“They've helped me navigate a variety of financial milestones, including two home purchases and the sale of my business, keeping me well informed of the tax and financial impact of each transaction along the way.”
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Noble Wealth Advisors of Janney Montgomery Scott
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Reliance Wealth Management - Formerly Grillo Financial Services
“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...”
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Caserta & de Jongh
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Snowden Lane Partners
“Snowdin from undertale”
The 24 firms listed for West Haven, 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 Haven, CT
14 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 214 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (88%) and value (79%). 1 shows a license on its website and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 33 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 14 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.
Do firms listed for West Haven take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Case Financial Services
“He was professional, responsive, and got me an even BETTER deal than I thought was possible.”
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Eugene W Harris & Co
“Excellent service!”
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Austro Financial Services
“Excellent service and very good attention despite this pandemic”
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Great Mountain Partners
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Fairfield, Bush & Co.
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Kreitler Financial
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Mark Mohan - UBS Financial Services
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Radiant Wealth Management
“Great Organization, really helped me get my life together, highly recommend.”
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Advest Investment Group
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Retirement Planning Partners
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Open Road Wealth Services
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Tidewater Wealth Management
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Ladd Capital Management
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Washington Trust Wealth Management
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Blackwater Wealth Management
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Abapc Inc.- Accountancy & Advisors
- File
- Questions
- Feel
“They spent quality time to understand the intricacies of our situation, explained their process with no surprises, took time to calculate various filing statuses for us, had flexible time slots to meet in the evening, and had competitive prices.”
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R.J. Testo & Associates
- Knowledge
- Finances
- Deductions
“He and his team have always been efficient, alert me to deductions I may not have been aware of, make suggestions about quarterly estimated tax payments when necessary, and always get my returns in on time even if I am late in submitting my forms.”
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Agemy Financial Strategies
- Questions
- Retirement
- Education
“Andrew Agemy, who we met with, wanted to make sure we were educated about the basics so we would understand what they proposed doing with our money and how they wanted to invest it in our best interest.”
Why these companies made our list
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