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Best Financial Advisors in Bridgeport

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3 Enterprise Drive, Shelton, CT 06484
Shelton, CT 06484
  • Retirement Planning

Investmark Advisory Group provides an independent approach to wealth management for clients to reach goals through varying market conditions. Serving Bridgeport and the neighboring areas, the firm partners with broker and dealer Commonwealth Financial Network. The services include retirement income planning, investment management, insurance, and 401(K) and retirement plan services. Managing principal Jay Diamond has been with the firm since 1990. He holds several industry-related recognitions, such as the Women's Choice Award and the Chairman Retreat by Commonwealth Financial Network.

3 Enterprise Drive, Shelton, CT 06484
Shelton, CT 06484

Website(203) 386-8300

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2150 Post Road, Fairfield, CT 06824
Fairfield, CT 06824
  • Certified Financial Planner (CFP)

MONECO Advisors is a company providing financial services for residents and businesses in Bridgeport and its nearby areas. The company specializes in investment management strategies, retirement planning, wealth synchronization, tax strategies, insurance services, and legacy planning. In addition, its commercial services include 401(k) plans, profit-sharing plans, and money purchase pension plans. The company was founded in 1980. It supports community organizations such as Fairfield American Little League and Fairfield Police Union Scholarship Fund. One of its managing partners, John Rosenau is a Certified Financial Planner.

2150 Post Road, Fairfield, CT 06824
Fairfield, CT 06824

Website(800) 666-3261

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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