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Best Financial Advisors in Danbury

2024

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SmartAdvisor by SmartAsset

Danbury, CT
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Danbury, CT

Why choose this provider?

Need help contacting a Financial Advisor in Danbury? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
51 Sugar Hollow Rd, Danbury, CT 06810
  • Certified Financial Planner (CFP)

Why choose this provider?

Stratos Wealth Management is a firm offering asset management counsel to individuals residing in Danbury. The enterprise is a fiduciary entity that advises clients from any profession of their choices for investments to help them amass their retirement funds. In-person and virtual consultation options through phone or video chat are offered. Anthony Veiga is the company's managing director. A Certified Financial Planner, he has been in the financial services industry for one and a half decades.

Website
83 Wooster Heights, Danbury, CT 06810
  • Certified Financial Planner (CFP)

Why choose this provider?

David Zavarelli provides financial advice to individuals, families, and business owners in Danbury. He uses industry-standard software to create financial plans that define the goals of clients. Zavarelli creates schemes providing predictable incomes that individuals need for their preferred retirement lifestyle. He also assists in managing risks, planning estates, and setting up trusts. Zavarelil holds registrations on series 7, 24, 53, 63, and 66 securities with LPL Financial. He has been quoted in CNBC and Financial Advisor Magazine.

Reputation:

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.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
200 Elm Street 3rd Floor, Stamford, CT 06902
  • Estate Planning
  • Business Formation
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Since 1987, Webster Wealth Advisors has been providing comprehensive financial planning and wealth management services to high-net-worth individuals and families in Danbury and the surrounding areas. Led by senior managing director Christopher Perry, a Certified Financial Planner, the team offers investment management services as well as guidance on pre- and post-retirement planning, estate planning, income taxes, and risk management. Webster Wealth Advisors primarily caters to chief executive officers, senior executives, and business owners.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
62 Barry Avenue, Ridgefield, CT 06877
  • Certified Financial Planner (CFP)

Why choose this provider?

For more than 20 years, Purkiss Capital Advisors LLC has been serving clients residing in Danbury. Its principal advisor, R. Allen Purkiss, provides personalized attention throughout any financial planning session, enabling his clients to gain a full understanding of various financial aspects, such as estate planning, taxes, and insurance. He also coordinates with his clients' other advisors, like attorneys and accountants, in order to streamline different financial planning processes. Purkiss Capital Advisors LLC holds membership with the National Association of Personal Financial Advisors.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4 Mountainview Terrace Suite 104, Danbury, CT 06810
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Wayne L. Locke guides clients in the Danbury metro and the surrounding areas with financial planning. Locke analyzes clients' current financial challenges and comes up with personalized solutions that center on building capital, dealing with taxes, and protecting assets. He offers assistance to retirees, entrepreneurs, and executives, engaging with them in areas such as retirement and income distribution, charitable gifting, advanced planning strategies, and investment management. Locke has been providing financial guidance to clients for 25 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8 School Street Suite 11, Bethel, CT 06801
  • Retirement Planning

Why choose this provider?

Financial Strategies Investment Advisor Services is an independent wealth management firm that has been serving Danbury and the surrounding areas for over two decades. It provides a variety of financial solutions, including investing and portfolio management, financial consulting, and insurance services. It also offers business planning assistance services, which include risk assessment and management. Founder Edward A. Tomasko is a Certified Financial Planner. He has served as president of the Financial Planners Association, Fairfield County Chapter.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
103 Albert Street, Torrington, CT 06790
  • Financial Planning

Why choose this provider?

Barron Financial Group, LLP, offers services to help achieve financial goals in Danbury. It serves the needs of clients in financing their children's college education, increasing their retirement savings, or seeking estate planning advice. The agency has advisor services and portfolio management to help in managing investments. Its agents deliver fiduciary guidance in its retirement planning services, helping retirees and soon-to-be retirees in living a comfortable life. Barron Financial Group was formed in 2006 as a registered investment advisor firm.

Reputation:

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.
5.0
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4 Mountain View Terrace, Suite 104, Danbury, CT 06810
  • Estate Planning

Why choose this provider?

Matson Financial Advisors, Inc., is a company that helps individuals and families in Danbury achieve their financial goals. It offers a variety of financial planning and wealth management services, including retirement, investment, insurance, estate, charitable giving, and tax planning. It also provides assistance with employee benefits, such as retirement and insurance plans. It carries a variety of insurance options, such as medical, vision, dental, and group life insurance. Clients can access their accounts directly from the company's website.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2150 Post Road Suite 201, Fairfield, CT 06824
  • Financial Planning

Why choose this provider?

Moneco Advisors has been providing financial services in Danbury for more than 40 years. Its list of services includes investment and wealth management, retirement and estate planning, and tax and insurance strategies. David J. Lincoln, one of the managing partners and the chief investment officer, joined the company in 2006 and is a Certified Financial Planner. The other members of the Moneco Advisors team possess a wide range of advanced degrees and designations, such as Accredited Investment Fiduciary, Certified Fund Specialist, Chartered Financial Consultant, and Juris Doctor.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
281 Farmington Avenue, Farmington, CT 06032
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Connecticut Wealth Management, LLC, based in Farmington, serves clients throughout Danbury and the surrounding areas. It offers financial planning services, assisting clients in tax planning, risk management, advanced estate planning, and investment management. In addition, its team guides clients with divorce financial planning, deferred compensation planning, retirement accumulation and income planning, and charitable giving. The firm comprises financial advisors, planning analysts, Certified Financial Planners, and Professional Financial Specialists with over 180 years of collective industry experience.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
3 Enterprise Drive, 4th Floor, Shelton, CT 06484
  • Wealth Management

Why choose this provider?

Investmark Advisory Group has been serving individuals in Danbury and the surrounding areas for over three decades. The agency deals with wealth management, investment management, insurance, and retirement income planning. Its staff also assists with 401k and other retirement plans. In addition, the company works on special needs trusts and planning, as well as risk management assessment. Investmark Advisory Group is composed of Certified Financial Planners. It has been recognized by the Financial Times as one of the top 300 registered financial advisers throughout the US.

Reputation:

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.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3074 Whitney Avenue Building One, Hamden, CT 06518
  • Financial Planning

Why choose this provider?

Pearl Financial is a firm that provides wealth and investment advising services for Danbury residents. Its team of advisors guides clients in making the right decisions that allow them to secure their long-term financial goals, such as saving for college or for retirement. They also offer assistance in matters such as tax and estate plans, as well as life, long term care, and disability income insurance. Financial advisor Stuart Pearl has over 30 years of industry experience.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1 Reserve Road, Danbury, CT 06810
  • Estate Planning

Why choose this provider?

Prosperity, LLC is a financial services firm operating in Danbury. It guides individuals in the process of building a comprehensive financial plan, including asset management, cash flow analysis, and consulting services. Its team of professionals offers customized asset allocation strategies and explores different investment vehicles with clients. One of the firm's founding partners, Jacqueline Endlich, is a Chartered Retirement Plan Counselor and an Accredited Investment Fiduciary who served in the Health Insurance Information, Counseling and Assistance Program with the Dutchess County Division of Aging.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
500 N Broadway Ste 238, Jericho, NY 11753
  • Certified Financial Planner (CFP)

Why choose this provider?

Lebenthal Financial Services, Inc., helps achieve the financial goals of clients residing in Danbury and the surrounding areas. It comprises financial professionals who have the knowledge and experience to address clients' unique financial priorities. They help manage clients' wealth through asset and investment management, retirement planning, and lending and cash management. The firm's president and financial planner, Michael Hartzman, has extensive knowledge in tax methods, asset allocation, risk management, retirement and estate planning, and long-term insurance planning.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
44 Old Ridgebury Road Suite P-140, Danbury, CT 06810

Why choose this provider?

Integrated Financial Partners serves individuals and families in Danbury and the surrounding areas. It offers various financial advising services to help clients achieve their goals and aspirations. It utilizes the financial second opinion approach to evaluate the various aspects of the clients' financial standing, such as life insurance, disability income, long-term care strategies, and investments. It focuses on four main areas, including wealth transfer, investment, retirement, and business owner planning. Its chief investment officer, Rob Brown, has 31 years of experience in portfolio management.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
105A Newtown Rd. Suite 5, Danbury, CT 06810
  • Retirement Planning

Why choose this provider?

Stratos Wealth Partners assists clients in the Danbury metro. The firm uses financial planning strategies to help clients manage their assets and make decisions to help secure their future. It provides assistance in an array of areas including investments, financial planning, and insurance. The company helps clients meet goals such as saving for retirement, starting a college fund, or planning an estate. Partner Grant Ulrick worked as a Wells Fargo advisor for 15 years and spent eight years operating an insurance claims business.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
79 Main Street, Meriden, CT 06451
  • Retirement Planning
  • Wealth Management

Why choose this provider?

New England Capital is an independent financial advisory firm that serves both residential and commercial clients from Danbury and the surrounding areas. It provides a wide range of financial services, including investment and wealth management, cash management and budgeting, estate planning, and retirement planning. It also offers employment benefits and qualified retirement planning services for business owners. President Christopher W. Beale is a Certified Financial Planner. New England Capital has been in operation for almost four decades.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How does a financial advisor in Danbury help with retirement preparation?

    A financial advisor in Danbury aids individuals in retirement preparation by offering informed guidance on local tax laws, allowing for strategies to limit tax impacts on retirement funds, thereby ensuring these savings last through retirement. They also help decipher Connecticut's state retirement plans available to employees and the self-employed, outlining the qualifications, benefits, and essential factors to consider. Regular engagement with a financial advisor simplifies the often complex retirement planning journey.

  • How do financial advisors in Danbury incorporate asset allocation into their strategy for managing risk and reward?

    Financial advisors in Danbury utilize asset allocation strategies to strike a balance between risk and reward for their investors; this methodology adjusts to each investor's objectives and investment duration, such as acquiring a car or retirement planning. The amount of time an investment stays in the market largely shapes the risk-reward equation. Consequently, each investor's approach is distinct, mirroring their individual goals and timelines.

  • How can a financial advisor in Danbury assist parents in using Connecticut's 529 college savings plan for their children's education?

    A financial advisor in Danbury can guide parents in leveraging Connecticut's direct-sold and advisor-sold 529 college savings plans. These plans offer diverse investment options suitable for various types of savers, including novices. In particular, some portfolios in the direct plan boast among the lowest fees nationwide. A financial advisor can provide invaluable assistance if parents intend to open an advisor-sold 529 or seek professional advice.

  • For residents of Danbury, what essential considerations should be made before venturing into cryptocurrencies such as Bitcoin?

    For the discerning investors of Danbury, it's important to understand that cryptocurrencies like Bitcoin utilize sophisticated technology and blockchain to secure their transactions without intermediary involvement. Nevertheless, making it the sole investment focus is not prudent. Rather than strictly adhering to the advice of crypto-centric influencers, consultation with an expert financial advisor is highly recommended. These professionals are instrumental in designing diversified investment portfolios, effectively balancing risks, and fostering consistent financial advancement.

  • Why is it important to consult a financial advisor for estate planning and tax issues in Danbury?

    Engaging a financial advisor in Danbury is crucial for effective estate planning and handling of estate tax considerations because they guide in organizing personal assets and help navigate potential tax liabilities. Their expertise includes advising on strategies such as lifetime gifting and trust utilization to minimize taxes and optimize wealth transfers. Through their guidance, estate plans can be up-to-date, legally compliant, and tailored to personal preferences.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.