Best Financial Advisors in Danbury

2022

Barron Financial Group, LLP

• Financial Planning

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.

Connecticut Wealth Management, LLC

• Financial Planning
• Certified Financial Planner (CFP)

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.

David Zavarelli

• Certified Financial Planner (CFP)

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.

Financial Strategies Investment Advisor Services

• Retirement Planning

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.

Integrated Financial Partners

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.

Investmark Advisory Group

• Wealth Management

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.

Lebenthal Financial Services, Inc.

• Certified Financial Planner (CFP)

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.

Matson Financial Advisors, Inc

• Estate Planning

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.

Moneco Advisors

• Financial Planning

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.

New England Capital

• Wealth Management
• Retirement Planning

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.

Oak Tree Financial Advisors LLC

Oak Tree Financial Advisors LLC is a tax and wealth management firm serving clients in Danbury. It provides insurance and annuity products, as well as strategies in accumulation, protection, tax, and retirement. The firm also aids with legacy planning through charitable giving, estate planning, and education funding. Michael Gandet, one of the firm's managing partners, has over 25 years of experience and was also the interim Chairman of the Investment Committee for Genworth, where he oversaw $2.5 billion in client assets.

Pearl Financial

• Financial Planning

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.

Prosperity, LLC.

• Estate Planning

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.

Purkiss Capital Advisors LLC

• Certified Financial Planner (CFP)

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.

Stratos Wealth Partners

• Retirement Planning

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.

Wayne L. Locke

• Retirement Planning
• Certified Financial Planner (CFP)
• Tax Planning

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.

Webster Wealth Advisors

• Estate Planning
• Financial Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.