Best Financial Advisors in Hartford

2022

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Bradley, Foster & Sargent, Inc.

• Retirement Planning

Bradley, Foster & Sargent, Inc., is an independently owned financial advisory firm that has been serving individuals, families, and institutions from Hartford and the surrounding areas for more than 25 years. Its financial planning services include retirement income planning, estate planning, and expense analysis. The firm also provides a wide range of investment solutions. Its chairman Robert H. Bradley has been working in finance for more than 35 years. He has served on the board of governors of the Investment Adviser Association.

Connecticut Wealth Management, LLC

• Retirement Planning
• Tax Preparation

Connecticut Wealth Management, LLC, is a registered investment advisor providing financial planning and asset management services to individuals across Hartford and nationwide. The company employs an independent business model that aligns interests with the clients and engages in a collaborative, team approach to create wealth management strategies and solutions. Its comprehensive financial planning includes a review of clients' financial situations and creating customized plans that deal with asset allocation, strategies, investment management, advanced estate planning, tax planning, and risk management. Connecticut Wealth Management values genuine partnerships and trust.

Cowen Tax Advisory Group

• Estate Planning
• Tax Planning

Established in 1978, Cowen Tax Advisory Group simplifies the retirement process for clients in Hartford. The financial advisory firm builds customized retirement plans that reflect clients' preferences and needs. It involves minimizing retirement expenses through tax strategies. The firm also ensures that each plan is protected from inflation and healthcare costs. Moreover, it offers evidence-based investment management services. Cowen Tax Advisory Group has been featured on Eyewitness News, Kiplinger, and News 8. The firm supports charities such as Autism Speaks, Make-A-Wish, and Special Olympics.

GG & E Wealth Management Advisors

• Estate Planning
• Insurance Products

GG & E Wealth Management Advisors provides financial services to clients in Hartford. It offers financial planning and wealth management options. The company also handles life insurance, disability income, and long-term care planning matters. One of its wealth management advisors, William Gombatz, has worked in the financial services industry for over 35 years and has a background in financial planning, investment, insurance, and wealth management. Under Northwestern Mutual, GG & E Wealth Management Advisors continues to provide custom financial solutions.

Hammond Iles Wealth Advisors

• Estate Planning
• Certified Financial Planner (CFP)
• Private Wealth Advisor
• Retirement Planning

Established in 1984, Hammond Iles Wealth Advisors is a financial planning firm with offices in Connecticut, Vermont, and Virginia. It offers comprehensive financial services, such as retirement planning, wealth management, and investment strategies, to individuals, families, and organizations in Hartford. CEO Greg Hammond has more than 20 years of experience in financial services and investment management. He has given over 250 talks and radio shows on themes such as financial planning and legacy planning.

Hartford Financial Management, Inc.

• Certified Financial Planner (CFP)
• Retirement Planning

Hartford Financial Management, Inc., has been serving individuals, business owners, and financial institutions since 1989. It provides a wide range of services, such as retirement planning, financial planning, investment evaluation, custom portfolio management, and endowment management. The team of financial professionals also offers a custom plan that includes cash flow planning, risk management, legacy planning, and family governance. President and founder R. Dario Quiros has 50 years of industry experience and uses his 3,700 hours of flying experience in his approach to leading the firm.

Reed Financial Planning Services LLC

• Estate Planning
• Retirement Planning

Reed Financial Planning Services LLC is an independent wealth management firm that serves Hartford and the surrounding areas. It focuses on providing retirement planning services for baby boomers and Connecticut public school teachers. Its financial services include retirement income planning, health insurance and Medicare planning, Social Security planning, and estate planning. Its President Scott Reed has been working in the financial advisory field for more than two decades. He has served on the Voya Field Advisory Board.

RMC Investment Advisors

• Estate Planning
• Retirement Planning

RMC Investment Advisors is a firm that offers a wide array of financial planning services to individuals and institutions in Hartford and its surrounding communities. The company works with its clients in defining their financial goals for retirement, education, estate planning, or charitable giving. The firm also constructs a personalized investment portfolio, both in equities and fixed income portions. RMC Investment Advisors has been in the investment management industry since 1984. Michael Herlihy, president and CEO, also serves as a trustee at Stonehill College.

YHB Investment Advisors, Inc.

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

YHB Investment Advisors, Inc. is an independent financial advisory firm that has been serving Hartford and the surrounding areas for more than three decades. It caters to a wide range of clients, including individuals and families, corporations, foundations, and trusts and estates. The firm provides clients with investment portfolio management services, which include quarterly portfolio appraisals and performance reports. YHB Investment Advisors, Inc. also provides third-party asset custody and administration services, trustee services, and charitable endowment services.