Best Financial Advisors in Hartford

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Financial Advisors FAQs

Last updated: October 1, 2022

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SmartAdvisor by SmartAsset

Hartford, CT

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.

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Bradley, Foster & Sargent, Inc.

185 Asylum Street, Hartford, CT 06103

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

281 Farmington Avenue, Farmington, CT 06032

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

433 South Main Street, West Hartford, CT 06110

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

29 South Main Street, West Hartford, CT 06107

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

100 Great Meadow Road, Wethersfield, CT 06109

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.

1 Constitution Plaza, Hartford, CT 06103

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

111 Founders Plaza, East Hartford, CT 06108

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

643 Prospect Avenue, Hartford, CT 06105

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.

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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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