Get Listed
Close
Get Listed
 
Laurels

Best Financial Advisors in Hartford
2021

We scored 36 Financial Advisors in Hartford, CT and Picked the Top 8

Here are the Picks:

Bradley, Foster & Sargent, Inc.

Cowen Tax Advisory Group

GG & E Wealth Management Advisors

Hammond Iles Wealth Advisors

Hartford Financial Management, Inc.

Reed Financial Planning Services LLC

RMC Investment Advisors

YHB Investment Advisors, Inc.

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Hartford Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 36 24 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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.

Click to Call

185 Asylum Street
Hartford, CT 06103

Website

(860) 527-8050 Website

Reputation:A

More Info

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:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: percentage of asset

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.

Click to Call

433 South Main Street
West Hartford, CT 06110

Website

(860) 676-1100 Website

Reputation:A

More Info

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:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

20 (Better)

Score Consistency:

Consistent (Best)

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.

Click to Call

29 South Main Street
West Hartford, CT 06107

Website

(860) 570-7424 Website

Professionalism: A+

More Info

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+

Hammond Iles Wealth Advisors

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

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.

Click to Call

100 Great Meadow Road
Wethersfield, CT 06109

Website

(800) 416-1655 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Hartford Financial Management, Inc.

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

1 Constitution Plaza
Hartford, CT 06103

Website

(800) 288-2418 Website

Professionalism: A+

More Info

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+

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.

Click to Call

111 Founders Plaza
East Hartford, CT 06108

Website

(860) 430-1009 Website

Reputation:A

More Info

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:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: $350

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.

Click to Call

643 Prospect Avenue
Hartford, CT 06105

Website

(860) 561-1245 Website

Professionalism: A+

More Info

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+

YHB Investment Advisors, Inc.

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

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.

Click to Call

29 South Main Street
West Hartford, CT 06107

Website

(800) 526-8094 Website

Reputation:A

More Info

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:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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: --

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you