Expertise.com
2024

Last updated:

Best Financial Advisors in Hartford

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

38

Reviewed

26

Curated

10

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

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

Hartford, CT

Why choose this provider?

Need help contacting a Financial Advisor in Hartford? 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
433 South Main Street, West Hartford, CT 06110
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

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
4.0 / 5 (17)
Yelp
5.0 / 5 (3)

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
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

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.

License Verified:

License: 154310

Investment Adviser Public Disclosure Database, SEC

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
1 Constitution Plaza, Hartford, CT 06103
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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
643 Prospect Avenue, Hartford, CT 06105
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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
185 Asylum Street, Hartford, CT 06103
  • Retirement Planning

Why choose this provider?

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.

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
Google
4.0 / 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
100 Great Meadow Road, Wethersfield, CT 06109
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

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.

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
29 South Main Street, West Hartford, CT 06107
  • Estate Planning
  • Insurance Products

Why choose this provider?

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.

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
111 Founders Plaza, East Hartford, CT 06108
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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 (2)

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.

  • Why is wealth management important for families and individuals in Hartford?

    Wealth management is important to families and individuals in Hartford because it can protect their interests, including their real estate and savings. It also grows and maintains profits and helps people prepare for their future. Families and individuals can keep track of their expenses and revenues, as well as their retirement and investment plans.

  • How can you reduce your debts in Hartford?

    You can use two overarching methodologies to reduce your debts in Hartford. You can either use the snowball method or the avalanche method. In the snowball method, you can pay smaller debts first. Through this, you can feel more accomplished regarding your debt payments. On the other hand, with the avalanche method, you can pay debts with high-interest rates. However, your progress might take a little longer, but you can still reduce your overall debt.

  • What are the benefits of acquiring variable annuities with optional income benefits in Hartford?

    Acquiring variable annuities with optional income benefits in Hartford enables you to access various investment options tailored to your time horizon and risk tolerance. It can also help you update your investment options to rebalance your asset allocation and grow your funds. However, the value of an annuity is subjected to market fluctuation.

  • What is the purpose of a calculating tool for your college funds or plans in Hartford?

    A calculating tool can help you estimate the monthly amount you need to save for your college funds in Hartford. It enables you to examine your total projected costs and input your college funding goals. You should determine educational costs for private or public institutions to prepare yourself for how much you need to save to meet your financial goals.

  • What happens during a 401(k) rollover in Hartford?

    During a 401(k) rollover, individuals in Hartford obtain independent support from their managers, have better long-term investment results, and access a variety of investment choices. They can also avoid common tax penalties during a rollover process. Employees leaving their 401(k) assets from their old companies receive little support and limited options.

  • 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.