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Laurels

Best Financial Advisors in New Britain
2022

We scored 24 Financial Advisors in New Britain, CT and Picked the Top 8

Here are the Picks:

Connecticut Wealth Management, LLC

Cowen Tax Advisory Group

essex.financial

Medallion Wealth Advisors LLC

Mugford & DiBella, LLC

New England Capital

ol-advisors.com

YHB Investment Advisors, Inc.

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored New Britain 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 24 17 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

Connecticut Wealth Management, LLC

  • Certified Financial Planner (CFP)

Connecticut Wealth Management, LLC is a financial advisory firm that serves clients in New Britain. It handles financial planning and asset and investment management. It also offers business owner services like setting up personal investments and estate and insurance plans, including company transition and continuity. Its advisors have a collective industry experience of more than 180 years. The Harford Business Journal named the company the best private wealth management firm of 2017.

Click to Call

281 Farmington Avenue
Farmington, CT 06032

Website

(860) 470-0290 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: --

Detail: --

Cowen Tax Advisory Group

  • Insurance Products
  • Retirement Planning
  • Tax Planning

Cowen Tax Advisory Group is a financial advisory company that has been serving the residents of New Britain for over four decades. It provides various financial services, including income strategy maximization, asset allocation, and tax planning. It also coordinates financial products such as life insurance, investments, and annuities. President Roger Cowen holds Chartered Financial Consultant and Chartered Life Underwriter designations. Cowen Tax Advisory Group has been featured on FOX CT, WTNH 8, and WFSB.

Click to Call

433 S. Main St., Suite 310
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:

1 (Good)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

18 (Better)

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

essex.financial

  • Certified Financial Planner (CFP)

Serving New Britain and the surrounding areas, Essex Financial has provided its clients with a personalized and hands-on approach to their financial needs. The firm helps managers and business owners with innovative strategies for tax reduction by working with their lawyers and accountants. It also helps non-profit and institutional clients create investment policy statements, including social mandates, asset allocation, risk tolerance, and spending policy. The firm also operates as a subsidiary of Essex Savings Bank.

Click to Call

176 Westbrook Road
Essex, CT 06426

Website

(860) 767-4300 Website

Medallion Wealth Advisors LLC

  • Certified Financial Planner (CFP)

Medallion Wealth Advisors LLC is a firm serving the New Britain area. For over 20 years, its financial advisors have helped high-net-worth individuals, organizations, and charitable foundations define their goals, prioritize, and analyze their financial condition. They also provide a multi-step personal financial planning process for pension funds and retirement plans. Investment and portfolio management, IRA or 401(k) distribution strategy and college preparation are also available. The firm's president, E. Thorson Cheyne, was the 2004 to 2010 VP and financial advisor at Morgan Stanley Smith Barney.

Click to Call

2 Bridgewater Road, Suite 201
Farmington, CT 06032

Website

(860) 967-3032 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:

4.8 / 5 (Best)

Total Reviews:

4 (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+

Mugford & DiBella, LLC

  • Tax Preparation
  • Tax Planning
  • Business Tax Preparation

Mugford & DiBella, LLC is a business that provides personalized financial planning services to clients in New Britain. Its financial specialists are committed to helping clients with wealth preservation through guidance on finances, investments, and risk management. They also offer business services, including accounting, payroll, cash flow management, new business formation, and succession planning. It also has experts who handle tax preparation and planning and dispute resolution through IRS audit representation and payment planning. Michael J. Fasulo has more than 40 years of industry experience among its CPAs.

Click to Call

205 West Main Street, 1st Floor
New Britain, CT 06052

Website

(860) 223-2701 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:

3.9 / 5 (Good)

Total Reviews:

11 (Better)

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: --

New England Capital

  • Certified Financial Planner (CFP)

New England Capital has been providing tailored financial advice to residents of New Britain since 1983. Its team of financial advisors assesses each client's financial condition and future expectations and determines financial and retirement plans and investment strategies that suit their goals. It also provides advice on budgeting, trust planning, and insurance. It conducts seminars on financial literacy and education. The firm's founder and senior advisor, Christopher W. Beale, and the other three advisors are certified, financial planners.

Click to Call

79 Main Street
Meriden, CT 06451

Website

(203) 935-0265 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+

ol-advisors.com

  • Retirement Planning
  • Certified Financial Planner (CFP)

Since 1989, Ohanesian / Lecours (O/L) has been helping New Britain clients with their investments. This agency provides investment management intending to assist individuals in growing and preserving their assets. Its managers identify and evaluate risk-adjusted returns to minimize volatility while pursuing long-term growth. O/L provides retirement planning and wealth management solutions with market and asset alignment. In addition, its financial specialists help companies identify retirement plans for their employees as a part of their corporate benefits and organizational goals.

Click to Call

74 Batterson Park Road, Suite 303
Farmington, CT 06032

Website

(860) 521-4751 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.

  • Retirement Planning
  • Private Wealth Advisor
  • Estate And Trust Specialist

YHB Investment Advisors, Inc., provides services to clients in New Britain and the surrounding communities. The company specializes in helping individuals manage their finances to preserve and protect their wealth and investment. It also offers custody services involving cash management, administration of dividends, stock splits, and charges and commissions. In addition to individual services, the company serves non-profit organizations, municipalities, and institutions. YHB Investments Advisors has over 32 years of experience in the industry.

Click to Call

29 South Main Street, Suite 306
West Hartford, CT 06107

Website

(860) 561-7050 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: --

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