Best Financial Advisors in New Britain

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

  • 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.

176 Westbrook Road
Essex, CT 06426