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Best Financial Advisors in New Britain

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281 Farmington Avenue, Farmington, CT 06032
Farmington, CT 06032
  • 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.

281 Farmington Avenue, Farmington, CT 06032
Farmington, CT 06032

Website(860) 470-0290

Show Number

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)

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: --

433 S. Main St., Suite 310, West Hartford, CT 06110
West Hartford, CT 06110
  • Retirement Planning
  • Insurance Products
  • 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.

433 S. Main St., Suite 310, West Hartford, CT 06110
West Hartford, CT 06110

Website(860) 676-1100

Show Number

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)

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

433 South Main Street, West Hartford, CT 06110
West Hartford, CT 06110
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Entrust Wealth Partners is a local advisory firm serving clients in New Britain. The company helps individuals and families manage their wealth and secure their financial future. It offers impact investing, tax and charitable giving strategies, and financial, estate, and investment planning. Its team of professionals coordinates meetings with clients to understand their goals and guide them in making well-informed decisions about their finances. Owners Keith G. Wetjen and Peter C. Pabich are also both Certified Financial Planners and Certified Business Exit Consultants.

433 South Main Street, West Hartford, CT 06110
West Hartford, CT 06110

Website(860) 838-3730

Show Number
176 Westbrook Road, Essex, CT 06426
Essex, CT 06426
  • 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
Essex, CT 06426

Website(860) 767-4300

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433 South Main Street, Suite 322, West Hartford, CT 06110
West Hartford, CT 06110
  • Certified Financial Planner (CFP)

Fuchs Financial is a company that serves individuals in New Britain and neighboring areas. Its financial advisors offer planning for the clients' investment, tax, income, healthcare, and estate and legacy. They also provide wealth management by incorporating investment consulting strategies and services to help clients protect their interests while growing and maintaining profits. In addition, they offer retirement advisory services to assist individuals in managing their pension and social security. Founder Ben Fuchs has more than 15 years of experience in financial investment.

433 South Main Street, Suite 322, West Hartford, CT 06110
West Hartford, CT 06110

Website(860) 461-1709

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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+

433 South Main Street Suite 105, West Hartford, CT 06110
West Hartford, CT 06110
  • Certified Financial Planner (CFP)

Goldberg Larkin is a financial advisory firm serving clients in New Britain. Its team of advisors provides financial guidance to individuals going through life transitions, including divorce, retirement, loss of a loved one, or acquiring unexpected assets from inheritance or lottery. In addition, it offers various investment options, such as individual equities, mutual funds, and annuities. One of the company's partners, Ed Goldberg, has over 25 years of industry experience. He holds the Certified Financial Planner, Chartered Financial Consultant, and Certified Divorce Financial Analyst designations.

433 South Main Street Suite 105, West Hartford, CT 06110
West Hartford, CT 06110

Website(860) 706-1100

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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+

65 Memorial Rd, Ste 530, West Hartford, CT 06107
West Hartford, CT 06107
  • Certified Financial Planner (CFP)

Established in 2016, GYL Financial Synergies is an advisory firm serving both private and institutional clients in New Britain. Its professionals work with individuals and families to develop financial plans tailored to their specific goals, including retirement, income, cash flow, education, and estate planning. In addition, they serve as fiduciaries, making investment recommendations to corporations, endowments, foundations, and municipalities. Owner and CEO Gerald B. Goldberg was named one of the Top 400 US Advisors in 2014 by the Financial Times.

65 Memorial Rd, Ste 530, West Hartford, CT 06107
West Hartford, CT 06107

Website(860) 206-7400

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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+

2 Bridgewater Road, Suite 201, Farmington, CT 06032
Farmington, CT 06032
  • 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.

2 Bridgewater Road, Suite 201, Farmington, CT 06032
Farmington, CT 06032

Website(860) 967-3032

Show Number

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)

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+

35 Court Street, New Britain, CT 06051
New Britain, CT 06051
  • Estate and Trust Specialist
  • Tax Preparation
  • Tax Planning

Miller Moriarty & Company, LLC, is a company that serves individuals and businesses in New Britain and the surrounding communities. It offers financial advisory services that help manage the client's business, personal wealth, income, and assets. It provides various financial solutions, such as business advisory and consulting, estate, trust, and gift planning, and advisory and tax planning for individuals and families. The company has been in the business for more than 30 years. It has worked with different industries, including agriculture, manufacturing, and medical.

35 Court Street, New Britain, CT 06051
New Britain, CT 06051

Website(860) 225-7854

Show Number

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)

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+

790 Farmington Ave. Bldg 3, Farmington, CT 06032
Farmington, CT 06032
  • Certified Financial Planner (CFP)

MJP Wealth Advisors is an independent family-owned firm that serves individuals, families, and business owners in New Britain. Its financial advisors prepare customized plans designed to improve clients' wealth and investment portfolios. These advisors also handle estate, retirement, tax, and insurance planning matters. Additionally, they conduct risk assessment reports. MJP Wealth Advisors has been in the financial management industry for over 40 years. Its president, Brian Vendig, was named in the Forbes Best-In-State Wealth Advisors list.

790 Farmington Ave. Bldg 3, Farmington, CT 06032
Farmington, CT 06032

Website(860) 677-7755

Show Number

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+

79 Main Street, Meriden, CT 06451
Meriden, CT 06451
  • 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.

79 Main Street, Meriden, CT 06451
Meriden, CT 06451

Website(203) 935-0265

Show Number

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)

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+

74 Batterson Park Road, Suite 303, Farmington, CT 06032
Farmington, CT 06032
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

74 Batterson Park Road, Suite 303, Farmington, CT 06032
Farmington, CT 06032

Website(860) 521-4751

Show Number

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+

200 Mountain Road Suite 2, Farmington, CT 06032
Farmington, CT 06032
  • Private Wealth Advisor

Pennell Wealth Advisors is a financial advisory company that provides consultations on financial planning to individuals and families in New Britain. The company offers advice in investment planning, family/estate planning, and financial planning. The team of experts uses a 5-step approach that begins with an assessment of the client's current financial status. Then, followed by determining objectives, selecting asset locations, selecting investment options, and finally, measuring and rebalancing investments. The Founder, Lyle H. Pennell, has almost 20 years of experience in wealth management planning services.

200 Mountain Road Suite 2, Farmington, CT 06032
Farmington, CT 06032

Website(860) 674-0603

Show Number

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:

6 (Good)

Score Consistency:

Consistent (Best)

231 Farmington Ave, Farmington, CT 06032
Farmington, CT 06032
  • Retirement Planning

Securities America delivers financial advice for residents of New Britain. The firm offers retirement income planning and coaching services to individuals and businesses. It offers options such as mutual funds, variable annuities, life insurance, and ancillary products to prospective investors. Securities America opened in 1984. It employs over 3,000 personnel, serves 630,000 clients nationwide, and manages over $140 billion in assets. CEO and president Jim Nagengast was a former analyst for Merrill Lynch Capital Markets.

231 Farmington Ave, Farmington, CT 06032
Farmington, CT 06032

Website(800) 747-6111

Show Number

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+

29 South Main Street, Suite 306, West Hartford, CT 06107
West Hartford, CT 06107
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning

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.

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

Website(860) 561-7050

Show Number

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)

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: --

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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