Best Financial Advisors in New Britain

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.