Laurels

Best Financial Advisors in New Haven
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

New Haven, CT

Website

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: --

Knights of Columbus Asset Advisors

Knights of Columbus Asset Advisors

  • Private Wealth Advisor

Knights of Columbus Asset Advisors is an investment firm serving the New Haven metro. Financial advisors help clients manage their finances and plan for the future by recommending faith-based investing. For fixed income and equities investing, the firm offers mutual funds, individual products, and model and target-date portfolios. It also includes a donor-advised fund that helps nonprofits and individuals find philanthropic solutions. KoCAA manages a $29 billion investment portfolio and follows the United States Conference of Catholic Bishops (USCCB).

1 Columbus Plaza
New Haven, CT 06510

Website

Website

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)

Kreitler Financial

Kreitler Financial

  • Certified Financial Planner (CFP)

Kreitler Financial is a firm that provides wealth management and portfolio management services to clients in New Haven. Its advisors help clients deal with their finances, investments, retirements, estates, and business planning. The company's process involves financial review, strategy development, portfolio designing, wealth management implementation, and ongoing evaluation. Founding partner, Robert Kreitler, is a Certified Financial Planner professional who established the company in 1985. Robert is also the author of the book "Getting Started in Global Investing."

265 Church St 801
New Haven, CT 06510

Website

Website

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+

Ladd Capital Management, LLC

Ladd Capital Management, LLC

  • Private Wealth Advisor

Ladd Capital Management, LLC, is a New Haven-based financial advisory firm that has been serving individuals, endowment recipients, and corporations since 1975. It designs and manages investment portfolios that are aligned with its clients' goals and needs. The company adheres to a fiduciary standard that covers all investment advisory activities. It is a member of the Association for Investment Management and Research and subscribes to its code of ethics and standards of professional conduct.

110 Whitney Avenue
New Haven, CT 06510

Website

Website

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+

Linden Wealth Advisors, LLC

Linden Wealth Advisors, LLC

  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Linden Wealth Advisors, LLC, serves clients in New Haven and the surrounding communities. It offers a wide variety of services, such as charitable gift planning, family wealth transfers, investment management, and retirement strategies. Moreover, it provides cash balance plans, expense benchmarking, fiduciary training, pension risk transfers, and restatement guidance. Elena Dixon, its founder, holds various designations, including as a Certified Plan Fiduciary Advisor and Chartered Financial Consultant. She has also served as the president of the Society of Financial Service Professionals' Board of Directors.

157 Church Street
New Haven, CT 06510

Website

Website
Noble Wealth Advisors of Janney Montgomery Scott LLC

Noble Wealth Advisors of Janney Montgomery Scott LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Noble Wealth Advisors of Janney Montgomery Scott LLC offers financial management services to New Haven and the surrounding areas. It helps individuals manage their wealth by providing practical advice, developing financial planning, and creating investment strategies. It also handles retirement income, college savings, and estate planning services. Its executive vice president, Charles J. Noble, III, has been in the financial industry for more than 30 years. Noble is recognized as one of the top wealth advisors in 2020 by Forbes.

321 Whitney Avenue
New Haven, CT 06511

Website

Website

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

Sound Advisory Group

Sound Advisory Group

  • Certified Financial Planner (CFP)

Sound Advisory Group is a fiduciary firm that provides financial planning services to clients in New Haven. The independent financial advisors from this company assist in developing customized strategies to meet the complex financial needs and goals of clients and guide them through difficult decisions. They guide clients in retirement planning, insurance, liability management, education plans, and asset management. Sound Advisory Group is one of the 25 wealth advisors of Snowden Lane Partners across the nation.

265 Church Street
New Haven, CT 06510

Website

Website

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:

2 (Better)

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: --

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