Laurels

Best Financial Advisors in New Haven
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored New Haven 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 35 23 6

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

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

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

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