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Best Financial Advisors in Norwalk

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Norwalk, CTNorwalk, CT

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.

Norwalk, CTNorwalk, 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+

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27A Imperial Avenue, Westport, CT 06880
Westport, CT 06880
  • Certified Financial Planner (CFP)

Aspetuck is a financial advisory firm serving individuals in the Norwalk area. It offers a variety of services, such as retirement planning and management for self-employed individuals and small businesses, allowing small company owners to maximize their retirement contributions and reduce their tax liabilities. They also provide planning advice for college savings and retirement. Patrick Byrne, the founder and portfolio strategist of the company, has been in the investment advisory business for more than 30 years.

27A Imperial Avenue, Westport, CT 06880
Westport, CT 06880

Website(203) 226-5733

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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+

257 Riverside Avenue, 2nd Floor, Westport, CT 06880
Westport, CT 06880
Instagram
  • Certified Financial Planner (CFP)

Established in 2000 by Charles Haberstroh, CastleKeep is a family-owned and independent investment advisory firm serving Norwalk. It provides objective financial planning advice and investment analysis to high-net-worth individuals. Its recommendations include asset allocation, credit and loan considerations, and investment management. In addition, the company advises clients regarding estate and trust. CastleKeep assesses clients’ financial situation to establish their goals and uses the data to make investment propositions. It also helps them in constructing portfolios tailored to their needs.

257 Riverside Avenue, 2nd Floor, Westport, CT 06880
Westport, CT 06880

InstagramWebsite(203) 682-7200

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33 Miller St, Fairfield, CT 06824
Fairfield, CT 06824
  • Financial Planning

Compass helps the people of Norwalk obtain their definition of a financially secure retirement. The firm assists families and businesses in getting clarity through financial planning that involves analyzing a client’s financial situation, dreams, and investments to build a roadmap. The company also provides investment management and income and tax planning services to help individuals generate more wealth. Compass organizes monthly educational workshops on subjects like legacy planning. The firm’s president and director of operations, Gretchen Brunner, is a CFP and MBA.

33 Miller St, Fairfield, CT 06824
Fairfield, CT 06824

Website(203) 454-5970

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: A+

1020 Boston Post Road, Darien, CT 06820
Darien, CT 06820
  • Wealth Management

Crestwood Advisors is an independent investment advisory firm that serves Norwalk. It provides comprehensive financial planning services tailored to its clients’ needs and goals. It assists them on how to best utilize their assets, preserve their wealth, and adjust to life situations while acquiring financial security. In addition, it offers the Women & Wealth initiative, which caters to the wealth management needs of women leaders. Its client base ranges from busy professionals and young families to entrepreneurs and business owners.

1020 Boston Post Road, Darien, CT 06820
Darien, CT 06820

Website(203) 655-3323

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+

8 Wright Street - Suite 107, Westport, CT 06880
Westport, CT 06880
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Emerald Wealth Advisors offers financial planning to the locals of Norwalk. The firm helps clients take a close look at their goals and objectives and decide which ones are the most important. After which, personalized financial strategies are crafted, which may cover wealth transfer, asset management, retirement planning, risk management, savings or accumulation strategies, and succession planning. David Boczar is the founder of Emerald Wealth Advisors. He is a Certified Financial Planner with over 30 years of financial industry experience.

8 Wright Street - Suite 107, Westport, CT 06880
Westport, CT 06880

Website(203) 221-2623

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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+

33 Riverside Avenue, 5th Floor, Westport, CT 06880
Westport, CT 06880
  • Certified Financial Planner (CFP)
  • CFA Charterholder

Financial Advisory Network, LLC, is a team that serves clients in the Norwalk metro. It develops financial plans tailored to the goals and objectives of its customers and provides a wide array of services. These include profit sharing planning, employee group benefits development, and investment portfolio allocation and management. Its managing director, Kenneth Heiser, has over 25 years of experience in the financial industry. He has received several recognitions, such as being a lifetime member of the New England Financial Hall of Fame.

33 Riverside Avenue, 5th Floor, Westport, CT 06880
Westport, CT 06880

Website(203) 222-2950

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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+

55 Post Road West Suite 233, Westport, CT 06880
Westport, CT 06880
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Gold Family Wealth caters to Norwalk clients' needs and goals by providing customized plans for their finances. Since 2017, it has offered retirement, estate, tax planning, and investment management solutions. It monitors clients' progress monthly, quarterly, or yearly basis. Michael Gold is the Founder and CEO, Wealth Advisor with CFP certification. "Listing on this website is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client."

55 Post Road West Suite 233, Westport, CT 06880
Westport, CT 06880

Website(646) 844-2533

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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+

8 Wright Street Suite 107, Westport, CT 06880
Westport, CT 06880
  • Certified Financial Planner (CFP)

Greenhouse Wealth Management offers financial advising services to individuals, families, and businesses in Norwalk. It helps clients achieve their financial goals through various methods, such as tax-efficient investing, income strategies, wealth transition planning, and risk management. It uses different means of updating clients about their portfolios, such as client statements, web access, tax forms, mobile banking, and 24/7 customer service. Its founder Ryan W. Callas named the company "Greenhouse" to honor his mother, who is an avid gardener and who nurtured the people around her.

8 Wright Street Suite 107, Westport, CT 06880
Westport, CT 06880

Website(203) 745-8789

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)

50 Washington Street 7th Floor, Norwalk, CT 06854
Norwalk, CT 06854
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Guidelight Financial offers its services in the Norwalk metro. These include asset allocation, estate and retirement planning, college planning, and risk mitigation. The firm also offers personal wealth planning, business retirement plans, and 401(k) consultations. Through a holistic and comprehensive approach, the firm does more than advise—it walks its clients through the process, working behind the scenes and monitoring the efficiency of the financial plan in place. Felix Serrano, the firm's president and CEO, is a Certified Financial Planner.

50 Washington Street 7th Floor, Norwalk, CT 06854
Norwalk, CT 06854

Website(203) 354-3131

Show Number
111 East Avenue, Suite 101, Norwalk, CT 06851
Norwalk, CT 06851
  • Retirement Planning

Integral Capital Management, Inc. offers a broad range of financial services for clients in and around Norwalk. Its inancial advisors help clients attain their long-term and short-term goals by creating roadmaps that are tailor-made to meet their individual objectives. They offer strategies and services such as investment advisory and management, financial planning, life insurance analysis, college funding planning, and estate planning. The firm works closely with management consultants, attorneys, and CPAs in developing well-rounded financial plans.

111 East Avenue, Suite 101, Norwalk, CT 06851
Norwalk, CT 06851

Website(203) 653-2446

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263 Tresser Blvd, Suite 1401, Stamford, CT 06901
Stamford, CT 06901
  • Retirement Planning
  • Wealth Management

Investmark Advisory Group serves individuals and businesses throughout Norwalk. It helps clients prepare for the future and achieve their financial goals by providing them with wealth management services. It also offers retirement income planning, investment management, long-term care and life insurance, and tax management services. Michael C. Kusick, the firm's managing principal and CEO, holds the CFP designation. He was recognized as a Leaders Level advisor for 2016. Kusick has also been featured in industry publications like Registered Rep. and InvestmentNews.

263 Tresser Blvd, Suite 1401, Stamford, CT 06901
Stamford, CT 06901

Website(203) 329-8987

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 / 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+

50 Washington St Ste 600W, Norwalk, CT 06854
Norwalk, CT 06854
  • Wealth Management

Matthew E. Greene serves the Norwalk area as a wealth management advisor affiliated with Northwestern Mutual. He specializes in financial and retirement planning, providing clients with services like income and expense budgeting and investment management centered on the client's goals like family education and home purchase. He offers ongoing financial advice to his clientele, helping them adjust their financial plans according to their changing circumstances. Forbes recognized Greene as one of the top financial security professionals in 2021.

50 Washington St Ste 600W, Norwalk, CT 06854
Norwalk, CT 06854

Website(203) 945-5868

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+

320 Post Road West, Suite 210, Westport, CT 06880
Westport, CT 06880
  • Financial Planning

MJP Wealth Advisors is an independent, family-owned firm that offers comprehensive financial services to individuals, families, and businesses in and around Norwalk. Founded in 1981, the company provides a wide range of ideas and solutions that are tailored to each client's specific demands and goals. Services include financial planning, investment management, alternative investing, estate planning, and insurance solutions. The firm's president, Brian Vendig, is a CPA who has been recognized for the fourth consecutive year on the Forbes Best-In-State Wealth Advisors list.

320 Post Road West, Suite 210, Westport, CT 06880
Westport, CT 06880

Website(203) 303-7036

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:

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+

2150 Post Road Suite 201, Fairfield, CT 06824
Fairfield, CT 06824
  • Financial Planning

Moneco Advisors provides financial planning services in Norwalk. It assists individuals in preparing plans to guide them in meeting their current and future financial needs and goals. It uses Riskalyze software, an exclusive technology created by the company to help assess clients' risk levels. Moneco Advisors also serves people who want to establish plans for their retirement, including cash flow planning and income-generation strategies. The company's managing partner, John Rosenau, is an investment advisor representative.

2150 Post Road Suite 201, Fairfield, CT 06824
Fairfield, CT 06824

Website(203) 319-3550

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

315 Post Road West, Westport, CT 06880
Westport, CT 06880
  • Finance Planning

Paradigm Financial Partners is an investment advisory company that serves the Norwalk area. Its team assists clients on various aspects of financial planning, from asset allocation statements and portfolio efficiency to investment changes recommendations. Its independent financial planners also provide assistance in managing cash flows, developing retirement income strategies, and stress testing investment portfolios. Paradigm Financial Partners is headed by Lee Rawiszer, who specializes in assisting entrepreneurs, entertainers, professional athletes, and high-net-worth physicians. He has conducted seminars for the NAIFA.

315 Post Road West, Westport, CT 06880
Westport, CT 06880

Website(203) 221-3085

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)

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+

137 Rowayton Avenue, Suite 430, Rowayton, CT 06853
Rowayton, CT 06853
  • Investment Management

Pettee Investors, Inc., provides financial advising services to clients in Norwalk and the surrounding communities. It specializes in creating investment strategies involving real estate investment trusts and large capitalization equities. It also helps individuals and businesses manage their finances to achieve their goals and needs. Pettee Investors, Inc., has been operating for over three decades. One of the company's executive team members, Sheila P. Pettee, started her financial career in 1979 as a securities analyst at the Standard & Poor's Corporation.

137 Rowayton Avenue, Suite 430, Rowayton, CT 06853
Rowayton, CT 06853

Website(203) 957-8880

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:

4.5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

274 Riverside Ave – 4th Floor, Westport, CT 06880
Westport, CT 06880
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Saugatuck Financial is a veteran-owned financial planning practice based in Westport, CT that serves high net worth and emerging high net worth individuals locally, and throughout the country. It uses an individualized approach with its clients to rid their lives of financial stress and create financial security, integrating estate planning, wealth management, risk management, tax-efficient strategies, and retirement income distribution in each plan. Founding partner Justin Charise was recognized as a top financial security professional by Forbes in 2021. The firm is recognized among Worth Magazine's Leading Advisors.

274 Riverside Ave – 4th Floor, Westport, CT 06880
Westport, CT 06880

Website(203) 221-5275

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:

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+

274 Riverside Avenue, Suite 101, Westport, CT 06880
Westport, CT 06880
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Chartered Financial Analyst (CFA)
  • Charitable Giving

Wealthspire Advisors, an independent registered investment advisor, serves clients in Norwalk and the surrounding areas. Composed of fiduciary advisors with high regard for connecting various areas of clients’ financial lives, Wealthspire strives to deliver collaborative strategies optimizing finances and fulfilling aspirations. Its financial advisors deliver customized planning, continuing education, and coordination. It was recognized as a Top RIA by Barron’s and Financial Advisor Magazine for three consecutive years. Additionally, it has been featured on Forbes’ Best-in-state Advisors and Top Women Advisors lists in 2020.

274 Riverside Avenue, Suite 101, Westport, CT 06880
Westport, CT 06880

InstagramWebsite(212) 973-0360

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

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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