Expertise.com
2024

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Best Financial Advisors in Norwalk

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Norwalk Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

40

Reviewed

32

Curated

20

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
67 Forest St, Suite 271, Norwalk, CT 01752
  • Estate Planning
  • Tax Planning
  • Investment Management
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Norwalk, CT
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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."

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.2

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

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

Why choose this provider?

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.

Reputation:

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.
4.5

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can Norwalk retirees manage their budget to accommodate their travel aspirations?

    To accommodate their travel aspirations within their budget, Norwalk retirees should start by documenting all existing expenses, from housing and meals to healthcare and leisure. Anticipating irregular expenditures like gifts or home and vehicle maintenance is equally essential. This detailed expense understanding allows them to estimate their income necessities, prompting necessary savings and investment strategy adjustments for travel. Through proper fiscal planning, retirees can experience the health and cognitive benefits of travel in retirement without financial worry.

  • How can individuals in Norwalk systematically manage their income and grow their savings?

    Individuals in Norwalk can effectively manage their earnings and expand their savings using a few strategic approaches. They can allocate their income using the 50/30/20 rule: 50% for necessities, 30% for wants, and 20% for savings. Other methods include utilizing automated transfers for savings, assigning distinct purposes to savings accounts, using budgeting software, diverting cleared debt payments into savings, and resisting spending salary increases. These methods allow individuals to save efficiently and lessen the strain of unexpected expenses.

  • What should Norwalk investors focus on during periods of market volatility?

    Norwalk investors should focus on their long-term financial plans rather than getting caught up in daily market shifts. No one can precisely predict market fluctuations, so making snap decisions based on these unpredictable changes can be risky. They should also distribute their assets in a globally diversified portfolio and stay committed to their personalized financial strategy. This approach helps safeguard against emotionally driven mistakes, like buying at peak prices and selling when prices are low.

  • How can individuals in Norwalk prepare their loved ones to manage their financial affairs on their behalf during critical life events?

    Individuals in Norwalk can proactively prepare their loved ones to manage their financial affairs during significant life transitions by organizing and documenting all financial details. Focusing on the needs of every family member and communicating with them openly about these plans is crucial. Individuals should also consider finding a trusted financial advisor in Norwalk who can comprehend their unique financial situation, provide education on achieving financial goals, and mediate in family or business discussions if necessary.

  • What should individuals in Norwalk know when considering annuities as part of their retirement investment?

    Individuals in Norwalk pondering retirement investment should understand annuities' distinct types. Immediate annuities begin disbursing income shortly after the initial premium, with a portion tax-exempt as a principal return. On the contrary, deferred annuities permit the investment to accumulate interest, deferring payouts until a specific future time, often retirement. This deferred income is taxable only when withdrawn. Each variety serves unique financial goals, offering immediate or future income depending on individual needs and retirement plans.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.