Laurels

Best Financial Advisors in Norwalk
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 38 30 18

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

Castlekeep

  • 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

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Guidelight Financial

  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Retirement Planning

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

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Integral Capital Management, Inc.

  • 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

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