Expertise.com

Best Financial Advisors in Stamford

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Stamford, CT

Business Description

Need help contacting a Financial Advisor in Stamford? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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: Free booking service | Call 848.Book.Pro!

Greenwich Investment Management logo
Visit WebsiteWebsite

Greenwich Investment Management

Visit WebsiteWebsite
262 Harbor Drive, Stamford, CT 06902
  • Tax Planning

Business Description

Greenwich Investment Management is a financial advisory firm that serves Stamford and the surrounding areas. It caters to high-net-worth individuals and their families, entrepreneurs, financial executives, corporate directors, and other such clients. The firm helps clients grow and sustain their wealth through services such as tax planning, estate planning, and investment portfolio analysis and management. Chairman L. George Rieger has been working in the financial services industry for more than 46 years. He is the founder of RRH Capital Management, Inc.

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
Google
4.0 / 5 (1)
Yelp
4.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Holbrook Wealth Advisors logo

Holbrook Wealth Advisors

2777 Summer Street, Stamford, CT 06905
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Holbrook Wealth Advisors is an independent wealth management firm operating in Stamford. The firm provides financial planning services to professionals and business owners that include cash and investment management, business planning, retirement planning, and tax planning. Through its client-focused approach, Holbrook Wealth Advisors helps its clients distinguish their financial goals and make the most out of their savings. Michael Alexander, the firm's wealth manager, has 35 years of experience in the financial services industry.

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
Jackson, Grant Investment Advisers, Inc. logo
Visit WebsiteWebsite

Jackson, Grant Investment Advisers, Inc.

Visit WebsiteWebsite
2 High Ridge Park, Stamford, CT 06905
  • Certified Financial Planner (CFP)

Business Description

Jackson, Grant Investment Advisers, Inc., provides portfolio management services to clients in Stamford. It also offers consultations for cash flow and sensitivity analysis, tax planning, trust planning, and estate planning. The company also accepts investment second opinion and review requests. Its team also handles stocks, bonds, ETF, and mutual funds matters. The company's founder, Julie Jason, has been involved in portfolio management for over 35 years. The firm has been assisting clients with financial management matters since 1988.

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
Lenox Advisors logo
Visit WebsiteWebsite

Lenox Advisors

Visit WebsiteWebsite
281 Tresser Boulevard, Stamford, CT 06901
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Lenox Advisors provide financial solutions to individuals and businesses in Stamford and nearby areas. It is a subsidiary of NFP Corp., a New York financial services holding company. It offers financial, retirement, estate, gift, and trust planning services. The company also develops asset management, education funding, and retirement solutions. In addition, it designs employee benefits and wealth management programs, as well as retirement, individual, casualty, and property insurance plans for corporate clients. Lenox Advisors runs Lenox Cares, an organization that aims to aid charitable causes.

Frequently Asked Questions

  • 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.

  • 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 much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.