Best Financial Advisors in Stamford 2022
We scored 34 Financial Advisors in Stamford and Picked the Top 5
Here are the Picks:
SmartAdvisor by SmartAssetFEATURED
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Greenwich Investment Management
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.
Holbrook Wealth Advisors
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.
Jackson, Grant Investment Advisers, Inc.
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.
Lenox Advisors
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.