Expertise.com

2024

Last updated:

Best Financial Advisors in Stamford, CT

Our Recommended Top 6

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 Stamford Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

35Reviewed

23Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Stamford, CT 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

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.

  • Estate Planning
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Stamford, CT
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

262 Harbor Drive, Stamford, CT 06902

Expertise.com Rating

Review Sources

Google
4.0 (1)
Yelp
4.0 (1)

Why choose this provider?

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.

  • Tax Planning

2 High Ridge Park, Stamford, CT 06905

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

281 Tresser Boulevard, Stamford, CT 06901

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2777 Summer Street, Stamford, CT 06905

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Stamford, CT 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Free Consultation
Greenwich Investment Management
262 Harbor Drive, Stamford, CT 06902
Jackson, Grant Investment Advisers, Inc.
2 High Ridge Park, Stamford, CT 06905
Lenox Advisors
281 Tresser Boulevard, Stamford, CT 06901
Holbrook Wealth Advisors
2777 Summer Street, Stamford, CT 06905

FAQs

  • 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 does financial planning help Stamford residents?

    Stamford financial planning helps residents make informed decisions that aid in reaching their goals by comprehensively analyzing their financial situation, making realistic targets, and developing and monitoring a plan that achieves their aims. Financial advisors can assist them by offering investment and wealth management, retirement planning, asset allocation, estate and tax planning, cash flow analysis, risk management, IUL insurance, and insurance planning.

  • When should Stamford workers consider unretiring?

    Stamford residents may consider coming out of retirement for various reasons. Some may need additional money or social interaction. Some people have passionate causes or goals. Ultimately, the decision is based on one’s individual preferences and circumstances. Going back to work may offer better financial security and mental stimulation as well as the pursuit of one’s interests, but it also comes with the realities of less leisure time, retirement benefit impacts, and potential health concerns.

  • In Stamford, why is a mid-year financial planning review necessary?

    A mid-year financial planning review is necessary to assess one’s progress, ensure control of financial goals, and perform necessary adjustments. The client and their advisor in Stamford should revisit financial plans and investment portfolios, review the budget, identify expenses that may be eliminated or reduced, and revise debt and risk management strategies as needed. Income analysis may be done to assess changes in income and explore opportunities that may increase it through alternative sources.

  • Why is it advisable to plan for financial risks early prior to dementia in Stamford?

    It is advisable to plan for financial risks early before dementia in Stamford so that —

    • loved ones may learn of your wishes.
    • your family may confidently make decisions based on your wishes.
    • sudden and costly decisions can be avoided.
    • you can be relieved of anxiety due to the unknown.
    • there would be less or no “what if” concerns.
  • What is the three-bucket approach in Stamford cash management?

    The three-bucket approach in Stamford cash management involves operating, core, and strategic cash. Operating cash is meant to handle day-to-day operating expenses within a six-month period. This bucket is used for living expenses and bills payment. Core cash covers annual and semi-annual expenses, such as holiday gift purchases. This bucket must cover a six-month to a year-long period. On the other hand, strategic cash is for large, longer-term purchases for up to two years, like retirement savings and tuition payments.

  • 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.