Best Financial Advisors in Stamford

We scored 33 Financial Advisors in Stamford, CT and Picked the Top 4

Here are the Picks:

Why These Financial Advisors?

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

Reviewed Curated Top Picks 33 21 4

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

Lenox Advisors

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

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.

281 Tresser Boulevard
Stamford, CT 06901


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