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Best Financial Advisors in Waterbury

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103 Albert St., Torrington, CT 06790
Torrington, CT 06790
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Barron Financial Group, LLP, is a financial advisory company providing wealth management solutions to high-income or high-net-worth clients in Waterbury since 2006. The company offers financial solutions to individuals, executives, professionals, and business owners by providing portfolio management, advisory, and retirement plan services. It specializes in portfolio management and has developed its investment strategies and portfolio modeling and management software.

103 Albert St., Torrington, CT 06790
Torrington, CT 06790

Website(860) 489-0432

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

61 Maple Ave, Canton, CT 06019
Canton, CT 06019
  • Certified Financial Planner (CFP)

Established in 1994, Chadwick Financial Advisors is an investment advisory firm that serves individuals, families, and business owners in Waterbury. It offers financial planning services, which cover risk management, budgeting, education funding, and tax and estate planning. It also provides guidance for seniors saving for retirement and offers cash balance and pension management for business owners looking to create retirement plans. Chadwick Financial Advisors is owned by Michael Chadwick, a Chartered Life Underwriter and Chartered Financial Consultant with nearly 30 years of experience.

61 Maple Ave, Canton, CT 06019
Canton, CT 06019

Website(860) 673-1942

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 Winding Brook Drive, Glastonbury, CT 06033
Glastonbury, CT 06033
  • Certified Financial Planner (CFP)
  • Retirement Planning

Derek Mazzarella is a financial advisor who operates a franchise of Gateway Financial Partners, serving clients in the Waterbury metro and the surrounding communities. He provides wealth management, financial planning, and retirement planning services focused on every client's wealth, health, and fulfillment. He also guides them in creating plans that allow them to achieve their financial goals. Mazzarella, who has been in the industry since 2009, has earned his Certified Financial Planner designation. He has also received Five Star Wealth Professional awards.

500 Winding Brook Drive, Glastonbury, CT 06033
Glastonbury, CT 06033

Website(860) 430-9829

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

340 Hebron Avenue, Glastonbury, CT 06033
Glastonbury, CT 06033
  • Retirement Planning

The Gottfried & Somberg Wealth Management, LLC, is an investment and financial services firm that serves families, investors, retirees, and business owners in the Waterbury metro. Through counseling, the firm guides clients in achieving their financial goals, which include the preservation of their assets. Its founder, Joshua Gottfried, has earned the Certified Financial Planner and Accredited Investment Fiduciary designations. He was also recognized by Forbes in its Best-in-State Wealth Advisors List. His retirement planning insights have been cited in The New York Times.

340 Hebron Avenue, Glastonbury, CT 06033
Glastonbury, CT 06033

Website(860) 430-9104

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1430 New Haven Road, Naugatuck, CT 06770
Naugatuck, CT 06770
  • Certified Financial Planner (CFP)

Ion Investments is a financial advisory firm that serves clients in Waterbury. Its financial advisors provide services including retirement planning, asset and risk management, estate conservation, and business succession planning. It also offers insurance policies, long-term care plans, and annuities. The company serves thousands of families, businesses, and organizations through Infinex Investments. Jason Apruzzese, the company's senior vice president, has 14 years of experience in wealth management. He is a certified retirement counselor by The Corporation for Social Security Claiming Strategies.

1430 New Haven Road, Naugatuck, CT 06770
Naugatuck, CT 06770

Website(866) 803-0111

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

213 E Main St, Meriden, CT 06450
Meriden, CT 06450
  • Certified Financial Planner (CFP)

Lighthouse Financial, LLC, is a financial planning firm serving the residents of Waterbury and the surrounding areas. It provides personalized financial counsel and investment management to clients by organizing their financial lives. Also assisting in portfolio management, the firm sets long-term financial objectives with its clients and strategizes plans to help them enhance their quality of life within their risk tolerance. In addition, the firm deals with matters such as profit sharing planning.

213 E Main St, Meriden, CT 06450
Meriden, CT 06450

Website(203) 235-1805

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

135 High St., Hartford, CT 06103
Hartford, CT 06103
Instagram
  • Insurance Products
  • Retirement Planning
  • Financial Planning

Since its founding in 1905, Lincoln Financial Group has provided advice and solutions to help clients in Waterbury and neighboring areas achieve financial security. Its team of financial advisors assists in developing financial plans that involve saving for retirement, family protection, and education funding. They also help clients select life insurance plans and annuities suited for their goals. The firm has been named Top Three Best Employer for Diversity for the third consecutive year in the Forbes’ 2020 list.

135 High St., Hartford, CT 06103
Hartford, CT 06103

InstagramWebsite(877) 275-5462

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

237 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2 Bridgewater Road, Suite 201, Farmington, CT 06032
Farmington, CT 06032
  • Private Wealth Advisor
  • Retirement Planning

Medallion Wealth Advisors LLC is a full-service financial firm that serves clients in Waterbury and the surrounding areas. Its advisors act as partners with their clients to better understand their financial concerns and develop a customized program that can help them attain their financial goals. They also advise clients concerning appropriate investments according to changing situations and needs. One of its investment advisor representatives, Matthew Woods Weber, is also a Certified Financial Planner and an insurance professional.

2 Bridgewater Road, Suite 201, Farmington, CT 06032
Farmington, CT 06032

Website(860) 967-3032

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

15 North Main Street Suite 100, West Hartford, CT 06107
West Hartford, CT 06107
  • Certified Financial Planner (CFP)

Mercer Advisors serves individuals and families in Waterbury in planning their finances. It delivers holistic financial solutions by advising clients about their investment venture, tax preparation, insurance solution, estate planning, and corporate trustee. Its advisors also offer budget optimization strategies for managing cash flow and 529 plans for arranging children's college expenses. In addition, they offer counsel on non-profits and charitable giving. Mercer Advisors received the 2020 Best Private Wealth Manager for Client Service recognition from the Private Asset Management Awards.

15 North Main Street Suite 100, West Hartford, CT 06107
West Hartford, CT 06107

Website(860) 651-1716

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

705 Boston Post Road, Guilford, CT 06437
Guilford, CT 06437
  • Certified Financial Planner (CFP)

Real Financial Planning, LLC, provides its services to clients in Waterbury and the surrounding areas. Through comprehensive financial planning, the advisory firm helps clients manage their finances for retirement based on their unique goals and needs. This covers pension and legacy plans, retirement plans, taxable accounts, social security, and anticipated expenses. In addition, Real Financial Planning assists people in managing their investments and portfolios. The company's financial professional, Sally Kennedy, holds both CFP and RIA designations.

705 Boston Post Road, Guilford, CT 06437
Guilford, CT 06437

Website(203) 533-2512

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

15A Main St. P.O. Box 557, Essex, CT 06426
Essex, CT 06426
Instagram
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Sullivan Financial Advisors is a team of professionals who provide holistic strategies in asset management and financial planning. Serving Waterbury residents, the team assists individuals and families in preparing for retirement and disability, managing investments and stock options, and structuring debts. These professionals, headed by principal Jane Sullivan, also guide business owners and institutions on the management of investment portfolios, planned giving strategies, and tax mitigation. Sullivan is a Certified Financial Planner (CFP) and the CFP Board Mentor.

15A Main St. P.O. Box 557, Essex, CT 06426
Essex, CT 06426

InstagramWebsite(860) 657-4150

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

420 Center St Fl 1, Wallingford, CT 06492
Wallingford, CT 06492
  • Certified Financial Planner (CFP)

Toomey Investment Management, Inc., is a financial planning firm that serves the residents of Waterbury and the surrounding areas. It assists clients with their financial situations through the LOOP approach, which integrates different areas of the financial world. The approach includes services such as financial planning, investment and insurance management, and tax preparation. President Brendan Toomey is a Certified Financial Planner and Registered Investment Adviser. Toomey Investment Management has been featured in Connecticut Magazine and Forbes Magazine.

420 Center St Fl 1, Wallingford, CT 06492
Wallingford, CT 06492

Website(203) 949-1710

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

201 East Center Street, Suite 200, Manchester, CT 06040
Manchester, CT 06040
  • Certified Financial Planner (CFP)

Wolff Wealth Advisors serves families and businesses in Waterbury and the nearby areas. The financial advisors help individuals in accumulating wealth, planning for retirement, pursuing life settlements, and transferring assets to the future generations. They also assist business owners in securing the continuation of their businesses, minimizing taxes, and creating benefit programs to attract and retain employees. Since 1954, the independently owned firm has been crafting individualized financial strategies for clients to preserve their wealth.

201 East Center Street, Suite 200, Manchester, CT 06040
Manchester, CT 06040

Website(860) 783-5431

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

29 South Main Street, Suite 306, West Hartford, CT 06107
West Hartford, CT 06107
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning

YHB Investment Advisors, Inc., is a firm serving the Waterbury area. Its advisors create a diverse portfolio tailored to each client's specific needs in order to help them reach their financial objectives. They assist clients in establishing clear priorities and realistic investing targets through a full discussion of the client's expectations, income needs, and risk tolerance. Third-party custody, trustee services, and philanthropic endowment are among the firm's other offerings. It was established by Paul Martel in 1989, which now has $1.8 billion assets under management.

29 South Main Street, Suite 306, West Hartford, CT 06107
West Hartford, CT 06107

Website(860) 561-7050

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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