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Best Financial Advisors in West Hartford

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

West Hartford, 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
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

Bradley, Foster & Sargent, Inc. logo
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License Verified:

License: 106928

Investment Adviser Public Disclosure Database, SEC

Bradley, Foster & Sargent, Inc.

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185 Asylum Street CityPlace II, 11th Floor, Hartford, CT 06103
  • Private Wealth Advisor

Business Description

Bradley, Foster & Sargent, Inc., is an investment advisory firm serving West Hartford and nearby areas. It has been providing investment management solutions for individuals, families, and institutions since 1994. Its financial advisors help clients plan for education, retirement, charitable giving, and major purchases or expenses. The firm has also developed an equity investment process to identify companies with sound business models. Its Chairman, Robert H. Bradley, served for a national not-for-profit association that represents federally registered investment advisory firms.

License Verified:

License: 106928

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Google
5.0 / 5 (3)

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
Charles Schwab West Hartford logo
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License Verified:

License: 5393

Investment Adviser Public Disclosure Database, SEC

Charles Schwab West Hartford

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11 South Main Street, West Hartford, CT 06107
  • Certified Financial Planner (CFP)

Business Description

Charles Schwab West Hartford is a financial advisory firm that serves clients in the metropolitan area. Its team develops a financial plan to build wealth and prepare for retirement. It also provides strategies to help clients manage their debt, save for college, and begin an investment. Its team provides tax planning strategies that reduce or eliminate incurred taxes. For the past 10 years, the company has ranked in the top three of Investor Business Daily's IBD Best Online Brokers.

License Verified:

License: 5393

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 5 (4)
Facebook
5.0 / 5 (2)
Yelp
4.5 / 5 (2)

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
Cowen Tax Advisory Group logo
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License Verified:

License: 5782371

Investment Adviser Public Disclosure Database, SEC

Cowen Tax Advisory Group

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433 S. Main St., Suite 310, West Hartford, CT 06110
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Cowen Tax Advisory Group caters to individuals and businesses in West Hartford. Its founder and president, Roger Cowen, has been in the financial industry since 1978. He offers retirement and tax planning, investment management, and life and long-term care insurance coverage. He serves as a member of the Million Dollar Round Table. Cowen also supports local charities, such as Autism Speaks, Special Olympics, and the Make-A-Wish Foundation. The firm has been featured on FOX CT, News8, and Kiplinger.

License Verified:

License: 5782371

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 5 (18)
Yelp
5.0 / 5 (3)

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
Hammond Iles Wealth Advisors logo
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License Verified:

License: 136372

Investment Adviser Public Disclosure Database, SEC

Hammond Iles Wealth Advisors

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100 Great Meadow Rd. Suite 701, Wethersfield, CT 06109
  • Retirement Planning

Business Description

Hammond Iles Wealth Advisors provides its services to West Hartford and the surrounding communities. It offers investing education classes, and financial planning services to individuals and families to protect their finances and lifestyle. It also caters to clients needing retirement planning, wealth management, and charitable giving strategies. Its team specializes in globally diversified investment portfolios to help long-term investors build and retain wealth. The company's CEO, Greg Hammond, is a speaker, author, and financial coach focusing on wealth management and charitable giving.

License Verified:

License: 136372

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Google
5.0 / 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
Innovative Wealth Managers logo
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License Verified:

License: 1763893

Investment Adviser Public Disclosure Database, SEC

Innovative Wealth Managers

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10 North Main Street Suite 216, West Hartford, CT 06107
  • Certified Financial Planner (CFP)

Business Description

Innovative Wealth Managers provides financial advisory services for individuals, families, and commercial clients in West Hartford and the surrounding communities. It delivers financial planning solutions that help clients prepare for their eventual retirement. It renders wealth management strategies so its customers know how to maintain and maximize their assets. Its team also offers business strategies that promote growth and stability for the venture of entrepreneurs. One of its founders, Patrick Clark, is a holder of AIF and PPC designations.

License Verified:

License: 1763893

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ion Investments logo
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License Verified:

License: 5218589

Investment Adviser Public Disclosure Database, SEC

Ion Investments

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

Business Description

Ion Investments serves families, nonprofits, and businesses in West Hartford and its surrounding areas. It offers a wide range of services, from individual and business planning to estate conservation and asset and risk management. It provides access to a robust investment platform, creates a portfolio to align with risk tolerance, and researches ways to maximize tax savings and minimize costs. Its team of financial advisors has a combined industry experience of more than 270 years.

License Verified:

License: 5218589

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Facebook
5.0 / 5 (3)
Google
1.0 / 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
Lichtenstein Financial logo
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License Verified:

License: 2667735

Investment Adviser Public Disclosure Database, SEC

Lichtenstein Financial

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25 New London Turnpike, Glastonbury, CT 06033
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Business Description

Lichtenstein Financial has been serving clients in West Hartford for over 35 years. It offers tax advisory and preparation, wealth management, and insurance services. Business consulting is also available to assist business owners in preparing to raise capital or apply for financing. It assesses the clients' personal situations to develop full financial plans that include individualized portfolios. It holds annual meetings to ensure that the investments and planning aspects are maintained.

License Verified:

License: 2667735

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
RMC Investment Advisors logo
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License Verified:

License: 104674

Investment Adviser Public Disclosure Database, SEC

RMC Investment Advisors

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643 Prospect Ave, West Hartford, CT 06105
  • Certified Financial Planner (CFP)

Business Description

RMC Investment Advisors serves clients in West Hartford. It provides advisory services that help individuals, families, and institutions achieve their financial goals. Founding partners Daniel F. Flynn and Frank M. Loehmann Jr. established the company in 1984 to manage the wealth and assets of John G. Martin. They have since expanded its services to include retirement planning and multi-generational financial planning. The firm uses a collaborative approach to delivering financial advisory services by having its entire team of advisors manage clients' finances and resources.

License Verified:

License: 104674

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Google
5.0 / 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