Laurels

Best Financial Advisors in West Hartford
2022

Bradley, Foster & Sargent, Inc.

Bradley, Foster & Sargent, Inc.

  • Private Wealth Advisor

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.

185 Asylum Street CityPlace II, 11th Floor
Hartford, CT 06103

Website

Website

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:

3 (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+

Charles Schwab West Hartford

Charles Schwab West Hartford

  • Certified Financial Planner (CFP)

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.

11 South Main Street
West Hartford, CT 06107

Website

Website

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:

13 (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+

Cowen Tax Advisory Group

Cowen Tax Advisory Group

  • Certified Financial Planner (CFP)
  • Tax Planning

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.

433 S. Main St., Suite 310
West Hartford, CT 06110

Website

Website

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:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

21 (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

Hammond Iles Wealth Advisors

Hammond Iles Wealth Advisors

  • Retirement Planning

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.

100 Great Meadow Rd. Suite 701
Wethersfield, CT 06109

Website

Website

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+

Innovative Wealth Managers

Innovative Wealth Managers

  • Certified Financial Planner (CFP)

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.

10 North Main Street Suite 216
West Hartford, CT 06107

Website

Website

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:

3 (Best)

Average Review Score:

5 / 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+

Ion Investments

Ion Investments

  • Certified Financial Planner (CFP)

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.

1430 New Haven Road
Naugatuck, CT 06770

Website

Website

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+

Lichtenstein Financial

Lichtenstein Financial

  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Preparation
  • Tax Planning

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.

25 New London Turnpike
Glastonbury, CT 06033

Website

Website

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:

3 (Best)

Average Review Score:

5 / 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+

RMC Investment Advisors

RMC Investment Advisors

  • Certified Financial Planner (CFP)

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.

643 Prospect Ave
West Hartford, CT 06105

Website

Website

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+

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