Best Financial Advisors in Waterbury, CT

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.

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.

Established in 1994, Chadwick Financial Advisors is an investment advisory firm that serves individuals, families, and business owners nationwide. 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, Chartered Financial Consultant, and Certified Financial Planner with nearly 30 years of experience.

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.

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.

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.

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.

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.

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.

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.

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.

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.