Best Financial Planner in Connecticut
Top Financial Planner Listings in Connecticut
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Showing 51-100 of 149 Financial Planner listings in Connecticut · page 2 of 3
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- Financial Planner
- Stamford, Connecticut
- (203) 324-4308
- edwardjones.com
Edward Jones - Financial Advisor: Chris Manimbo is a Financial Planner in Stamford, CT. Specializing in wealth management and financial strategies, Chris Manimbo offers personalized services to help clients build their financial futures. With Edward Jones'...
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- Financial Planner
- West Hartford, Connecticut
- (860) 378-9909
- membership.aaa.com
AAA Financial Group, Inc. is a financial planner in West Hartford, CT. They offer comprehensive financial planning services to individuals seeking expert advice on insurance products and other financial matters. With an impressive rating of 5.00 based on...
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- Financial Planner
- Ansonia, Connecticut
- (203) 732-3509
- adelglasswealth.com
Adelglass Wealth Management is a Financial Planner in Ansonia, CT, located at 350 W Main St. The firm provides financial planning services to small business owners, pre-retirees, and retirees. Principal Evan Adelglass specializes in retirement planning, long...
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- Financial Planner
- New Canaan, Connecticut
- (203) 972-8262
- htgadvisors.com
HTG Investment Advisors Inc is a Financial Planner in New Canaan, CT, located at 50 Locust Ave # 7. The firm serves clients in Connecticut and nationwide, specializing in financial guidance for life transitions such as retirement, divorce, widowhood...
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- Financial Planner
- Norwalk, Connecticut
- (203) 354-3131
- guidelightfinancial.com
Guidelight Financial: This domain is for use in documentation examples without needing permission. Avoid use in operations.
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- Financial Planner
- Darien, Connecticut
- (203) 493-0025
- twentyfourwealth.com
Twenty Four Wealth is a financial planner in Darien, CT. The firm provides customized, holistic financial plans designed to help clients manage their wealth and pursue long-term visions. Their services include estate planning strategies, investment...
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- Financial Planner
- Glastonbury, Connecticut
- (860) 430-9104
- gottfriedsomberg.com
Gottfried & Somberg Wealth Management is a financial planner in Glastonbury, CT, located at 340 Hebron Ave. It holds a rating of 4.00 based on 4 reviews. Serving clients for over 25 years, the firm offers private wealth management, financial planning, and...
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- Financial Planner
- Hartford, Connecticut
- (440) 578-9474
- wealthenhancement.com
Wealth Enhancement Group of Hartford is a financial planner in Hartford, Connecticut, serving individuals and families focused on building and preserving long-term wealth. The firm specializes in strategies related to household net worth, asset ownership, and...
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- Financial Planner
- Hartford, Connecticut
- (860) 241-8600
- rbcwealthmanagement.com
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- Financial Planner
- Milford, Connecticut
- (203) 747-8911
- davidzadvisors.com
LPL Financial, David Zavarelli, CFP® is a Financial Planner in Milford, CT. David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of industry experience. He holds Series 7, 24, 53, 63, and 66 securities registrations through...
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- Financial Planner
- New Haven, Connecticut
- (203) 773-1758
- raymondjames.com
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- Financial Planner
- East Lyme, Connecticut
- (860) 245-9525
- befinancialllc.com
BE Financial LLC is a Financial Planner in East Lyme, CT. They specialize in Exit and Succession Planning through their unique Fusion Planning™ approach, which integrates business value with personal retirement income. BE Financial LLC serves growth-minded...
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- Financial Planner
- West Haven, Connecticut
- (203) 784-7401
- janney.com
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- Financial Planner
- Meriden, Connecticut
- (860) 852-3610
- hashealthandwealth.com
HAS Insurance Solutions and Wealth Management is a Financial Planner in Meriden, CT. They specialize in offering comprehensive financial planning services including retirement planning, estate management, investment strategies, insurance solutions, and tax...
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- Financial Planner
- Shelton, Connecticut
- (203) 953-3777
- investmark.net
Investmark Advisory Group of Shelton: Investmark Advisory Group is a financial planner in Shelton, CT. The firm works with individuals, families, and corporations, and its services cover financial, retirement, and business planning, including fiduciary services for retirement plans. For plan...
Score breakdown
- Financial Planner
- Middletown, Connecticut
- (860) 266-3751
- 1mg.com
Gerta Xhelaj - TD Wealth Financial Advisor is a financial planner in Middletown, Connecticut, serving individuals and families with personalized financial guidance. The advisor specializes in retirement planning, investment management, and estate planning...
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- Financial Planner
- Hartford, Connecticut
- (860) 724-4288
- northwestern.edu
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- Financial Planner
- Stamford, Connecticut
- (203) 653-2100
- northwestern.edu
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- Financial Planner
- Stamford, Connecticut
- (203) 883-6006
- raymondjames.com
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- Financial Planner
- Branford, Connecticut
- (203) 488-3440
- raymondjames.com
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- Financial Planner
- Newington, Connecticut
- (888) 570-0774
- raymondjames.com
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- Financial Planner
- Bridgeport, Connecticut
- (866) 273-2848
- us.creative.com
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- Financial Planner
- Stamford, Connecticut
- (203) 653-2139
- northwestern.edu
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- Financial Planner
- New Haven, Connecticut
- (475) 209-5588
- northwestern.edu
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- Financial Planner
- Milford, Connecticut
- financialforum.io
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- Financial Planner
- Stamford, Connecticut
- (203) 351-8700
- northern.edu
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- Financial Planner
- Norwalk, Connecticut
- (203) 359-5300
- charteroakfinancial.com
Charter Oak Financial of Norwalk: This domain is for use in documentation examples without needing permission. Avoid use in operations.
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- Financial Planner
- Danbury, Connecticut
- (203) 617-1501
- strato.de
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- Financial Planner
- Clinton, Connecticut
- (888) 570-0774
- raymondjames.com
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- Financial Planner
- New Haven, Connecticut
- (800) 937-0843
- mymerrill.com
Merrill Lynch Wealth Management of New Haven: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
Score breakdown
- Financial Planner
- Trumbull, Connecticut
- (203) 248-1972
- cooperhealth.org
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- Financial Planner
- Danbury, Connecticut
- (845) 234-5751
- truenorth.net
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- Financial Planner
- Bloomfield, Connecticut
- (860) 242-4483
- creativefundingct.com
Creative Funding Corporation is a Financial Planner in Bloomfield, CT. Since 1985, the firm has operated as an independently owned entity providing personalized wealth and investment management services. They serve conservative investors seeking current...
Score breakdown
- Financial Planner
- Simsbury, Connecticut
- (860) 259-4800
- milestonesys.com
Milestone Asset Management Group LLC of Simsbury is a financial planner in Simsbury, Connecticut, serving individuals and families with personalized financial planning, retirement strategy, and wealth management services. The firm specializes in helping...
Score breakdown
- Financial Planner
- Stamford, Connecticut
- (203) 356-8600
- merrill.com
Merrill Lynch Wealth Management of Stamford: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
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- Financial Planner
- Windsor, Connecticut
- (860) 677-9221
- pioneerbks.com
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- Financial Planner
- Glastonbury, Connecticut
- (860) 213-8315
- ct-fp.com
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- Financial Planner
- Darien, Connecticut
- (203) 655-3323
- crestwoodadvisors.com
Crestwood Advisors of Darien: Crestwood Advisors is a Financial Planner in Darien, CT, located at 23 Old Kings Hwy S. The firm serves clients nationwide from offices in Massachusetts, Connecticut, Rhode Island, and Colorado. As fiduciaries, the firm aligns strategies with client purposes...
Score breakdown
- Financial Planner
- New London, Connecticut
- (860) 437-2034
- advisors.ubs.com
Harrison Buxton, CPM®, CTFA - UBS Financial Services Inc. is a Financial Planner in New London, CT, located at 2 Union St. He serves high net worth individuals and their families, helping them navigate complex financial situations, including life transitions...
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- Financial Planner
- Greenwich, Connecticut
- (646) 201-4865
- planfirstwealth.com
Plan First Wealth LLC is a financial planner in Greenwich, Connecticut, serving individuals and families with personalized wealth management, retirement planning, and investment strategy. The firm specializes in creating customized financial roadmaps designed...
Score breakdown
- Financial Planner
- Greenwich, Connecticut
- (203) 661-1817
- ameripriseadvisors.com
Wealth Planning Strategies - Ameriprise Financial Services, LLC is a Financial Planner in Greenwich, CT. The firm provides wealth planning and asset management services tailored to individuals and households seeking to understand and improve their economic...
Score breakdown
- Financial Planner
- Norwalk, Connecticut
- (203) 351-8700
- northerntrust.com
The Northern Trust Company of Norwalk: Northern State University offers a personalized, high-quality education with hands-on learning and a supportive faculty. Students enjoy a full campus life in a safe, welcoming community.
Score breakdown
- Financial Planner
- West Hartford, Connecticut
- (860) 570-7400
- northwestern.edu
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- Financial Planner
- Norwich, Connecticut
- (860) 889-8075
- northwestern.edu
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- Financial Planner
- Bloomfield, Connecticut
- (860) 837-0303
- wealthshape.com
Wealthshape, LLC of Bloomfield is a Financial Planner in Bloomfield, CT, located at 360 Bloomfield Ave Suite 301. The firm provides wealth management, financial planning, and retirement plan services. It holds a 5.00 rating based on customer reviews...
Score breakdown
- Financial Planner
- Torrington, Connecticut
- (860) 567-1170
- northwestern.edu
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- Financial Planner
- Hartford, Connecticut
- (860) 461-1709
- fuchs.com
Fuchs Financial of Hartford is a Financial Planner in Hartford, CT. The business maintains a 5.00 rating based on 213 reviews. The company provides a wide range of high-performance solutions, including automotive lubricants, industrial lubricants, lubricating...
Score breakdown
- Financial Planner
- Middletown, Connecticut
- (860) 461-1709
- fuchs.com
Fuchs Financial of Middletown: Fuchs Financial is a financial planner in Middletown, Connecticut, serving individuals and families with personalized financial planning, retirement strategy, investment management, and wealth preservation services. Based at 213 Court St #601, the firm...
Score breakdown
- Financial Planner
- Bristol, Connecticut
- (860) 584-0758
- ferris.edu
Score breakdown
- Financial Planner
- Bristol, Connecticut
- (860) 314-0423
- riversideretire.com
Riverside Investments is a Financial Planner in Bristol, CT, located at 10 Main St. The firm provides financial planning and retirement plan consulting services for employers and employees. Specific offerings include 401k and 403b plan management, compliance...
Recently Updated Financial Planner in Connecticut
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Score breakdown
- Financial Planner
- Wolcott, Connecticut
- (860) 283-1874
- thomastonsavingsbank.com
Thomaston Financial Services of Wolcott is a Financial Planner in Wolcott, CT. It is located at 669 Wolcott Rd. The office operates as part of Thomaston Savings Bank, a community bank in Connecticut. Thomaston Savings Bank provides personal and business...
Score breakdown
- Financial Planner
- Milford, Connecticut
- (203) 747-8911
- davidzadvisors.com
LPL Financial, David Zavarelli, CFP® is a Financial Planner in Milford, CT. David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of industry experience. He holds Series 7, 24, 53, 63, and 66 securities registrations through...
Score breakdown
- Financial Planner
- Bloomfield, Connecticut
- (860) 242-4483
- creativefundingct.com
Creative Funding Corporation is a Financial Planner in Bloomfield, CT. Since 1985, the firm has operated as an independently owned entity providing personalized wealth and investment management services. They serve conservative investors seeking current...
Score breakdown
- Financial Planner
- New London, Connecticut
- (860) 437-2034
- advisors.ubs.com
Harrison Buxton, CPM®, CTFA - UBS Financial Services Inc. is a Financial Planner in New London, CT, located at 2 Union St. He serves high net worth individuals and their families, helping them navigate complex financial situations, including life transitions...
Score breakdown
- Financial Planner
- Darien, Connecticut
- (203) 655-3323
- crestwoodadvisors.com
Crestwood Advisors of Darien: Crestwood Advisors is a Financial Planner in Darien, CT, located at 23 Old Kings Hwy S. The firm serves clients nationwide from offices in Massachusetts, Connecticut, Rhode Island, and Colorado. As fiduciaries, the firm aligns strategies with client purposes...
Score breakdown
- Financial Planner
- Bloomfield, Connecticut
- (860) 837-0303
- wealthshape.com
Wealthshape, LLC of Bloomfield is a Financial Planner in Bloomfield, CT, located at 360 Bloomfield Ave Suite 301. The firm provides wealth management, financial planning, and retirement plan services. It holds a 5.00 rating based on customer reviews...
Score breakdown
- Financial Planner
- Bristol, Connecticut
- (860) 314-0423
- riversideretire.com
Riverside Investments is a Financial Planner in Bristol, CT, located at 10 Main St. The firm provides financial planning and retirement plan consulting services for employers and employees. Specific offerings include 401k and 403b plan management, compliance...
Score breakdown
- Financial Planner
- Southbury, Connecticut
- (203) 262-8005
- resolute.com
Resolute Point Private Wealth - Ameriprise Financial Services, LLC is a Financial Planner in Southbury, CT, located at 900 Main St S Ste 100. The business operates as part of Ameriprise Financial Services, LLC. No specific services, team members, or...
What the Data Shows for Financial Planners in Connecticut
13% of the 125 financial planners we measured in Connecticut reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 70.
The average Google rating across 102 rated financial planners is 4.6, and the median listing has 7 reviews.
None of the 149 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 29, 2026. What each score measures: How We Score.
Looking for the best financial planner in Connecticut? BizScoreAI scores 149 Financial Planner listings across Connecticut on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Connecticut Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Connecticut?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Connecticut is listed and scored for free, and claiming is free too.
