Find a Financial Planner in West Hartford, CT

 

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We did the hard work of finding trustworthy partners in West Hartford, CT.

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We Only Work With The Best West Hartford Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in West Hartford, CT


  • Financial Advisor Close to West Hartford, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in West Hartford Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the West Hartford area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in West Hartford can include managing client retirement accounts, investments, tax plans, and more.
22.4% of West Hartford's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the West Hartford area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the West Hartford area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the West Hartford area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the West Hartford area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Connecticut has unique laws defining which actions trigger a taxable event and has the 5th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the West Hartford area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the West Hartford area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in West Hartford, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near West Hartford, CT

We evaluated over 13,000 RIA firms to bring you the best of the best West Hartford financial advisors.
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How Retirement-Friendly is West Hartford, CT?

  • Population: 63,063
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $340,600
  • Average Monthly Housing Cost: $1,687
  • Average Household Income: $142,197
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


The Top Financial Advisor Firms in West Hartford, CT


CONIFER INVESTMENTS LTD

Website

(860) 761-1041

65 Lasalle Road
Suite 402
West Hartford, CT 06107

SEC#: 801-47009
Years in Business: 27 years

MULLANEY KEATING & WRIGHT INC

Website

(860) 521-9900

29 South Main Street
Suite 212
West Hartford, CT 06107

SEC#: 801-47490
Years in Business: 26 years

GYL FINANCIAL SYNERGIES, LLC

Website

(844) 248-9998

65 Memorial Road
Suite 530
West Hartford, CT 06107

SEC#: 801-108230
Years in Business: 4 years

FIERSTON FINANCIAL GROUP INC

Website

(860) 521-2100

29 South Main St
Suite 302
West Hartford, CT 06107

SEC#: 801-34803
Years in Business: 32 years

PRIVATE CAPITAL GROUP, LLC

Website

(860) 561-1162

29 South Main Street
Suite 300
West Hartford, CT 06107

SEC#: 801-62078
Years in Business: 18 years

NORTHSTAR WEALTH PARTNERS LLC

Website

(860) 665-7737

433 South Main Street
Suite 322
West Hartford, CT 06110

SEC#: 801-88184
Years in Business: 6 years

YHB INVESTMENT ADVISORS INC

Website

(860) 561-7050

29 South Main Street
Suite 306
West Hartford, CT 06107

SEC#: 801-35916
Years in Business: 31 years

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

Website

(860) 218-6536

75 Isham Road
4th Floor
West Hartford, CT 06107

SEC#: 801-64767
Years in Business: 15 years

FAIRVIEW CONSTITUTION MANAGEMENT IV LLC

Website

(860) 674-8066

75 Isham Road
Suite 200
West Hartford, CT 06107

SEC#: 801-72952
Years in Business: 9 years

FAIRVIEW CAPITAL PARTNERS, INC.

Website

(860) 674-8066

75 Isham Road
Suite 200
West Hartford, CT 06107

SEC#: 801-74743
Years in Business: 9 years