Top Financial Services Firms in Connecticut
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List of the Top Connecticut Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves ConnecticutServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Communicative
Clients consistently commend CSTMR for their exceptional communication skills, highlighting their structured approach to project management through tools like monday.com and regular weekly meetings. One client noted, 'They provide great communication,' and emphasized the importance of timely inputs for deliverables. The involvement of key personnel, such as Rory H, was particularly appreciated for offering valuable insights and fostering a collaborative environment. Overall, the sentiment regarding CSTMR's communication is overwhelmingly positive, demonstrating their commitment to partnership and clarity.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024They provide great communication. We use monday.com for project management and hold weekly touchpoints in a stand-up meeting for half an hour every Tuesday using Scrum style. Additionally, we use emails back and forth when there are questions. Since we had content-related activities, we used Google Sheets for presentations and discussions.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback indicates a strong overall sentiment towards CSTMR, highlighting their expertise in branding and web design. One client, from ValidMind, praised CSTMR for their methodical project management and responsiveness, noting that website traffic tripled post-engagement. The client appreciated CSTMR's deep understanding of the fintech sector and reported no areas for improvement, recommending clarity in project goals for future clients.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
$25,000+Undisclosed250 - 999Serves ConnecticutServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed10 - 49Farmington, CT
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100% AccountingAccounting company Harper & Whitfield is located in Farmington, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Danbury, CT
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100% AccountingAccounting company Fiorita Kornhaas & Company, PC is headquartered in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, CT
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100% AccountingSmall Accounting company Anderson, Brolin & Coba., is in Fairfield, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westport, CT
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100% AccountingAbramson & Company LLC is an Accounting company. They are based in Westport, Connecticut. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, CT
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100% AccountingAccounting company Knight Rolleri Sheppard CPAS, LLP is located in Fairfield, Connecticut. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Glastonbury, CT
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100% AccountingFiondella, Milone & LaSaracina LLP is a small Glastonbury, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New London, CT
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100% AccountingDoherty, Beals & Banks, P.C, a small Accounting company, is located in New London, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monroe, CT
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100% AccountingBased in Monroe, Connecticut, Kaskie, Plude & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Seymour, CT
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100% AccountingWojtowicz, LLC is an Accounting company. Their small team is located in Seymour, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Franklin, CT
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100% AccountingBased in Franklin, Connecticut, Edwin R. Muenzner CPA, LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Torrington, CT
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100% AccountingPetrovits, Patrick, Smith & Company, LLC, a small Accounting company, is located in Torrington, Connecticut. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Wilton, CT
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100% AccountingPoliti & Magnifico, LLC is a small Wilton, Connecticut-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Cromwell, CT
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100% AccountingLocated in Cromwell, Connecticut, Salzarulo & Associates, PC is an Accounting company. They offer Accounting and were founded in 1980.
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UndisclosedUndisclosed10 - 49Norwich, CT
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100% AccountingGoldblatt Bokoff LLC, a small Accounting company, is located in Norwich, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New London, CT
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100% AccountingBaruno, Hannaford, Heap, Aurello & Company is an Accounting company. Their small team is located in New London, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monroe, CT
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100% AccountingCloud Media Marketing is a Monroe, Connecticut-based Accounting company. They specialize in Accounting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Manchester, CT
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100% AccountingFounded in 1996, Comprehensive Business Solutions is an Accounting company. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Wallingford, CT
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100% AccountingHeadquartered in Wallingford, Connecticut, Helming & Company PC is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Norwalk, CT
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25% Accounting30% HR Consulting30% HR Outsourcing +1 service15% RecruitingHR Consulting company Operations Inc is in Norwalk, Connecticut. Established in 2001, the team provides HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Milford, CT
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50% Accounting50% HR ConsultingAccounting and HR Consulting company ConnectPay Payroll Services is located in Milford, Connecticut. They focus on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Stamford, CT
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50% Accounting50% Business ConsultingPay USA Inc. Is an Accounting and Business Consulting company. Their team is located in Stamford, Connecticut. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norwalk, CT
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45% Accounting15% Business Consulting15% Commercial Development +2 services15% Commercial Financing10% Commercial Brokerage ServicesFounded in 2013, Isaac J. Zimmerman, CPA is an Accounting company. The small team focuses on Accounting and Commercial Development.
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UndisclosedUndisclosed10 - 49Danbury, CT
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50% Accounting50% FulfillmentFounded in 2015, Promontory is an Accounting and Fulfillment company. The small team focuses on Accounting and Fulfillment.
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UndisclosedUndisclosed2 - 9Enfield, CT
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100% AccountingBegley & Associates, LLC is an Accounting company. The team focuses on Accounting, and the firm is in Enfield, Connecticut.
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UndisclosedUndisclosed2 - 9Cheshire, CT
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100% AccountingSmall Accounting company Wonneberger Business Solutions, LLC, is in Cheshire, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vernon, CT
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100% AccountingMark D. Alliod, CPA & Associates, PC is a small Accounting company in Vernon, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southington, CT
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100% AccountingWayne W. Stanforth, CPA is an Accounting company. The small Southington, Connecticut-based team offers Accounting. The agency was launched in 1986.
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UndisclosedUndisclosed2 - 9Fairfield, CT
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100% AccountingWeinshel, Wynnick & Associates, LLC is a small Fairfield, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerWestport, CT
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100% AccountingEstablished in 2009, Stuart J. Goldberg, CPA, LLC is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosedFreelancerMonroe, CT
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100% AccountingJulie W Butler, CPA is a small Monroe, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Old Saybrook, CT
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100% AccountingBrodeur & Company, CPAs, P.C. Is an Accounting company launched in 1963. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fairfield, CT
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100% AccountingCapossela, Cohen, LLC is an Accounting company. The Fairfield, Connecticut-based agency was established in 1948. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hamden, CT
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100% AccountingFCMcpa Group, LLC is a small Accounting company in Hamden, Connecticut. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Brookfield, CT
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100% AccountingRaines & Company CPAs P.C. Is a small Brookfield, Connecticut-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9WINCHESTR CTR, CT
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100% AccountingLori Riiska CPA, LLC is an Accounting company. They are based in WINCHESTR CTR, Connecticut and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Trumbull, CT
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100% AccountingGermain and Rooney LLC is a small Accounting company in Trumbull, Connecticut. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Manchester, CT
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100% AccountingLaunched in 1979, MMNT Certified Public Accountants, a small Accounting company, is based in Manchester, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plainville, CT
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100% AccountingLaQuerre Audi, LLC is an Accounting company. Their small team is in Plainville, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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100% AccountingAccounting company Chicoski, Skelly & Co., LLP provides Accounting. They were established in 1988.
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UndisclosedUndisclosed2 - 9Norwalk, CT
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100% AccountingAccounting company Seperack and Company, LLC is headquartered in Norwalk, Connecticut. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Monroe, CT
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100% AccountingAltavilla & Associates LLC is an Accounting company. The small Monroe, Connecticut-based team focuses on Accounting. The firm was established in 1985.
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UndisclosedUndisclosed2 - 9Milford, CT
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100% AccountingR.J. Testo & Associates is an Accounting company. They are located in Milford, Connecticut and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Manchester, CT
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100% AccountingBorgida & Company P.C., CPA's is a small Accounting company in Manchester, Connecticut. Their services include Accounting.
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UndisclosedUndisclosedFreelancerLitchfield, CT
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100% AccountingAccounting company Lynne Alexander was launched in 1989. The team offers Accounting and is located in Litchfield, Connecticut.
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UndisclosedUndisclosed2 - 9Newtown, CT
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100% AccountingBliss, Allred & Co. LLC is an Accounting company. Based in Newtown, Connecticut, their team offers Accounting.
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UndisclosedUndisclosed10 - 49New Haven, CT
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70% Accounting30% Business ConsultingBased in New Haven, Connecticut, Beers, Hamerman, Cohen & Burger, PC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingLaunched in 1984, ACTIS-GRANDE, RONAN & COMPANY, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingA Tax Center LLC is a small Accounting company in Danbury, Connecticut. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingMitchel Seidman, CPA is a small Accounting company based in Danbury, Connecticut. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingDaPonte & Company, P.C. Is an Accounting company. Their small team is in Danbury, Connecticut. Their team provides Accounting.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 2 Connecticut Financial Services Companies
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$1,000+Undisclosed10 - 49Avon, CT
Ability to deliver
23.4/40.016.2/20 Reviews2.1/10 Clients & Experience5.2/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed2 - 9Farmington, CT
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Stamford, CT
Ability to deliver
14.2/40.00/20 Reviews8.9/10 Clients & Experience5.3/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Shelton, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Stamford, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% Financial Advising & Planning30% Other -
UndisclosedUndisclosed10 - 49East Hartford, CT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+Undisclosed2 - 9New York, NY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% Other -
$50,000+$200 - $300 / hr10 - 49Manchester, CT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hrFreelancerNewtown, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Meriden, CT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49East Hartford, CT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Stratford, CT
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$25 - $49 / hr2 - 9Bridgeport, CT
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
40% Accounting30% Financial Advising & Planning30% Other -
UndisclosedUndisclosed50 - 249Beverly Hills, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+< $25 / hr1,000 - 9,999Windsor, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$25 - $49 / hr2 - 9Hartford, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting30% Other
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