Top Financial Services Firms in Connecticut
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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 Unique expertise
Clients have praised CSTMR for their unique expertise, particularly in the financial services sector. One client noted CSTMR's ability to guide companies new to marketing, emphasizing their insightful approach to content creation and strategic growth. The involvement of founder Rory H. during weekly calls has been highlighted as a significant advantage, providing valuable insights. Overall, sentiment regarding CSTMR's expertise is highly positive, with clients appreciating their tailored strategies and deep understanding of industry dynamics.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024CSTMR’s domain expertise in the financial services industry is quite good. Another strength of CSTMR is leading teams that are going down the marketing route for the first time. CSTMR brings a unique voice that helps shape the content from a future brand awareness standpoint. On the digital front, CSTMR is highly attuned to the realities of our technologies, which aren’t the most expensive or leading tools.
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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?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.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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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingHoward D. Burtis, CPA is an Accounting company. They offer Accounting and are based in Danbury, Connecticut.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingCarbone & Company, LLC is an Accounting company located in Danbury, Connecticut. Launched in 1985, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingLaunched in 2000, TASC Accounting Company, LLC., a small Accounting company, is based in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingJohn A. Barbosa, Jr., CPA, MBA is a small Accounting company founded in 1997. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Danbury, CT
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100% AccountingBenay Enterprises, Inc. Is an Accounting company located in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingRS Goldman Accounting, a small Accounting company, is headquartered in Danbury, Connecticut. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingStudley, White and Assoc. P.C. Is an Accounting company. Headquartered in Danbury, Connecticut, their small team focuses on Accounting. The agency was launched in 1977.
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UndisclosedUndisclosed2 - 9Danbury, CT
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100% AccountingMittler, Mercaldo & Braun, P.C. Is an Accounting company. Based in Danbury, Connecticut, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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75% Accounting25% Business ConsultingHeadquartered in Waterbury, Connecticut, Axis CPA Group is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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80% Accounting20% Business ConsultingHeadquartered in Waterbury, Connecticut, Rekaby and Associates is an Accounting company. Established in 1995, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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70% Accounting30% Business ConsultingEmelia Mensa CPA, an Accounting company, was founded in 1995. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Britain, CT
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100% AccountingMugford & DiBella, LLC, a small Accounting company, is in New Britain, Connecticut. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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100% AccountingAccounting company Barlow C.P.A. & Co. P.C. Is based in West Hartford, Connecticut. They offer Accounting and were launched in 2008.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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80% Accounting20% Business ConsultingSmall Accounting company Russell & Company CPAs PC, is headquartered in West Hartford, Connecticut. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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100% AccountingBacon & Gendreau Tax Preparation is an Accounting company. They were launched in 1996, and their services include Accounting.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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100% AccountingBerin & Company LLC, a small Accounting company, is headquartered in West Hartford, Connecticut. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49West Hartford, CT
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100% AccountingLaunched in 1978, Cowen Tax Advisory Group is an Accounting company. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Norwalk, CT
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100% AccountingHeadquartered in Norwalk, Connecticut, Francis S. Infurchia & Company, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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80% Accounting20% Business ConsultingEstablished in 1922, Charles Heaven & Co. Is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Allen Park, MI
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80% Accounting20% Business ConsultingATS Advisors, A CPA Firm is an Accounting company. Founded in 1997, the firm offers Accounting and Business Consulting.
Read moreSee All Locations (5)Allen Park, MI
7915 Allen Road
Allen Park, MI 48101+1.313.388.7180
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UndisclosedUndisclosed50 - 249Colchester, CT
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100% AccountingFinancial One, an Accounting company, is located in Plymouth, Michigan and Colchester, Connecticut. They focus on Accounting.
Read moreSee All Locations (3)Colchester, CT
100 Amston Rd. 2nd Floor
Colchester, CT 06415+1.860.399.7262
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UndisclosedUndisclosed2 - 9New London, CT
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100% AccountingSusan Nooney, CPA - LLC, an Accounting company, was launched in 2007. The team provides Accounting and is based in New London, Connecticut.
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UndisclosedUndisclosed2 - 9Simsbury, CT
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100% AccountingSee all 1 projectsWILLIAM R. SCOVILLE CPA LLC offers comprehensive accounting services, including Tax Preparation and CPA expertise. Client feedback highlights their prompt and efficient handling of complex tax issues, meticulous attention to detail, and exceptional communication. Customers appreciate their thorough approach and ability to resolve intricate financial problems swiftly and accurately.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingStrictly Accounting CPA is a small Stamford, Connecticut-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingNYC Tax guys is a small Accounting company founded in 2010. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stamford, CT
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80% Accounting20% Business ConsultingBarry Gould CPA, a small Accounting company, is in Stamford, Connecticut. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenwich, CT
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80% Accounting20% Business ConsultingSmeriglio Associates, LLC is an Accounting company. Their small team is headquartered in Greenwich, Connecticut and focuses on Accounting and Business Consulting. The firm was founded in 1986.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingCoppola Accounting and Financial is an Accounting company. Their small team is based in Stamford, Connecticut. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingSmall Accounting company NEWFIELD ACCOUNTING, LLC, is headquartered in Stamford, Connecticut. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingWesthill Accounting and Tax Services, LLC, a small Accounting company, is located in Stamford, Connecticut. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingGermain Accounting & Financials LLC, an Accounting company, was launched in 2018. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Darien, CT
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80% Accounting20% Business ConsultingFinancial Sense, LLC is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingStamford Bookkeepers is an Accounting company. Their small team is headquartered in Stamford, Connecticut. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingBased in Stamford, Connecticut, Totilo & Company, LLC’s is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingSummer Associates Tax Services is an Accounting company. They are based in Stamford, Connecticut and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Canaan, CT
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80% Accounting20% Business ConsultingTaylor McKay is a small Accounting company based in New Canaan, Connecticut. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingFounded in 2017, Pinewood Consulting, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingThe Mayer Benefits Advisory, LLC, a small Accounting company, is located in Stamford, Connecticut. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingSmall Accounting company Judith Heft & Associates, is headquartered in Stamford, Connecticut. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenwich, CT
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80% Accounting20% Business ConsultingThe Dowling Group, a small Accounting company, is located in Greenwich, Connecticut. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Avon, CT
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100% AccountingSmall Accounting company Rothstein & Company, LLC, is located in Avon, Connecticut. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Wilton, CT
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50% Accounting50% HR ConsultingElite Placement Group, CT is an Accounting and HR Consulting company founded in 2005. The team offers Accounting and HR Consulting and is located in Wilton, Connecticut.
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UndisclosedUndisclosed2 - 9Norwalk, CT
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80% Accounting20% Business ConsultingPeter Flournoy, CPA, a small Accounting company, is headquartered in Norwalk, Connecticut. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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50% Accounting50% Business ConsultingIntelex is an Accounting and Business Consulting company. They are located in Stamford, Connecticut and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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80% Accounting20% Business ConsultingLocated in Stamford, Connecticut, PRI Capital Corp is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stamford, CT
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10% Accounting10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Cloud Consulting & SI10% Custom Software Development10% Enterprise App Modernization10% Market Research10% Mobile App Development10% Other Application Development10% Web DevelopmentColumbia Consulting Group is a Market Research company. Established in 1997, the team specializes in Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Stamford, CT
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35% Business Consulting35% Financial Advising & Planning30% Market ResearchMKM Partners is a Business Consulting company launched in 2002. The team offers Business Consulting and Financial Advising & Planning and is located in Stamford, Connecticut.
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UndisclosedUndisclosed2 - 9Stamford, CT
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100% AccountingAccounting company Tradition Accounting And Bookkeeping LLC is based in Stamford, Connecticut. Launched in 2017, the team provides Accounting.
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UndisclosedUndisclosed2 - 9East Lyme, CT
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75% Accounting25% Cloud Consulting & SIProject Conquer®, LLC is an Accounting company founded in 2010. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed250 - 999Ridgefield, CT
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20% Accounting30% Call Center Services20% Back Office Outsourcing +2 services20% Custom Software Development10% Customer Service OutsourcingOfficePartners360 is a midsize answering service. They provide Call Center Services and Custom Software Development and were launched in 2006.
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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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