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.
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?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas 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 - 9Bristol, CT
Services provided
40% Accounting40% Financial Advising & Planning20% Business ConsultingBarr, Nicklis, Gorski & Co, PC is a small Accounting company based in Bristol, Connecticut. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bristol, CT
Services provided
50% Accounting50% Financial Advising & PlanningIn Bristol, Connecticut, The Tax Office - CMW Tax Services LLC is a small Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bristol, CT
Services provided
50% Accounting50% Financial Advising & PlanningAdams Samartino & Co., P.C. Is a small Accounting and Financial Advising & Planning company headquartered in Bristol, Connecticut. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Newington, CT
Services provided
40% Accounting40% Financial Advising & Planning20% Business ConsultingMidsize Accounting company Fulco, DiTommaso, McMahon & Co. P.C., is located in Newington, Connecticut. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bristol, CT
Services provided
50% Accounting50% Financial Advising & PlanningGene F. Prentiss and Company, P.C., an Accounting and Financial Advising & Planning company, was launched in 1990. The team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Farmington, CT
Services provided
50% Accounting50% Financial Advising & PlanningLocated in Farmington, Connecticut, Moses Tax Group, PC is an Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bristol, CT
Services provided
50% Accounting50% Financial Advising & PlanningSmall Accounting and Financial Advising & Planning company RICCI & CO., is located in Bristol, Connecticut. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Ridgefield, CT
Services provided
50% Accounting50% Business ConsultingSee all 1 projectsReynolds + Rowella offers CPA services with a focus on Tax Preparation and Financial Reporting for companies. The reviews highlight their expertise in managing complex tax situations, ensuring timely and accurate filings, and their ability to secure tax savings. Clients value their availability, communication, and the high-quality service provided, though they note the firm's services are relatively expensive.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentGHK Capital Partners LP is a small Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentMidsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentEstablished in 2004, Drum Capital Management is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentBased in Greenwich, Connecticut, Brighton Park Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentGrowth Catalyst Partners is a Financial Advising & Planning company founded in 2015. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9New Canaan, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentWarwick Capital Group is a small New Canaan, Connecticut-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentNewCastle Partners LLC is a small Financial Advising & Planning company. Founded in 1985, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentFinancial Advising & Planning company Education Growth Partners provides Financial Advising & Planning and Commercial Financing. They are based in Stamford, Connecticut.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentPillsman Partners is a Greenwich, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentGeneration Partners is a Financial Advising & Planning company. They were founded in 1995 and provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentSouthfield Capital, a Financial Advising & Planning company, is located in Greenwich, Connecticut. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Westport, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentBluff Point Associates is a small Westport, Connecticut-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentIn Greenwich, Connecticut and Manhattan Beach, California, Alvarez & Marsal Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentPerformance Equity Management is a Greenwich, Connecticut-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Fairfield, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentPilgrim Capital Partners, LLC is a Fairfield, Connecticut-based Financial Advising & Planning company. Launched in 2007, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentBased in Stamford, Connecticut, Brookside Equity Partners LLC is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentUnion Capital Associates, LP is a small Financial Advising & Planning company based in Greenwich, Connecticut. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentAstatine Investment Partners is a Financial Advising & Planning company based in Greenwich, Connecticut and London, England. The team focuses on Financial Advising & Planning and Commercial
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UndisclosedUndisclosed250 - 999Beverly Hills, CA
Services provided
50% Financial Advising & Planning25% Commercial Financing25% Funding & InvestmentPlatinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
35% Commercial Financing35% Funding & Investment30% Financial Advising & PlanningMonomoy Capital Partners is a Commercial Financing company established in 2005. The midsize team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Greenwich, CT
1 Greenwich Office Park Building 1S, 2nd Floor
Greenwich, CT 068312 - 5
(212) 699-4000
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UndisclosedUndisclosed2 - 9Cheshire, CT
Services provided
70% Accounting15% Business Consulting15% Business Valuation ServicesRun[Accounting] is a small Accounting company located in Cheshire, Connecticut. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Farmington, CT
Services provided
40% Accounting40% Financial Advising & Planning20% Business Valuation ServicesFriedman Kannenberg & Company is an Accounting company. They are based in Farmington, Connecticut, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Cedar Park, TX
Services provided
50% Financial Advising & Planning50% Funding & InvestmentGarrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
Read moreSee All Locations (4)Cedar Park, TX
921 W. New Hope Drive, Ste. 702
Cedar Park, TX 786136 - 9
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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
70% Financial Consulting30% Financial Advising & PlanningMidsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Woodbridge, CT
Services provided
50% Accounting30% Litigation Support Services20% Business ConsultingFounded in 1916, Bailey Moore Glazer Schaefer and Proto, LLP is an Accounting company. The team offers Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Sprague, CT
Services provided
40% Accounting30% Business Consulting30% Finance & Accounting Outsourcing (FAO)Accounting company Clear River Consulting is located in Sprague, Connecticut. They focus on Accounting and Business Consulting and were founded in 2014.
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UndisclosedUndisclosed2 - 9Danbury, CT
Services provided
10% Accounting10% Content Marketing10% Email Marketing +7 services10% Fractional CFO Services10% Marketing Strategy10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% Web Design10% Web DevelopmentTiticus Agency is a Marketing Strategy company. They are in Danbury, Connecticut and have small team. Their team focuses on Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed1,000 - 9,999Stamford, CT
Services provided
10% Accounting20% Cloud Consulting & SI20% HR Consulting +5 services10% BI & Big Data Consulting & SI10% Business Consulting10% CRM Consulting and SI10% Commercial Financing10% ERP Consulting and SIRizing is a cloud consulting & SI company. Located in Stamford, Connecticut, the company provides cloud consulting & SI and HR Consulting.
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UndisclosedUndisclosed2 - 9Bethel, CT
Services provided
40% Financial Advising & Planning40% Financial Consulting20% BlockchainFinancial Strategies Investment Advisor Services is a small Financial Advising & Planning company based in Bethel, Connecticut. The team offers Financial Advising & Planning and Financial
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UndisclosedUndisclosed2 - 9Cheshire, CT
Services provided
30% Financial Advising & Planning30% Financial Consulting30% Funding & Investment +1 service10% BlockchainHeadquartered in Cheshire, Connecticut, Confident Financial Solutions, LLC is a small Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Funding &
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UndisclosedUndisclosed2 - 9Redding, CT
Services provided
50% Accounting50% Litigation Support ServicesEstablished in 2012, Redding Mobile Notary Public is an Accounting and Litigation Support Services company. Their services include Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Waterbury, CT
Services provided
20% Accounting60% Litigation Support Services20% TranslationLeon Taxes Services is a Litigation Support Services company. Their small team is headquartered in Waterbury, Connecticut. Their team specializes in Litigation Support Services and Translation.
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UndisclosedUndisclosed50 - 249Danbury, CT
Services provided
30% Financial Advising & Planning30% Financial Consulting20% Application Testing +1 service20% Commercial FinancingFinancial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.
Read moreSee All Locations (2)Danbury, CT
The Matrix 39 Old Ridgebury Road
Danbury, CT 068102 - 5
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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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