Top Strategic Financial Planning Firms in Connecticut
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Undisclosed$25 - $49 / hr2 - 9Bridgeport, CT
Services provided
ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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$1,000+$200 - $300 / hr2 - 9Norwalk, CT
Services provided
Davenport & Associates is an Insurance Services & Brokers company. Their team is headquartered in Norwalk, Connecticut. The firm offers Insurance Services & Brokers and Financial Advising &
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
Midsize 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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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
Based in Greenwich, Connecticut, Brighton Park Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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$1,000+< $25 / hr2 - 9Stamford, CT
Services provided
AiccountingPros is an Accounting company. Launched in 2026, the agency offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bristol, CT
Services provided
Adams 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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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
GHK 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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UndisclosedUndisclosed10 - 49Norwalk, CT
Services provided
Growth Catalyst Partners is a Financial Advising & Planning company founded in 2015. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
Southfield 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
Bluff 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
In 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
Performance 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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UndisclosedUndisclosed10 - 49Greenwich, CT
Services provided
Union 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
Astatine 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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UndisclosedUndisclosed50 - 249Newington, CT
Services provided
Midsize 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 - 9Stamford, CT
Services provided
Established 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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UndisclosedUndisclosed2 - 9New Canaan, CT
Services provided
Warwick 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
NewCastle 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
Financial 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
Pillsman 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
Generation Partners is a Financial Advising & Planning company. They were founded in 1995 and provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Fairfield, CT
Services provided
Pilgrim 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
Based 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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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
MKM 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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UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
Midsize 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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UndisclosedUndisclosed2 - 9Bethel, CT
Services provided
Financial 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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$1,000+$25 - $49 / hrFreelancerNewtown, CT
Services provided
Financial Advising & Planning company Walker Advisory is based in Newtown, Connecticut. They provide Financial Advising & Planning and were launched in 2015.
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UndisclosedUndisclosed50 - 249Farmington, CT
Services provided
Located 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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UndisclosedUndisclosed250 - 999Greenwich, CT
Services provided
Platinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Bristol, CT
Services provided
Small 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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UndisclosedUndisclosed2 - 9Bristol, CT
Services provided
In 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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UndisclosedUndisclosed2 - 9Bristol, CT
Services provided
Gene 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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UndisclosedUndisclosed10 - 49Farmington, CT
Services provided
Friedman 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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UndisclosedUndisclosed2 - 9Bristol, CT
Services provided
Barr, 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 - 9Cheshire, CT
Services provided
Headquartered 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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UndisclosedUndisclosed50 - 249Danbury, CT
Services provided
Financial 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.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
Monomoy Capital Partners is a Commercial Financing company established in 2005. The midsize team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Westport, CT
Services provided
Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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List of the Top Connecticut Strategic Financial Planners
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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 -
$1,000+$200 - $300 / hr2 - 9Norwalk, CT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed50 - 249Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+< $25 / hr2 - 9Stamford, CT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Bristol, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Norwalk, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Greenwich, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Newington, CT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning60% Other