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Find 6 Recommended Local Financial Advisors in Connecticut

Read profiles and client feedback for 6 recommended financial advisors serving Connecticut, including Stamford, Hartford and New Haven. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Hartford (2)
New Haven (1)
Stamford (3)
3 reviews
Financial Advisors Diddel & Diddel - Wealth Management
3 reviews
Stamford based wealth management involving Strategically Managed Portfolios, life insurance, and overall financial planning for you and your family to make sure you are set and your financial goals are...
Website (203) 708-9033 Call Profile
Not rated yet
O'Shaughnessy Asset Management
30 Years
Not rated yet
We offer 28 years of quantitative investment management expertise since 1996
O'Shaughnessy Asset Management offers quantitative asset management and Custom Indexing solutions, delivering tailored equity portfolios to institutional and individual investors since 1996.
Custom Indexing Equity Portfolio Management Factor-Based Investing
(203) 975-3333 Call Profile
Not rated yet
Philo Smith
50+ Years
Not rated yet
We have over 50 years of specialized experience in insurance and financial services sectors.
Philo Smith offers specialized investment banking and advisory services for insurance and financial services businesses. With over 50 years of experience, we deliver strategic solutions and superior results.
Mergers & Acquisitions Advisory Investment Management Strategic Financial Advice
(203) 348-7365 Call Profile
Not rated yet
Skybridge
21 Years
Not rated yet
We offer 20+ years of leadership experience from top-tier financial institutions
Skybridge offers expert alternative investment advisory services across hedge funds, private equity, and digital assets. SEC-registered firm with global reach and decades of industry experience.
Hedge Fund Management Private Equity Investments Digital Asset Advisory
(212) 485-3111 Call Profile
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SKY Investment Group
Not rated yet
We operate as fiduciaries with no product sales incentives.
SKY Investment Group provides personalized wealth management and investment advisory services in Hartford, CT, focusing on client-centric strategies for retirement planning, estate preservation, and portfolio management.
Wealth Management Estate Planning Retirement Planning
(860) 761-9700 Call Profile
Not rated yet
Bradley Foster & Sargent
Not rated yet
We offer personalized wealth management tailored to individual financial goals
Bradley Foster & Sargent offers personalized wealth management and investment advisory services. With offices in Hartford, CT and nationwide locations, we provide customized financial strategies through direct portfolio access and client-focused planning.
Wealth Management Institutional Investment Management Trusts
(860) 527-8050 Call Profile