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Over 289 reviews for
Norwalk Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Norwalk

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

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If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

Angie's Answers

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Financial Advising reviews in Norwalk

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Norwalk, CT

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A

1055

A G EDWARDS & SONS INC

535 CONNECTICUT AVE
Norwalk

A+ Fico Fix Inc

206 6th ave suite 100

Accelerated Benefits

5880 Venture Drive

Accounting & Tax Planners

303 5Th Ave Suite 211

Acquire International

3928 E Tremont Ave 2nd Flr

ADAPT

514 Middle Country Road

Affordable Insurance Services

2236-9 Forest Avenue

AFLAC

199 WATER ST

AJC Advisors

1250 Hylan Blvd

Alan Lorman CPA PC

1729 West 8th St

Aldo Rabih CPA CA

1801 86th St

Alicia Alban

32 Elm Place

All Invest Global

40 Wall Street

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave

Ambrogio Pletter & Associates LLC

2019 Main St
Stratford

Arman James Investments

101 Hudson suite 2100

Attract Capital

Attract Capital, LLC 16 Brandywine Drive

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

Baddish Shapiro Financial Planning Group

80 Crossways Park Drive West

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

151 N Main St Ste 205

Barry Bail Bonds

646 Hamilton St

Bell Processing Solutions

57 W 38th St RM 601

Bellu Memoli, LLC

222 Oak Ave Ste 5

BetaFrontier, LLC

858 North Franklin St

BLISS ALLRED & CO LLC

24 Grassy Plain St Ste 4
Bethel

Blue Spark Capital Advisors

41 Madison Ave, 2500

Blueprint Financial Group LLC

19 Ludlow Street
Westport

Blutter & Blutter

150 Motor Pkwy

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street

Bookkeeper360

100 Crossways Park Drive West, Suite 402

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BRBG Insurance

2929 Fairfield Ave
Bridgeport

Bresnick Financial Services

14 Treeland Road
Shelton

Business-Cash-Advance.co

160 Pearl Street, 5th Floor

C&A Financial Group

2431 Atlantic Avenue

Cafe Nunez

240 west 35th

Cash Angels, Inc.

1701 Avenue P

CeKAM Tax Consultant

3624 Church Avenue

Certainty Tax Advisors

8008 20th Avenue

Champion Futures

65 Chenango Dr

Chantico Advisors LLC

180 S. Broadway #406

Charles D. Wild, CFP[R]

200 Connecticut Avenue
Norwalk

Clarfeld

520 White Plains Rd FL 3

Client Focused Advisors

122 East 42nd Street

Clinton Financial Group

1233 31N suite 1

Cogliano and Sons

390 N Broadway

COGNITIVE INVESTMENT MGMT

11 SYLVESTER CT
Norwalk

Comm-Insure LLC

1433 Oak Tree Road

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West
Westport

Craig Forbes

360 Hamilton Ave

Credit and Debt Arbitration Services

5414 74th Street, Suite 2204

Curran LLP

21 Fulton Street, 2nd Floor

Cyberlead, Inc

135 Engineers Rd

Da Marino

220 West 49th Street

Darien Tax Advisors

5 Webster Valley Rd
Darien

David Stevens Associates LLC

132 E 43rd Street, Suite 421

Empire Coast Financial

6901 Jericho Tpke

Enots Financial Services

409 Franklin Avenue, Apartment B

EnterPIN

5 Meadow Lane

Erez Shimoni, Home Loan Consultant

343 Thornall Street, Suite 550

Expert Cost Recovery Inc

6800 Jericho Turnpike

eztaxpros

926 E Tremont Avenue

F.A.T. Freedom

4/41 Meinzinger Ave.

Farmers Insurance

300 Interpace Parkway

Free Africa From Ebola

77 Sullivan Place, Apartment 22G

Freyman CPA, P.C.

57 Washington Ave

Fundbox

785 Market Street

Funds4Claims

451 E 14th Street, Suite 5D

G Systems

92-16 Union Hall Street

Garden City Mortgage

1225 Franklin Ave.

Gartenberg Howard LLP

Two University Plaza, Suite 400

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,

Genworth Financial

436 Summit Avenue

GGI Tax Service

43-07 39th Place - Suite #LD

GGI Tax Service

43-07 39th Place - Suite #LD

GJM Business Center

21-12 Broadway

Global Billing

8116 Lefferts Blvd

Globix Funding

51 A Cutter Mill Road

goCEO

Bridgeport

Gramercy Gold

41 Madison Avenue, 31st Floor

green4wallets.com

1051 Port Washington Blvd

GreenWell Financial

7 Zinn Rd
Danbury

GREG BARBARA, CPA

18 MOUNT AIRY ROAD

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue

Hard Money Stan

Massapequa

Hyperion Advisory LLC

228 Park Avenue S, Unit 97968

iBank

3090F Pullman St

IMPERIAL INVESTMENTS LTD

71 EAST AVE
Norwalk

Insurance Financial Professional.

48 S Service Rd Ste 400

INVEST FINANCIAL

707 CONNECTICUT AVE
Norwalk

Investoc

244 5th Avenue

Investors Bank

169 Main St

IRS Tax Help Team

1201 S Beach Blvd

IRSMedic: Parent & Parent LLP

40 Richards Ave - 3rd Floor
Norwalk

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road
Brookfield

J Matrik Wealth Management

555 Taxter Road, Suite 190

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

James D'Angelo Esq.

320 Carleton Ave Suite 4200

James Johnson Financial Professional

15 EAST PUTNAM AVE
Greenwich

Jason A Steinberger Law

910 Grand Concourse Apt 1C

JBBK Loan Seva

Sec 8, Dwarka

JD Improvements

481 Bullet Hole Rd

Jeanne A. Galvin, CPA LLC

140 Hemlock Hills Road N
Fairfield

JEFFREY A LOVAS & CO

210 E STATE RT 4

Jensen Partners

747 Third Avenue 15th Floor

Jordan Carmel T CPA

151 W Milton Ave

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

KS Capital Management

95 N rt 17 Ste.#203

KURT G MILLER CPA

246 Federal Road
Brookfield

LANTERN INVESTMENTS

35 PINELAWN RD

Latronica Law Firm

64 Division Ave

Law Office of Robert Jay Gumenick P.C.

260 Madison Avenue, Floor 18

Law Offices Ira M. Bierman

390 N Broadway, Suite 130

Lawstreet Capital

415 Madison Ave FL 19

Lawstreet Capital Solutions

415 Madison Ave # 18

LawyersForLess.net

6 Garden Place
Greenwich

LCP General Contractors LLC

301 Berkeley Rd
Fairfield

Lendinero

848 Brickell Ave 603

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor

LINSCO PRIVATE LEDGER

5 EVERSLEY AVE
Norwalk

LLI ADVISORY GROUP

202 NORTH AVE E

Lost Angels International, Inc.

1170 Peachtree Street NE

LPL Financial

712A East Jericho Tpke

Lucrative Debt Relief LLC

107 Ellwood Street

Madura Associates, Inc.

101 Mount Airy Rd

Magis Group, Inc.

660 White Plains Rd.

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Mariner's Bank

935 River Road

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203

Marty Kuper LLC

2 Columbia Place

Matthew David Miglin

PO Box 429 - 1 Broad Street

MAXWELL SHMERLER & CO

11 MARTINE AVE

Maxx Coverage Corp

2171 Larch St

MBAProjectSearch.com

3100 Wisconsin Ave NW

MDG Services

599 Jayne Blvd

Mega M

2376 60th Street,

Metro Logistics, Inc.

670 White Plains Road

Mid Atlantic Resource Group

1800 Route 34 Bldg 2 Suite 201

Milano Financial Services

410 Ramapo Valley Rd

Mo Golany

777 Westchester Avenue

mobile concierge group

2688 coney island ave

Money Kings LLC

7000 Kennedy Boulevard E

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ
Greenwich

National Business Capital

1 Corporate Dr Ste 202

NEEDO INDUSTRIES PVT.LTD.

S.I.E,Shahab Pura, Sialkot-Pakistan.

Nelson, Mayoka & Co.

7 High Street Suite 212

New Century Investor Services

1249 S River Rd, Ste 107

New England Wealth Management Group

99 Biltmore Ave, Suite 341

New Island Investments Corp.

2116 Hempstead Tpke

New Providence Financial, LLC

30 Technology Drive -- Suite 1Q

North Gate Solutions

44 W 28th Street, Floor 8

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

285 RIVERSIDE AVE
Westport

Philip R. Leib, CPA

117 Hillair Circle

Plan2Prosper LLC

19 Green Farms Rd

Platinum One, LLC

41-21 29th st Long Island City

Point Settlement Funding

973 Holmdel Road

PPG LLC

79 Kermit Ave

PrayToHashem.com

1221 Avenue P

Preferred Résumé® Group, LLC

www.pfdresumegroup.com

Premier Accountants

400 Jericho Turnpike Suite 105

Pricewater Capital

349 Fifth Avenue

Prime National Credit Repair Services

23 Split Rock Road
Newtown

Primerica Financial Services

6 Berkshire Blvd
Bethel

Primerica Inc.

300 North Midland Ave

Pure Gold Global

200 Vesey St

Quantive Business Valuations

2500 Plaza Five, Harborside Financial Center

R & Co. Tax Accountants

100 Park Avenue, 16th Fl

Radow Law Group, P.C.

1010 Northern Boulevard, Suite 208

Raji, llc

522 E 20th Street

Rayner CPA PLLC

31 Penn Plaza 132 West 31st Street

RBR Strategies, Ltd.

132 Franklin Place, #96

Reby Advisors

83 Wooster Heights
Danbury

Red Oak College Planning

1200 US Highway RTE 22 East Suite 2000

Rescue My Home 911

420 W. Clinton St. 2nd Floor

Restaurant Financing

160w, 97th Street, Suite 13F

RGA Investment Advisors

1 Linden Place, Suite 302

Right Financial Advisor

4250 Veterans Memorial Hwy

Right Path Business Solutions

545 Lexington Ave. 4th Floor

RJB Business Analytics+

16 Fawn Ridge Dr
Brookfield

ROBERT E DAINS CPA, CFP

2296 MAIN ST
Stratford

Rocco & Associates

1248 Post Road
Fairfield

ROY CHEREATH CPA

1670 US Highway 130

RSJ Accounting Professionals

335 E 209th St. Apt 4

RSMitchell Consulting

2017 Hawthorne Lane

Sacks & Associates, LLC

581 Main Street, Suite 620

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A

SCL Tax

4287 Katonah Ave

SEAN M DUFFY CPA

533 South Avenue

Select Services Agency Inc

9621 Flatlands Avenue

SIDERIS CAPITAL PARTNERS LLc

281 Tresser Boulevard, Floor 12
Stamford

Silver Lane Advisors

515 Madison Avenue, FL 35

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4

Southeast InvestmentsNC INC

2900 Lakewood Road

Specialty Rarities, Inc.

2816 Merrick Road

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750

Stockbridge Risk Management, Inc.

40 Cutter Mill Road, Suite 405

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE

Synergy Capital

286 Watchogue Road

Tax Planning Strategies

1983 Marcus Ave Suite 117

Taxes Done Right

397 Stockholm Street

Taylor Financial Group

851 Franklin Lake Road

TEMPLETON WORLD WIDE

301 MERRITT
Norwalk

TFS - Steven Carestia

437 Newman Springs Rd

The Chera Group

3703 Nostrand Ave

The Excalibur Capital Group

1051 Bloomfield Avenue

The Faragi Group

555 Lacey Road

The Gilmore Group

120 White Plains Road

The Louie Tax Law Group

90 Church Street

The Millennium Alliance

31 West 34th Street, 7th Floor

The Mortgage Champ

277 Fairfield Road, Suite 104

The Pinnacle Financial Group

9 South Long Beach Road

Transitions LLC

Greenwich

Tri-State Credit

40 EAGLE ROCK AVENUE

Trinity Best Financial

710 Bay 25th Street

Trinity Funeral Funding

26 Jay Street, Suite 200

TSG Collections, LLC

20 N Van Brunt Street, Suite 10

TTD (Today Tomorrow Done)

PO Box 99
Fairfield

Tuition Solved, Inc.

385 Central Avenue

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor

Ursula Serluca CPA LLC

1500 Broadway 21st Floor

Ursula Serluca CPA LLC

777 Westchester Ave.

Veld Advisors

3414 Corte Sonrisa

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

Visa Insurance Canada

7990 Kennedy Rd. S. Unit # 204

Vista Financial

331 Newman Springs Rd Bldg 1, 4th Floor, Ste 143

VNMutual Solutions Inc

1 Lincoln Centre

Westgate Legal

3942 59th St

white mountain Debt Consolidation

111 West Mountain Avenue

William Bernard

Willow Ridge Ct.

Woloshen & Herman C.P.A.

29 West 15th Street Suite 1

Worden Capital Management

100 Ring Road West.

Worth Unlimited

1041 E 219th Street

Xplocial

68 South Service Road

XYZ Finance LLC

98 Christopher St

Yor Credit Karma

49 day st suite 209
Norwalk

ZDH Enterprises

1055 Bedford Ave, Ste3

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