Norwalk Financial Planners

in Norwalk, CT

279
Financial Planners are
in Norwalk

13
Financial Planners in Norwalk
are top rated

N
Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
A
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
N
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Norwalk

A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Norwalk Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.
N

Rating
Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.
F

Rating
Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.
A

Rating
Pat
Norwalk Financial Planners Provider Name Locked
(owner) and
Norwalk Financial Planners Provider Name Locked
De
Norwalk Financial Planners Provider Name Locked
met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
Norwalk Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Norwalk Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Norwalk Financial Planners Provider Name Locked
enough that we needed to find another solution.
Norwalk Financial Planners Provider Name Locked
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
Norwalk Financial Planners Provider Name Locked
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
Norwalk Financial Planners Provider Name Locked
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Norwalk Financial Planners Provider Name Locked
.
- George H.
A

Rating
In our first meeting with
Norwalk Financial Planners Provider Name Locked
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting. We thought we brought all the requested info to the next meeting but as
Norwalk Financial Planners Provider Name Locked
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
Norwalk Financial Planners Provider Name Locked
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
Norwalk Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Norwalk Financial Planners Provider Name Locked
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
Norwalk Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Norwalk Financial Planners Provider Name Locked
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
Norwalk Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Norwalk Financial Planners Provider Name Locked
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Norwalk Financial Planners Provider Name Locked
.
- Elizabeth L.
A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Norwalk Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Norwalk Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Norwalk Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.

All Financial Planners 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!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

535 CONNECTICUT AVE
Norwalk

A+ Fico Fix Inc

206 6th ave suite 100

Accounting & Tax Planners

303 5Th Ave Suite 211

ADAPT

514 Middle Country Road

Affordable Insurance Services

2236-9 Forest Avenue

AFLAC

199 WATER ST

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave

American Prosperity Group

3 Sunny Knolls Court

AMG Legacy Planning

10100 W Sample Rd

Appraisal Valuations

14 South St Unit 4
Danbury

Approved Funding

41 Grand Ave

Arman James Investments

101 Hudson suite 2100

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

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

Boost Credit 101

3773 E Cherry Creek N Dr

Bresnick Financial Services

14 Treeland Road
Shelton

Brian P. Luthy, CPA

73 Madison Street

C&A Financial Group

2431 Atlantic Avenue

Cafe Nunez

240 west 35th

Carlos Rangel, CPA PC

405 Lexington Avenue

Carver Consulting

663 Evergreen Pkwy

CeKAM Tax Consultant

3624 Church Avenue

Certified Court Reporting,Inc.

1600 Calebs Path ext

Champion Futures

65 Chenango Dr

Charles D. Wild, CFP[R]

200 Connecticut Avenue
Norwalk

Client Focused Advisors

122 East 42nd Street

Consumers Insurance Inc.

191 Post Road West
Westport

Craig Forbes

360 Hamilton Ave

Credit Mount

2560 Ocean Avenue, Second Floor

Credit Pro Repair

195 Plymouth St Ste 1

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street

Delfau Tax & Financial Services, LLC

21 Dogwood Drive
Danbury

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD

Farmers Insurance

300 Interpace Parkway

Fast Payday Loan

51 Nassau St

Financial Funding LLC

2 Industrial Way West

Garden City Mortgage

1225 Franklin Ave.

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,

green4wallets.com

1051 Port Washington Blvd

grove Debt Consolidation

441 South Orange Avenue

HappenShop, Inc.

279 New Brunswick Ave.

HIMAL TAX LLC

71-58 AUSTIN ST.,

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6

HOWARD L GINSBERG CPA

200 South Service Road

HSBC

PO BOX 4552

INVEST FINANCIAL

707 CONNECTICUT AVE
Norwalk

Investoc

244 5th Avenue

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

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

James Johnson Financial Professional

15 EAST PUTNAM AVE
Greenwich

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

KURT G MILLER CPA

246 Federal Road
Brookfield

LANTERN INVESTMENTS

35 PINELAWN RD

LCP General Contractors LLC

301 Berkeley Rd
Fairfield

Legacy Care Wealth

121 Newark Avenue

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

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke

Magis Group, Inc.

660 White Plains Rd.

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marca Corona Enterprises

110 Fisher Avenue, Suite 3G

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203

Marty Kuper LLC

2 Columbia Place

MAXWELL SHMERLER & CO

11 MARTINE AVE

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCB Tax and Financial Services

271 Cadman Plz E #23682

Mega M

2376 60th Street,

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ
Greenwich

MS Accounting Solutions

4255 Colden Street, Suite 15T

New England Wealth Management Group

99 Biltmore Ave, Suite 341

NJ GOLD SPOT LLC.

520 W 174TH ST

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

285 RIVERSIDE AVE
Westport

Plan2Prosper LLC

19 Green Farms Rd

Platinum One, LLC

41-21 29th st Long Island City

PPG LLC

79 Kermit Ave

Preferred Résumé® Group, LLC

www.pfdresumegroup.com

Pricewater Capital

349 Fifth Avenue

Primerica Financial Services

6 Berkshire Blvd
Bethel

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St

R. J. RUDINGER, CPA, PLLC

Certified Retirement Counselor

Raji, llc

522 E 20th Street

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road

RBR Strategies, Ltd.

132 Franklin Place, #96

Reby Advisors

83 Wooster Heights
Danbury

RGA Investment Advisors

1 Linden Place, Suite 302

RJB Business Analytics+

16 Fawn Ridge Dr
Brookfield

ROBERT E DAINS CPA, CFP

2296 MAIN ST
Stratford

RSJ Accounting Professionals

335 E 209th St. Apt 4

S P Johnson Group

2025 Delaware Ave

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A

Schembre & Gannon

282 South Ave

SEAN M DUFFY CPA

533 South Avenue

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4

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

1051 Port Washington Blvd Ste# 750

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street

TEMPLETON WORLD WIDE

301 MERRITT
Norwalk

The Louie Tax Law Group

90 Church Street

TTD (Today Tomorrow Done)

PO Box 99
Fairfield

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor

Ursula Serluca CPA LLC

777 Westchester Ave.

Ursula Serluca CPA LLC

1500 Broadway 21st Floor

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

white mountain Debt Consolidation

111 West Mountain Avenue

Yor Credit Karma

49 day st suite 209
Norwalk

ZDH Enterprises

1055 Bedford Ave, Ste3
Norwalk Zip Codes

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