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💰

Best Financial Advisors in West Hartford, CT

Build wealth and plan your future with Milford's top advisors.

West Hartford's thriving professional community and proximity to greater Hartford's business hub demand financial advisors who understand both suburban wealth management and urban market dynamics. The town's upscale neighborhoods and educated demographic attract skilled advisors who specialize in retirement planning, investment strategy, and tax optimization for established families and business owners. Whether you're building wealth near the cultural offerings of Blue Back Square or managing generational assets in West Hartford Center, the area's top financial professionals combine personalized service with institutional expertise to help you navigate Connecticut's economic landscape.

Showing 7 top financial advisors in West Hartford, CT

#1
Bergenn Financial Group LLC
★ Featured
★★★★★5(8 reviews)

Still under the radar but hard to ignore — Bergenn Financial Group LLC carries a 5-star rating from its first customers in West Hartford. Closed Saturday and Sunday. Check their website for hours and booking.

📍45 S Main St Suite 203, West Hartford, CT 06107, USA
🕐 Saturday: Closed
Monday: 8:00 AM – 6:00 PM
Tuesday: 8:00 AM – 6:00 PM
Wednesday: 8:00 AM – 6:00 PM
Thursday: 8:00 AM – 6:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#2
YHB Investment Advisors, Inc
★★★★★5(2 reviews)

YHB Investment Advisors, Inc is early-stage in West Hartford but already earning 5-star reviews — one to watch. Closed Saturday and Sunday. Call ahead to confirm availability.

📍29 S Main St #306, West Hartford, CT 06107, USA
🕐 Saturday: Closed
Monday: 8:00 AM – 5:30 PM
Tuesday: 8:00 AM – 5:30 PM
Wednesday: 8:00 AM – 5:30 PM
Thursday: 8:00 AM – 5:30 PM
Friday: 8:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#3
Apella Wealth
★★★★★5(1 reviews)

Still under the radar but hard to ignore — Apella Wealth carries a 5-star rating from its first customers in West Hartford. Closed Saturday and Sunday. Visit their site for pricing and appointments.

📍65 Memorial Rd Suite C340, West Hartford, CT 06107, USA
🕐 Saturday: Closed
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#4
Fierston Financial Group Inc
★★★★★5(1 reviews)

Fierston Financial Group Inc is early-stage in West Hartford but already earning 5-star reviews — one to watch. Check their website for hours and booking.

📍29 S Main St #302, West Hartford, CT 06107, USA
Visit Website ↗
#5
Fuchs Financial
★★★★★4.8(18 reviews)

Still under the radar but hard to ignore — Fuchs Financial carries a 4.8-star rating from its first customers in West Hartford. Closed Saturday and Sunday. Call ahead to confirm availability.

📍433 S Main St Suite 322, West Hartford, CT 06110, USA
🕐 Saturday: Closed
Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 1:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#6
Wealthspire
★★★★★4.8(5 reviews)

Wealthspire is early-stage in West Hartford but already earning 4.8-star reviews — one to watch. Closed Saturday and Sunday. Visit their site for pricing and appointments.

📍29 S Main St #300, West Hartford, CT 06107, USA
🕐 Saturday: Closed
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#7
Merrill Lynch Wealth Management
☆☆☆☆☆( reviews)

Merrill Lynch Wealth Management is a local financial advisors serving West Hartford residents. Closed Saturday and Sunday. Check their website for hours and booking.

📍29 S Main St, West Hartford, CT 06107, USA
🕐 Saturday: Closed
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗

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