Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          After wildfires across the Los Angeles area caused unspeakable damage, it is crucial to stay vigilant against opportunistic scammers. BBB offers guidance on donations, recovery and avoiding scams.
          Category: Financial Planning Consultants

          Showing: 2,139 results for Financial Planning Consultants
          near Milford, CT

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Metrusky Retirement Services, LLC

          Retirement Planning Services, Insurance Companies, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 386-8977

          945 Beaver Dam Rd,
          Stratford, CT 06614-1150

          Cooper Financial Services, Inc.

          Financial Planning Consultants, Financial Services, Investment Advisory Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (203) 248-1972

          1000 Bridgeport Ave Ste 308,
          Shelton, CT 06484-4669

          Investmark Advisory Group LLC

          Investment Advisory Services, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (800) 443-1006

          3 Enterprise Dr Ste 401,
          Shelton, CT 06484-4694

          Barnum Financial Group, LLC

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (203) 513-6000

          6 Corporate Dr Fl 5,
          Shelton, CT 06484-6270

          Flagship Financial Partners L.L.C.

          Insurance Agency, Insurance Companies, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 712-7348

          2 Trap Falls Rd Ste 410,
          Shelton, CT 06484-7622

          Hammond Iles Wealth Advisors

          Financial Planning Consultants, Financial Services, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AL
          • AR
          • AZ
          • CA
          • CT
          • DE
          • FL
          • GA
          • IA
          • IN
          • MA
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NY
          Accredited BusinessAccredited Business
          (860) 258-2600

          1 Bradley Rd Ste 505,
          Woodbridge, CT 06525-2292

          Bailey Scarano LLC

          Accounting, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Fairfield County, CT
          • Hartford County, CT
          • Litchfield County, CT
          • Middlesex County, CT
          • New Haven County, CT
          • New London County, CT
          • Tolland County, CT
          • Windham County, CT
          Accredited BusinessAccredited Business
          (203) 481-1120

          1224 Main St,
          Branford, CT 06405-3778

          Fleurus Investment Advisory LLC

          Financial Planning Consultants, Investment Advisory Services, Investment Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          • CO
          • CT
          • NC
          • NJ
          • NY
          Accredited BusinessAccredited Business
          (203) 919-4980

          59 Ridge Rd,
          Weston, CT 06883-2107

          First American Capital Group

          Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 239-2224

          605 Washington Ave,
          North Haven, CT 06473-1123

          Monte Financial Group LLC

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (203) 453-6851

          30 Long Hill Rd,
          Guilford, CT 06437-1870

          Powell's Financial Planning Service, LLC

          Financial Planning Consultants, Tax Return Preparation, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (203) 758-5700

          42 Waterbury Rd,
          Prospect, CT 06712-1238

          Diastole Wealth Management, Inc.

          Financial Planning Consultants, Financial Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          • CO
          • CT
          • FL
          • MA
          • ME
          • NH
          • NJ
          • NY
          • OH
          • TX
          Accredited BusinessAccredited Business
          (203) 458-5220

          58 Boston St,
          Guilford, CT 06437-2801

          Barnum Financial Group, LLC

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (203) 513-6000

          800 Boston Post Rd Ste 203 Bldg 2,
          Guilford, CT 06437-2770

          ABAPC INC.

          Accountant, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          Accredited BusinessAccredited Business
          (203) 483-7333

          44 N Plains Industrial Rd,
          Wallingford, CT 06492-2333

          Anthony J. Mercaldo & Associates P.C.

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 792-3190

          42 Main St Ste 2,
          Danbury, CT 06810-3001

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.