Find a financial advisor in Norwalk, CT

Find financial advisors in Norwalk, CT

Find financial advisors in Norwalk, CT

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Norwalk, CT

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Norwalk, CT

Clients agree: these Norwalk financial advisors are highly rated for knowledge, experience, communication, and more.
Anubhav Chopra CPA P.C. & Associates

Anubhav Chopra CPA P.C. & Associates

5.0(1)
Offers online services
4 hires on Thervo
15+ years in business
Serves Norwalk, CT
Michael S. says, "Mr. Chopra was always accessible, thorough and patient with my questions. He is very likable and I am very satisfied with the end results. He also was proactive in explaining what changes one might expect based on changing laws and following year returns. " Read more
Most & Company LLP

Most & Company LLP

New on Thervo
Offers online services
3 hires on Thervo
44+ years in business
Serves Norwalk, CT
Website: Most-co.com
Accountants On Air

Accountants On Air

5.0(1)
Offers online services
12+ years in business
Serves Norwalk, CT
Mostafa G. says, "Mohamed and his team at Accountants on Air have been great in helping our business to prepare for launch, and got us through the entire startup phase. 13 months in business now, and we could not have been more satisfied with the attentiveness, urgency and dedication we've received from the Accountants on Air team. I highly recommend AoA's services to any business owner who is looking for a reliable accountant so that you can focus on operations and growth!" Read more
SCHRIER & COMPANY PLLC

SCHRIER & COMPANY PLLC

5.0(1)
Offers online services
1 hire on Thervo
22+ years in business
Serves Norwalk, CT
Michael S. says, "Howard and his team are very knowledgeable and professional. They helped me, my business and my family enormously. I am forever grateful and refer them to everyone. " Read more
WILLIAM FORE, CPA PLLC

WILLIAM FORE, CPA PLLC

New on Thervo
Offers online services
30+ years in business
Serves Norwalk, CT
Our accounting firm was established to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, taxation, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients. Our partners and staff accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations and are experts in the accounting issues and tax laws that impact our clients. Our partners offer the benefits of years of experience gained from previous positions. We are an equal opportunity employer and are members in good standing of multiple profe...
Drew Leisure

Drew Leisure

New on Thervo
Offers online services
16+ years in business
Serves Norwalk, CT
We tailor plans for each client, monitor and make adjustments as life changes.
Rogers & Co CPAs

Rogers & Co CPAs

New on Thervo
Offers online services
Serves Norwalk, CT
Welcome to Rogers & Co , a New York City area professional services firm. Our CPAs and accountants help small businesses and individuals achieve financial success by providing quality tax, accounting and business advisory services. As a successful small business THIS makes us a great resource for your small business concerns. Our CPAs and accountants are highly trained to prepare and e-file tax returns for individuals, partnerships, S corporations, C corporations, limited liability companies (LLCs), trusts, estates and non-profits in the NYC areas. Our CPAs and accountants can also assist you with tax planning and minimization, as well as t...
Maggie Entertainment

Maggie Entertainment

New on Thervo
Offers online services
Serves Norwalk, CT
We offer an excellent musical service (we know the venues and the ticketing options very, very well) and unparalleled customer support. I am flexible, professional and always customer service oriented.
Anderson Accounting & Finance

Anderson Accounting & Finance

New on Thervo
Offers online services
11+ years in business
Serves Norwalk, CT
Most people think that the accounting profession simply just crunching numbers. Although this may be true, but for me it’s much more than that. What I do on a daily basis is much more rewarding and important for the people. The general perception is that we are serious and boring. However as an accountant I can say more times than not we are quite the opposite. Here are a few reasons I love my profession and choose to do it: 1)Solving problems 2) Participate in strategic decision making and make strategic recommendations. 3) Collaborating with different departments 4) Analyze Data to guide decision making 5) Leading process improvements.
Braj Aggarwal, CPA, P.C.

Braj Aggarwal, CPA, P.C.

New on Thervo
Offers online services
16+ years in business
Serves Norwalk, CT
We always believe in providing better services to our customers and are always ready to answers their questions. We proudly announce COUNTING IS OUR PASSION. As an accountant, our goal is to assist clients in every aspect of their financial lives by providing the most personal services available. We will strive to help you create financial stability and security in order to reach Financial Independence.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Norwalk financial advisors

Recent success stories from people in the Norwalk area.
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