Financial Advisors Hartford, CT

Financial Advisor Reviews Hartford, CT

Bradley, Foster & Sargent was founded in 1994 to provide high-quality, customized investment management to individuals, families and institutions. BFS has clients in 43 states, with the home office located in Hartford, CT. The financial advisors at BFS commit to preserving their clients’ capital during difficult economic times and creating growth when the economy is doing well.

Bradley, Foster & Sargent sets no minimum asset amount, although some referred accounts must have at least $250,000 to $500,000 in managed assets. Clients range from professionals, executives and business owners to widows, widowers, retirees and families. Many BFS clients come to the firm after experiencing a significant life change, such as a divorce or death in the family. These individuals look to Bradley, Foster & Sargent for financial advice and professional investment management.

Financial advisors at BFS provide a five-pronged approach to managing assets. The firm avoids market timing and employs capital preservation, emphasizing common stock, growth investing at reasonable prices and portfolio diversification. Financial advisors discuss goals and timelines with clients to develop a customized investment plan.

Bradley, Foster & Sargent charges fees based on a percentage of the client’s portfolio, with two fee schedules. The first schedule’s annual rates are 1% of the first $1 million, 0.75% of the next $1 million and 0.50% of the remaining balance. The second annualized schedule works out to 1% of the first $2 million, 0.75% of the next $3 million and 0.50% of the remaining balance.

HFM Wealth Management was founded as Hartford Financial Management Inc. in 1989 to provide clients with an alternative to standard investment management models. The firm is an independent registered investment advisor free of the potential influence of commissions and proprietary products. Financial advisors at HFM are very client-centric and work to create long-term relationships extending to future generations.

HFM Wealth Management works with individuals, families, trusts, estates, endowments, charitable organizations and foundations. Other clients include profit-sharing and pension plans, banks and other financial institutions, corporations, and other businesses.

Financial advisors at HFM Wealth Management use a holistic, comprehensive, disciplined, team-based approach to serving clients. Advisors take the time to understand individual situations and are available to answer questions. The firm focuses on portfolio growth and preservation, tax efficiency, customized asset allocation, and a commitment to long-standing service quality.

There’s no minimum asset amount to work with an HFM Wealth Management financial advisor. However, there is an annual minimum fee of $7,500. Other fees are tiered based on your quarterly portfolio value, ranging from 1% on the first $2 million down to 0.3% on the highest asset level.

The firm charges $100 to $500 per hour for modular planning. Ongoing planning and advisory services run $5,000 per year.

GYL Resnick is the private client division of GYL Financial Synergies. A team of financial advisors with diverse skills, experience and knowledge work together to provide comprehensive financial planning services to each client.

GYL Resnick advisors work with clients at all life stages, providing financial consulting and investment management services. They discuss all circumstances and events that are important to the client in great detail. After defining priorities, a team of experts works together to customize a financial plan to help realize current and future goals. Advisors anticipate critical economic events to create more financial stability.

The firm offers financial planning for cash flows; retirement and investments; life events, like college or expanding your family; and charitable giving. Risk management services include collaborating with clients’ legal, tax and insurance professionals.

GYL Financial Synergies’ typical planning and consulting rates include a fixed fee of $2,500 to $25,000 or an hourly rate of $200 to $600. Costs depend on the level and scope of services required. Investment advisory fees are based on a fixed percentage of managed assets or a tiered fee schedule. These fees top out at 2% and vary based on factors like the managed assets amount, the anticipated number of meetings and the required investment strategy.

Private Capital Group’s financial planning services provide financial analysis on paper or via a secure online platform. Financial advisors address personal and family finances, taxes, cash flow planning, retirement planning and estate planning. Clients may also receive an investment analysis. During personal interviews, clients meet with their Private Capital Group advisors to establish current financial standings, objectives and future goals.

Private Capital Group also provides wealth planning services like tax planning, insurance analysis and investment management. Executives and businesses benefit from the firm’s services, including succession planning, hedging strategies, employee benefits and more.

Investment management services blend active and passive investment strategies with a core-satellite approach. This method integrates actively managed investments with low-cost, tax-efficient passive investments such as ETFs and index funds. This core-satellite approach results in cost and performance advantages to enhance returns.

Private Capital Group offers many services with varying fee structures. Private wealth management annual fees are 1% on the first $3 million and 0.85% on the remaining balance. The firm also charges additional platform and independent manager fees. Financial planning costs range from $2,500 to $25,000 or $250 to $500 per hour, depending on financial complexity.

Financial advisors at Northstar Wealth Partners help clients with investments and planning for retirement, education costs, insurance needs and estate planning. The full-service firm also offers business-related services. Northstar Wealth Partners is staffed by experienced professionals who get to know you and take a personal interest in your financial success.

Northstar Wealth Partners offers a four-step financial planning service that starts with a NOW Analysis to analyze your current finances. Then, the financial advisor uses critical listening skills to understand your priorities. You receive and discuss the NWP Guidebook (a comprehensive, actionable financial plan written in plain English) during step three. Finally, the Compass Check provides a complimentary service to change and update documents as required.

Wealth management services provide comprehensive advice and oversight with a broad range of investments to choose from. Northstar Wealth Partners retirement planning also offers access to various asset classes, Social Security and Medicare analysis, long-term care planning, and fund distribution options.

Northstar Wealth Partners charges a flat or hourly fee for financial planning and consulting. The maximum hourly fee is $400, and flat fees range from $1,500 to $50,000. Retirement planning costs between $750 and $30,000 (asset-based fees cap at 1.25%). Investment management fees do not exceed 3% of assets. Minimum asset requirements vary by investment program and may include additional fees and commissions.

Fierston Financial Group (FFG) is an independent, family-owned and -operated wealth management firm. Financial advisors get to know clients to understand their hopes and dreams, then create a comprehensive financial or investment plan. FFG offers a combination of financial advisory services to individuals, high net worth accounts, estates, trusts, organizations and businesses. The firm also has a program for women who are new to investing, saving for the future and other financial decisions.

Portfolio management services start with a personal discussion to establish unique goals and objectives for each client. Fierston Financial Group advisors continue to communicate with clients by providing ongoing advice while managing their portfolios. FFG is small enough to maintain a personal touch but large enough to offer a broad range of investments.

FFG provides financial planning and consulting services on a fee basis or at no cost for portfolio management clients. Financial advisors prepare a plan to guide the client’s decisions, including investments, estate planning and insurance planning. The firm does not prepare tax returns or estate documents and it doesn’t sell insurance.

Fierston Financial Group investment services require a $1 million minimum asset account. Fees are based on a percentage of assets under management: 1% per year on the first $1 million and 0.75% annually for the remaining asset balance. Financial planning fees depend on how complicated your situation is. Costs span from a $1,000 to $5,000 fixed fee or between $100 and $500 per hour.

SKY Investment Group advisors manage portfolios for individuals, families, trusts, estates, businesses and other financial entities. Consider SKY Investment Group if you’re primarily looking for professional investment advice or portfolio management services. The firm uses equity and fixed income strategies for growth and to protect capital.

Advisors at SKY Investment Group meet with clients to create a comprehensive assessment of their overall financial picture. The advisor considers the client’s goals and needs, then creates a plan with the appropriate blend of stocks, bonds and cash to fulfill those requirements. SKY Investment Group avoids speculative investments, focusing on financially-stable large-cap companies that are leaders in the global market space.

Many financial advisors craft a plan that looks years ahead into retirement. SKY Investment advisors draft financial plans with a 10-year outlook. Financial markets have changed dramatically over the past decade and continue to evolve. Investment planning 10 years at a time allows the advisor to take advantage of changes while remaining within your plan parameters.

SKY Investment Group has no minimum asset requirement. Fees are based on a percentage of assets under management. The standard fee schedule is 1% for equity management, 0.50% for fixed income management and 0.80% for managing balanced accounts. Accounts valued at over $4 million are eligible for discounts. Clients with multiple accounts may qualify for discounts if the total value is over $4 million.

Cantella and Co. provides financial advisory services in Hartford via Greenwich Bay Wealth Management. The firm provides financial planning and investment management services to individuals, families and businesses with a mission to remove emotions from planning for the future. A Greenwich Bay Wealth Management financial advisor works with you throughout your life using a holistic approach reflecting your priorities and life circumstances.

Cantella & Co. is the firm’s broker/dealer and registered investment advisor, providing behind-the-scenes support to allow the financial advisor to spend more time with clients. The firm provides access to data and experts with experience from retirement planning to asset allocation. Specialists assist with analyzing and implementing financial strategies. Greenwich Bay Wealth Services works primarily with clients who are retired or enjoying their peak earning years, but the firm can capably guide you through adapting to each stage of life.

Greenwich Bay Wealth Management offers financial consulting and planning for all ages. Clients receive help with planning for education costs, investments and retirement. The firm provides services such as risk management, tax strategies, gifting strategies, insurance and estate planning. Greenwich Bay Wealth Management also assists business owners with balancing business needs with personal goals.

Fees vary depending on the financial services you need and may involve commissions. Investment advisory fees follow one of several programs Cantella & Co. offers, ranging from 1.15% to 2.25% of managed assets. Financial advisory fees may be an hourly charge not to exceed $500 or a flat fee paid upfront or in installments.

Conclusion