Best Financial Advisors in Milford, CT
Build wealth and plan your future with Milford's top advisors.
Milford's thriving waterfront community and growing business landscape along the New Haven County shoreline demand thoughtful financial guidance rooted in local expertise. The town's blend of established families and young professionals—from downtown harbor merchants to those settling near Silver Sands State Park—requires advisors who understand both coastal living costs and regional economic patterns. The best financial advisors in Milford combine deep knowledge of Connecticut tax law with genuine relationships built on the Green and beyond, helping residents navigate retirement planning, investment strategy, and wealth management with the same integrity that defines this charming harbor town.
Showing 8 top financial advisors in Milford, CT
Skinner Wealth Strategies holds a 5-star rating from 54 reviews — a strong signal for a financial advisors building its presence in Milford. Closed Saturday and Sunday. Check their website for hours and booking.
David Zavarelli, CFP® – LPL Financial is early-stage in Milford but already earning 5-star reviews — one to watch. Closed Saturday and Sunday. Call ahead to confirm availability.
Still under the radar but hard to ignore — Milestone Asset Management Group carries a 5-star rating from its first customers in Milford. Closed Saturday and Sunday. Visit their site for pricing and appointments.
Coastal Bridge Advisors is early-stage in Milford but already earning 5-star reviews — one to watch. Closed Saturday and Sunday. Check their website for hours and booking.
Still under the radar but hard to ignore — Sound Financial Partners High Street Milford, CT carries a 5-star rating from its first customers in Milford. Closed Saturday and Sunday. Call ahead to confirm availability.
Milford Financial has a 3.9-star rating from 7 customer reviews in Milford. Closed Saturday and Sunday. Check their website for hours and booking.
Financial Network Limited has a 1-star rating from 2 customer reviews in Milford. Closed Saturday and Sunday. Call ahead to confirm availability.
Are you a financial advisor in Milford?
Get listed on CT Finest and connect with clients looking for trusted financial guidance.
Get Listed →