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Best Financial Advisors in Norwalk, CT

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

Norwalk's vibrant SoNo district and thriving waterfront community attract entrepreneurs and established professionals who understand that smart financial planning is essential to coastal living. The city's diverse population—from Wall Street commuters to creative professionals—requires advisors who grasp both traditional wealth management and the unique needs of small business owners. The best financial advisors in Norwalk combine deep local knowledge with personalized strategies, helping clients navigate everything from retirement planning to business succession while staying connected to the community's distinct character and long-term growth.

Showing 3 top financial advisors in Norwalk, CT

#1
Charter Oak Financial
★ Featured
★★★★★5(1 reviews)

Still under the radar but hard to ignore — Charter Oak Financial carries a 5-star rating from its first customers in Norwalk. Check their website for hours and booking.

📍501 Merritt 7 5th floor, Norwalk, CT 06851, USA
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#2
Edward Jones - Financial Advisor: Lori Liell
★★★★★5(1 reviews)

Edward Jones - Financial Advisor: Lori Liell is early-stage in Norwalk but already earning 5-star reviews — one to watch. Call ahead to confirm availability.

📍120 East Ave, Norwalk, CT 06851, USA
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#3
Davenport & Associates
★★★★★4.9(9 reviews)

Still under the radar but hard to ignore — Davenport & Associates carries a 4.9-star rating from its first customers in Norwalk. Closed Saturday and Sunday. Visit their site for pricing and appointments.

📍800 Connecticut Ave, Norwalk, CT 06854, USA
🕐 Saturday: Closed
Monday: 8:30 AM – 6:00 PM
Tuesday: 8:30 AM – 6:00 PM
Wednesday: 8:30 AM – 6:00 PM
Thursday: 8:30 AM – 6:00 PM
Friday: 8:30 AM – 6:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗

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