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Best Financial Advisors in Trumbull, CT

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

Trumbull's thriving families and established professionals deserve financial guidance rooted in understanding suburban priorities—quality schools, long-term wealth building, and smart estate planning. The top financial advisors here bring deep expertise in navigating Fairfield County's competitive real estate market and helping clients maximize their portfolios for generations. Whether you're planning for your children's education, managing business assets along the Whitney Avenue corridor, or preparing for retirement, Trumbull's finest advisors combine personalized service with sophisticated investment strategies tailored to this community's values.

Showing 4 top financial advisors in Trumbull, CT

#1
4 Core Financial
★ Featured
★★★★★5(167 reviews)

With 167 reviews and a 5-star average, 4 Core Financial is building a reputation worth noticing in Trumbull. Closed Saturday and Sunday. Check their website for hours and booking.

📍35 Nutmeg Dr m275, Trumbull, CT 06611, USA
🕐 Saturday: Closed
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#2
Affinity Financial Solutions
★★★★★5(7 reviews)

Affinity Financial Solutions is early-stage in Trumbull but already earning 5-star reviews — one to watch. Call ahead to confirm availability.

📍4371 Madison Ave, Trumbull, CT 06611, USA
Visit Website ↗
#3
Aquilance
★★★★★5(1 reviews)

Still under the radar but hard to ignore — Aquilance carries a 5-star rating from its first customers in Trumbull. Closed Saturday and Sunday. Visit their site for pricing and appointments.

📍100 Technology Dr #203, Trumbull, CT 06611, USA
🕐 Saturday: Closed
Monday: 8:30 AM – 7:00 PM
Tuesday: 8:30 AM – 7:00 PM
Wednesday: 8:30 AM – 7:00 PM
Thursday: 8:30 AM – 7:00 PM
Friday: 8:30 AM – 7:00 PM
Saturday: Closed
Sunday: Closed
Visit Website ↗
#4
Trumbull Financial Services, LLC
★★★★☆4.2(5 reviews)

A 4.2-star rated financial advisors in Trumbull, Trumbull Financial Services, LLC has 5 customer reviews. Closed Saturday and Sunday. Call ahead before visiting.

📍929 White Plains Rd, Trumbull, CT 06611, USA
🕐 Saturday: Closed
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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