Top financial advisors in West Hartford, CT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have a significant estate or are planning to transfer wealth, you need an advisor who understands the complexities of estate and gift tax planning in Connecticut. Without this expertise, you might miss opportunities to reduce taxes or unintentionally trigger costly liabilities.
- Estate and gift tax knowledge. Confirm how they navigate Connecticut's specific tax rules to protect your assets.
- Wealth transfer strategies. Ask about approaches they use to balance tax efficiency with your family’s goals.
- Coordination with legal professionals. Effective planning often requires working closely with your estate attorney; check how they collaborate.
- Experience with high-net-worth clients. Inquire about their track record managing complex estates similar to yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marisa R
CFP®
West Hartford, CT
Advisory Services Network
Marisa Rothstein, a CFP® with 10 years of experience in West Hartford, CT, is well-equipped to handle complex estate and wealth transfer planning, supported by her expertise in wealth management and business succession planning. She operates within Advisory Services Network, a large independent firm managing $8.6 billion, offering flexible fee structures including flat fees and hourly rates, which may suit clients seeking personalized financial planning and investment consulting.
Experience: 10 years
Avg account: $826,033
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Jonathan G
Series 63, Series 66
West Hartford, CT
Cambridge Investment Research Advisors
Jonathan Gruber's 25 years of experience and Series 63 and 66 licenses equip him to address complex estate and gift tax planning needs in West Hartford, CT. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including business owners and executives, utilizing both model-based and individualized investment strategies.
Experience: 26 years
Avg account: $378,281
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Susan B
Series 63, Series 66
West Hartford, CT
Edward Jones
Susan Banville's 31 years of experience and expertise in multi-generational wealth transfer and tax-loss harvesting make her well-equipped to handle estate and gift tax planning in West Hartford, CT. Working with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with an annual program fee up to 1.35%, suitable for clients seeking seasoned guidance in complex estate matters.
Experience: 31 years
Avg account: $246,728
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Robert B
Series 63, Series 65
West Hartford, CT
Janney Montgomery Scott
Robert Borkowski offers extensive expertise in tax-loss harvesting and sustainable investing, which can be valuable for managing estate and gift tax complexities in West Hartford, CT. With 32 years of experience at Janney Montgomery Scott, a large firm managing over $100 billion in assets, he serves high-net-worth clients and provides flexible fee arrangements including flat fees, distinguishing him from other advisors in the area.
Experience: 32 years
Avg account: $406,735
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Joel K
CFP®, PFS™, Series 66
West Hartford, CT
Horizon Financial Advisors, LLC
Joel Kosovsky offers extensive expertise in wealth management with 27 years of experience, making him well-equipped to handle complex estate and gift tax planning in West Hartford, CT. As the principal of an independent firm serving a small, high-net-worth client base, he provides personalized asset management using strategic and tactical allocation, with negotiable fees and hourly financial planning options, distinguishing him from larger firms with broader client loads.
Experience: 27 years
Avg account: $416,942
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