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Plan First Wealth LLCFinancial advisor in Greenwich, CT

Plan First Wealth LLC is a financial advisor at 60 Caroline Pl, Greenwich, CT 06831, ranked #20 of 372 financial planners in Greenwich and rated 4.8 from 17 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Greenwich, CTUpdated 0 paid placements in any rankingHow we rank

Call (646) 201-4865Website ↗

Key facts

Key facts about Plan First Wealth LLC
Address60 Caroline Pl, Greenwich, CT 06831Get directions
Phone(646) 201-4865
Websiteplanfirstwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Greenwich and 9 towns within 25 miles: Stamford, North Stamford, Darien, New Canaan, Norwalk, East Norwalk, Wilton, Westport and Fairfield.

Based in Greenwich, CTView on map

Opening hours

Opening hours for Plan First Wealth LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Plan First Wealth LLC

How is Plan First Wealth LLC ranked in Greenwich?

Plan First Wealth LLC is ranked #20 of 372 financial planners in Greenwich by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Plan First Wealth LLC’s hours?

Plan First Wealth LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Plan First Wealth LLC serve?

Serves Greenwich and 9 towns within 25 miles: Stamford, North Stamford, Darien, New Canaan, Norwalk, East Norwalk, Wilton, Westport and Fairfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Plan First Wealth LLC?

Plan First Wealth LLC has a rating of 4.8 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Plan First Wealth LLC?

Call Plan First Wealth LLC on (646) 201-4865. The business is at 60 Caroline Pl, Greenwich, CT 06831. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Plan First Wealth LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Plan First Wealth LLC (this business)—674.8 (17)NoNo
CPC Wealth Management#7685.0 (30)NoNo7.7 mi
Wealthspire#10674.9 (64)NoNo25.0 mi

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