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Senior Planning ServicesFinancial advisor in Waterbury, CT

Senior Planning Services is a financial advisor at 92 Brookside Rd, Waterbury, CT 06708, ranked #47 of 204 financial advisors in Waterbury and rated 5.0 from 3 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.

Waterbury, CTUpdated 0 paid placements in any rankingHow we rank

Call (855) 775-2664Website ↗

Key facts

Key facts about Senior Planning Services
Address92 Brookside Rd, Waterbury, CT 06708Get directions
Phone(855) 775-2664
Websitesenior-planning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waterbury and 11 towns within 25 miles: Wolcott, Naugatuck, Plymouth, Bristol, Cheshire, Southbury, Oxford, Plainville, Seymour, Meriden and Wallingford.

Based in Waterbury, CTView on map

Opening hours

Opening hours for Senior Planning Services
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 Senior Planning Services

How is Senior Planning Services ranked in Waterbury?

Senior Planning Services is ranked #47 of 204 financial advisors in Waterbury by RFA Score, with 64 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 Senior Planning Services’ hours?

Senior Planning Services 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 Senior Planning Services serve?

Serves Waterbury and 11 towns within 25 miles: Wolcott, Naugatuck, Plymouth, Bristol, Cheshire, Southbury, Oxford, Plainville, Seymour, Meriden and Wallingford. 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 Senior Planning Services?

Senior Planning Services has a rating of 5.0 from 3 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 Senior Planning Services?

Call Senior Planning Services on (855) 775-2664. The business is at 92 Brookside Rd, Waterbury, CT 06708. 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

Senior Planning Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Senior Planning Services (this business)—645.0 (3)NoNo
Northshire Consulting LLC#45645.0 (9)NoNo9.7 mi
Sam Chang - Thrivent#46644.9 (28)NoNo20.8 mi
Tricia Gordon - Financial Advisor - Ion Investments#48645.0 (8)YesNo9.7 mi

See all 204 ranked financial advisors in Waterbury