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Financial Advisors in Winchester Center, CT: 2026 rankings

64 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Winchester Center: Bank of America (with Drive-thru ATM), RFA Score 71/100; 4.5★ from 214 Google reviews; open Saturdays until 2 PM.

  2. 27

    Most-reviewed: Acrisure Plainville, CT (Health Consultants Group LLC), 175 Google reviews at 5.0★, the most of 64 ranked after Bank of America (with Drive-thru ATM); ranked #27.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

64 Winchester Center financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 64 rated firms.

Top 10 financial advisors in Winchester Center at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Winchester Center at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bank of America (with Drive-thru ATM)714.5★ (214)Bristol, 18 mi awaySatTop score
2Bacon & Gendreau Tax Preparation705.0★ (94)West Hartford, 22 mi away——
3Quality Senior Benefits LLC704.9★ (56)Plymouth, 16 mi away——
4Bank of America (with Drive-thru ATM)693.7★ (47)Winchester CenterSat—
5Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income684.9★ (59)Windsor, 24 mi awaySun · Evenings—
6Milestone Asset Management Group LLC685.0★ (28)Farmington, 16 mi away——
7Cowen Tax Advisory Group, Inc.684.8★ (50)Farmington, 21 mi away——
8Roman Pantojas675.0★ (46)Hartford, 24 mi awaySat · Sun · Evenings—
9Fiscal Wisdom Wealth Management674.7★ (23)Torrington, 13 mi away——
10Bank of America (with Drive-thru ATM)673.6★ (46)Torrington, 6 mi awaySat—

All 64 financial advisors in Winchester Center, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income

    Based in Windsor, 24 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat closed · Sun 9 AM–2 PM
    Address
    100 Northfield Dr #200, Windsor, CT 06095
    View profile for Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income(860) 298-1011

  8. #8 Roman Pantojas

    Based in Hartford, 24 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    151 New Park Ave Ste 115, Hartford, CT 06106
    View profile for Roman Pantojas(413) 505-6685

  11. #11 A & G Insurance LLC

    Based in Windsor Locks, 24 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3 Concorde Way #102, Windsor Locks, CT 06096
    View profile for A & G Insurance LLC(860) 627-0377

  12. #12 Sam Chang - Thrivent

    Based in West Hartford, 23 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    71 Raymond Rd, West Hartford, CT 06107
    View profile for Sam Chang - Thrivent(860) 474-3601

  14. #14 Bantam Financial

    Based in Bristol, 22 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    216 Davis St Ste A, Oakville, CT 06779
    View profile for Bantam Financial(860) 417-3383

  15. #15 Northwestern Financial Services

    Based in Torrington, 7 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon 9 AM–1 PM · Tue closed · Wed 9 AM–1 PM · Thu closed · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    30 Peck Road Suite 1203, Torrington, CT 06790
    View profile for Northwestern Financial Services(860) 489-4894

  17. #17 Barron Financial Group

    Based in Torrington, 7 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    103 Albert St, Torrington, CT 06790
    View profile for Barron Financial Group(860) 489-0432

  19. #19 Fuchs Financial

    Based in West Hartford, 23 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    433 S Main St Suite 322, West Hartford, CT 06110
    View profile for Fuchs Financial(860) 461-1709

  21. #21 Telos Partners

    Based in Farmington, 17 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–6:30 PM · Sat 9 AM–3 PM · Sun closed
    Address
    124 Simsbury Rd Bldg. 1 Ste. 202, Avon, CT 06001
    View profile for Telos Partners(860) 222-0232

  22. #22 Wayne W. Stanforth, CPA

    Based in Meriden, 25 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    710 Main St #2, Plantsville, CT 06479
    View profile for Wayne W. Stanforth, CPA(860) 628-4995

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 64 ranked financial advisors here; the rest are on their profiles.

financial advisors in Winchester Center, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Karen T Leonard645.0★ (3)8 mi
27Acrisure Plainville, CT (Health Consultants Group LLC)635.0★ (175)20 mi
28Bank of America Financial Center633.6★ (101)24 mi
29ACG Associates, Inc.633.7★ (3)9 mi
30Bardaglio Hart & Shuman CPA's635.0★ (11)24 mi
31Charles Schwab624.4★ (10)22 mi
32Northshire Consulting LLC625.0★ (9)25 mi
33Bank of America (with Drive-thru ATM)623.7★ (29)24 mi
34Medallion Wealth Advisors LLC624.8★ (5)18 mi
35Michael Ciarlo - Retirement Specialist625.0★ (6)21 mi
36AAA Financial Group, Inc.615.0★ (6)22 mi
37Integrity Benefit Partners614.4★ (7)22 mi
38Johndrow Wealth Management615.0★ (5)22 mi
39Kristopher Peruccio: Primerica - Financial Services615.0★ (5)22 mi
40Bank of America (with Drive-thru ATM)613.3★ (33)24 mi
41Denovo Financial615.0★ (6)25 mi
42Wealthspire614.8★ (5)22 mi
43Fiducient Advisors615.0★ (5)24 mi
44Bank of America (with Drive-thru ATM)613.1★ (54)22 mi
45Edward Jones - Financial Advisor: Eric Gagne605.0★ (4)23 mi
46Arrowhead Financial Group604.3★ (6)25 mi
47Retirement Visions LLC605.0★ (3)21 mi
48Edelman Financial Engines604.0★ (4)22 mi
49Edward Jones - Financial Advisor: Sue Banville605.0★ (3)22 mi
50Wells Fargo Advisors603.8★ (4)22 mi

Also serving Winchester Center

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Winchester Center
BusinessGoogle ratingDistance
Argentum Financial PartnersIn Winchester Center
Ashleigh Case Briggs - TD Wealth Financial AdvisorIn Winchester Center
Branig Capital Markets IncIn Winchester Center
Coastal Point Wealth ManagementIn Winchester Center
COUZENS, DOMINGOS, ALLEN & ASSOCIATES - Ameriprise Financial Services, LLCIn Winchester Center
DELGALLO.COM - Comprehensive Wealth Management - Financial Planning, Investments, Insurance, & Real Estate4.0★ (1)In Winchester Center
Edward JonesIn Winchester Center
Edward Jones - Financial Advisor: Amanda R Benecchi, CFP®|CEPA®3.0★ (2)In Winchester Center
Edward Jones - Financial Advisor: Cindy ShiIn Winchester Center
Edward Jones - Financial Advisor: Colleen K DuffyIn Winchester Center
Edward Jones - Financial Advisor: David IvanoudisIn Winchester Center
Edward Jones - Financial Advisor: Edward Benecchi III, CEPA®In Winchester Center
Johnson Brunetti5.0★ (1)In Winchester Center
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Winchester Center
Northwestern MutualIn Winchester Center
OneDigital5.0★ (2)In Winchester Center
Paragon Financial Group4.0★ (1)In Winchester Center
Steven Hahn - Financial Advisor, Ameriprise Financial Services, LLCIn Winchester Center
Tim McCarthy, CPA/PFS, CLUIn Winchester Center
WP Financial, LLCIn Winchester Center

How we ranked Winchester Center financial advisors

We scored 64 Winchester Center financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Winchester Center data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Winchester Center: frequently asked questions

Which financial advisor has the highest RFA Score in Winchester Center?

By RFA Score, the highest-ranked financial advisor in Winchester Center, CT is Bank of America (with Drive-thru ATM) with an RFA Score of 71/100. It has 4.5★ from 214 Google reviews. It is open Saturdays until 2 PM. Bacon & Gendreau Tax Preparation (#2) and Quality Senior Benefits LLC (#3) follow. We ranked 64 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Winchester Center?

RankedFinancialAdvisors ranks 64 financial advisors serving Winchester Center, CT. 1 of them is based in Winchester Center; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Winchester Center work on weekends?

15 of 64 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#1), Bank of America (with Drive-thru ATM) (#4) and Roman Pantojas (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winchester Center financial advisors have?

The median Google rating among 64 rated financial advisors in Winchester Center is 4.9★, with a median of 11 reviews. Bank of America (with Drive-thru ATM) has the most, 214 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Winchester Center count in this ranking?

Yes, if they are within 25 mi of the Winchester Center city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Winchester Center ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Winchester Center a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Winchester Center

  1. November 2026: RFA Scores recalculated for 64 financial advisors serving Winchester Center.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Winchester Center pages