Skip to content

Financial Advisors in Windsor Locks, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Windsor Locks: Integrity Wealth, RFA Score 76/100; 5.0★ from 548 Google reviews; open Saturdays until 7:30 PM.

  2. 3

    Most-reviewed: Bankers Life, 343 Google reviews at 5.0★, the most of 179 ranked after Integrity Wealth; ranked #3.

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

179 Windsor Locks financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 179 rated firms.

Top 10 financial advisors in Windsor Locks 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 Windsor Locks at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth765.0★ (548)Glastonbury, 14 mi awaySat · EveningsTop score
2Sunstone Financial Group745.0★ (212)Ellington, 10 mi awaySat—
3Bankers Life745.0★ (343)Glastonbury, 15 mi away—Most reviews
4Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income714.9★ (59)Windsor, 4 mi awaySun · Evenings—
5A & G Insurance LLC715.0★ (36)Windsor LocksSat—
6Bacon & Gendreau Tax Preparation715.0★ (94)West Hartford, 13 mi away——
7Kingston Wealth Management Group705.0★ (52)South Windsor, 8 mi away——
8UMassFive College Federal Credit Union704.8★ (92)Springfield, 13 mi away——
9Trailhead Financial, LLC.705.0★ (54)Agawam, 11 mi away——
10Roman Pantojas695.0★ (46)Hartford, 13 mi awaySat · Sun · Evenings—

All 179 financial advisors in Windsor Locks, 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.

  1. Ranked #1 in Windsor Locks

    #1 Integrity Wealth

    Based in Glastonbury, 14 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 548 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 548 Google reviews
    Hours
    Mon–Sat 8 AM–7:30 PM · Sun closed
    Address
    95 Glastonbury Blvd Ste 205, Glastonbury, CT 06033
    View profile for Integrity Wealth(860) 421-6306

  2. #2 Sunstone Financial Group

    Based in Ellington, 10 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 212 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 212 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri–Sat 9 AM–5 PM · Sun closed
    Address
    243 Hartford Turnpike, Vernon, CT 06066
    View profile for Sunstone Financial Group(860) 512-0917

  3. #3 Bankers Life

    Based in Glastonbury, 15 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 343 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 343 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    655 Winding Brook Dr Ste 4020, Glastonbury, CT 06033
    View profile for Bankers Life(860) 434-4010

  4. #4 Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income

    Based in Windsor, 4 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 A & G Insurance LLC

    Based in Windsor Locks

    71/100RFA Score

    Ranked #5 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

  8. #8 UMassFive College Federal Credit Union

    Based in Springfield, 13 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 92 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    Mercy Medical Center, Rehabilitation Building, 233 Carew St Rm 110, Springfield, MA 01102
    View profile for UMassFive College Federal Credit Union(413) 256-5500

  10. #10 Roman Pantojas

    Based in Hartford, 13 mi away

    69/100RFA Score

    Ranked #10 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

  12. #12 Justin Budnick

    Based in East Hartford, 10 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    95 Leggett St, East Hartford, CT 06108
    View profile for Justin Budnick

  19. #19 Sam Chang - Thrivent

    Based in West Hartford, 13 mi away

    67/100RFA Score

    Ranked #19 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

  20. #20 Procyon

    Based in Glastonbury, 15 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    655 Winding Brook Dr Ste 2030, Glastonbury, CT 06033
    View profile for Procyon(860) 891-6209

  24. #24 Pasco Advisors, LLC

    Based in Enfield, 2 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5A Pasco Dr, East Windsor, CT 06088
    View profile for Pasco Advisors, LLC(860) 623-5464

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 179 ranked financial advisors here; the rest are on their profiles.

financial advisors in Windsor Locks, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Impact Financial Planning665.0★ (13)9 mi
27Bank of America (with Drive-thru ATM)664.1★ (34)10 mi
28Broadrige Financial Solutions664.1★ (29)9 mi
29Patrick Woodhouse - Financial Advisor - Ion Investments655.0★ (12)9 mi
30Justin Rodrigues, CFP , Financial Advisor655.0★ (11)9 mi
31Fuchs Financial654.8★ (22)15 mi
32New England Retirement Strategies655.0★ (14)12 mi
33Sandra Baranowski CFP654.8★ (16)12 mi
34Retirement Income Source SFG of Massachusetts655.0★ (11)10 mi
35Kemple Financial655.0★ (12)12 mi
36Bergenn Financial Group LLC655.0★ (13)13 mi
37Denovo Financial655.0★ (6)6 mi
38Fiscal Wisdom Wealth Management654.7★ (23)17 mi
39Thrivepoint Financial655.0★ (15)15 mi
40Fiducient Advisors655.0★ (5)4 mi
41InnoVest Financial Services655.0★ (6)6 mi
42eMBark Financial and Insurance Partners644.3★ (13)10 mi
43Konner Claywell Retirement Consultant645.0★ (19)18 mi
44JluxFunding644.7★ (12)12 mi
45Christopher Curtis - Financial Advisor - Ion Investments645.0★ (7)8 mi
46Roberto C Laguer: Primerica - Financial Services645.0★ (22)20 mi
47Telos Partners645.0★ (11)13 mi
48Edward Jones - Financial Advisor: Jay Beyer, ChFC®645.0★ (4)4 mi
49Kristopher Peruccio: Primerica - Financial Services645.0★ (5)6 mi
50Bank of America (with Drive-thru ATM)643.7★ (29)11 mi

Also serving Windsor Locks

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 Windsor Locks
BusinessGoogle ratingDistance
Ameriprise Financial - Richard J. Vogler CFP3.0★ (2)11 mi
Amy Elizabeth Hinkle: Primerica - Financial Services5.0★ (1)In Windsor Locks
Boway Express5.0★ (2)In Windsor Locks
Connect Financial Group LLCIn Windsor Locks
Creative Funding Corporation5.0★ (2)9 mi
Edward Jones - Financial Advisor: Bob Oliver5.0★ (2)9 mi
Edward Jones - Financial Advisor: Mark I Wolverton, AAMS®5.0★ (2)10 mi
KJ Wealth Advisory5.0★ (2)9 mi
Long View Wealth Management LLC5.0★ (2)9 mi
MacGregor Consulting5.0★ (1)In Windsor Locks
Matthew J Sondrini - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)8 mi
Merrill Lynch Financial Advisor Lourdes Rhodes5.0★ (2)12 mi
Money ConceptsIn Windsor Locks
Morgan Stanley Financial Advisors5.0★ (2)12 mi
Private Bank, Bank of America4.0★ (2)12 mi
Prudential Financial: Michael Dilorenzo5.0★ (2)4 mi
Ventry Harbor Asset Management, LLCIn Windsor Locks
Verducci Asset Management5.0★ (2)10 mi
Wealthshape, LLC5.0★ (2)6 mi
WorldBusiness Capital, Inc.5.0★ (2)12 mi

How we ranked Windsor Locks financial advisors

We scored 179 Windsor Locks 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 Windsor Locks 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 Windsor Locks: frequently asked questions

Which financial advisor has the highest RFA Score in Windsor Locks?

By RFA Score, the highest-ranked financial advisor in Windsor Locks, CT is Integrity Wealth with an RFA Score of 76/100. It has 5.0★ from 548 Google reviews. It is open Saturdays until 7:30 PM. Sunstone Financial Group (#2) and Bankers Life (#3) follow. We ranked 179 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Windsor Locks?

RankedFinancialAdvisors ranks 179 financial advisors serving Windsor Locks, CT. 2 of them are based in Windsor Locks; 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 Windsor Locks work on weekends?

35 of 179 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Integrity Wealth (#1), Sunstone Financial Group (#2) and A & G Insurance LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Windsor Locks financial advisors have?

The median Google rating among 179 rated financial advisors in Windsor Locks is 4.8★, with a median of 9 reviews. Integrity Wealth has the most, 548 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 Windsor Locks count in this ranking?

Yes, if they are within 25 mi of the Windsor Locks 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 Windsor Locks 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 Windsor Locks 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 Windsor Locks

  1. November 2026: RFA Scores recalculated for 179 financial advisors serving Windsor Locks.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Windsor Locks pages