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Financial Planners in City of Milford (balance), CT: 2026 rankings

136 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in City of Milford (balance): Bankers Life, RFA Score 79/100; 5.0★ from 505 Google reviews.

  2. 2

    Most-reviewed: DiMatteo Group Financial Services, 119 Google reviews at 5.0★, the most of 136 ranked after Bankers Life; ranked #2.

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

136 City of Milford (balance) financial planners are ranked here by RFA Score, from eight published factors. 39 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.5★ across 136 rated firms.

Top 10 financial planners in City of Milford (balance) 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 planners in City of Milford (balance) at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Bankers Life795.0★ (505)City of Milford (balance)Top score
2DiMatteo Group Financial Services745.0★ (119)Shelton, 5 mi awayMost reviews
3R.J. Testo & Associates744.9★ (93)City of Milford (balance)—
4Skinner Wealth Strategies735.0★ (69)City of Milford (balance)—
5David Zavarelli, CFP® – LPL Financial715.0★ (36)City of Milford (balance)—
6Flagship Financial Partners715.0★ (49)Shelton, 5 mi away—
7Advanced College Funding Solutions, LLC705.0★ (48)Shelton, 5 mi away—
8Milestone Asset Management Group685.0★ (15)City of Milford (balance)—
9Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (41)North Haven, 14 mi away—
10Agemy Financial Strategies, Inc664.9★ (53)Guilford, 19 mi away—

All 136 financial planners in City of Milford (balance), 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 City of Milford (balance)

    #1 Bankers Life

    Based in City of Milford (balance)

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 505 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 505 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    185 Plains Rd Ste 205W, Milford, CT 06461
    View profile for Bankers Life(203) 877-7100

  3. #3 R.J. Testo & Associates

    Based in City of Milford (balance)

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    326 W Main St Ste 110, Milford, CT 06460
    View profile for R.J. Testo & Associates(203) 876-0318

  4. #4 Skinner Wealth Strategies

    Based in City of Milford (balance)

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    472 Wheelers Farm Rd Ste 305, Milford, CT 06461
    View profile for Skinner Wealth Strategies(203) 285-6530

  9. #9 Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in North Haven, 14 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8 AM–5 PM · Wed 9 AM–5 PM · Thu 8 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 State St Unit E1, North Haven, CT 06473
    View profile for Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC(203) 407-8188

  11. #11 Tailored Wealth

    Based in Fairfield, 11 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1172 Post Rd Second Floor, Fairfield, CT 06824
    View profile for Tailored Wealth(203) 429-3718

  12. #12 The Milford Bank

    Based in City of Milford (balance)

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    51 Roses Mill Rd, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5790

  13. #13 The Milford Bank

    Based in City of Milford (balance)

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 21 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    33 Broad St, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5700

  15. #15 The Milford Bank

    Based in City of Milford (balance)

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    205 Bridgeport Ave, Milford, CT 06460
    View profile for The Milford Bank(203) 783-5780

  16. #16 First County Bank

    Based in Fairfield, 12 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 33 Google reviews
    Hours
    Mon–Wed 9 AM–4 PM · Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1312 Post Rd, Fairfield, CT 06824
    View profile for First County Bank(203) 254-1206

  17. #17 The Milford Bank

    Based in Stratford, 4 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3651 Main St, Stratford, CT 06614
    View profile for The Milford Bank(203) 386-9176

  25. #25 Milford Financial

    Based in City of Milford (balance)

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3 Lafayette St, Milford, CT 06460
    View profile for Milford Financial(203) 780-2000

Financial planners 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 136 ranked financial planners here; the rest are on their profiles.

financial planners in City of Milford (balance), ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26TPS Group645.0★ (20)16 mi
27HTG Investment Advisors Inc645.0★ (33)23 mi
28The Milford Bank645.0★ (4)In City of Milford (balance)
29Howard S Cohen PC, CPA644.6★ (34)20 mi
30Bank of America (with Drive-thru ATM)643.7★ (78)13 mi
31Pearl Financial644.8★ (18)15 mi
32RightCapital643.6★ (14)5 mi
33Bank of America (with Drive-thru ATM)644.1★ (95)22 mi
34sOUND FINANCIAL GROUP, LLC635.0★ (3)In City of Milford (balance)
35Bank of America (with Drive-thru ATM)633.8★ (74)16 mi
36Confident Financial Solutions, LLC – Financial Advisors in Cheshire, CT635.0★ (28)24 mi
37The Financial Sherpa634.9★ (11)12 mi
38Bank of America Financial Center633.5★ (35)9 mi
39UPA Multiservices635.0★ (4)3 mi
40Investmark Advisory Group634.3★ (6)5 mi
41WaterWalkers Insurance Group635.0★ (27)25 mi
42Fidelity Investments633.7★ (17)9 mi
43Newtown Savings Bank - Shelton: Bridgeport Ave633.3★ (10)5 mi
44Morrissey Wealth Management635.0★ (13)16 mi
45Financial Advisory Services635.0★ (4)5 mi
46Warner Wealth635.0★ (4)5 mi
47Robert J Leiphart, CFP635.0★ (4)5 mi
48Woodhouse & Associates635.0★ (5)8 mi
49Bank of America (with Drive-thru ATM)633.0★ (34)5 mi
50Bank of America Financial Center633.4★ (22)9 mi

Also serving City of Milford (balance)

20 more financial planners 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 planners serving City of Milford (balance)
BusinessGoogle ratingDistance
Aegis Wealth Partners1.0★ (1)In City of Milford (balance)
Creative Planning5.0★ (1)In City of Milford (balance)
Edward Jones - Financial Advisor: Brian E Moles, CFP®5.0★ (1)In City of Milford (balance)
Edward Jones - Financial Advisor: Jacquelyn SmithIn City of Milford (balance)
Edward Jones - Financial Advisor: Tad Smith, AAMS®4.2★ (5)In City of Milford (balance)
Financial Network Limited1.0★ (1)In City of Milford (balance)
GT Invest Ukraine5.0★ (1)In City of Milford (balance)
Healthtree Financial ​Fitness LLC4.6★ (9)In City of Milford (balance)
Johnson Brunetti5.0★ (1)In City of Milford (balance)
Jose Cortez: Primerica - Financial Services5.0★ (9)In City of Milford (balance)
Katherine Alvarez: Primerica - Financial Services5.0★ (16)In City of Milford (balance)
LPL Financial - Milford, CT5.0★ (2)In City of Milford (balance)
Marc Agresti: Primerica - Financial Services5.0★ (2)In City of Milford (balance)
Mario Bartoli5.0★ (1)In City of Milford (balance)
Mario D. Bartoli - Wilmington Advisors @ M&TIn City of Milford (balance)
Medicare Jim5.0★ (2)In City of Milford (balance)
Nestor Financial Network5.0★ (1)In City of Milford (balance)
Sound Financial Partners5.0★ (1)In City of Milford (balance)
Tutino Financial, LLCIn City of Milford (balance)
Wells Fargo Advisors5.0★ (1)In City of Milford (balance)

How we ranked City of Milford (balance) financial planners

We scored 136 City of Milford (balance) financial planners 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 City of Milford (balance) 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in City of Milford (balance): frequently asked questions

Which financial planner has the highest RFA Score in City of Milford (balance)?

By RFA Score, the highest-ranked financial planner in City of Milford (balance), CT is Bankers Life with an RFA Score of 79/100. It has 5.0★ from 505 Google reviews. DiMatteo Group Financial Services (#2) and R.J. Testo & Associates (#3) follow. We ranked 136 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in City of Milford (balance)?

RankedFinancialAdvisors ranks 136 financial planners serving City of Milford (balance), CT. 13 of them are based in City of Milford (balance); 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 planners in City of Milford (balance) work on weekends?

39 of 136 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are The Milford Bank (#12), The Milford Bank (#13) and First County Bank (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do City of Milford (balance) financial planners have?

The median Google rating among 136 rated financial planners in City of Milford (balance) is 4.5★, with a median of 13 reviews. Bankers Life has the most, 505 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 planners?

Each financial planner 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 planners outside City of Milford (balance) count in this ranking?

Yes, if they are within 25 mi of the City of Milford (balance) city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in City of Milford (balance) ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in City of Milford (balance) 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 planners 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 City of Milford (balance)

  1. November 2026: RFA Scores recalculated for 136 financial planners serving City of Milford (balance).
  2. November 2026: 2 duplicate listings merged.

More financial planners and City of Milford (balance) pages