Skip to content

Financial Planners in South Windsor, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in South Windsor: Integrity Wealth, RFA Score 78/100; 5.0★ from 548 Google reviews; open Saturdays until 7:30 PM.

  2. 2

    Most-reviewed: Bankers Life, 343 Google reviews at 5.0★, the most of 135 ranked after Integrity Wealth; ranked #2.

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

135 South Windsor financial planners are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.7★ across 135 rated firms.

Most of this list also appears on the Financial planners in Hartford ranking. See Financial planners in Hartford

Top 10 financial planners in South Windsor 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 South Windsor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth785.0★ (548)Glastonbury, 7 mi awaySat · EveningsTop score
2Bankers Life765.0★ (343)Glastonbury, 8 mi away—Most reviews
3Bacon & Gendreau Tax Preparation725.0★ (94)West Hartford, 8 mi away——
4Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income714.9★ (59)Windsor, 5 mi awaySun · Evenings—
5Justin Budnick705.0★ (30)East Hartford, 3 mi away——
6Bank of America (with Drive-thru ATM)704.6★ (332)Meriden, 22 mi awaySat—
7Barnum Financial Group, Glastonbury CT694.6★ (64)Glastonbury, 7 mi away——
8Bank of America (with Drive-thru ATM)694.5★ (214)Bristol, 17 mi awaySat—
9A & G Insurance LLC695.0★ (36)Windsor Locks, 7 mi awaySat—
10Bank of America (with Drive-thru ATM)693.9★ (220)East Hartford, 4 mi awaySat—

All 135 financial planners in South Windsor, 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 South Windsor

    #1 Integrity Wealth

    Based in Glastonbury, 7 mi away

    78/100RFA 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 Bankers Life

    Based in Glastonbury, 8 mi away

    76/100RFA Score

    Ranked #2 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, 5 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 Justin Budnick

    Based in East Hartford, 3 mi away

    70/100RFA Score

    Ranked #5 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

  9. #9 A & G Insurance LLC

    Based in Windsor Locks, 7 mi away

    69/100RFA Score

    Ranked #9 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 Procyon

    Based in Glastonbury, 8 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 UMassFive College Federal Credit Union

    Based in Springfield, 20 mi away

    68/100RFA Score

    Ranked #13 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

  17. #17 Thrivepoint Financial

    Based in Glastonbury, 7 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Glastonbury Blvd Ste 105, Glastonbury, CT 06033
    View profile for Thrivepoint Financial(860) 815-9041

  18. #18 Sandra Baranowski CFP

    Based in Manchester, 6 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    935 Main St Level F - Unit C2, Manchester, CT 06040
    View profile for Sandra Baranowski CFP(860) 432-5604

  20. #20 JluxFunding

    Based in Hartford, 5 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon 9 AM–6 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    750 Main St, Hartford, CT 06103
    View profile for JluxFunding(860) 697-6399

  23. #23 Briggs Wealth Management

    Based in Glastonbury, 7 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    221 Addison Rd Ste 101, Glastonbury, CT 06033
    View profile for Briggs Wealth Management(860) 633-8988

How we ranked South Windsor financial planners

We scored 135 South Windsor 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 South Windsor 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 South Windsor: frequently asked questions

Which financial planner has the highest RFA Score in South Windsor?

By RFA Score, the highest-ranked financial planner in South Windsor, CT is Integrity Wealth with an RFA Score of 78/100. It has 5.0★ from 548 Google reviews. It is open Saturdays until 7:30 PM. Bankers Life (#2) and Bacon & Gendreau Tax Preparation (#3) follow. We ranked 135 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in South Windsor?

RankedFinancialAdvisors ranks 135 financial planners serving South Windsor, CT. 2 of them are based in South Windsor; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in South Windsor work on weekends?

31 of 135 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Integrity Wealth (#1), Bank of America (with Drive-thru ATM) (#6) and Bank of America (with Drive-thru ATM) (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do South Windsor financial planners have?

The median Google rating among 135 rated financial planners in South Windsor is 4.7★, with a median of 11 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 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 South Windsor count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 135 financial planners serving South Windsor.
  2. November 2026: 1 duplicate listing merged.

More financial planners and South Windsor pages