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Financial Planners in Tolland, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tolland: Integrity Wealth, RFA Score 75/100; 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 109 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

109 Tolland financial planners are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 109 rated firms.

Top 10 financial planners in Tolland 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 Tolland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth755.0★ (548)Glastonbury, 17 mi awaySat · EveningsTop score
2Bankers Life745.0★ (343)Glastonbury, 16 mi away—Most reviews
3Bacon & Gendreau Tax Preparation695.0★ (94)West Hartford, 21 mi away——
4Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income684.9★ (59)Windsor, 16 mi awaySun · Evenings—
5UMassFive College Federal Credit Union684.8★ (92)Springfield, 21 mi away——
6Trailhead Financial, LLC.675.0★ (54)Agawam, 18 mi away——
7Barnum Financial Group, Glastonbury CT674.6★ (64)Glastonbury, 16 mi away——
8A & G Insurance LLC675.0★ (36)Windsor Locks, 16 mi awaySat—
9Justin Budnick665.0★ (30)East Hartford, 14 mi away——
10Procyon665.0★ (29)Glastonbury, 16 mi away——

All 109 financial planners in Tolland, 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 Tolland

    #1 Integrity Wealth

    Based in Glastonbury, 17 mi away

    75/100RFA 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, 16 mi away

    74/100RFA 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, 16 mi away

    68/100RFA 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 UMassFive College Federal Credit Union

    Based in Springfield, 21 mi away

    68/100RFA Score

    Ranked #5 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

  8. #8 A & G Insurance LLC

    Based in Windsor Locks, 16 mi away

    67/100RFA Score

    Ranked #8 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

  9. #9 Justin Budnick

    Based in East Hartford, 14 mi away

    66/100RFA Score

    Ranked #9 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

  10. #10 Procyon

    Based in Glastonbury, 16 mi away

    66/100RFA Score

    Ranked #10 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 Sandra Baranowski CFP

    Based in Manchester, 11 mi away

    65/100RFA Score

    Ranked #13 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

  17. #17 Cathy Pinard, CPA

    Based in Ellington, 6 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7 Keynote Dr Suite C, Vernon, CT 06066
    View profile for Cathy Pinard, CPA(860) 872-6866

  18. #18 Wolff Wealth Advisors

    Based in Manchester, 10 mi away

    64/100RFA Score

    Ranked #18 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    201 E Center St #200, Manchester, CT 06040
    View profile for Wolff Wealth Advisors(860) 783-5431

  21. #21 Thrivepoint Financial

    Based in Glastonbury, 17 mi away

    64/100RFA Score

    Ranked #21 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

  23. #23 Willington Financial

    Based in Tolland

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon closed · Tue–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    384 Merrow Rd Ste 384-K, Tolland, CT 06084
    View profile for Willington Financial(860) 684-4470

  25. #25 Briggs Wealth Management

    Based in Glastonbury, 15 mi away

    63/100RFA Score

    Ranked #25 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

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

financial planners in Tolland, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kemple Financial635.0★ (12)17 mi
27Bardaglio Hart & Shuman CPA's635.0★ (11)16 mi
28JluxFunding624.7★ (12)17 mi
29InnoVest Financial Services625.0★ (6)12 mi
30Summit Retirement Solutions625.0★ (8)15 mi
31Patrick Woodhouse - Financial Advisor - Ion Investments625.0★ (12)19 mi
32Allegra Wealth Management, LLC625.0★ (9)16 mi
33Bergenn Financial Group LLC625.0★ (13)21 mi
34John Mac Dougall Financial Services624.0★ (4)7 mi
35Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC625.0★ (16)24 mi
36Bigman Consulting Services LLC625.0★ (4)10 mi
37Jason Apruzzese - Financial Advisor - Ion Investments625.0★ (4)10 mi
38Towerto Private Wealth625.0★ (7)16 mi
39Trombley Wealth Management624.7★ (12)20 mi
40Bank of America (with Drive-thru ATM)623.7★ (29)18 mi
41GFA Financial Group623.7★ (3)7 mi
42Borgida & Company, P.C.625.0★ (3)10 mi
43Gateway Financial Partners624.5★ (8)16 mi
44Bradley Foster & Sargent, Inc.614.6★ (9)17 mi
45Bank of America (with Drive-thru ATM)613.5★ (67)18 mi
46Donna Williams - Financial Advisor - Ion Investments615.0★ (3)10 mi
47Scranton Financial Group of South Windsor615.0★ (3)10 mi
48Bank of America Financial Center613.5★ (31)17 mi
49Capital Wealth Management, LLC615.0★ (5)16 mi
50Command Wealth Management, Keith E Tatlock, CFP®615.0★ (5)16 mi

Also serving Tolland

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 Tolland
BusinessGoogle ratingDistance
Ameriprise Financial - Richard J. Vogler CFP3.0★ (2)17 mi
Bruce Giguere - Prudential FinancialIn Tolland
COUZENS, DOMINGOS, ALLEN & ASSOCIATES - Ameriprise Financial Services, LLC5.0★ (1)In Tolland
Edward Sederquest - Prudential FinancialIn Tolland
Ferron Financial3.0★ (2)17 mi
Jake Meza Hernandez - ThriventIn Tolland
Kelly & Yowell FinancialIn Tolland
KJ Wealth Advisory5.0★ (2)14 mi
KMA Wealth Management, LLCIn Tolland
Long View Wealth Management LLC5.0★ (2)10 mi
Marc A Moreno - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Tolland
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Tolland
Michael Domingos - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Tolland
Practical Pensions & Financial3.0★ (2)14 mi
PractiSource, LLCIn Tolland
Symmetry Partners LLC4.5★ (2)16 mi
Timothy Brunson - Financial Advisor, Ameriprise Financial Services, LLCIn Tolland
Tolland BranchIn Tolland
Wealthshape, LLC5.0★ (2)15 mi
WHZ Strategic Wealth AdvisorsIn Tolland

How we ranked Tolland financial planners

We scored 109 Tolland 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 Tolland 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 Tolland: frequently asked questions

Which financial planner has the highest RFA Score in Tolland?

By RFA Score, the highest-ranked financial planner in Tolland, CT is Integrity Wealth with an RFA Score of 75/100. 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 109 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Tolland?

RankedFinancialAdvisors ranks 109 financial planners serving Tolland, CT. 1 of them is based in Tolland; 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 Tolland work on weekends?

23 of 109 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Integrity Wealth (#1), A & G Insurance LLC (#8) and Bank of America (with Drive-thru ATM) (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tolland financial planners have?

The median Google rating among 109 rated financial planners in Tolland 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 Tolland count in this ranking?

Yes, if they are within 25 mi of the Tolland 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 Tolland 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 Tolland 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 Tolland

  1. November 2026: RFA Scores recalculated for 109 financial planners serving Tolland.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Tolland pages