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Financial Planners in Torrington, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Torrington: Bank of America (with Drive-thru ATM), RFA Score 72/100; 4.5★ from 214 Google reviews; open Saturdays until 2 PM.

  2. 9

    Most-reviewed: Bank of America (with Drive-thru ATM), 220 Google reviews at 3.9★, the most of 61 ranked; ranked #9.

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

61 Torrington financial planners are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.5★ across 61 rated firms.

Top 10 financial planners in Torrington 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 Torrington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bank of America (with Drive-thru ATM)724.5★ (214)Bristol, 13 mi awaySatTop score
2Bacon & Gendreau Tax Preparation705.0★ (94)West Hartford, 20 mi away——
3Fiscal Wisdom Wealth Management694.7★ (23)Torrington——
4Cowen Tax Advisory Group, Inc.674.8★ (50)Farmington, 18 mi away——
5Bank of America (with Drive-thru ATM)673.6★ (46)TorringtonSat—
6Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income674.9★ (59)Windsor, 23 mi awaySun · Evenings—
7Milestone Asset Management Group LLC675.0★ (28)Farmington, 14 mi away——
8Bantam Financial665.0★ (24)Bristol, 15 mi away——
9Bank of America (with Drive-thru ATM)653.9★ (220)East Hartford, 25 mi awaySatMost reviews
10Northwestern Financial Services654.1★ (9)Torrington——

All 61 financial planners in Torrington, 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.

  6. #6 Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income

    Based in Windsor, 23 mi away

    67/100RFA Score

    Ranked #6 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 Bantam Financial

    Based in Bristol, 15 mi away

    66/100RFA Score

    Ranked #8 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

  12. #12 A & G Insurance LLC

    Based in Windsor Locks, 25 mi away

    65/100RFA Score

    Ranked #12 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

  14. #14 Wayne W. Stanforth, CPA

    Based in Meriden, 19 mi away

    64/100RFA Score

    Ranked #14 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

  15. #15 Nesso Group

    Based in Cheshire, 20 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    409 Canal St, Milldale, CT 06467
    View profile for Nesso Group(860) 374-4010

  21. #21 Covenant Wealth Advisers

    Based in Cheshire, 23 mi away

    62/100RFA 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 9 AM–5 PM · Tue 9 AM–7 PM · Wed 9 AM–5 PM · Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    345 Highland Ave #101, Cheshire, CT 06410
    View profile for Covenant Wealth Advisers(203) 271-9114

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

financial planners in Torrington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)613.7★ (29)22 mi
27JluxFunding604.7★ (12)23 mi
28Medallion Wealth Advisors LLC604.8★ (5)15 mi
29Quality Senior Benefits LLC604.9★ (56)9 mi
30Bank of America (with Drive-thru ATM)603.1★ (54)20 mi
31Bank of America Financial Center603.5★ (31)23 mi
32Bank of America (with Drive-thru ATM)603.3★ (30)21 mi
33Bradley Foster & Sargent, Inc.594.6★ (9)23 mi
34Integrity Benefit Partners594.4★ (7)20 mi
35Tricia Gordon - Financial Advisor - Ion Investments595.0★ (8)23 mi
36Powell Financial Planning and Tax Services594.2★ (9)21 mi
37Massucci & Associates594.3★ (6)19 mi
38Johndrow Wealth Management595.0★ (5)20 mi
39Langdon & Langdon Financial Services, LLC593.2★ (9)19 mi
40Fidelity Investments592.8★ (37)20 mi
41Bank of America (with Drive-thru services)592.9★ (30)21 mi
42Retirement Visions LLC595.0★ (3)17 mi
43Edelman Financial Engines584.0★ (4)18 mi
44Raman Grover - Financial Advisor - Ion Investments585.0★ (6)24 mi
45Six Point Wealth Advisors - Ameriprise Financial Services, LLC584.3★ (3)18 mi
46Johnson Brunetti584.5★ (4)21 mi
47Shehu Asset Management, LLC585.0★ (4)22 mi
48Bank of America (with Drive-thru ATM)572.7★ (66)23 mi
49TD Ameritrade572.6★ (5)20 mi
50Bank of America (with Drive-thru ATM)572.7★ (31)23 mi

Also serving Torrington

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 Torrington
BusinessGoogle ratingDistance
Burne Financial Concepts5.0★ (2)14 mi
Central Connecticut Financial Services5.0★ (2)12 mi
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Torrington
Edward Jones - Financial Advisor: Cailyn Paradise, CFP®|CEPA®5.0★ (1)In Torrington
Edward Jones - Financial Advisor: Gary N Nicksa, CFP®|ChFC®|AAMS®In Torrington
Edward Jones - Financial Advisor: Karen T Leonard5.0★ (3)In Torrington
Fiduciam Financial - Ameriprise Financial Services, LLCIn Torrington
Fiscal Wisdom Wealth Management - Allen DunahooIn Torrington
Mark Jones - Ameriprise Financial Services, Inc.In Torrington
Mark Jones - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Torrington
MARK TERNAIn Torrington
Matthew Evanoski - TD Wealth Financial AdvisorIn Torrington
Matthew Sweet - Raymond JamesIn Torrington
Micari Financial5.0★ (2)14 mi
Michael Gollenberg - ThriventIn Torrington
Northwestern MutualIn Torrington
Northwestern Mutual -The Mandly Financial GroupIn Torrington
Raymond James Financial ServicesIn Torrington
The Finance FixerIn Torrington
Thomaston Financial ServicesIn Torrington

How we ranked Torrington financial planners

We scored 61 Torrington 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 Torrington 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 Torrington: frequently asked questions

Which financial planner has the highest RFA Score in Torrington?

By RFA Score, the highest-ranked financial planner in Torrington, CT is Bank of America (with Drive-thru ATM) with an RFA Score of 72/100. It has 4.5★ from 214 Google reviews. It is open Saturdays until 2 PM. Bacon & Gendreau Tax Preparation (#2) and Fiscal Wisdom Wealth Management (#3) follow. We ranked 61 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Torrington?

RankedFinancialAdvisors ranks 61 financial planners serving Torrington, CT. 4 of them are based in Torrington; 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 Torrington work on weekends?

20 of 61 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#1), Bank of America (with Drive-thru ATM) (#5) and Bank of America (with Drive-thru ATM) (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Torrington financial planners have?

The median Google rating among 61 rated financial planners in Torrington is 4.5★, with a median of 21 reviews. Bank of America (with Drive-thru ATM) has the most, 220 reviews, and ranks #9. 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 Torrington count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 61 financial planners serving Torrington.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Torrington pages