Skip to content

Financial Planners in Willimantic, CT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Willimantic: Integrity Wealth, RFA Score 74/100; 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 64 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

64 Willimantic financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 64 rated firms.

Top 10 financial planners in Willimantic 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 Willimantic at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth745.0★ (548)Glastonbury, 21 mi awaySat · EveningsTop score
2Bankers Life735.0★ (343)Glastonbury, 20 mi away—Most reviews
3Premier Planning Professionals685.0★ (84)Waterford, 24 mi away——
4Barnum Financial Group, Glastonbury CT664.6★ (64)Glastonbury, 21 mi away——
5Procyon665.0★ (29)Glastonbury, 20 mi away——
6Justin Budnick655.0★ (30)East Hartford, 22 mi away——
7Sandra Baranowski CFP644.8★ (16)Manchester, 17 mi away——
8Bank of America (with Drive-thru ATM)643.9★ (220)East Hartford, 23 mi awaySat—
9Bank of America (with Drive-thru ATM)642.8★ (47)WillimanticSat—
10Bank of America (with Drive-thru ATM)643.4★ (24)Storrs, 9 mi away——

All 64 financial planners in Willimantic, 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 Willimantic

    #1 Integrity Wealth

    Based in Glastonbury, 21 mi away

    74/100RFA 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, 20 mi away

    73/100RFA 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

  5. #5 Procyon

    Based in Glastonbury, 20 mi away

    66/100RFA Score

    Ranked #5 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

  6. #6 Justin Budnick

    Based in East Hartford, 22 mi away

    65/100RFA Score

    Ranked #6 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

  7. #7 Sandra Baranowski CFP

    Based in Manchester, 17 mi away

    64/100RFA Score

    Ranked #7 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

  13. #13 Thrivepoint Financial

    Based in Glastonbury, 22 mi away

    63/100RFA Score

    Ranked #13 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

  14. #14 Wolff Wealth Advisors

    Based in Manchester, 17 mi away

    63/100RFA Score

    Ranked #14 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

  17. #17 Briggs Wealth Management

    Based in Glastonbury, 19 mi away

    63/100RFA Score

    Ranked #17 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

  19. #19 Cathy Pinard, CPA

    Based in Ellington, 16 mi away

    62/100RFA Score

    Ranked #19 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

  23. #23 Towerto Private Wealth

    Based in Glastonbury, 20 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    703 Hebron Ave, Glastonbury, CT 06033
    View profile for Towerto Private Wealth(860) 790-7992

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

financial planners in Willimantic, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Willington Financial623.7★ (3)12 mi
27JluxFunding624.7★ (12)24 mi
28M&T Bank614.2★ (17)24 mi
29Borgida & Company, P.C.615.0★ (3)16 mi
30Capital Wealth Management, LLC615.0★ (5)20 mi
31Peloquin & Co LLC614.2★ (5)19 mi
32John Mac Dougall Financial Services614.0★ (4)17 mi
33Bradley Foster & Sargent, Inc.614.6★ (9)24 mi
34Billy Grant - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (5)21 mi
35Bigman Consulting Services LLC615.0★ (4)20 mi
36Jason Apruzzese - Financial Advisor - Ion Investments615.0★ (4)20 mi
37Moneco Advisors & Tax Services605.0★ (4)21 mi
38Doherty Financial Services LLC605.0★ (3)19 mi
39GFA Financial Group603.7★ (3)17 mi
40Bank of America (with Drive-thru ATM)603.5★ (67)25 mi
41RBC Wealth Management Branch - Glastonbury605.0★ (4)22 mi
42Conscious Capital Wealth Management, LLC605.0★ (3)20 mi
43Bank of America Financial Center603.5★ (31)24 mi
44SkyBlue Wealth Advisors - Fee-Only605.0★ (3)20 mi
45Donna Williams - Financial Advisor - Ion Investments605.0★ (3)20 mi
46Johnson Brunetti603.3★ (26)23 mi
47Bank of America (with Drive-thru ATM)603.4★ (39)24 mi
48Castanho Financial Group, LLC605.0★ (4)23 mi
49Gottfried & Somberg Wealth Management604.0★ (4)20 mi
50AdviceOne LLC602.9★ (11)20 mi

Also serving Willimantic

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 Willimantic
BusinessGoogle ratingDistance
Abbe Lassow - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)21 mi
Ameriprise Financial - Richard J. Vogler CFP3.0★ (2)24 mi
Barnum Financial Group [David Noel Morales]5.0★ (2)24 mi
Collins & Eberle Wealth Management of Raymond James5.0★ (2)21 mi
Ferron Financial3.0★ (2)21 mi
John A Henehan - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)24 mi
Long View Wealth Management LLC5.0★ (2)19 mi
Merrill Lynch Financial Advisor Lourdes Rhodes5.0★ (2)24 mi
Northwestern Mutual Financial3.0★ (2)14 mi
Omnica Wealth5.0★ (2)21 mi
Panarella Wealth Management Llc5.0★ (2)24 mi
Raymond James Financial ServicesIn Willimantic
Raymond James Financial ServicesIn Willimantic
Rose City Financial Services5.0★ (2)9 mi
S T Sadlak & Co Inc5.0★ (2)24 mi
SKY Investment Group4.5★ (2)24 mi
Symmetry Partners LLC4.5★ (2)20 mi
Tumolo Financial5.0★ (2)24 mi
WealthWise Capital Management5.0★ (2)23 mi
Webster St Mutual5.0★ (2)25 mi

How we ranked Willimantic financial planners

We scored 64 Willimantic 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 Willimantic 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 Willimantic: frequently asked questions

Which financial planner has the highest RFA Score in Willimantic?

By RFA Score, the highest-ranked financial planner in Willimantic, CT is Integrity Wealth with an RFA Score of 74/100. It has 5.0★ from 548 Google reviews. It is open Saturdays until 7:30 PM. Bankers Life (#2) and Premier Planning Professionals (#3) follow. We ranked 64 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Willimantic?

RankedFinancialAdvisors ranks 64 financial planners serving Willimantic, CT. 1 of them is based in Willimantic; 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 Willimantic work on weekends?

13 of 64 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Integrity Wealth (#1), Bank of America (with Drive-thru ATM) (#8) 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 Willimantic financial planners have?

The median Google rating among 64 rated financial planners in Willimantic is 4.9★, with a median of 10 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 Willimantic count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 64 financial planners serving Willimantic.

More financial planners and Willimantic pages