Real Reviews · Bridgeport
Top-Reviewed Financial Advisors in Bridgeport, CT
What are customers actually saying? Read verified reviews for financial advisors in Bridgeport — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Bridgeport, CT by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Smart Financial Services Corp. with a 4.8-star rating from 12 Google reviews and an RNM Score of 69/100. Also in the top tier: Wealthspire and Financial Advisory Services. The average rating across all listed financial advisors in Bridgeport is 4.8 stars from 3 reviews per business on average.
Financial advisors in Bridgeport typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Bridgeport, CT is home to a variety of financial advisor firms, including major national brands and local boutiques. Consumers in the area can find advisors to assist with investment management, retirement planning, and other personal finance needs.
- ✓Bridgeport has a mix of national and local financial advisor firms
- ✓Advisors can provide investment management, retirement planning, and other personal finance services
- ✓Consumers should research qualifications and services when choosing a local financial advisor
Best Overall
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
Michael L Feinstein is consistently top-ranked for his personalized financial planning and strong client relationships in Bridgeport.
Most Reviewed
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
A high number of reviews indicates broad client trust and a proven track record of service satisfaction.
When choosing a financial advisor in Bridgeport, verify their credentials and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
How to Choose a Financial Advisor in Bridgeport
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Bridgeport area
- • Fiduciary duty to act in your best interests
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • Can you provide references from current Bridgeport-based clients?
- • How do you get paid, and what are your typical fees?
Red flags
- ⚠ Pushes high-commission investment products
- ⚠ Lacks transparency about fees and compensation
- ⚠ Cannot clearly explain their investment strategy and decision-making process
In Connecticut, financial advisors must be registered with the state Department of Banking and hold appropriate securities licenses. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted local advisor with a 4.8-star rating from 12 Google reviews.
964 Madison Ave, Bridgeport, CT 06606, USATrusted by clients, this Bridgeport advisor holds a perfect 5.0-star rating from 8 reviews.
274 Riverside Ave Suite 101, Westport, CT 06880, USAExceptional 5.0-star rating from three Google reviews, reflecting strong early client satisfaction.
959 Main St UNIT 112, Stratford, CT 06615, USAFinancial Advisors Rankings in Bridgeport, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Smart Financial Services Corp.964 Madison Ave, Bridgeport, CT 06606, USA | 4.8★ | 12 |
| #2 | Wealthspire274 Riverside Ave Suite 101, Westport, CT 06880, USA | 5.0★ | 8 |
| #3 | Financial Advisory Services959 Main St UNIT 112, Stratford, CT 06615, USA | 5.0★ | 3 |
| #4 | Vision Wealth Advisory1757 E Main St, Bridgeport, CT 06610, USA | — | — |
| #5 | Moneco Advisors2150 Post Rd #201, Fairfield, CT 06824, USA | 5.0★ | 1 |
| #6 | Northwestern Mutual1 Eliot Pl #200, Fairfield, CT 06824, USA | 5.0★ | 1 |
| #7 | Bridgelight Financial Advisors1 Enterprise Dr Suite 405, Shelton, CT 06484, USA | 5.0★ | 1 |
| #8 | Trumbull Financial Services, LLC929 White Plains Rd, Trumbull, CT 06611, USA | 4.2★ | 5 |
| #9 | Williams Financial Group3200 Main St #2, Stratford, CT 06614, USA | 5.0★ | 1 |
| #10 | Black Belt Financial2103 Main St, Stratford, CT 06615, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bridgeport
This financial advisor in Bridgeport has no customer reviews yet.
1757 E Main St, Bridgeport, CT 06610, USA
5.0 stars from local clients in Bridgeport, CT.
2150 Post Rd #201, Fairfield, CT 06824, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1 Eliot Pl #200, Fairfield, CT 06824, USA
5.0 stars from early clients show exceptional service for Bridgeport financial guidance.
1 Enterprise Dr Suite 405, Shelton, CT 06484, USA
A solid 4.2-star rating based on a handful of customer reviews.
929 White Plains Rd, Trumbull, CT 06611, USA
Exceptional 5.0-star rating from a small number of Google reviews.
3200 Main St #2, Stratford, CT 06614, USA
Consistently earns perfect 5.0-star ratings from its clients in Bridgeport.
2103 Main St, Stratford, CT 06615, USA
Earns a solid 4.0-star rating from a handful of local reviews.
1 Bradley Rd # 902, Woodbridge, CT 06525, USA
This financial advisor in Bridgeport has no ratings yet from any Google reviews.
2505 Main St Ste 206, Stratford, CT 06615, USA
A Bridgeport financial advisor with a 3.7-star rating from three Google reviews.
1495 Black Rock Tpke #2a, Fairfield, CT 06825, USA
A financial advisor in Bridgeport, CT, currently has no customer reviews.
850 Main St, Bridgeport, CT 06604, USA
A trusted local advisor with a flawless 5.0 rating from 3 reviews.
2 Pony Ln, Westport, CT 06880, USA
5.0-star rating from 1 Google review, reflecting exceptional client service.
2507 Post Rd Fl 3, Southport, CT 06890, USA
Rated 5.0 stars from a small number of Google reviews in Bridgeport.
1229 Post Rd, Fairfield, CT 06824, USA
This financial advisor in Bridgeport has not yet received any Google reviews.
850 Main St, Bridgeport, CT 06604, USA
This financial advisor in Bridgeport has no customer reviews yet to reference.
850 Main St, Bridgeport, CT 06604, USA
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Financial Advisors in Bridgeport, CT — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Smart Financial Services Corp. | 69/100 | 4.8 ★ | 12 |
| 2 | Wealthspire | 82/100 | 5.0 ★ | 8 |
| 3 | Financial Advisory Services | 66/100 | 5.0 ★ | 3 |
| 4 | Vision Wealth Advisory | 3/100 | — | 0 |
| 5 | Moneco Advisors | 74/100 | 5.0 ★ | 1 |
| 6 | Northwestern Mutual | 74/100 | 5.0 ★ | 1 |
| 7 | Bridgelight Financial Advisors | 74/100 | 5.0 ★ | 1 |
| 8 | Trumbull Financial Services, LLC | 54/100 | 4.2 ★ | 5 |
| 9 | Williams Financial Group | 65/100 | 5.0 ★ | 1 |
| 10 | Black Belt Financial | 65/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Bridgeport
What is a fiduciary financial advisor and why does it matter in Bridgeport?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bridgeport, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bridgeport?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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