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Best Financial Planners in Milford, Connecticut

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Rankings use the published BizScore formulas. How we score

6Financial Planners scored in Milford
48Average BizScore
57Top BizScore
0%AI Visibility 50 or higher
68Average SEO score
4.7Average Google rating (6 rated)

Top Financial Planners in Milford

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Showing 1-6 of 6 Financial Planners listings in Milford, CT · page 1 of 1

#1valerio financial group

5.0 Google rating

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valerio financial group website

Score breakdown

AI Visibility38
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • (203) 283-9204
  • valeriocoffee.com

Valerio Financial Group is a financial planner in Milford, Connecticut, serving individuals and families with personalized financial planning, retirement planning, investment management, and estate planning services. With a strong reputation reflected in a...

Ranked #5 of 14 Financial Planner listings in MilfordScores updated Jun 7, 2026

#2LPL Financial, David Zavarelli, CFP®

5.0 Google rating

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LPL Financial, David Zavarelli, CFP® website

Score breakdown

AI Visibility41
SEO74
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • (203) 747-8911
  • davidzadvisors.com

LPL Financial, David Zavarelli, CFP® is a Financial Planner in Milford, CT. David Zavarelli is a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of industry experience. He holds Series 7, 24, 53, 63, and 66 securities registrations through...

Ranked #6 of 14 Financial Planner listings in MilfordScores updated Jul 3, 2026

#3LPL Financial - Milford

5.0 Google rating

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LPL Financial - Milford website

Score breakdown

AI Visibility32
SEO77
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • financialforum.io
Ranked #10 of 14 Financial Planner listings in MilfordScores updated Sep 22, 2026

#4Skinner Wealth Strategies

5.0 Google rating · 472 reviews

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Skinner Wealth Strategies website

Score breakdown

AI Visibility23
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • (203) 285-6530
  • files.brokercheck.finra.org
Ranked #11 of 14 Financial Planner listings in MilfordScores updated Jun 7, 2026

#5Milford Financial

3.9 Google rating

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Milford Financial website

Score breakdown

AI Visibility25
SEO57
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • (203) 780-2000
  • milfordct.us

Milford Financial is a financial planner in Milford, CT. The firm maintains a 3.90 rating from its clients. Milford Financial provides professional financial planning services to the local community. Through their digital presence, they offer various online...

Ranked #12 of 14 Financial Planner listings in MilfordScores updated Jul 3, 2026

#6Milestone Asset Management Group of Milford

4.0 Google rating · 8 reviews

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Milestone Asset Management Group of Milford website

Score breakdown

AI Visibility18
SEO53
Freshness-
AI Ready-
  • Financial Planner
  • Milford, Connecticut
  • (203) 951-1133
  • milestone.myfinanceservice.com
Ranked #13 of 14 Financial Planner listings in MilfordScores updated Jul 3, 2026
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BizScoreAI ranks 6 financial planners in Milford, Connecticut by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Milford ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Milford, Connecticut does BizScoreAI track?

6 financial planners in Milford currently meet the profile-quality bar for this page, with an average BizScore of 48 and a top score of 57.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Milford score 50 or higher.

Is being listed free?

Yes. Every financial planner in Milford is listed and scored for free, and claiming a listing is free too.