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Best Financial Planners in Waterbury, Connecticut

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Rankings use the published BizScore formulas. How we score

6Financial Planners scored in Waterbury
57Average BizScore
66Top BizScore
67%AI Visibility 50 or higher
71Average SEO score
4.9Average Google rating (5 rated)

Top Financial Planners in Waterbury

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

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Mariner of Waterbury website

Score breakdown

AI Visibility56
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (203) 341-3543
  • marinerfinance.com

Mariner of Waterbury: Mariner is a Financial Planner in Waterbury, CT. The company provides personalized personal loans designed to meet immediate needs, including options for debt consolidation, home improvement, car loans, vacation loans, and paying bills. Mariner Finance serves...

Ranked #1 of 6 Financial Planner listings in WaterburyScores updated Sep 22, 2026

#2Fiduciam Financial - Ameriprise Financial Services, LLC

4.7 Google rating · 13 reviews

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Fiduciam Financial - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility56
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (203) 755-2222
  • banrural.com.gt
Ranked #2 of 6 Financial Planner listings in WaterburyScores updated Jun 7, 2026

#3Wise Wealth, LLC

5.0 Google rating · 8 reviews

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Wise Wealth, LLC website

Score breakdown

AI Visibility54
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (203) 888-0096
  • wise.com

Wise Wealth, LLC is a Financial Planner in Waterbury, CT. The business maintains a 5.00 rating based on 8 reviews. Wise provides international money management services designed to facilitate money movement without borders. The platform allows users to send...

Ranked #3 of 6 Financial Planner listings in WaterburyScores updated Jun 7, 2026

#4Edelman Financial Advisory Group LLC

5.0 Google rating · 1 review

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Edelman Financial Advisory Group LLC website

Score breakdown

AI Visibility55
SEO61
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (203) 756-7526
  • edelman.com
Ranked #4 of 6 Financial Planner listings in WaterburyScores updated Jul 1, 2026

#5Waterbury Financial LLC

5.0 Google rating · 1 review

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Waterbury Financial LLC website

Score breakdown

AI Visibility25
SEO65
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (203) 510-5620
  • waterburyct.org
Ranked #5 of 6 Financial Planner listings in WaterburyScores updated Sep 22, 2026

#6Bantam Financial

5.0 Google rating · 24 reviews

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Bantam Financial website

Score breakdown

AI Visibility18
SEO66
Freshness-
AI Ready-
  • Financial Planner
  • Waterbury, Connecticut
  • (860) 417-3383
  • bantamjeepfestival.com

Bantam Financial is a financial planner in Waterbury, CT. They offer comprehensive financial planning services tailored to individuals and families seeking guidance on retirement, investment strategies, and wealth management. With over two decades of...

Ranked #6 of 6 Financial Planner listings in WaterburyScores updated Jul 1, 2026
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BizScoreAI ranks 6 financial planners in Waterbury, 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 Waterbury 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 Waterbury, Connecticut does BizScoreAI track?

6 financial planners in Waterbury currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 66.

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. 67% of measured financial planners in Waterbury score 50 or higher.

Is being listed free?

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