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Inclusivity.org
Financial Services · Hartford metro

Financial Services across the Hartford metro

Inclusive and diverse-owned financial services businesses across the Hartford metro, not just the city itself. Listed in Windsor, Hartford and Manchester.

8 listings8 Black-owned

Accountants, tax preparers, bookkeepers, insurance agencies and financial advisers across the region. Tax season shuts the door on new clients early here, so approach a preparer in autumn rather than in March if you can. Advisers differ on whether they are fee-only or commission-based and on what minimum they work to, and both are fair questions to ask on a first call.

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Where they are across the Hartford metro

Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.

Financial Services

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Financial Services in Hartford: questions people ask

How many financial professionals are listed across the Hartford metro?

Eight right now, in Windsor, Hartford and Manchester. The list grows as businesses are recommended, checked and added.

What makes a business inclusive on Inclusivity.org?

Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.

What does fiduciary mean?

A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.

How can I check a financial professional?

FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.

Is it free to be listed?

Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.

How do I suggest a financial professional that is missing?

Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.

Know a financial professional we're missing?

Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.