TOP 10 Best Account access in Greenwich, Connecticut

First Republic Bank, located at 93 Mason Street in Greenwich, Connecticut, is a full-service financial institution offering a range of banking and investment services. With a focus on providing personalized solutions and exceptional customer service, our team is dedicated to meeting the unique needs of each client. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind. Investing with us involves market risk, but our experienced team at J.P. Morgan Wealth Management is here to help you navigate the complexities of the financial world. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing a comprehensive approach to managing your wealth. Insurance products can be accessed through Chase Insurance Agency, Inc., giving you added protection for your assets. Please note that investment and insurance products are not FDIC insured and involve potential risks. At First Republic Bank, we strive to help you achieve your financial goals with confidence.

Wells Fargo Bank is a leading financial institution located at 190 Sound Beach Avenue in Greenwich, Connecticut, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, investments, and insurance. With its convenient ATM services, customers can easily access their accounts and manage their finances at any time. Known for its reliable and trustworthy reputation, Wells Fargo Bank is committed to helping individuals and businesses achieve their financial goals.

The Law Offices of Heidi E. Opinsky, located at 236 South Lake Drive in Stamford, Connecticut, is a trusted institution specializing in divorce and family law. Serving clients in both New York and Connecticut, Attorney Heidi Opinsky has over 30 years of experience in handling moderate and high net worth divorces, ensuring that clients receive the best possible outcomes for their assets and property. With a client-centered approach, Ms. Opinsky works closely with professionals such as forensic accountants, estate planners, and tax experts to navigate complex issues that often arise in high-asset divorce cases. In addition to divorce, she also handles cases involving civil unions, domestic partnerships, same-sex divorce, and domestic violence issues. The Law Offices of Heidi E. Opinsky is dedicated to providing superior legal representation to clients throughout Stamford, Fairfield, Greenwich, Darien, Wilton, New Canaan, Manhattan, and Westchester County. With offices in both New York City and Stamford, clients can easily access the expert legal services provided by Attorney Heidi Opinsky.

Merrill Lynch Financial Advisor Brian R Thompson, located at 2 Pickwick Plaza, Greenwich, Connecticut, United States, is dedicated to providing a comprehensive approach to managing wealth. Brian Thompson takes the time to understand each client's financial situation, family dynamics, and personal priorities in order to create a customized wealth management strategy that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, Brian helps clients address various aspects of their financial lives. Committed to delivering excellent service and helping clients pursue their goals, Brian is actively involved in volunteering within the community. The Merrill Personal Wealth Analysis™ is utilized to build personalized plans centered on individual goals. Supported by the global resources of Merrill, Brian's team is focused on building strong client relationships based on trust and personalized service. By understanding each client's aspirations and priorities, Brian helps design and implement personalized plans aimed at managing investment risk and achieving financial goals. Through ongoing conversations and adjustments, Brian ensures that clients' financial approaches are aligned with their changing life circumstances and market conditions. With a focus on understanding each client's personality and goals, Brian offers tailored financial approaches that reflect individual priorities and provide the necessary guidance to address market fluctuations and life changes. As a Chartered Retirement Planning Counselor™, Brian is registered to do business in multiple states and offers personalized investment strategies designed to help clients pursue their goals. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice. With a commitment to putting clients first, Brian Thompson and his team at Merrill Lynch are dedicated to helping clients live their best financial lives through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Theodore S Roman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a seasoned professional with over 30 years of experience in the financial services industry. Specializing in working with high net worth individuals and privately-owned businesses, Ted provides access to a wide range of investment products from Merrill and banking solutions from Bank of America. With a background in economics and an MBA from Harvard Business School, Ted holds several FINRA registrations and is a member of prestigious accounting organizations. He is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Ted can tailor a financial approach to suit your needs. By understanding your unique goals and priorities, he aims to provide guidance and support to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and communication, Ted is committed to helping you achieve financial success. Contact Merrill Lynch Financial Advisor Theodore S Roman to start planning for your financial future.

Merrill Lynch Financial Advisor Peter E. Davies, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their team of advisors provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By working closely with clients to understand their objectives and preferences, they use modern portfolio theory and behavioral finance to create personalized wealth management strategies. The goal is to provide honest and intelligent financial guidance with a high level of customer service. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Peter E. Davies is committed to helping clients make informed decisions to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized approaches to address each client's unique financial needs. Their focus is on building long-term relationships and providing ongoing support to help clients navigate life's changes and reach their financial milestones.

Javier Cabral is a Financial Advisor at Ameriprise Financial Services, LLC located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Javier specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards their goals, and communicate securely with Javier. With a focus on retirement, education, and major purchases, Javier documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can schedule a complimentary initial consultation to learn more about how Javier can help them achieve their financial goals. Javier is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Javier also offers complimentary sessions on topics such as Social Security benefits, retirement planning, productivity, and work-life balance. Clients can refer friends or family members to Javier for financial guidance, and can expect timely follow-up from Javier. The Ameriprise Financial website provides rules and regulations, privacy and security information, and resources to protect against email fraud.

Samuel Wilson is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut, United States. Our team is dedicated to providing personalized solutions to meet the unique needs of each client at every stage of wealth. We offer expert guidance to empower your decision-making and seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. With bespoke investment strategies aligned to your financial objectives, we provide access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to various trusts and we offer fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by experienced professionals, our team is committed to providing objective, holistic, and relevant advice to help you achieve your financial goals. Visit us at Samuel Wilson for a comprehensive suite of solutions for holistic financial planning for individuals and institutions.

The Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning. Our team offers tailored solutions to meet the dynamic needs of each client at every stage of wealth accumulation. With locations in Stamford and Greenwich, we empower decision-making with expert guidance, providing seamless financial management for families and individuals. Our network of professionals delivers a full suite of financial solutions to ensure stability for today and future generations. From intelligent community investments to bespoke strategies aligned with financial objectives, we offer a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a comprehensive financial plan designed to grow with you. Our services cater to various trusts and include fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Eder Group is committed to understanding individual objectives and developing customized wealth management solutions. With a focus on interpreting data differently and maximizing success through innovative strategies, we strive to help clients achieve their financial goals and leave a lasting legacy for generations to come.

Merrill Lynch Private Wealth Advisor Joshua Carter, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead. The team at Merrill Lynch, including The ERDMANN GROUP - Erdmann, Giannetti, Brookfield, Carpentieri, is committed to putting clients first and offering personalized service tailored to individual needs. With a focus on meaningful conversations, customized strategies, and proactive ideas, the advisors at Merrill Lynch strive to provide the ultimate client experience. The institution is proud to have advisors recognized on prestigious lists such as Forbes "America's Top Wealth Advisors" and Barron's "Top 1,200 Financial Advisors: State-By-State." Merrill Lynch offers a range of services, including asset allocation, alternative investments, and access to banking products and services provided by Bank of America, N.A. Clients can trust in the expertise of the Merrill Lynch team, who do not provide legal, tax, or accounting advice, but recommend consulting with appropriate advisors before making financial decisions. With a focus on client service and a commitment to excellence, Merrill Lynch Private Wealth Advisor Joshua Carter is dedicated to helping clients achieve their financial goals.

Matthew Smith is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in finance, Matthew offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track achievements. Clients can access their investments and accounts securely from any device. Prospective clients can schedule a complimentary initial consultation to discuss their financial goals. Matthew Smith is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC emphasizes privacy and security, and cannot guarantee future financial results. Clients are encouraged to refer friends and family for financial guidance, with referrals receiving prompt follow-up. The institution is a member of FINRA and SIPC, adhering to strict rules and regulations to protect clients' interests.

John Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.