Accountant service provider in Putnam, Connecticut

The Dolce Group - UBS Financial Services Inc. is a leading finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Dolce Group - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial guidance to individuals and businesses alike.

Raymond James Financial Services, Inc. is a finance institution located at 115 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The institution is known for its personalized approach to wealth management, with experienced financial advisors who are dedicated to helping clients make informed decisions about their finances. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services, Inc. is a trusted partner in helping you navigate the complexities of the financial market.

Zeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.

Ian Anderson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 158 South Main Street in Putnam, Connecticut, United States. Ian holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ian's expertise in asset management, retirement planning, estate planning, investments, and more. Ian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

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.

De Vivo Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 41 West Putnam Avenue, Greenwich, Connecticut, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although no written analysis or recommendations are provided. While future financial results cannot be guaranteed, Ameriprise Financial is committed to helping individuals achieve their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are top priorities, with resources available to protect against email fraud. Referrals are welcomed, and referred individuals can expect to hear from Ameriprise Financial soon to begin discussing their financial needs.

Tier 4 Planning - Ameriprise Financial Services, LLC is a renowned finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in comprehensive financial planning services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Tier 4 Planning - Ameriprise Financial Services, LLC is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, save for retirement, or plan for the future, this institution is committed to helping you secure a stable financial future.

Bill Lee - Raymond James is a finance institution located at 115 East Putnam Avenue in Greenwich, Connecticut. As a part of the Raymond James network, this institution offers a wide range of financial services to individuals, families, and businesses. With a focus on personalized financial planning and investment strategies, Bill Lee - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial futures. The experienced team of professionals at this institution provides expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bill Lee - Raymond James is committed to providing top-notch financial solutions tailored to your specific needs.

Expertise Accelerated is a renowned institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we offer industry experience and best practices to drive process transformation for businesses. Our high-quality services are tailored to specific business needs at a fraction of the US cost, with a proven track record of savings for US CPG clients. As a partner of choice for small and mid-sized businesses, our mission is to boost results and drive performance to compete with multi-billion dollar brands. We provide offshore professional resources for accounting, finance, internal and external audit support, supply chain management, Trade Promotions Management, and business analysis services, among others.

The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.

Baxter Investment Management is a leading finance institution located at 1030 East Putnam Avenue in Greenwich, Connecticut, United States. With a reputation for excellence in investment management, Baxter offers a wide range of financial services tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to providing personalized and strategic guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Baxter Investment Management is here to help.

Edward Jones - Financial Advisor: Scott Alley is a reputable financial institution located at 79 East Putnam Avenue in Greenwich, Connecticut, United States. As a trusted finance advisor, Scott Alley provides personalized financial planning and investment services to help individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott Alley is committed to providing expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Scott Alley and his team are dedicated to helping you make informed decisions and secure your financial future.

Merritt Point Wealth Advisors is a finance institution located at 1700 East Putnam Avenue in Greenwich, Connecticut, United States. Our services are available to residents of select states in the U.S., including Arizona, California, Connecticut, Florida, Georgia, Kentucky, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Vermont, and Wyoming. Securities-related services may not be provided to individuals residing outside of these states. Please consult with our Financial Advisor for more information, as they may not be registered in all states. For parties residing outside of the U.S., our information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities.

DFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs. Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.

Fidelity Investments is a renowned finance institution located at 48 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Fidelity Investments has the expertise and resources to guide you every step of the way. Trust in Fidelity Investments for all your financial needs.

H&R Block is a trusted accounting and finance institution located at 90 Providence Street in Putnam, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to learn more about how we can help you achieve your financial goals.

Pinnacle Taxx Advisors LLC is a leading accounting and finance institution located at 1445 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals provides expert tax and financial advisory services to individuals and businesses. With a focus on delivering personalized solutions and maximizing financial efficiency, we strive to help our clients reach their financial goals and achieve long-term success. Trust Pinnacle Taxx Advisors LLC for all your accounting and finance needs.

Bassett James is a reputable accounting and finance institution located at 205 East Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced professionals, Bassett James provides top-notch financial services to individuals and businesses in the area. From tax preparation to investment advice, clients can trust Bassett James to handle their financial needs with expertise and precision. Visit us today to see how we can help you achieve your financial goals.

Marie Jacqueline is a reputable accounting and finance institution located at 49 Putnam Boulevard in Glastonbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Marie Jacqueline is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

King & Larkin CPA, LLC is a reputable accounting and finance institution located at 25 Quinebaug Avenue in Putnam, Connecticut, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing high-quality, personalized services to their clients sets them apart in the industry. Whether you are an individual or a business owner, King & Larkin CPA, LLC is dedicated to helping you achieve your financial goals.

Bottom Line LLC is an accounting and finance institution located at 112 Main Street in Putnam, Connecticut, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Bottom Line LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

R B Steele & Co PC is a reputable accounting and finance institution located at 211 Kennedy Drive in Putnam, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of professional services to individuals and businesses. Their team of skilled professionals is dedicated to helping clients manage their finances effectively and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other financial services, R B Steele & Co PC is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Steven S. Wortman, CPA is a reputable accounting and finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting-related services, Steven S. Wortman, CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust in their expertise to help you navigate the complexities of the financial world with confidence and peace of mind.

Salony & Larsen LLC is a leading accounting and finance institution located at 79 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, reliability, and integrity, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, Salony & Larsen LLC is here to provide personalized solutions tailored to your specific needs. Trust us to handle your finances with care and expertise.

Magnifico Frank CPA is a reputable accounting and finance institution located at 45 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Magnifico Frank CPA for all your accounting and finance needs in Greenwich.

At Freeman Tax Law, located in Greenwich, Connecticut, we specialize in providing expert legal advice and representation in matters related to accounting, finance, and tax law. Our team of experienced lawyers is dedicated to helping individuals and businesses navigate complex tax issues and ensure compliance with all relevant laws and regulations. Whether you are facing a tax audit, need assistance with tax planning, or require representation in tax court, Freeman Tax Law is here to help. Contact us today at our office on 500 West Putnam Avenue to schedule a consultation.

Richard Paukner & Associates LLC is a well-established accounting and finance institution located at 469 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in tax planning and preparation, the firm serves clients in lower Fairfield and Westchester counties of the New York Metropolitan area. With a commitment to providing personalized services and expert guidance, Richard Paukner & Associates helps clients navigate the complexities of financial and business needs. The team's expertise, experience, and thorough research ensure that clients can take advantage of financial opportunities within current tax laws. Trust Richard Paukner & Associates to help you minimize tax liabilities, maximize cash flow, and achieve your financial goals.

Citgo, located at 392 East Putnam Avenue in Greenwich, Connecticut, is a multi-faceted institution offering car repair services, a convenience store, food options, and a gas station. In addition to providing essential services for travelers, Citgo is also dedicated to giving back to the community through initiatives like the United Way of Will County fundraiser. As a leading petroleum company, Citgo refines, transports, and markets a variety of products for industrial use. With a commitment to professionalism, integrity, and ethical behavior, Citgo values safety, health, environmental responsibility, and social accountability. Customers can rely on Citgo to fuel their journey while upholding the highest standards of business conduct and ethics.

Bill Schmauch - State Farm Insurance Agent is located at 1374 East Putnam Avenue in Greenwich, Connecticut. This insurance agency offers a wide range of coverage options, including Auto, RV, Home, Business, Health, Motorcycle, Homeowners, Life, Renters, Condo, and Boat Insurance. The team at Bill Schmauch State Farm is dedicated to providing personalized and dependable insurance services to the community. They are licensed in both Connecticut and New York, serving areas such as Rye Brook County, Litchfield County, Fairfield County, Riverside, Mianus, Oneida, and surrounding communities. The agency's mission is to be the go-to for all insurance needs, whether it's protecting your vehicle, home, or future. The team at Bill Schmauch State Farm is committed to helping clients navigate their coverage options and providing exceptional customer service. They stand out with their array of coverage options and are available to assist in both English and Spanish.

Linda Brule is a residential mortgage loan officer located at 40 Main Street in Putnam, Connecticut. With over 35 years of experience in Residential Mortgage Banking, Linda is dedicated to helping clients buy, build, renovate, or refinance their homes. She has received multiple awards for her outstanding service and is committed to finding the right loan to fit each client's unique needs. Centreville Bank, where Linda is based, has been serving individuals, families, and businesses for 195 years. They offer a variety of banking solutions including checking accounts, savings accounts, CDs, mortgages, and business loans. With over 20 locations in Rhode Island and eastern Connecticut, Centreville Bank provides personalized solutions tailored to each client's financial goals.