TOP 30 Accounting and finance in New Haven, Connecticut
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ARI Accounting & Human Resources
● OpenARI Accounting & Human Resources is a leading institution located in the heart of New Haven, Connecticut. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals. Visit us at 157 Church Street to learn more about how ARI Accounting & Human Resources can help you manage your finances effectively.
157 Church St 19th FL, New Haven, CT 06510, United States -
SKP Accountants and Advisors, CPA's
● OpenSKP Accountants and Advisors, CPA's is a trusted institution located at 47 Middletown Avenue in North Haven, Connecticut. With almost 25 years of experience, we specialize in providing expert advice and solutions for small and medium-sized business owners, entrepreneurs, and individuals in the realms of accounting and finance. Our team focuses on handling the regulatory and financial aspects of your business or estate, allowing you to concentrate on what you are truly passionate about. Clients rely on us for competent guidance and prompt, accurate responses to aid them in making well-informed business decisions. At SKP, we are always seeking to expand our team with CPAs or individuals in the process of becoming CPAs who are interested in working with a forward-thinking firm. We offer opportunities to learn more about our culture and what it would be like to be a part of our team.
47 Middletown Ave, North Haven, CT 06473, United States -
Whitt-Accounts LLC
● OpenWhitt-Accounts LLC, located at 30 Fountain Street in New Haven, Connecticut, is a leading accounting and finance institution dedicated to helping individuals and businesses achieve their financial goals. With the expertise and guidance of our experienced team, we can assist you in creating a solid wealth strategy that will secure your future. Whether you need help with investments, taxes, or financial planning, Whitt-Accounts is here to provide personalized solutions tailored to your specific needs. Don't let the uncertainty of the economy hold you back - let us help you navigate the financial landscape with confidence and peace of mind. Contact us today to start planning for a successful and prosperous future with Whitt-Accounts LLC.
30 Fountain St, New Haven, CT 06515, United States -
Connecticut Accounting & Tax
● OpenConnecticut Accounting & Tax is a reputable institution located at 1240 New Haven Road in Naugatuck, Connecticut. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses in managing their financial affairs. With a team of skilled professionals, they offer a wide range of services including tax planning, bookkeeping, payroll, and more. Whether you need help with tax preparation or financial consulting, Connecticut Accounting & Tax is dedicated to providing top-notch service to meet your needs. Contact them today to schedule a consultation and take control of your finances.
1240 New Haven Rd, Naugatuck, CT 06770, United States -
Accounting Outsource Group, LLC
● OpenAccounting Outsource Group, LLC is a leading accounting and finance institution located at 24 Dixwell Avenue in New Haven, Connecticut, United States. With a team of experienced professionals, they provide a wide range of outsourced accounting services to businesses of all sizes. From bookkeeping to financial analysis, their experts are dedicated to helping clients achieve their financial goals. Whether you need help with payroll, tax preparation, or budgeting, Accounting Outsource Group, LLC is committed to providing top-notch services tailored to meet your specific needs. Contact them today to learn more about how they can support your financial success.
24 Dixwell Ave, New Haven, CT 06511, United States -
LUGO'S ACCOUNTING SERVICES
● OpenLugo's Accounting Services is a reputable accounting and finance institution located at 646 Ferry Street in New Haven, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial consulting. Our goal is to help individuals and businesses manage their finances effectively and achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
646 Ferry St, New Haven, CT 06513, United States -
New Beginnings Multicervice LLC
● OpenNew Beginnings Multiservice LLC is a trusted accounting and finance institution located at 14 Massachusetts Avenue in New Haven, Connecticut. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you start fresh and achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
14 Massachusetts Ave, New Haven, CT 06512, United States -
Amore and Beatman CPAs LLC
● OpenAmore and Beatman CPAs LLC is a reputable accounting and finance institution located at 429 Middletown Avenue in New Haven, Connecticut, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or auditing, Amore and Beatman CPAs LLC is dedicated to providing top-notch service and helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, they are the go-to firm for all your accounting and finance needs.
429 Middletown Ave, New Haven, CT 06513, United States -
Gateway Insurance And Tax Service
● OpenGateway Insurance And Tax Service is a reputable institution located at 630 Ella T Grasso Boulevard in New Haven, Connecticut. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch solutions to meet our clients' needs. Whether you require assistance with tax preparation, financial planning, or insurance coverage, we are here to offer personalized and professional support. Trust Gateway Insurance And Tax Service to guide you towards financial success and security.
630 Ella T Grasso Blvd, New Haven, CT 06519, United States -
New Haven County Credit Union
● OpenNew Haven County Credit Union is a trusted financial institution located at 2 Broadway in North Haven, Connecticut, United States. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and ATMs make it easy for members to access their accounts and manage their finances. Join us today and experience the benefits of being a member of New Haven County Credit Union.
2 Broadway, North Haven, CT 06473, United States -
Visions Salon
● OpenVisions Salon is a versatile and family-friendly institution located in the historic Town of Milford, CT for the past 30 years. We offer a range of services including accounting, beauty salon, finance, and hair care for both men and women. We welcome walk-in customers as well as appointments. Our operating hours are Tuesday 9am-5pm, Wednesday 9am-8pm, Thursday 9am-8pm, Friday 9am-5pm, and Saturday 8am-3pm. Conveniently located near I95 and Milford's Westfield Mall, our address is 394 New Haven Avenue. Come visit us and experience our exceptional services!
394 New Haven Ave Ste 4, Milford, CT 06460, United States -
Carrington Financial Services LLC
● OpenCarrington Financial Services LLC is a reputable accounting and finance institution located at 419 Whalley Avenue in New Haven, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you need help with your personal finances or want to grow your business, Carrington Financial Services LLC is dedicated to helping you achieve your financial goals.
419 Whalley Ave #202b, New Haven, CT 06511, United States -
Merrill Lynch Financial Advisor Lisa Anne Cerbone Montalto
● OpenMerrill Lynch Financial Advisor Lisa Anne Cerbone Montalto, located at 157 Church Street, New Haven, Connecticut, United States, offers personalized financial strategies to help clients pursue their long-term goals. The institution is dedicated to making financial lives better and works closely with clients to understand their priorities and create tailored investment strategies. The team, comprised of experienced professionals, provides advice and guidance on managing healthcare expenses, home ownership, family care, leisure activities, charitable giving, work in retirement, and financial goals. As Bank of America Retirement Benefits Consultants, The MDCL Group specializes in defined contribution plans and collaborates with other trusted professionals to help clients achieve their goals. With a transparent and insightful approach, the institution aims to build strong client relationships based on trust and personalized service. Working with Merrill Lynch and Bank of America, clients have access to a wide range of banking and investment services to support their financial needs.
157 Church St 26th Floor, New Haven, CT 06510, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned financial institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. As a leading finance firm, Morgan Stanley provides expert financial advice and services to help clients achieve their financial goals. With a team of experienced financial advisors, they offer personalized solutions for wealth management, investment strategies, retirement planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, United States -
William Newman - Raymond James
● OpenWilliam Newman - Raymond James is a reputable finance institution located at 265 Church Street in New Haven, Connecticut, United States. With a strong emphasis on personalized financial planning and investment services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide tailored solutions to meet your unique needs. Trust William Newman - Raymond James to provide you with expert financial guidance and exceptional customer service.
265 Church St, New Haven, CT 06510, United States -
Marcum LLP
● OpenMarcum LLP is a leading accounting and finance institution located in New Haven, Connecticut. With a strong reputation for providing top-notch financial services, Marcum LLP offers a wide range of accounting solutions for businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, auditing, or financial consulting, Marcum LLP is committed to delivering exceptional service and expertise. Visit their office at 1 Audubon Street to learn more about how they can help you with your financial needs.
1 Audubon St, New Haven, CT 06511, United States -
Marcum LLP
● OpenMarcum LLP is a leading accounting and finance institution located at 555 Long Wharf Drive in New Haven, Connecticut, United States. With a strong reputation for providing top-notch financial services, Marcum LLP offers a wide range of accounting and advisory services to clients across various industries. Their team of experienced professionals is dedicated to helping businesses navigate complex financial challenges and achieve their goals. Whether you need assistance with tax planning, auditing, or financial consulting, Marcum LLP is committed to delivering personalized solutions tailored to meet your specific needs.
555 Long Wharf Dr 8th floor, New Haven, CT 06511, United States -
Frawley Michael
● OpenFrawley Michael is a reputable finance institution located at 170 Cleveland Road in New Haven, Connecticut, United States. With a strong focus on providing top-notch financial services, Frawley Michael is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Frawley Michael is committed to providing personalized solutions tailored to your specific needs. Trust Frawley Michael to guide you towards financial success and security.
170 Cleveland Rd, New Haven, CT 06515, United States -
Merrill Lynch Financial Advisor Joshua S Kampf
● OpenMerrill Lynch Financial Advisor Joshua S Kampf, located at 157 Church Street, New Haven, Connecticut, United States, is a finance institution that provides personalized wealth management services. With certifications from the Investments & Wealth Institute™, including the CIMA® and Certified Investment Management Analyst® designations, clients can trust that they are working with a qualified professional. The institution has been recognized by Forbes, Barron's, and Financial Times for their excellence in client service and financial expertise. The GKH Group, a family team led by Joshua Kampf, continues the legacy of founder Elliot Glunts, who started at Merrill Lynch in 1963. The team values honesty and integrity, and believes in creating customized financial plans to help clients achieve their goals. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to manage, grow, and preserve their wealth for the long term.
157 Church St, New Haven, CT 06510, United States -
Merrill Lynch Financial Advisor Thomas L Hutchison
● OpenMerrill Lynch Financial Advisor Thomas L Hutchison, located at 157 Church Street, New Haven, Connecticut, United States, is a finance institution dedicated to helping clients pursue their financial goals. The institution is proud to have certifications such as CIMA® and Certified Investment Management Analyst®, signifying their commitment to excellence in investment management. The team at Merrill Lynch, led by Thomas L Hutchison, believes in building relationships with clients based on honesty and integrity. They offer personalized financial approaches to help clients manage, grow, and preserve their wealth, taking into account their unique goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the team works closely with clients to develop strategies tailored to their financial needs. The institution has received recognition from various financial industry publications, showcasing their dedication to exemplary client service. Through tools like MyMerrill® account access and step-by-step instructions, clients can easily navigate their financial journey with Merrill Lynch Financial Advisor Thomas L Hutchison.
157 Church St, New Haven, CT 06510, United States -
Wendy Coppola - Ameriprise Financial Services, Inc.
● OpenWendy Coppola - Ameriprise Financial Services, Inc. is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Each advisor at Ameriprise has their own top areas of focus, tailored to meet the specific financial goals of their clients. You can review the backgrounds, credentials, and experience of the advisors to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation to discuss your financial goals and create a personalized plan for you.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
PWI Wealth Partners - Ameriprise Financial Services, LLC
● OpenPWI Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award for 2023. They offer personalized financial advice and exceptional client service, providing investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their financial goals securely. The team at PWI Wealth Partners is dedicated to providing a great experience for their clients every day. They offer complimentary initial consultations to discuss financial planning concepts and personalized recommendations for a diversified portfolio. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution prioritizes privacy and security for their clients and adheres to strict website rules and regulations. Feel free to refer friends or family members to PWI Wealth Partners for assistance in achieving their financial goals.
545 Long Wharf Dr Ste 501, New Haven, CT 06511, United States -
National Financial Network, Inc.
● OpenNational Financial Network, Inc. is a leading finance and insurance agency located at 555 Long Wharf Drive in New Haven, Connecticut, United States. With a strong reputation for providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, National Financial Network, Inc. has a team of experienced professionals ready to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
555 Long Wharf Dr 11th floor, New Haven, CT 06511, United States -
Walker Heagney - Ameriprise Financial Services, LLC
● OpenWalker Heagney - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They offer a range of financial services and hold various certifications to ensure they provide expert advice to their clients. Some of the certifications held by the advisors at Walker Heagney include 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a wide range of financial planning topics and demonstrate the commitment of the advisors at Walker Heagney to providing top-notch financial advice to their clients.
157 Church St, New Haven, CT 06510, United States -
Derek Ciampini - Ameriprise Financial Services, Inc.
● OpenDerek Ciampini - Ameriprise Financial Services, Inc. is a reputable financial institution located at 545 Long Wharf Drive in New Haven, Connecticut. Specializing in personalized financial planning and investment services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Derek Ciampini - Ameriprise Financial Services, Inc. is dedicated to providing top-notch financial advice and guidance to their clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, they are committed to helping you navigate the complexities of the financial world and secure a prosperous future.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
Paul B Savona - Ameriprise Financial Services, LLC
● OpenPaul B Savona - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They provide a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Paul B Savona - Ameriprise Financial Services, LLC can help you navigate the complex world of finance and make informed decisions.
157 Church St fl 19, New Haven, CT 06510, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 555 Long Wharf Drive in New Haven, Connecticut, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized financial planning, investment management, retirement planning, and wealth management services to clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
555 Long Wharf Dr, New Haven, CT 06511, United States -
Bank of America Private Client Advisor William (W. Matthew) M Lynn
● OpenBank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.
157 Church St, New Haven, CT 06510, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center located at 157 Church Street in New Haven, Connecticut, is a trusted institution providing a wide range of banking and financial services to individuals and businesses. With a strong reputation for reliability and customer service, this branch offers a convenient location for all your financial needs. Whether you're looking to open a savings account, apply for a loan, or seek investment advice, the knowledgeable staff at Bank of America are ready to assist you. Visit the Financial Center today to experience the convenience and expertise that comes with banking at one of the largest financial institutions in the United States.
157 Church St, New Haven, CT 06510, United States -
The Coastal Group - Morgan Stanley
● OpenThe Coastal Group - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. As a part of the prestigious Morgan Stanley brand, The Coastal Group offers a wide range of financial services to clients in the area. With a team of experienced professionals, they provide personalized investment strategies, wealth management, and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Coastal Group - Morgan Stanley is dedicated to providing top-notch service and expertise to meet your needs.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, United States
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