Accounting firm in Westport, CT
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Scott Edward Kelly - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Edward Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. With a focus on individual goals and risk tolerance, Scott provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device, securely and conveniently. Scott's expertise includes helping clients navigate market volatility and determine their risk tolerance to create appropriate investment strategies. New clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.
10 Wright St FL 1st, Westport, CT 06880, United States -
RDM Financial Group - Hightower Advisors
● ClosedRDM Financial Group - Hightower Advisors, located at 10 Wright Street in Westport, Connecticut, is a finance institution dedicated to helping clients create a life well-lived. With a personalized approach, they offer wealth management and financial planning services, as well as solutions for legacy and wealth transfer, retirement planning, business services, asset and accounting services, and risk management. Led by Jeffrey Corliss, who was honored on Barron's 2024 Top Advisor Rankings By State List, RDM Financial Group prioritizes transparency and fiduciary responsibility in managing clients' assets. As a client-centered, independent-minded advisor, RDM partnered with Hightower Advisors to provide a scalable platform that combines objective wealth management advice with sophisticated technology.
First Floor, 10 Wright St, Westport, CT 06880, United States -
Stanley Glick CPA LLC
● ClosedStanley Glick CPA LLC is a reputable accounting and finance institution located at 10 Bay Street in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and auditing, our firm is dedicated to providing top-notch services tailored to meet our clients' needs. Trust Stanley Glick CPA LLC for all your accounting and finance needs.
10 Bay St, Westport, CT 06880, United States -
NetWolfe Technology Consulting
● ClosedNetWolfe Technology Consulting is a leading institution located in Westport, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals offers expert guidance and solutions to help businesses thrive in today's rapidly evolving digital landscape. From financial analysis to technology implementation, we provide a comprehensive range of services to meet our clients' needs. Visit us at 13 Beechwood Lane to learn more about how NetWolfe Technology Consulting can help your business succeed.
13 Beechwood Ln, Westport, CT 06880, United States -
Berchem Moses PC Attorneys and Counselors at Law
● ClosedBerchem Moses PC Attorneys and Counselors at Law is a prestigious institution located at 1221 Post Road East, Westport, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of lawyers defends businesses of all sizes, from Fortune 500 companies to individual entrepreneurs. Our education and municipal law group serves cities throughout Connecticut and represents numerous boards of education. At Berchem Moses PC, we are dedicated to promoting diversity and inclusion, and strive to create a world free of discrimination and harmful stereotypes. Our experienced education lawyers have been advocating for schools in Connecticut for over 40 years, representing over 30 towns and cities. We are also leaders in labor and employment law, providing counsel to employers and presenting seminars to keep them updated on legal changes.
1221 Post Rd E, Westport, CT 06880, United States
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