TOP 10 Accounting service provider in Connecticut
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Chelsea Groton Financial Services
Chelsea Groton Financial Services is a reputable finance institution located at 2 Water Street in Groton, Connecticut. With a strong commitment to providing personalized financial solutions, they offer a wide range of services including banking, investment, and insurance. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to open a savings account, plan for retirement, or protect your assets, Chelsea Groton Financial Services is here to provide expert guidance and support. Visit their branch today to experience top-notch financial services tailored to meet your individual needs.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 679 Main Street in Windham, Connecticut, United States. The institution offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to meet your individual needs.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 62 Greenmanville Avenue in Stonington, Connecticut, United States. With a strong focus on providing personalized financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services is dedicated to providing expert guidance and support every step of the way.
Christopher H Kalivas - Financial Advisor, Ameriprise Financial Services, LLC
Christopher H Kalivas, a financial advisor at Ameriprise Financial Services, LLC, located at 44 Old Ridgefield Road in Wilton, Connecticut, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Kalivas provides investment recommendations tailored to individual risk tolerance. Regular reviews and updates ensure that strategies adapt to life changes, while secure online access allows clients to track progress towards their goals. Those interested can schedule a complimentary initial consultation to learn more about how Kalivas can help them. As a member of FINRA and SIPC, Kalivas is registered to conduct securities business in certain states. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. While Ameriprise Financial cannot guarantee future results, Kalivas is dedicated to helping clients navigate the complexities of financial planning.
Scott Edward Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Scott 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.
Derek Ciampini - Ameriprise Financial Services, Inc.
Derek 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.
Paul B Savona - Ameriprise Financial Services, LLC
Paul 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.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 180 River Road in Lisbon, Connecticut, United States. With a team of experienced tax professionals, Jackson Hewitt Tax Service offers a wide range of tax preparation services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Jackson Hewitt Tax Service is here to assist you every step of the way. Trustworthy, reliable, and dedicated to providing top-notch financial services, Jackson Hewitt Tax Service is your go-to destination for all your tax needs.
Ian Anderson - Financial Advisor, Ameriprise Financial Services, LLC
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.
La Forte Financial Services Inc
La Forte Financial Services Inc is a reputable finance institution located at 2505 Main Street in Stratford, Connecticut, United States. With a strong commitment to providing top-notch financial services, La Forte offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at La Forte is dedicated to providing personalized and reliable guidance. Visit us today to see how we can help you secure your financial future.
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Michael L Feinstein holds various certifications including 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 indicate his expertise in various areas of financial planning, asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Michael L Feinstein can provide personalized financial advice to meet your needs.
Eric Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Eric Johnson, a financial advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze progress, Eric helps clients adjust their approach as life changes and track their financial goals. Clients can easily access their investments and accounts from any device, securely sharing information with Eric. Those interested can schedule a complimentary initial consultation to learn more about how Eric can help achieve financial goals. Eric Johnson 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, providing a secure and regulated environment for financial planning. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, with the understanding that future financial results cannot be guaranteed. By referring friends or family members to Eric, clients can help others achieve their financial goals with the support of a trusted advisor. For more information on privacy, security, and online regulations, clients can visit the Ameriprise Financial website.
Michelle Ann Hobart - Associate Financial Advisor, Ameriprise Financial Services, LLC
Michelle Ann Hobart is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1495 Black Rock Turnpike in Fairfield, Connecticut, United States. With a focus on individual goals and risk tolerance, Michelle provides investment recommendations, asset allocation strategies, and portfolio analysis to help clients achieve their financial objectives. Regular meetings and progress reviews ensure that investment approaches are adjusted as life circumstances change. Clients have secure access to their investments and accounts from any device. Michelle offers complimentary initial consultations to discuss personalized financial planning concepts. She helps clients understand the relationship between risk and reward in investing, and assesses their risk tolerance to determine appropriate investment strategies. Michelle 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, providing financial services with a focus on privacy, security, and client satisfaction.
Dave Brown - Financial Advisor, Ameriprise Financial Services, LLC
Dave Brown - Financial Advisor, Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Dave provides investment recommendations tailored to individual risk tolerance and objectives. Regular meetings and progress reviews ensure that strategies are adjusted as life circumstances change. Clients can easily access their accounts and track their progress online, with the option to schedule a complimentary initial consultation for personalized advice. Securities offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Dave Brown is registered in select states, as listed on FINRA's BrokerCheck website. Contact Dave Brown today to start planning for a more secure financial future.
Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC
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.
James Alexander Cunningham - Financial Advisor, Ameriprise Financial Services, LLC
James Alexander Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 56 Williams Avenue in Stonington, Connecticut, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, James is dedicated to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, James has the expertise to help you achieve your financial goals. Certified in areas such as asset management, portfolio management, and behavioral finance, James is committed to providing personalized and effective financial advice to his clients. Contact James Alexander Cunningham today to start planning for a secure financial future.
De Vivo Financial Group - Ameriprise Financial Services, LLC
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
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.
USA Financial and Tax Services
USA Financial and Tax Services is a reputable institution located at 15 River Road in Wilton, Connecticut. We specialize in providing comprehensive financial and tax services to individuals and businesses in the United States. Our experienced team of professionals is dedicated to helping our clients navigate the complexities of their finances and taxes with ease. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.
Bunting and Somma - Ameriprise Financial Services, LLC
Bunting and Somma - Ameriprise Financial Services, LLC is a trusted financial institution located at 2425 Post Road in Fairfield, Connecticut, United States. Specializing in comprehensive financial planning and wealth management services, our experienced team is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for retirement, save for education, or plan your estate, we provide personalized solutions tailored to your unique needs. With a commitment to integrity and excellence, Bunting and Somma - Ameriprise Financial Services, LLC is your partner in building a strong financial foundation.
Nicole Bowler Pecknold - Financial Advisor, Ameriprise Financial Services, LLC
Nicole Bowler Pecknold - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Nicole Bowler Pecknold holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and specialized services for specific client needs. Nicole Bowler Pecknold is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
Cedar Point Financial Services LLC
Cedar Point Financial Services LLC is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Contact us today to learn more about how we can help you secure your financial future.
S L Financial Services Corporation
S L Financial Services Corporation is a leading finance institution located at 251 Riverside Avenue in Westport, Connecticut, United States. With a strong reputation for providing expert financial guidance and personalized services, S L Financial Services Corporation offers a range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking to invest, save for the future, or secure a loan, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how S L Financial Services Corporation can help you navigate the complexities of the financial world.
Steven Procaccini - Ameriprise Financial Services, LLC
Steven Procaccini - Ameriprise Financial Services, LLC is a reputable financial institution located at 2425 Post Road in Fairfield, Connecticut, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Steven Procaccini - Ameriprise Financial Services, LLC is dedicated to providing expert guidance and support every step of the way.
Nicole Bouffard - Financial Advisor, Ameriprise Financial Services, LLC
Nicole Bouffard is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut. With years of experience in the finance industry, Nicole provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Nicole is committed to guiding you through the process with expert advice and tailored solutions. Contact Nicole Bouffard at Ameriprise Financial Services, LLC for all your financial planning needs.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 822 Main Street in Windham, Connecticut, United States. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complexities of tax laws and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service is dedicated to providing accurate and efficient tax preparation services to their clients. Whether you need help with filing your personal taxes or managing your business finances, Jackson Hewitt Tax Service is here to assist you every step of the way.
Bank of America (Lobby Service Only)
Bank of America (Lobby Service Only) located at 330 West Main Street in New Britain, Connecticut, United States, is a financial institution offering lobby services to its customers. As a bank, it provides a range of financial services including deposit accounts, loans, mortgages, and investment products. Customers can visit the lobby to speak with a representative, make deposits and withdrawals, and access other banking services. With a focus on customer service and financial expertise, Bank of America strives to meet the financial needs of individuals and businesses in the local community.
Christian Multi Services
Christian Multi Services is a comprehensive institution located at 410 Main Street in Danbury, Connecticut, United States. We specialize in accounting, finance, and insurance services, offering a wide range of solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch service and personalized attention to each client. Whether you need help with tax preparation, investment planning, or insurance coverage, Christian Multi Services is here to help you navigate the complexities of financial management with integrity and expertise. Contact us today to learn more about how we can assist you in achieving your financial goals.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 75 Danbury Road in Ridgefield, Connecticut, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy and efficiency, RMJR Tax and Accounting is proud to be a trusted partner in helping clients achieve their financial goals.
ELENY & SONS TAX SERVICES
Eleny & Sons Tax Services is a reputable accounting and finance institution located in New Milford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Eleny & Sons Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Trustworthy and reliable, they are committed to delivering personalized and high-quality service to every client.
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