Accounting services in Greenwich, Connecticut

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.

Alfano & Company, LLC is a leading accounting, finance, and advisory firm located in Greenwich, Connecticut. With a focus on providing expert tax services, accounting solutions, and strategic financial advice, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Located at 3 Boulder Avenue, our firm is committed to delivering personalized and high-quality services to meet the unique needs of each client. Trust Alfano & Company, LLC for all your tax, accounting, and advisory needs.

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.

Kramer Tax Services is a reputable accounting and finance institution located at 12 Greenwich Lane in Avon, Connecticut, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses. From tax preparation to financial planning, Kramer Tax Services is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

AP Accounting and Tax Preparation, PC with Alexis Paul, CPA is a trusted institution located on King Street in Greenwich, Connecticut, United States. Specializing in accounting and finance, our firm believes in empowering our clients through knowledge. We educate our clients on the latest tax laws to help reduce their tax burden. With a focus on business needs, we offer tax return preparation services for LLCs, S-Corps, and C-Corps. Our thorough financial reviews help identify opportunities for greater efficiency and effectiveness in your business operations. We cover various aspects such as sales tax, bookkeeping practices, legal structure, and potential tax credits or deductions.

RMJR Tax and Accounting is a reputable institution located at 21 Benedict Place in Greenwich, Connecticut. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to help. Trust us to handle your financial needs with expertise and care.

Badolato's Tax & Financial Services is a reputable accounting and finance institution located at 31 Saint Roch Avenue in Greenwich, Connecticut. With a team of dedicated professionals, we offer a wide range of services including tax preparation, financial planning, and accounting solutions. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring they achieve their financial goals and maximize their returns. Trust Badolato's Tax & Financial Services for all your financial needs.

Mountain Financial Services, located at 79 East Putnam Avenue in Greenwich, Connecticut, offers expert accounting and finance services to individuals and organizations. Founded in 1990 by Marjorie Mountain, the institution specializes in personal bookkeeping services for busy individuals, corporate executives, family offices, and the elderly. With a unique approach to financial management, Mountain Financial Services works closely with clients to ensure their finances are properly handled and coordinated with other financial professionals such as lawyers, tax accountants, brokers, and insurance agents. Each client receives personalized services tailored to their specific needs, making Mountain Financial Services a trusted partner in financial management.

Dougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.

The First Bank of Greenwich is a trusted financial institution located at 444 East Putnam Avenue in Greenwich, Connecticut. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and organizations in the local community. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial solutions to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, The First Bank of Greenwich is here to help. Visit us today to experience the difference that personalized service and local expertise can make in your financial journey.

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.

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.

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.

Marcum LLP is a renowned accounting and finance institution located at 35 Mason Street in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Marcum LLP offers expert advice and guidance to individuals and businesses alike. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of accounting and finance. Whether you need assistance with tax planning, auditing, or financial consulting, Marcum LLP is the go-to institution for all your financial needs.

Andersen & Co LLC is a reputable accounting and finance institution located at 55 Old Field Point Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Andersen & Co LLC is committed to providing top-notch service and expertise to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment advice, or estate planning, Andersen & Co LLC is the trusted partner you can rely on for all your accounting and finance needs.

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.

Merrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.

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.

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 Financial Advisor Brett S. Berkman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a prestigious finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications as well as Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you - your family, goals, and priorities. The team is dedicated to helping you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. By taking into account your personal perspective and priorities, Merrill Lynch aims to simplify the complexities of finance and help you reach your 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.

Bala Krishnamurti, CPA is a reputable accounting and finance institution located at 7 Nedley Lane in Greenwich, Connecticut, United States. With a team of experienced and qualified Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Bala Krishnamurti, CPA for professional and reliable financial advice and services to help them achieve their financial goals.

Michael J Smeriglio III, CPA is a renowned accounting and finance institution located at 108 River Road in Greenwich, Connecticut, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at Michael J Smeriglio III, CPA is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business looking for expert financial advice, this institution is committed to helping you achieve your financial goals.

Christensen Defruscio & Allen Co. is a reputable accounting and finance institution located at 40 West Elm Street in Greenwich, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Christensen Defruscio & Allen Co. 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.

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.

CPADaly is a renowned finance institution located at 22 Maher Avenue in Greenwich, Connecticut, United States. With a team of experienced professionals, CPADaly offers a wide range of financial services to individuals and businesses. From tax planning and accounting to investment management and retirement planning, CPADaly is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

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.