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Michael Kelley - Financial Advisor, Ameriprise Financial Services, LLC
Michael Kelley - Financial Advisor at Ameriprise Financial Services, LLC, located at 628 Hebron Avenue in Glastonbury, Connecticut, offers a wide range of financial services to individuals and small business owners. Michael Kelley holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continuing education, Michael Kelley provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Michael Kelley is dedicated to helping you make informed decisions and secure your financial future.
Gabriel Flugrad - Financial Advisor, Ameriprise Financial Services, LLC
Gabriel Flugrad, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1587 Boston Post Road in Westbrook, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Gabriel Flugrad is committed to providing expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, or high net worth individual, Gabriel Flugrad has the knowledge and expertise to help you achieve your financial goals. Contact Gabriel Flugrad today to schedule a consultation and take the first step towards financial security and success.
Anthony Salerno - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Salerno is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut, United States. Anthony holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial advice, Anthony is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Anthony Salerno is committed to providing personalized financial solutions tailored to your specific needs.
Merrill Lynch Financial Advisor John-Michael Peters
Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
Merrill Lynch Financial Advisor Francois A Morin
Merrill Lynch Financial Advisor Francois A Morin is a finance institution located at 1020 Boston Post Road in Darien, Connecticut, United States. Our group specializes in advising families across generations on the accumulation, preservation, and transfer of wealth. We work with affluent families to simplify their financial lives so they can focus on what truly matters to them. Our dedicated advisors are committed to helping you pursue your goals through a transparent and thoughtful investment guidance aligned with your priorities. We believe that financial success is achieved when you can make investment decisions that align with your meaningful goals. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you achieve what matters most to you. We offer personalized plans centered on your goals and provide ongoing support to help you stay on track.
Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
Karen Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She 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®, 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®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
Merrill Lynch Financial Advisor Stephen M Raccuia
Merrill Lynch Financial Advisor Stephen M Raccuia, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who prioritize building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to any changes over time. Through conversations, the advisor helps identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan designed to address your needs. The mission is to understand you and what matters most, creating a personalized plan to help you pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis, the team can build and document a plan centered on your goals. Regular check-ins ensure your financial approach aligns with any changes in your life or the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your goals.
EAGLE RIDGE INVESTMENT MANAGEMENT LLC
Eagle Ridge Investment Management LLC is an independently owned, SEC registered investment advisory firm located at 4 High Ridge Park in Stamford, Connecticut, United States. We work with individuals, families, advisors, fiduciaries, and institutions to clarify and enhance our clients' financial lives in order to help them achieve their goals. Our team leverages expertise and a proven investment process to provide objective advice and superior personal service. Whether it's building and preserving wealth for individuals and families or working with trustees, attorneys, advisors, foundations, endowments, and other fiduciaries, we are dedicated to helping our clients succeed. Interested in a portfolio review? Contact us at 203-227-4515 or email d.laidlaw@eagleridgeinvestment.com.
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.
Jeffrey Ferraro - TD Wealth Relationship Manager
Jeffrey Ferraro - TD Wealth Relationship Manager is a financial institution located at 55 Boston Post Road in Darien, Connecticut, United States. As a relationship manager at TD Wealth, Jeffrey Ferraro offers personalized financial services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, Jeffrey Ferraro is dedicated to helping clients navigate the complexities of wealth management. Whether you are looking to plan for retirement, invest in the stock market, or create a financial plan for your future, Jeffrey Ferraro is here to help you every step of the way.
H&R Block
H&R Block is a leading accounting and finance institution located at 477 Main Street in Monroe, 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 providing expert guidance and support to help you achieve your financial goals. Contact us today to schedule a consultation and take control of your finances.
Smart Taxes
Smart Taxes is an accounting and finance institution located at 964 Madison Avenue, Bridgeport, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, we guarantee the highest possible refund and the lowest tax liability, always in compliance with the law. We specialize in maximizing your tax refund while ensuring full compliance with tax laws. Our personalized tax services are designed to meet your specific needs, whether you are an individual navigating the complexities of the tax system for the first time or an experienced entrepreneur looking to optimize your benefits.
Law Office of Jonathan Victor LLC
The Law Office of Jonathan Victor LLC is a professional institution located in New Fairfield, Connecticut. Specializing in accounting, finance, and legal services, Jonathan Victor and his team provide expert guidance and representation to individuals and businesses in need of financial and legal assistance. With a commitment to excellence and a dedication to serving their clients' needs, the Law Office of Jonathan Victor LLC is a trusted resource for navigating the complexities of the legal and financial landscape. Visit their office at 25 Connecticut 37 to learn more about how they can help you achieve your goals.
Katz & Co PC
Katz & Co PC is a reputable accounting and finance institution located at 10 North Main Street in West Hartford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Our commitment to excellence and personalized service sets us apart from our competitors, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.
Green & Sklarz, LLC
Green & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.
eztaxservices.us
Eztaxservices.us is a trusted tax preparation institution located at 11 Yorkshire Road in Norwalk, Connecticut, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide efficient and accurate tax preparation services to help our clients maximize their refunds and minimize their tax liabilities. Whether you need help with filing your personal taxes or managing your business taxes, eztaxservices.us is here to assist you every step of the way. Contact us today to schedule an appointment and let us take the stress out of tax season for you.
Miller Tax Law
Miller Tax Law is a prestigious institution located at 462 Lime Rock Road in Salisbury, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax law representation and financial guidance to our clients. With a commitment to excellence and a track record of success, Miller Tax Law is the go-to destination for all your accounting and legal needs. Trust us to handle your financial matters with precision and skill.
960 Main Llc
960 Main LLC is a prestigious law firm located at 960 Main Street in Hartford, Connecticut. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, criminal defense, or business law matters, our skilled attorneys are here to help. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, 960 Main LLC is the go-to law firm in the Hartford area. Contact us today to schedule a consultation.
Donna Vincenti Esq
Donna Vincenti Esq is a reputable law firm located at 322 Main Street in Salisbury, Connecticut, United States. Specializing in various legal matters, the firm is led by experienced attorney Donna Vincenti who is dedicated to providing high-quality legal services to clients. With a focus on professionalism and integrity, Donna Vincenti Esq is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust in the expertise and dedication of the team at Donna Vincenti Esq.
Allen & Tyransky
Allen & Tyransky is a reputable accounting and finance institution located at 158 Deer Hill Avenue in Danbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Allen & Tyransky is dedicated to helping their clients achieve their financial goals. Whether you need assistance with budgeting, investments, or bookkeeping, you can trust Allen & Tyransky to provide expert advice and personalized solutions. Visit their office today to see how they can help you secure a stable financial future.
Danbury Business Lawyer
Danbury Business Lawyer is a reputable law firm located at 304 Federal Road in Brookfield, Connecticut. Specializing in business law, their team of experienced attorneys offers a wide range of legal services to assist businesses of all sizes with their legal needs. Whether you are starting a new business, dealing with contract disputes, or need assistance with mergers and acquisitions, Danbury Business Lawyer is dedicated to providing top-notch legal representation and guidance. Trust in their expertise and professionalism to help navigate the complex world of business law.
TaxCure
TaxCure is a premier institution located at 55 Merritt Boulevard in Trumbull, Connecticut, United States. Specializing in accounting, finance, and legal services, TaxCure is dedicated to providing top-notch solutions for all your tax and financial needs. With a team of experienced professionals, TaxCure offers expert advice and assistance to help individuals and businesses navigate the complexities of tax laws and regulations. Whether you need help with tax preparation, financial planning, or legal matters, TaxCure is your one-stop destination for all things related to taxes and finances. Trust TaxCure to provide you with the cure for all your tax woes.
Mark J. Capecelatro, LLC
Welcome to Mark J. Capecelatro, LLC, a trusted law office located at 117 Main Street in Canaan, Connecticut. With over 40 years of experience, our team provides personalized legal services to individuals and businesses in the surrounding communities of northwestern Connecticut. We pride ourselves on forming long-lasting relationships with our clients and their families, allowing us to tailor our legal solutions to meet their specific needs. Our practice areas include estate planning, real estate transactions, estate settlement, land use approvals, business formation, and conservation restrictions. Our dedicated staff is committed to providing attentive and effective legal representation, ensuring that all matters are resolved successfully. Contact us today at (860) 824-5146 to experience the difference that our experienced and caring team can make in addressing your legal needs.
Tax Rep LLC
Tax Rep LLC is a trusted tax resolution firm located in New Haven, Connecticut, United States. Our team of experienced tax professionals is dedicated to helping individuals and businesses navigate the complex world of tax issues. From IRS audits to tax debt relief, we are committed to providing personalized solutions to meet our clients' needs. Contact us today to schedule a consultation and take the first step towards resolving your tax problems.
Teodosio Mark J
Teodosio Mark J is an accounting and finance institution located at 2911 Dixwell Avenue in Hamden, Connecticut, United States. With a strong focus on providing expert financial services and advice, the institution is committed to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, budgeting, or investment planning, the professionals at Teodosio Mark J are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
Will F. Epperson & Associates LLC
Will F. Epperson & Associates LLC is a reputable accounting and finance institution located at 51 North Main Street in Southington, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, auditing, and consulting. Clients can trust Will F. Epperson & Associates LLC to provide accurate and reliable financial advice to help them achieve their goals.
Forensic accounting corp
Forensic Accounting Corp, located at 1 Liberty Square in New Britain, Connecticut, offers a comprehensive range of forensic accounting services to the legal and insurance sectors. Our team of specialists is equipped to handle all types of digital evidence and electronically stored information, ensuring accurate identification, preservation, and reporting. In addition to forensic accounting solutions, our New Britain office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, offering financial and investigative expertise to attorneys and clients.
Shea William J
Shea William J is a reputable accounting and finance institution located at 199 Riverside Avenue in Bristol, 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, Shea William J is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Contact them today to see how they can assist you with your accounting and finance needs.
O'Connor & Lyon, LLP
O'Connor & Lyon, LLP is a reputable accounting, finance, and legal firm located at 73 Main Street in Durham, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, investment management, and legal representation. Whether you are an individual or a business, O'Connor & Lyon, LLP is dedicated to providing personalized and high-quality solutions to meet your needs. Trustworthy, reliable, and committed to excellence, this institution is your go-to resource for all your financial and legal matters.
Law Office of Raymond J. Muratori
The Law Office of Raymond J. Muratori is a reputable institution specializing in accounting, finance, and legal services. Located at 222 Old Boston Post Road in Old Saybrook, Connecticut, this establishment is known for its expert guidance and professional assistance in matters related to law and finance. With years of experience and a commitment to excellence, the team at the Law Office of Raymond J. Muratori is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax planning, estate planning, or legal representation, you can trust the experts at this institution to deliver exceptional results.
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