TOP 10 Audit services providers in Connecticut
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Robert W Baird & Co
Robert W. Baird & Co is a renowned finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Baird & Co offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Robert W. Baird & Co is a trusted partner you can rely on.
Steven Cangialosi
Steven Cangialosi, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on meeting the dynamic needs of each client, the team at Steven Cangialosi provides expert guidance and seamless financial management for individuals and institutions. They offer bespoke investment strategies aligned with each client's financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services, fiduciary oversight, and assistance with distributions and bill-pay services. Led by a dedicated team of professionals, Steven Cangialosi aims to empower clients to make informed decisions about their finances, ensuring stability for today and for future generations. Through their curated Rockefeller Lifestyle Advisory partners, clients have access to exclusive experiences and concierge services, allowing them to focus on what matters most to them.
Titan Advisors, LLC
Titan Advisors, LLC is a prestigious finance institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the financial industry, Titan Advisors, LLC offers a wide range of investment services to clients seeking personalized and strategic financial solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the market with confidence. Trust Titan Advisors, LLC to provide top-notch financial advice and investment management services tailored to your specific needs.
Relyea Zuckerberg & Hanson LLC
Relyea Zuckerberg & Hanson LLC is a reputable finance institution located at 101 Broad Street in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, Relyea Zuckerberg & Hanson LLC is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in their expertise and commitment to excellence for all your financial needs.
Philo Smith & Co.
Philo Smith & Co. is a finance institution located at 6 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Philo Smith & Co. offers a wide range of investment options and financial solutions to help clients achieve their goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Philo Smith & Co. is committed to helping you succeed.
River Oak Investment Corporation LLC
River Oak Investment Corporation LLC is a finance institution located at 1 Atlantic Street in Stamford, Connecticut, United States. We specialize in providing a wide range of investment services to our clients, helping them achieve their financial goals and secure their futures. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, River Oak Investment Corporation LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Bank of America Private Client Advisor Carolyn L Westerberg
Bank of America Private Client Advisor Carolyn L Westerberg, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution specializing in serving high- and ultra-high-net-worth individuals and families. Carolyn Westerberg, Managing Director, works with a team of specialists to create tailored wealth management strategies in various disciplines such as credit and banking, investment management, trust and estate planning, and wealth transfer. With a background in the arts, Carolyn also advises clients on managing art assets and consults with multi-generational families on philanthropic giving and long-term planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's unique needs and goals before creating strategies to meet them both now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth by offering personalized approaches and utilizing the resources of Bank of America.
Inverersiones Scotia S A
Inverersiones Scotia S A is a leading finance institution located at 4 Davenport Avenue in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment options and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals are dedicated to providing personalized service and expert advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Inverersiones Scotia S A is committed to helping you succeed.
Merrill Lynch Private Wealth Advisor Sergio L Forlini
Merrill Lynch Private Wealth Advisor Sergio L Forlini, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers industry-leading research and expert analysis to help you stay ahead in your financial goals. The Erdmann Group, consisting of Erdmann, Giannetti, Brookfield, and Carpentieri, promises to prioritize what matters most in your life and provide customized strategies to support you. With 40 years of experience, their dedicated team of advisors strives to deliver the ultimate client experience. Recognized for their exemplary client service, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet your specialized needs with trust and personalized service. The institution has been honored with the David Brady Community Service Award, named after a respected Merrill financial advisor who prioritized clients and community service. Merrill is proud of their advisors who have received recognition from industry publications, setting the standard for excellence in client service. Bank of America Corporation provides banking products and services through Merrill Lynch. For a personalized approach to wealth management and financial planning, visit Merrill Lynch Private Wealth Advisor Sergio L Forlini.
Merrill Lynch Financial Advisor Thomas W Dornan
Merrill Lynch Financial Advisor Thomas W Dornan, located at 1020 Boston Post Road, Darien, Connecticut, United States, is a finance institution dedicated to helping individuals and families achieve their financial goals. At Merrill Lynch, every relationship begins with a conversation to understand what matters most to you. Whether you are planning for retirement, saving for a home, or funding a child's education, the institution focuses on customizing a financial approach tailored to your unique needs and aspirations. Through the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of your investing preferences and goals, in order to provide personalized insights and resources. The institution believes in the importance of adapting to changes in your life and financial goals, offering tools to help you track and adjust your financial approach accordingly.
Black Rock Inc
Black Rock Inc is a renowned finance institution located at 555 Main Street in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Black Rock Inc is a trusted partner for individuals and businesses looking to manage their investments and grow their wealth. Their team of experienced professionals are dedicated to helping clients achieve their financial goals through tailored investment strategies and expert advice. Whether you are a seasoned investor or just starting out, Black Rock Inc is committed to providing you with the tools and resources needed to succeed in the ever-changing world of finance.
Hassan Group
Hassan Group is a finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges, and offering an elevated level of service. We empower decision making with expert guidance, offering seamless financial management for families and individuals. Our network delivers a full suite of financial solutions to ensure stability for today and the future. We offer bespoke investment strategies aligned with your financial objectives, giving access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of various kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. The Hassan Group aims to serve you and your family as confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
Ginny Greatsinger - Morgan Stanley
Ginny Greatsinger - Morgan Stanley is a prestigious financial institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a reputation for excellence in the finance industry, Ginny Greatsinger - Morgan Stanley offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and solutions to help clients achieve their goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or wealth management services, Ginny Greatsinger - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Ferrell Capital Management
Ferrell Capital Management is a prestigious finance institution located at 5 Greenwich Office Park in Greenwich, Connecticut, United States. With a reputation for excellence and expertise in financial management, Ferrell Capital Management offers a wide range of services to help clients achieve their investment goals. Their team of experienced professionals provides personalized financial solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ferrell Capital Management is dedicated to helping you succeed in the world of finance.
Pentalpha Capital LLC
Pentalpha Capital LLC is a finance institution located at 1 Greenwich Office Park in Greenwich, Connecticut, United States. Specializing in investment management and financial advisory services, Pentalpha Capital LLC is committed to providing personalized and strategic financial solutions for its clients. With a team of experienced professionals, the institution offers a wide range of services tailored to meet the unique needs and goals of each individual or organization. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Pentalpha Capital LLC is dedicated to helping you achieve your financial objectives.
Richard Hassan
Richard Hassan is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. Our team is dedicated to empowering your decision-making with expert guidance, providing seamless financial management for your family and future, and ensuring stability for today and generations to come. We offer bespoke investment strategies tailored to your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Our services cater to individuals and institutions, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. As confidantes, counselors, and navigators, we are committed to managing the complexities of family and wealth for our clients. Additionally, we provide access to exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners. At Richard Hassan, our mission is to serve you and your family, helping you achieve your financial goals and leave a lasting legacy.
Caroline Calder - Morgan Stanley
Caroline Calder - Morgan Stanley is a prestigious finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, Caroline Calder - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides personalized guidance and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Caroline Calder - Morgan Stanley is dedicated to providing top-notch financial services tailored to your individual needs.
Carlton Higbie - Morgan Stanley
Carlton Higbie - Morgan Stanley is a prestigious finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, Carlton Higbie - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Carlton Higbie - Morgan Stanley is dedicated to helping you succeed.
The Lykon Group
The Lykon Group is a finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With a reputation for excellence in financial services, The Lykon Group offers a wide range of investment and advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Lykon Group is here to provide the support and expertise you need.
GE Asset Management
GE Asset Management is a renowned finance institution located at 1600 Summer Street in Stamford, Connecticut, United States. With a strong track record of managing assets for clients, GE Asset Management provides expert financial services and investment solutions to help individuals and organizations achieve their financial goals. Their team of experienced professionals offers personalized advice and strategic guidance to optimize portfolios and drive growth. Whether you are looking to build wealth, plan for retirement, or manage risk, GE Asset Management is dedicated to delivering top-tier financial services tailored to your specific needs.
Christian A Templeman - Morgan Stanley
Christian A Templeman - Morgan Stanley is a renowned finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, they provide expert advice and support to clients looking to grow and manage their wealth. Whether you are seeking investment opportunities, retirement planning, or wealth management services, Christian A Templeman - Morgan Stanley offers personalized solutions tailored to meet your individual needs and goals. Trust in their experienced team of professionals to help you navigate the complexities of the financial world and achieve your financial objectives.
Corinne H James - Morgan Stanley
Corinne H James - Morgan Stanley is a renowned financial institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Corinne H James - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or portfolio management, the experienced professionals at Corinne H James - Morgan Stanley are dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
33 Capital Management
33 Capital Management is a premier finance institution located in Greenwich, Connecticut. With a prime location at 71 Arch Street, this institution offers a wide range of financial services to clients seeking expert guidance and personalized investment strategies. The team at 33 Capital Management is dedicated to providing top-notch financial advice and management to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 33 Capital Management is here to help you every step of the way.
Laurie Golden-Jeffrey - Morgan Stanley
Laurie Golden-Jeffrey at Morgan Stanley is a reputable finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a focus on providing top-notch financial services and expertise, the institution offers a wide range of investment options and financial solutions tailored to meet the unique needs of their clients. The team at Laurie Golden-Jeffrey is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Trustworthy, knowledgeable, and experienced, Laurie Golden-Jeffrey at Morgan Stanley is a go-to destination for all your financial needs.
David A. Munoz
David A. Munoz is a top wealth advisor institution located at 30 West Elm Street in Greenwich, Connecticut, United States. Specializing in finance, David A. Munoz has been recognized as one of the Forbes/SHOOK Top Wealth Advisors Best-In State as of 08/24/21. With data as of 03/31/21, their ratings signify their commitment to providing exceptional financial services. Please note that ratings may not guarantee future success or results. Potential clients can verify the background of this investment professional on FINRA's BrokerCheck. Fee paid to rating provider for advertisement materials after rating announced.
John G Hughes Jr. - Morgan Stanley
John G Hughes Jr. - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, this institution is a trusted name in the industry. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at John G Hughes Jr. - Morgan Stanley is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their comprehensive range of services and how they can assist you in securing your financial future.
Merrill Lynch Financial Advisor Benjamin C Smiles
have about your financial future, Merrill Lynch Financial Advisor Benjamin C Smiles is here to provide personalized guidance and support. Located at 301 Tresser Boulevard in Stamford, Connecticut, our team at The Smiles Group is dedicated to putting you at the center of the planning process, offering access to global investing capabilities from Merrill and banking solutions from Bank of America. Whether you're planning for your children's education, ensuring income lasts through retirement, covering healthcare costs, or preserving wealth, our team can assist you in identifying and prioritizing your personal goals. We believe in developing a personalized financial strategy aligned with your aspirations to help you manage, grow, and preserve your wealth today and for the future.
Peattie Capital Management
Peattie Capital Management is a leading finance institution located at 1200 High Ridge Road in Stamford, Connecticut, United States. Specializing in investment management, Peattie Capital Management offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Peattie Capital Management is dedicated to providing personalized solutions and expert advice to clients. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Peattie Capital Management is here to help you navigate the complexities of the financial world.
Investors Capital Management, Inc.
Investors Capital Management, Inc. is a finance institution located at 30 Old Kings Highway South in Darien, Connecticut, United States. With a focus on providing expert financial planning and investment management services, Investors Capital Management, Inc. helps individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized strategies to help clients navigate the complexities of the financial market and make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Investors Capital Management, Inc. is dedicated to helping you secure a successful financial future.
Merrill Lynch Financial Advisor Mark Nastri
Merrill Lynch Financial Advisor Mark Nastri, located at 1499 Post Road, Fairfield, Connecticut, United States, is a distinguished finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Mark Nastri, a partner in the Serio, Nastri & Hyman Group, is an experienced financial advisor committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for his expertise, Mark creates financial strategies tailored to his clients' goals and aspirations, helping them navigate life's financial challenges. With access to the global resources of Merrill, Mark and his team offer personalized wealth management planning to address each client's unique concerns and goals. By understanding each client's priorities and financial situation, they can create a customized plan designed to optimize short- and long-term goals. Whether clients are focused on growing, preserving, or transferring wealth, Mark Nastri and his team are dedicated to providing the experience and resources needed to help clients build a personalized financial plan rooted in the unique complexities of their lives.
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