TOP 30 Best Banking services for families in Stamford, Connecticut
36 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
UBS AG, Stamford Branch
UBS AG, Stamford Branch is a finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. As part of the global UBS AG network, the Stamford Branch offers a wide range of financial services including wealth management, investment banking, asset management, and more. With a strong reputation for excellence and expertise in the financial industry, UBS AG is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Visit the Stamford Branch today to discover how UBS AG can assist you with your financial needs.
Stamford Postal Employees Federal Credit Union
Stamford Postal Employees Federal Credit Union is a financial institution located at 2001 West Main Street in Stamford, Connecticut, United States. As a credit union, it is dedicated to serving the financial needs of postal employees and their families. With a focus on providing personalized service and competitive rates, Stamford Postal Employees Federal Credit Union offers a range of financial products and services including savings accounts, loans, and online banking. Visit us today to learn more about how we can help you achieve your financial goals.
Lockwood Wealth Management - UBS Financial Services Inc.
Lockwood Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a reputation for excellence and expertise in wealth management, Lockwood Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at Lockwood Wealth Management is committed to providing personalized solutions tailored to your unique needs. Trust in Lockwood Wealth Management to help you secure your financial future with confidence and peace of mind.
Loretta Lang Finck - UBS Financial Services Inc.
Loretta Lang Finck - UBS Financial Services Inc. is a reputable finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a focus on providing high-quality financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. The team of professionals at Loretta Lang Finck - UBS Financial Services Inc. offers personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Loretta Lang Finck - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you navigate the complexities of the financial world.
David Mills - UBS Financial Services Inc.
David Mills - UBS Financial Services Inc. is a renowned financial institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individual and institutional clients. The team of experienced financial advisors at David Mills - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, David Mills - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions to help you navigate the complexities of the financial world.
Jill Orlando - UBS Financial Services Inc.
Jill Orlando - UBS Financial Services Inc. is a reputable finance institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at Jill Orlando - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to each client, ensuring that their financial needs are met with professionalism and expertise. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Jill Orlando - UBS Financial Services Inc. is committed to helping you succeed.
Jamie Dittrich - UBS Financial Services Inc.
Jamie Dittrich - UBS Financial Services Inc. is a reputable finance institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong focus on providing high-quality financial services, Jamie Dittrich and their team offer personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Jamie Dittrich - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with expertise and professionalism.
Joe Namy - State Farm Insurance Agent
Welcome to Joe Namy - State Farm Insurance Agent, located at 1051 Long Ridge Road in Stamford, Connecticut. Our agency is conveniently situated in the Chimney Corners Shopping Center, above Dunkin Donuts and across the street from Lakeside Diner. As a third-generation State Farm Agent, I am proud to serve the communities of Connecticut and New York with personalized insurance solutions. At our agency, we offer a wide range of insurance products, including auto, home, renters, condo, boat, motorcycle, personal liability umbrella policy, jewelry coverage, business insurance, workers comp, life insurance, and health plans. We are committed to protecting families and helping individuals and businesses manage risks, recover from the unexpected, and realize their dreams.
Budget Tours and Travel Bureau
Budget Tours and Travel Bureau is a reputable travel agency located at 600 Summer Street in Stamford, Connecticut. We specialize in providing budget-friendly travel packages and itineraries for individuals and families looking to explore the world without breaking the bank. Our experienced team of travel experts is dedicated to helping our clients plan unforgettable vacations that fit their budget and preferences. From booking flights and accommodations to arranging tours and activities, we take care of all the details so you can relax and enjoy your trip. Visit Budget Tours and Travel Bureau today and start planning your next adventure!
La Perle Restaurant & Bar
La Perle Restaurant & Bar is a hidden gem in the heart of Connecticut, offering a unique fusion of Caribbean charm and American elegance. Located at 15 Bank Street in Stamford, this establishment is not just a place to eat, but a cultural experience that transports you to the soul of Haiti. The decor, inspired by Haitian art and American sophistication, sets the perfect ambiance for romantic dinners or family gatherings. The staff at La Perle is dedicated to providing exceptional hospitality, ensuring that every visit is a memorable one. With private dining options available for any event, from intimate gatherings to grand celebrations, La Perle is the perfect destination for any occasion. Guests rave about the delicious food, fresh ingredients, and top-notch service, making it a must-visit spot in downtown Stamford. Whether you're craving authentic Haitian cuisine or looking for a new dining experience, La Perle Restaurant & Bar is sure to impress.
Grade A Market of Hope Street
Grade A Market of Hope Street is a charming bakery, food, grocery, and supermarket located at 495 Hope Street in Stamford, Connecticut. This welcoming store offers a wide variety of fresh and high-quality products, including baked goods, produce, meats, dairy, and pantry staples. With a focus on providing top-notch customer service and a clean, organized shopping environment, Grade A Market is a go-to destination for all your grocery needs. Whether you're looking for a quick snack, ingredients for a home-cooked meal, or specialty items, you'll find everything you need at this convenient and well-stocked supermarket.
Merrill Lynch Financial Advisor Scott B. Linke
Merrill Lynch Financial Advisor Scott B. Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team based in Stamford, works with a select group of clients nationwide, offering customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team focuses on understanding each client's unique goals and priorities to create a customized financial strategy. They believe in open communication, respect, and personalized advice to help clients achieve their long-term objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop a tailored approach to address their financial needs. The team is committed to creating value for clients by tackling difficult questions, anticipating issues, and providing a unified service model to keep clients informed and up-to-date. Merrill advisors strive to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.
Harbor Asset Private Wealth
Harbor Asset Private Wealth is a finance institution located at 40 Signal Road in Stamford, Connecticut, United States. At Harbor Asset Private Wealth, your wealth is managed with the goal of making a greater impact on your life, your family, your world, and your legacy. With over three decades of industry experience, founder Marti Marache and her team are dedicated to providing sound and objective advice tailored to each client's unique situation and long-term goals. Recognized by Forbes and Working Mother Magazine for their excellence in wealth management, Harbor Asset Private Wealth offers a family office approach to guide clients in fulfilling their financial ambitions. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, Harbor Asset Private Wealth is committed to helping clients live their best lives and plan for a successful financial future. Contact us today to start your enriched, exciting, and rewarding financial journey with Harbor Asset Private Wealth.
Philip E. Berns, Attorney-at-Law, LLC
Philip E. Berns, Attorney-at-Law, LLC is a reputable law firm located at 440 Bedford Street in Stamford, Connecticut. Specializing in various legal matters, including personal injury, criminal defense, and family law, Attorney Philip E. Berns is known for his dedication and expertise in providing top-notch legal representation to his clients. With a commitment to achieving the best possible outcomes for each case, this law firm is a trusted resource for individuals seeking professional legal assistance in the Stamford area.
Pitney Bowes Employees Federal Credit Union
Pitney Bowes Employees Federal Credit Union is a financial institution located at 2777 Summer Street in Stamford, Connecticut, United States. As an ATM and finance provider, the credit union serves the employees of Pitney Bowes and their families, offering a range of financial services such as savings accounts, loans, and investment opportunities. With a focus on member satisfaction and financial well-being, Pitney Bowes Employees Federal Credit Union is committed to providing convenient and reliable banking solutions to its members.
Tweedy, Browne Company
Tweedy, Browne Company is a renowned finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a long history of providing top-notch financial services, Tweedy, Browne Company is known for their expertise in investment management and wealth advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and sound investment advice. Whether you are looking to grow your wealth or plan for the future, Tweedy, Browne Company is committed to delivering exceptional service and results.
Merrill Lynch Financial Advisor Forrest Close
risk, including the possible loss of principal. Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation. Forrest Close and his team at Merrill Lynch Financial Advisor Forrest Close in Stamford, Connecticut, offer personalized financial planning and investment management services to help clients achieve their financial goals. With nearly 30 years of experience in the financial industry and a focus on multigenerational families, Forrest is dedicated to providing a truly personal client experience based on trust.
JG Group - Morgan Stanley
JG Group - Morgan Stanley is a prestigious finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a strong reputation for excellence and expertise in the financial industry, JG Group - Morgan Stanley is dedicated to providing top-notch financial solutions to its clients.
The New Netherland Group
The New Netherland Group is a finance institution located at 3 Landmark Square in Stamford, Connecticut, United States. Specializing in financial services, they offer a range of investment options and financial planning solutions for individuals and businesses alike. With a team of experienced professionals, The New Netherland Group 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 navigate the complexities of the financial market, The New Netherland Group is here to provide expert guidance and support.
Merrill Lynch Financial Advisor Michael Pearson
Merrill Lynch Financial Advisor Michael Pearson, located at 301 Tresser Boulevard in Stamford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution provides timely insights on market trends and global economy to help clients stay on track with their financial goals. The Linke-Pearson Group in Stamford, led by Michael Pearson, is dedicated to serving top business leaders in the northeast region. The team of advisors offers tailored advice on various financial matters, including Private Wealth Management, Institutional Retirement, and Endowments/Foundations/Non-Profits. With a team-based approach, clients can expect personalized service and strategies that align with their goals and needs. The advisors focus on building trust and long-term relationships with clients, helping them navigate through market conditions and achieve financial clarity. By asking better questions and understanding the unique priorities of each client, the team at Merrill Lynch Financial Advisor Michael Pearson aims to provide personalized financial plans that help clients pursue their goals and adapt to life changes. With access to Merrill's investing insights and Bank of America's credit and lending solutions, clients can receive comprehensive financial plans that are transparent and flexible to meet their evolving needs. The institution also offers tools and resources to help clients track their progress and adjust their strategies over time. As life expectancy increases and retirement planning becomes more crucial, the team at Merrill Lynch Financial Advisor Michael Pearson can assist clients in customizing and implementing retirement strategies that support their lifestyle and financial goals. By connecting life and finances, the advisors at Merrill provide a holistic approach to financial planning, bringing fresh perspectives and informed decision-making to help clients build a secure future for themselves and their families.
Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc. is a reputable finance institution located at 2 High Ridge Park in Stamford, Connecticut, United States. With a team of experienced financial advisors, they provide expert investment advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Jackson, Grant Investment Advisers, Inc. is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Financial Advisor Edward Iannone
Merrill Lynch Financial Advisor Edward Iannone, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The team of advisors, wealth management client associates, and global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They offer a personalized and fully integrated plan to address the evolving objectives of clients, such as wealth accumulation, retirement income distribution, and planning for the next generation. The team prides itself on providing consistent and customized service to meet the needs of clients, helping them manage, grow, and preserve their wealth. By listening to clients' goals and priorities, the institution develops a financial approach designed to help address their individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to create a plan centered on their goals and focused on what they want to achieve. The institution believes in helping clients reach their goals by understanding their personal preferences and providing advice and guidance tailored to their needs. Through the Merrill Personal Wealth Analysis™ and ongoing discussions to revisit and adjust financial plans, the team aims to help clients stay on track to achieve what's most important to them. As Merrill Lynch Wealth Management Advisors, the team is committed to building strong client relationships based on trust and personalized service, helping clients build a customized investment approach to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution aims to provide a dedicated one-on-one relationship with each client to help guide them along their financial journey.
Merrill Lynch Financial Advisor Bryan M Fox
At Merrill Lynch Financial Advisor Bryan M Fox, located at 301 Tresser Boulevard in Stamford, Connecticut, you will find a dedicated team committed to understanding your values and helping you achieve your financial goals. Through one-on-one conversations and personalized communication, they aim to get to know you and your family, and what you want to accomplish with your assets. Whether you are planning for retirement, saving for a home, funding education, or considering wealth transfer, the team is here to assist you every step of the way. With over 40 years of experience, The Fox Group at Merrill Lynch Wealth Management provides personalized wealth management advice and guidance tailored to high net-worth individuals and successful business owners. By focusing on your individual goals and priorities, they create customized investment strategies to help you achieve both financial and personal success.
Merrill Lynch Financial Advisor Colleen M Sharkey
Merrill Lynch Financial Advisor Colleen M Sharkey is located at 301 Tresser Boulevard in Stamford, Connecticut, United States. The institution, part of The Smiles Group team, prioritizes putting you at the center of the financial planning process. With access to global investing capabilities from Merrill and banking solutions from Bank of America, the team helps identify and prioritize personal goals such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. They develop personalized financial strategies aligned with your aspirations, believing that the best approach is one that helps you pursue your goals. Through conversations and the Investment Personality Assessment, the team gets to know you better as an investor, refining your investing preferences to create a customized financial approach. They offer tools to help track changes in your life and goals, ensuring your financial approach reflects your evolving needs. The team is committed to helping you achieve your goals by building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're planning for retirement, buying a home, or funding a child's education, the team is dedicated to helping you make investment-related decisions that align with your meaningful goals. Merrill Lynch Wealth Management Advisors are there to help you navigate the financial complexities of life, building a customized investment approach to address your needs and pursue your goals. With a focus on personalized service and building a strong client-advisor relationship, Merrill Lynch Financial Advisor Colleen M Sharkey is dedicated to helping you achieve your financial goals.
Rockefeller Capital Management
Rockefeller Capital Management is a prestigious finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. With a rich history and a reputation for excellence, Rockefeller Capital Management offers a wide range of financial services to high-net-worth individuals, families, and institutions. Their team of experienced professionals is dedicated to providing personalized investment strategies and wealth management solutions tailored to each client's unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rockefeller Capital Management is committed to helping you achieve financial success.
The Sargent Group
The Sargent Group is a prestigious finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the financial industry, The Sargent Group offers a wide range of financial services to meet the needs of individual and corporate clients. Our experienced team of professionals is dedicated to providing personalized solutions and strategic advice to help our clients reach their financial goals. Visit us at our convenient location in Stamford to learn more about how The Sargent Group can assist you with your financial needs.
David Eder
David Eder is a prestigious finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our dedicated team is committed to meeting the unique and dynamic needs of each client, providing tailored solutions at every stage of wealth accumulation. With additional locations in Greenwich, CT, we offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. At David Eder, we believe in creating bespoke investment strategies aligned with your financial objectives, offering access to a diverse range of traditional and alternative investment opportunities. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as specialized trust management solutions.
Susan Sheinhaus - Morgan Stanley
Susan Sheinhaus - Morgan Stanley is a renowned finance institution located in Stamford, Connecticut. With a prime location at 4 Landmark Square, this institution offers top-notch financial services to clients in the United States and beyond. Specializing in wealth management, investment banking, and advisory services, Susan Sheinhaus - Morgan Stanley is a trusted partner for individuals and businesses looking to grow and protect their assets. With a team of experienced professionals and a strong reputation in the industry, this institution is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals.
Dr. Robin Abramowicz, MD
Dr. Robin Abramowicz, MD is a renowned institution located at 1275 Summer Street in Stamford, Connecticut, United States. Specializing in fertility treatment, Dr. Abramowicz and his team are recognized globally for their surrogacy program, offering world-class services to help individuals and couples achieve their family-building dreams. With over 25 years of experience in assisted reproductive technology, Dr. Abramowicz provides personalized treatment plans using state-of-the-art fertility options. Located just a short distance from New York City and international airports, the clinic offers a tranquil and surrogacy-friendly environment in Stamford, CT. Dr. Gad Lavy, an award-winning fertility specialist, leads the team in providing a wide range of services for local and international clients, including surrogacy and egg donation. The clinic offers in-person and virtual consultations, ensuring that patients receive the care and support they need throughout their fertility journey.
Laidlaw & Co
Laidlaw & Co is a reputable finance institution located at 750 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing personalized financial solutions to clients, Laidlaw & Co offers a wide range of services including wealth management, investment banking, and asset management. The team of experienced professionals at Laidlaw & Co are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Laidlaw & Co is committed to providing expert guidance and support every step of the way.
Nearby cities:
- New Haven
- Hartford
- Bridgeport
- Norwalk
- Danbury
- Waterbury
- Greenwich
- Fairfield
- West Hartford
- Manchester
- Milford
- Westport
- Middletown
- Glastonbury
- Hamden
- New Britain
- Meriden
- Norwich
- Farmington
- Torrington
- Wallingford
- Southington
- Bristol
- New London
- Shelton
- Branford
- Enfield
- Stratford
- Groton
- West Haven
- New Milford
- East Hartford
- North Haven
- Guilford
- Trumbull
- Ridgefield
- Vernon
- Newington
- South Windsor
- Avon
- Old Saybrook
- Stonington
- Cheshire
- Mansfield
- Windham
- Rocky Hill
- Darien
- Newtown
- Wethersfield
- Brookfield
- Madison
- Windsor
- Bloomfield
- Orange
- Southbury
- Waterford
- Wilton
- Berlin
- Simsbury
- Watertown
- East Lyme
- Naugatuck
- East Haven
- New Canaan
- Plainville
- Monroe
- Bethel
- Clinton
- Colchester
- Killingly
- Putnam
- Montville
- Cromwell
- Litchfield
- Canton
- Essex
- Derby
- Plainfield
- Middlebury
- Woodbury
People also searched for:
- Personal Loan in Stamford
- Financial Consulting in Stamford
- Financial Advisor in Stamford
- Tax Advisor in Stamford
- Life Insurance Companies in Stamford
- Travel Agency in Stamford
- Restaurants in Stamford
- French Cuisine Restaurant in Stamford
- French Restaurant in Stamford
- Fine Dining Restaurant in Stamford
- Pediatrician in Stamford
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos