Business strategy in New Canaan, Connecticut
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 2 Pine Street in New Canaan, Connecticut, is a reputable finance institution offering tailored wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies based on years of combined knowledge and expertise in wealth management. Beyond traditional investments, the advisors can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Committed to client satisfaction, the financial advisors at Merrill Lynch Wealth Management prioritize understanding each client's personal and professional goals to create customized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to economic, social, and cultural activities.
2 Pine St, New Canaan, CT 06840, United States -
Bryan P Stern CPA
● OpenBryan P Stern CPA is a trusted accounting and finance institution located at 27 Pine Street in New Canaan, Connecticut, United States. They specialize in providing tailored tax services for individuals, businesses, not-for-profits, trusts, and estates. Whether you need assistance with tax preparation, planning, sales, payroll, income, or foreign bank account reporting, they will customize their services to meet your specific needs. In addition to tax services, Bryan P Stern CPA offers customized bookkeeping and accounting services to help businesses manage their finances efficiently and effectively. By keeping all services under one roof, they can provide up-to-date financial reports on a regular basis, allowing clients to make well-informed business decisions.
27 Pine St Suite 3, New Canaan, CT 06840, United States -
Oldham Resource Group Inc
● OpenOldham Resource Group Inc is a finance institution located at 70 New Canaan Avenue, Norwalk, Connecticut, United States. With a strong focus on providing financial services and resources to individuals and businesses, Oldham Resource Group Inc is dedicated to helping clients achieve their financial goals. Whether it's investment advice, financial planning, or wealth management, our team of experts is committed to providing personalized solutions tailored to each client's needs. Trust Oldham Resource Group Inc to help you navigate the complex world of finance and secure your financial future.
70 New Canaan Ave, Norwalk, CT 06850, United States -
Merrill Lynch Financial Advisor G. Robin Wells
● OpenMerrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
2 Pine St, New Canaan, CT 06840, United States -
Warwick Capital Group, LLC
● OpenWarwick Capital Group, LLC is a finance institution located at 51 Locust Avenue in New Canaan, Connecticut, United States. With a strong reputation for providing expert financial services, Warwick Capital Group offers a wide range of investment opportunities and financial solutions to clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Warwick Capital Group is committed to providing top-tier financial services tailored to your specific needs.
51 Locust Ave Suite 202, New Canaan, CT 06840, United States -
Adam Colberg - Celebrity Boxing & Fitness Trainer
● OpenAdam Colberg - Celebrity Boxing & Fitness Trainer is a renowned institution located at 606 Post Road East, Westport, Connecticut, United States. Specializing in health and fitness, Adam Colberg is one of the most sought after personal trainers in Fairfield County. With a client list that includes NFL/NBA members, world champions in boxing and wrestling, as well as business professionals and entertainment personalities, Colberg's expertise is unmatched. Offering boxing training, foot training, and strength & conditioning with regular assessments, Adam Colberg ensures that each client reaches their fitness goals. Whether it's preparing for a world-title fight or simply getting in the best shape of your life, Colberg will create a customized strategy to help you achieve your mission.
606 Post Rd E Unit 514, Westport, CT 06880, United States -
BlueBack Health LLC.
● OpenBlueBack Health LLC, located at 20 Western Boulevard in Glastonbury, Connecticut, is a unique institution that combines health and insurance services. Have you been struggling to find a sustainable solution to your health insurance problems? BlueBack Health offers an innovative, bottom-up approach to solving the most pressing health insurance issues. With a team of seasoned health risk experts, they help business leaders lower their health care costs by identifying, understanding, and mitigating risks. BlueBack Health recently announced the 4th Annual Connecticut Chamber Wellness Challenge, where Chambers of Commerce and their members across the State will participate in friendly competition to promote wellness. The institution emphasizes the importance of a holistic wellness strategy, which includes support for sleep, financial well-being, spiritual connection, community service, and sustainability.
20 Western Blvd, Glastonbury, CT 06033, United States -
Van Nest Health and Benefits Consulting
● OpenVan Nest Health and Benefits Consulting is a leading insurance agency located at 24 East Avenue in New Canaan, Connecticut. With a focus on providing top-notch health and benefits consulting services, our team of experts is dedicated to helping individuals and businesses navigate the complex world of insurance. Whether you are looking for coverage for yourself, your family, or your employees, we are here to provide personalized solutions tailored to your specific needs. Trust Van Nest Health and Benefits Consulting to guide you towards making informed decisions about your insurance options.
24 East Ave # 125, New Canaan, CT 06840, United States
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