TOP 10 Client focused investment services in Westport, Connecticut

Lynn Grossman - Raymond James is a reputable financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. With a focus on providing personalized financial services, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lynn Grossman - Raymond James is committed to providing tailored solutions to meet your individual needs. Visit their office today to learn more about how they can help you secure your financial future.

Saugatuck Financial - Northwestern Mutual is a reputable finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a strong focus on providing personalized financial planning and insurance solutions, their team of experienced professionals are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Saugatuck Financial - Northwestern Mutual is committed to providing top-notch service and support to meet your individual needs.

JKG Capital LLC is a leading finance institution located at 55 Post Road West in Westport, Connecticut, United States. Specializing in investment management and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, JKG Capital LLC is the trusted partner for all your financial needs.

Matthew Garnett - Raymond James is a finance institution located at 285 Riverside Avenue in Westport, Connecticut. As part of the prestigious Raymond James network, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice, retirement planning, wealth management, and more. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping our clients secure their financial future. Visit us today to see how we can help you reach your financial goals.

WealthGuard, LLC is a leading finance institution located at 4 Mayflower Parkway in Westport, Connecticut, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients secure their financial future. With a focus on personalized service and tailored solutions, WealthGuard, LLC is committed to providing top-notch financial guidance and investment strategies to help clients achieve their goals. Contact us today to learn more about how we can help you build and protect your wealth.

Magdalena Gala-Hunter - TD Wealth Financial Advisor is a reputable financial institution located at 437 Westport Avenue in Norwalk, Connecticut, United States. As a trusted advisor, Magdalena Gala-Hunter provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can count on expert guidance and support to navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Magdalena Gala-Hunter is dedicated to helping you secure a strong financial future.

Richard Cacciapaglia - RBC Wealth Management Financial Advisor is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Richard Cacciapaglia provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Richard Cacciapaglia - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Marco Ventrella - RBC Wealth Management Financial Advisor is a renowned financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Marco Ventrella offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marco Ventrella provides expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect top-notch service and tailored solutions to meet their unique financial needs.

Magdalena Gala-Hunter - TD Wealth Financial Advisor is a trusted financial institution located at 185 Main Street in Westport, Connecticut. As a dedicated financial advisor, Magdalena Gala-Hunter provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can trust Magdalena Gala-Hunter to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Magdalena Gala-Hunter is committed to providing top-notch financial advice and support. Visit us today to see how we can help you achieve financial success.

Merrill Lynch Financial Advisor Gregory Romatzick, located at 253 Post Road West, Westport, Connecticut, United States, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Our team of talented and experienced individuals focuses on your family, goals, and priorities, adapting as they evolve over time. Through in-depth conversations, we identify and prioritize your most important goals, whether it's wealth transfer, pursuing your passions, or planning for the future. Drawing on research in behavioral finance, we use the Investment Personality Assessment to tailor a financial approach that aligns with your values and goals. Our mission is to understand you and your aspirations, designing a personalized plan to help you and your family achieve financial success while managing risk. By regularly reviewing your goals and progress, we ensure that your financial approach adapts to changes in your life and the markets. With access to investment insights from Merrill and banking solutions from Bank of America, we collaborate with you to develop a comprehensive strategy to address your financial needs. Let us work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Gregory L Fischer, located at 253 Post Road West, Westport, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Fischer, James and Associates are dedicated to helping families with substantial wealth achieve their life goals through strategies to grow and preserve wealth. They offer services ranging from investment management strategies to wealth transfer and retirement income planning. With a collaborative approach, they work closely with clients to tailor strategies to specific wealth management needs. The institution believes in building long-term relationships based on transparency and trust, providing financial guidance to pursue life goals on the client's terms. The team at Merrill Lynch Wealth Management Advisors focuses on getting to know clients personally to create a financial approach that reflects their personality and is built around their life priorities. The institution aims to help clients achieve their goals by staying on track and making necessary adjustments over time. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs.

Seamus Monschein - RBC Wealth Management Financial Advisor is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Seamus Monschein offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can trust in the expertise and professionalism of Seamus Monschein and his team. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Seamus Monschein - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

Merrill Lynch Financial Advisor Steven M Nussbaum is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The advisors at Merrill Lynch work with you to develop a personalized plan to manage, grow, and preserve your wealth, while also considering the impact for years to come. They believe in helping you turn your goals into reality by focusing on potential solutions tailored to your needs. With tools like the Merrill Personal Wealth Analysis™, they can build a plan centered on your goals. The advisors understand that life and financial markets can change over time, so they regularly check in to discuss any adjustments needed to your financial approach. By getting to know you personally, the advisors can help create a financial approach that reflects your personality and priorities. With a dedicated Merrill advisor, you can receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch put you first, every day, helping you navigate the complexities of your financial life to pursue your goals.

Merrill Lynch Financial Advisor Peter Holmquist, located at 253 Post Road West in Westport, Connecticut, is dedicated to providing personalized financial services to help clients achieve their goals. With a team of experienced professionals and access to global resources, Peter focuses on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a home, or funding your child's education, Peter will work with you to create a customized investment approach tailored to your unique needs and priorities. By understanding what matters most to you, Peter can help you navigate the complexities of the financial markets and make informed decisions to help you reach your goals. With a focus on community involvement and a commitment to helping clients stay on track, Peter Holmquist is here to guide you on your financial journey.

Merrill Lynch Financial Advisor Deborah J Briskin is a reputable finance institution located at 253 Post Road West in Westport, Connecticut, United States. With a focus on providing expert financial advice and guidance, Deborah J Briskin and her team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Deborah J Briskin is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.

Netherby Advisors LLC is a finance institution located at 943 Post Road East in Westport, Connecticut, United States. Our team of experienced financial advisors specializes in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Netherby Advisors LLC is committed to helping individuals and businesses navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Alpine Hill Advisors is a leading finance institution located at 1 Turkey Hill Road South in Westport, Connecticut, United States. Our team of experienced professionals offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity and expertise, we strive to provide innovative solutions and superior client service. Contact us today to learn more about how Alpine Hill Advisors can help you secure your financial future.

Robert J. Baptist - Wilmington Advisors @ M&T is a finance institution located at 371 Post Road East in Westport, Connecticut, United States. Specializing in financial advisory services, they provide expert guidance and support to clients looking to make informed investment decisions. With a focus on personalized service and strategic planning, Robert J. Baptist - Wilmington Advisors @ M&T is dedicated to helping individuals and businesses achieve their financial goals.

Jeffrey Ferraro - TD Wealth Relationship Manager is a finance institution located at 185 Main Street, Westport, Connecticut, United States. As a dedicated 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 advice, Jeffrey Ferraro assists clients with wealth management, investment strategies, retirement planning, and more. Trustworthy and knowledgeable, Jeffrey Ferraro is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future.

Patrick Morrow - RBC Wealth Management Branch Director is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As the branch director, Patrick Morrow oversees a team of wealth management professionals dedicated to providing personalized financial solutions for individuals and businesses. With a focus on wealth preservation and growth, Patrick Morrow and his team offer expert advice and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Patrick Morrow - RBC Wealth Management Branch Director is committed to delivering exceptional service and results.

Northwestern Mutual - The Bender Financial Group is a trusted finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut. With a focus on providing personalized financial planning and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to secure your future with life insurance, plan for retirement, or invest for growth, Northwestern Mutual - The Bender Financial Group is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Kelley Krant McWilliams is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Kelley has over 19 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2021. She offers a comprehensive approach to managing wealth, focusing on understanding her client’s priorities, goals, and aspirations. With a background in institutional fixed income and research, Kelley is dedicated to educating and preparing individuals for all stages of their financial journey. Kelley believes in building personalized financial plans through the Merrill Personal Wealth Analysis™ tool, centered on clients' goals and aspirations. She understands that life events can impact finances and is passionate about helping clients navigate through these changes. By utilizing the Investment Personality Assessment, Kelley can tailor financial approaches to align with clients' investing preferences and goals.

Northwestern Mutual: Samuel John Lauria III is a finance institution located at 274 Riverside Avenue in Westport, Connecticut, United States. With a focus on providing financial planning and investment services, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Led by Samuel John Lauria III, a trusted financial advisor with years of experience, Northwestern Mutual offers personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Northwestern Mutual: Samuel John Lauria III is committed to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.

LCR Wealth Management LLC is a Registered Investment Advisor located at 518 Riverside Avenue in Westport, Connecticut. With a focus on providing independent and personalized financial advice, LCR Wealth Management prioritizes the interests of their clients above all else. The team at LCR Wealth Management brings a wealth of experience in finance, investment management, and private wealth, ensuring that each client receives tailored guidance to meet their specific needs. As a Registered Investment Advisor, LCR Wealth Management operates with transparency and a commitment to avoiding conflicts of interest. The team believes in listening to each client's individual needs and collaborating to create a customized financial plan. By utilizing cutting-edge technology tools, LCR Wealth Management is able to monitor investments in real time and provide ongoing support to help clients achieve their financial goals.

Coelho Capital Management is a leading finance institution located at 5 Old Mill Road in Westport, Connecticut, United States. Our team of experienced professionals specializes in providing expert financial advice and management services to help individuals and businesses achieve their financial goals. With a focus on personalized service and strategic investment strategies, we are dedicated to helping our clients build and preserve their wealth. Visit us today to learn more about how Coelho Capital Management can help you secure your financial future.

Scharf & Selden Wealth Management of Raymond James is a reputable finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. With a strong focus on providing personalized wealth management services, the institution prides itself on delivering tailored financial solutions to help clients achieve their financial goals. Backed by the resources and expertise of Raymond James, Scharf & Selden Wealth Management offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their team of experienced financial advisors is dedicated to providing top-notch service and guidance to help clients navigate the complexities of the financial world.

Gerald Maisner - RBC Wealth Management Financial Advisor is a trusted financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a seasoned financial advisor, Gerald Maisner provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, the institution offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Gerald Maisner - RBC Wealth Management Financial Advisor is dedicated to providing expert guidance and tailored solutions to help you succeed financially.

Richard Siderowf at RBC Wealth Management is a trusted financial advisor located in Westport, Connecticut. With a focus on personalized service and tailored financial solutions, Richard helps clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Richard Siderowf and his team are dedicated to providing expert advice and guidance every step of the way. Visit their office at 285 Riverside Avenue to learn more about how they can help you secure your financial future.

Perigon Wealth Management is a leading financial institution located at 225 Main Street in Westport, Connecticut. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and comprehensive financial planning, we strive to provide our clients with the highest level of service and expertise. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Perigon Wealth Management is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a brighter financial future.

Ridgebury Tankers is a leading maritime asset investment team located at 33 Riverside Avenue in Westport, Connecticut. Our institution prides itself on achieving performance through innovation, discipline, and focus, while also creating value through sustainable practices and unwavering commitment. With a long track record of success, our experienced team is dedicated to maximizing returns for our clients. Visit us on the 3rd floor of 33 Riverside Avenue to learn more about our services and how we can help you achieve your investment goals.