TOP 30 Client relationship in New Haven, Connecticut

Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.

Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.

New Haven Therapy is a leading health institution located at 133 State Street in Guilford, Connecticut. Our team of experienced therapists is dedicated to providing personalized and effective therapy services to help individuals overcome various mental health challenges and improve their overall well-being. We offer a range of therapeutic approaches tailored to meet the unique needs of each client, including individual counseling, group therapy, and family therapy. At New Haven Therapy, we are committed to helping our clients achieve their goals and live happier, healthier lives.

Merrill Lynch Financial Advisor Lisa Anne Cerbone Montalto, located at 157 Church Street, New Haven, Connecticut, United States, offers personalized financial strategies to help clients pursue their long-term goals. The institution is dedicated to making financial lives better and works closely with clients to understand their priorities and create tailored investment strategies. The team, comprised of experienced professionals, provides advice and guidance on managing healthcare expenses, home ownership, family care, leisure activities, charitable giving, work in retirement, and financial goals. As Bank of America Retirement Benefits Consultants, The MDCL Group specializes in defined contribution plans and collaborates with other trusted professionals to help clients achieve their goals. With a transparent and insightful approach, the institution aims to build strong client relationships based on trust and personalized service. Working with Merrill Lynch and Bank of America, clients have access to a wide range of banking and investment services to support their financial needs.

Merrill Lynch Financial Advisor Michael Prior, located at 157 Church Street in New Haven, Connecticut, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management will focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the team will help you make investment-related decisions that align with your personal aspirations. Utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach tailored to your needs. With a focus on helping you pursue your goals, the team will work with you to develop a plan to manage, grow, and preserve your wealth. By conducting regular reviews and updates to your financial approach, Merrill seeks to keep you on track towards achieving what matters most to you. As a Merrill Lynch Wealth Management Advisor, the team will help you navigate the complexities of your financial life, offering personalized investment strategies and comprehensive financial solutions. With a commitment to putting you first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor Michael Prior is here to guide you towards your financial goals.

Michael Asmerom - TD Wealth Financial Advisor is a premier financial institution located at 466 Foxon Boulevard in New Haven, Connecticut. As a trusted financial advisor, Michael Asmerom provides expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael Asmerom is dedicated to providing top-notch service and support. With a focus on building long-term relationships and delivering exceptional results, Michael Asmerom - TD Wealth Financial Advisor is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Nikola Sormaz is a trusted financial institution located at 780 State Street in New Haven, Connecticut. As a dedicated financial advisor, Nikola Sormaz provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the New Haven area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Nikola Sormaz is here to help you navigate the complex world of finance with confidence.

Merrill Lynch Financial Advisor Rob Outtrim, located at 157 Church Street, New Haven, Connecticut, United States, offers personalized financial services tailored to your unique goals and priorities. With a focus on building strong client relationships based on trust and personalized service, our team of experienced professionals is dedicated to helping you achieve financial success. We believe in creating a customized investment approach that reflects your personality and life priorities, while providing access to comprehensive financial solutions from Bank of America. Whether you're planning for retirement, saving for a major purchase, or considering wealth transfer, we are here to guide you every step of the way. Our advisors, recognized by industry publications like Forbes and Barron's, are committed to providing exemplary client service and helping you navigate the complexities of your financial life. Contact us today to start the conversation and begin working towards your financial goals.

Merrill Lynch Financial Advisor Christopher M Ratineri is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They believe in starting every relationship with a conversation to understand your goals and priorities. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to customize a financial approach that aligns with your preferences. With a team of experienced advisors, they provide personalized service and strive to help you achieve your financial goals. Recognized for exemplary client service by Forbes and Barron's, they offer a range of services including wealth management, retirement planning, and investment strategies. The institution aims to help you navigate the complexities of your financial life and stay on track to achieve what matters most to you. With access to the resources of Merrill and Bank of America, they can assist you in managing, growing, and preserving your wealth for the future. Let Merrill Lynch Financial Advisor Christopher M Ratineri help you create a financial approach tailored to your unique needs and priorities.

Merrill Lynch Financial Advisor Thomas L Hutchison, located at 157 Church Street, New Haven, Connecticut, United States, is a finance institution dedicated to helping clients pursue their financial goals. The institution is proud to have certifications such as CIMA® and Certified Investment Management Analyst®, signifying their commitment to excellence in investment management. The team at Merrill Lynch, led by Thomas L Hutchison, believes in building relationships with clients based on honesty and integrity. They offer personalized financial approaches to help clients manage, grow, and preserve their wealth, taking into account their unique goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the team works closely with clients to develop strategies tailored to their financial needs. The institution has received recognition from various financial industry publications, showcasing their dedication to exemplary client service. Through tools like MyMerrill® account access and step-by-step instructions, clients can easily navigate their financial journey with Merrill Lynch Financial Advisor Thomas L Hutchison.

Janney Montgomery Scott LLC is a reputable finance institution located at 555 Long Wharf Drive in New Haven, Connecticut, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized investment strategies and expert advice to help clients achieve their financial goals. Whether you are looking for wealth management, investment banking, or retirement planning services, Janney Montgomery Scott LLC is committed to delivering exceptional results and building long-lasting relationships with their clients.

Edward Jones - Financial Advisor: Robert Sorensen is a trusted financial institution located at 470 James Street in New Haven, Connecticut, United States. As a dedicated financial advisor, Robert Sorensen provides personalized investment guidance and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert financial advice, Edward Jones - Financial Advisor: Robert Sorensen is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Smart Taxes is a financial institution located at 447 Campbell Avenue, West Haven, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, Smart Tax guarantees the highest possible refund and the lowest tax to pay, 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 a seasoned entrepreneur looking to maximize your benefits.

The Law Offices of Ruben Rodriguez LLC is a reputable and dynamic law firm located at 934 Grand Avenue, New Haven, Connecticut, United States. Specializing in various legal disciplines, we have been serving clients in Connecticut since 2002. Our mission is to provide exceptional representation through outstanding customer service and aggressive advocacy. At our firm, we prioritize open and honest communication with our clients. We believe in building relationships based on trust and understanding, starting with clear and effective communication. Our founder, Ruben Rodriguez, has a deep commitment to serving marginalized communities and has successfully represented clients in civil and criminal cases, worker's compensation, probate, and divorce hearings.

Mirsky Defense, located at 65 Trumbull Street in New Haven, Connecticut, is a dedicated institution focused on defending the accused in criminal cases. Led by experienced attorney Rachel Mirsky, the team at Mirsky Defense is committed to providing strong legal representation to individuals facing criminal charges in state and federal courts. With a deep understanding of the complexities of the criminal justice system, Mirsky Defense offers a fierce ally to those feeling overwhelmed, scared, or hopeless in the face of criminal charges. Rachel Mirsky's background and experience make her a trusted advocate for clients seeking to achieve the best possible outcome in their cases.

Brette Law, LLC is a Family Law Firm located at 147 Dennison Road, Essex, Connecticut. Specializing in matters of divorce, child support, child custody, visitation, probate, and special education cases involving minor children, our experienced Family Law Attorney provides compassionate, confident, and composed representation in Hartford, Middlesex, New Haven, and New London Counties. Our goal is to deliver positive outcomes for all parties involved, offering strong advocacy at a reasonable cost. We understand the emotional and uncertain nature of Family Law and Special Education cases, and strive to provide knowledgeable and compassionate guidance to our clients as they navigate through these significant life changes.

Aeton Law Partners is a reputable law firm located at 171 Orange Street in New Haven, Connecticut, United States. Specializing in various legal matters, our team of experienced lawyers serves clients all over Connecticut, including Hartford County, Tolland County, New London County, Middlesex County, and New Haven County. From Bristol to Waterbury, our firm provides expert legal services in a wide range of practice areas. Please note that submitting information through our website does not establish an attorney-client relationship, and we prioritize the security and confidentiality of all communications. Contact Aeton Law Partners today for professional legal representation you can trust.

Claudette J Narcisco Law Office is a well-established law firm located at 274 Hemingway Avenue in East Haven, Connecticut. Our experienced team of lawyers offers a wide range of legal services to clients in the shoreline community. Despite being a small firm, we have the expertise to provide sound advice and efficient service in various areas of the law. At Claudette J Narcisco Law Office, we prioritize personal attention for our clients and offer a flexible fee structure that larger firms may not provide. Our support staff ensures that each client receives the individualized care they deserve. Our memberships in prestigious organizations such as the American Bar Association, Conn Bar Association, and New Haven County Bar Association reflect our commitment to excellence in the legal field.

Christopher Home Improvement is a top-rated roofing and general contractor located at 16 A Winchester Street in Norwich, Connecticut. With CT Lic./Reg. No. 0614291 and RI Lic./Reg. No. 38744, we are fully licensed and insured to provide high-quality services to both residential and commercial clients. Our team of experts specializes in roof repair, installation, maintenance, and replacement. In addition to roofing services, we also offer gutter cleaning and repair, siding installation, and skylight installation. We work with all types of roofing materials, including metal systems and asphalt shingles.

Thompson & Peck Inc. is a reputable insurance agency located at 1412 Whalley Avenue in New Haven, Connecticut. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency has been serving the local community for many years. Their team of experienced professionals is dedicated to helping clients find the right coverage for their unique needs, whether it be for auto, home, business, or life insurance. Thompson & Peck Inc. prides itself on delivering exceptional customer service and building long-lasting relationships with their clients. Visit their office today to see how they can help protect what matters most to you.

Moran Agencies is a reputable insurance agency located at 374 Whalley Avenue in New Haven, Connecticut. With a commitment to providing excellent service and personalized insurance solutions, Moran Agencies has been serving the community for many years. Their team of experienced agents are dedicated to helping clients find the right coverage for their individual needs, whether it be for auto, home, life, or business insurance. Moran Agencies prides itself on building strong relationships with their clients and ensuring that they have peace of mind knowing they are properly protected. Visit Moran Agencies today to discuss your insurance needs and receive top-notch customer service.

Quantum Benefits is a leading insurance agency located at 129 Church Street in the vibrant city of New Haven, Connecticut. With a team of experienced professionals, we specialize in providing a wide range of insurance solutions to meet the unique needs of our clients. Whether you are looking for health, life, or disability insurance, we are dedicated to helping you find the best coverage at competitive rates. At Quantum Benefits, we prioritize customer satisfaction and strive to build long-lasting relationships based on trust and reliability. Contact us today to learn more about how we can help protect you and your loved ones with our comprehensive insurance options.

Steve Boyle - State Farm Insurance Agent is an insurance agency located at 920 Broad Street in Bridgeport, Connecticut. With over 25 years of experience, Steve Boyle and his team are dedicated to helping customers manage their everyday risks through a variety of insurance products, including auto, home, renters, business, life, and health insurance. As a Chartered Advisor for Senior Living and Chartered Property Casualty Underwriter, Steve focuses on providing meaningful options to his clients rather than just selling insurance products. His team, including Office Manager Tracy Burke and licensed insurance producers Roxsana Guevara and Yaridza Morales, are committed to providing exceptional service and building relationships with customers in the Fairfield and New Haven counties. Whether you're planning for retirement, buying your first home, or starting a family, State Farm and Steve Boyle are here to help you navigate life's uncertainties. Visit their office across from the downtown library and H.C.C. to learn more about their services and how they can help you "Help Life go Right".

Eric Ekblade: Allstate Insurance is a reputable insurance agency located at 435 New Haven Avenue in Derby, Connecticut. With a commitment to providing personalized insurance solutions to individuals and businesses, Eric Ekblade and his team offer a wide range of insurance products, including auto, home, life, and commercial insurance. Their knowledgeable agents strive to build long-lasting relationships with clients by offering expert advice and exceptional customer service. Whether you're looking to protect your assets or plan for the future, Eric Ekblade: Allstate Insurance is dedicated to helping you find the right coverage at the right price.

Christopher H. Anderson, LCSW is a reputable health institution located at 441 Orange Street in New Haven, Connecticut, United States. As a licensed clinical social worker, Christopher H. Anderson provides expert counseling services to individuals seeking mental health support. With a compassionate and professional approach, Christopher H. Anderson helps clients navigate through various challenges and improve their overall well-being. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, Christopher H. Anderson is dedicated to providing personalized care and support to help you achieve your goals.

Carrie Christensen, LCSW-R is a health institution located at 441 Orange Street in New Haven, Connecticut, United States. As a licensed clinical social worker, Carrie Christensen offers professional counseling services to individuals seeking support for mental health and emotional well-being. With a compassionate and personalized approach, she helps clients navigate through challenges and develop coping strategies to improve their overall quality of life. Whether dealing with anxiety, depression, relationship issues, or other mental health concerns, Carrie Christensen provides a safe and supportive environment for clients to explore their thoughts and feelings.

Howard Ratner, LMFT is a health institution located at 340 Whitney Avenue in New Haven, Connecticut, United States. If you are feeling lonely, stuck, overwhelmed, or confused in your relationship, Howard Ratner, LMFT can help. Whether you are experiencing a lack of passion and connection in your relationship or feeling lost and unhappy in life, therapy can provide the support and guidance you need to navigate through challenges and find a better way forward. Howard Ratner, LMFT is dedicated to helping clients reconnect with their inner selves, loved ones, and the greater purpose in life. With a warm, compassionate, and welcoming approach, Howard Ratner, LMFT is committed to helping clients overcome obstacles and transform their lives for the better. If you are looking for support and guidance in navigating life's challenges, Howard Ratner, LMFT is here to help you every step of the way.

Anne Dutton LCSW is a health institution located at 389 Whitney Avenue in New Haven, Connecticut, United States. Led by licensed clinical social worker Anne Dutton, this institution provides expert counseling and therapy services to individuals seeking support for mental health challenges. With a focus on holistic well-being and personalized care, Anne Dutton LCSW offers a safe and nurturing environment for clients to explore their emotions, develop coping strategies, and work towards healing and growth. Whether you are struggling with anxiety, depression, trauma, or relationship issues, Anne Dutton LCSW is dedicated to helping you navigate your journey to mental wellness.

Rosemarie Coratola, PSYD is a leading health institution located at 240 Bradley Street in New Haven, Connecticut, United States. Dr. Rosemarie Coratola, a licensed psychologist, offers professional psychological services to individuals seeking support and guidance. With a focus on mental health and well-being, Dr. Coratola provides personalized care and treatment plans tailored to each client's unique needs. Whether you are facing challenges such as anxiety, depression, or relationship issues, Dr. Coratola is dedicated to helping you achieve a healthier and happier life. Contact Rosemarie Coratola, PSYD today to schedule an appointment and take the first step towards improving your mental health.

Michelle Webber, LCSW Psychotherapist is a leading mental health institution located at 441 Orange Street in New Haven, Connecticut, United States. As a licensed clinical social worker specializing in psychotherapy, Michelle Webber offers compassionate and professional counseling services to individuals seeking support for their mental health concerns. With a focus on fostering emotional well-being and personal growth, Michelle Webber provides a safe and supportive environment for clients to explore their thoughts and feelings. Whether you are struggling with anxiety, depression, trauma, or relationship issues, Michelle Webber is dedicated to helping you navigate through life's challenges and achieve a sense of balance and fulfillment.