The 30 Best Client relationship in Westport, Connecticut

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Stratos Wealth Partners - Katherine Fibiger, CFP in Westport, CT is a leading financial institution located at 8 Wright Street. As a Certified Financial Planner, Katherine Fibiger provides expert financial advice and personalized wealth management services to clients in the Westport area and beyond. With a focus on building long-term relationships and helping clients achieve their financial goals, Stratos Wealth Partners is dedicated to providing top-tier financial planning and investment solutions. Contact Katherine Fibiger today to start planning for a secure financial future.

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.

Bank of America Private Client Advisor Mark Fitzgerald is a prestigious financial institution located at 1 Gorham Island Road in Westport, Connecticut, United States. As a trusted advisor, Mark Fitzgerald provides personalized financial guidance and wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and understanding each client's unique financial goals, the institution offers tailored solutions to help clients achieve their financial aspirations. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Bank of America Private Client Advisor Mark Fitzgerald is committed to providing expert advice and exceptional service to help you navigate the complexities of the financial world.

The Westport Center for Mindfulness and Psychotherapy is a leading health institution located in Westport, Connecticut. Our center is dedicated to providing high-quality, compassionate care for individuals seeking mental health support. Our team of experienced therapists specialize in mindfulness-based therapy, helping clients cultivate self-awareness and develop coping strategies for a variety of mental health concerns. Whether you are struggling with anxiety, depression, or relationship issues, our center offers a safe and supportive environment for healing and growth. Visit us at 3 Sylvan Road South to begin your journey towards mental wellness today.

Westport Counseling & Therapy is a health institution located at 489 Post Road East in Westport, Connecticut, United States. We offer quality psychotherapy in a safe and professional environment, with both virtual and in-person sessions available. Our counseling services utilize cognitive behavioral therapy, psychodynamic theory, and mindfulness practices, tailored to fit the individual needs of our clients. We work with adults and young adults facing challenges such as anxiety, depression, relationships, family conflict, multicultural and identity issues, and life transitions. Please note that we do not work with adolescents under the age of fifteen. We accept most major insurances, including Blue Cross Blue Shield, CIGNA, United Healthcare, Optum, and Medicaid Husky, and offer discounted rates for sessions with intern or associate level counselors.

Robert Gregory Field, Ph.D. Therapist, Counselor & Psychologist in Westport, CT offers expert mental health services to individuals seeking support and guidance. Located at 1071 Post Road East, Westport, Connecticut, Dr. Field provides a safe and compassionate environment for clients to explore their emotions, thoughts, and behaviors. With a background in psychology and counseling, Dr. Field is dedicated to helping clients improve their mental well-being and achieve personal growth. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Dr. Field is here to help you navigate your path to healing and self-discovery. Contact us today to schedule an appointment and take the first step towards a brighter future.

Martin H. Klein, Ph.D, Westport Fairfield Psychologist is a renowned institution located at 1506 Post Road, Fairfield, Connecticut, United States. Dr. Klein is a licensed psychologist, therapist, and executive coach serving the communities of Fairfield, Westport, and Stamford in Connecticut. With a focus on psychotherapy, couples counseling, and executive coaching, Dr. Klein offers personalized and effective treatment options for individuals seeking mental health support. In addition to in-person sessions, Dr. Klein also provides services via video conferencing, making it convenient for clients to access care from the comfort of their own homes. Whether you are struggling with personal issues, relationship challenges, or professional development, Dr. Klein is dedicated to helping you achieve mental wellness and personal growth.

Westport Family Counseling is a trusted institution located at 250 Post Road East in Westport, Connecticut. As a health-focused establishment, we provide professional counseling services to individuals and families in need of support and guidance. Our experienced therapists offer a safe and confidential environment where clients can work through their issues and improve their overall well-being. Whether you are facing relationship challenges, mental health concerns, or simply seeking personal growth, Westport Family Counseling is here to help you navigate life's obstacles with compassion and expertise.

The Wellstone Center for Love & Relationships is a premier health institution located in Westport, Connecticut, United States. Our center is dedicated to providing comprehensive and compassionate care for individuals and couples seeking to improve their emotional well-being and strengthen their relationships. Our experienced team of therapists and counselors offer a range of services, including individual therapy, couples counseling, and workshops focused on promoting healthy communication and connection. At the Wellstone Center, we believe that love and relationships are essential components of overall health and happiness, and we are committed to helping our clients cultivate fulfilling and meaningful connections in their lives. Visit us at 1698 Post Road East to begin your journey towards a more fulfilling and loving life.

Bank of America Private Client Advisor Bryan Smith is a trusted financial institution located at 1 Gorham Island Road in Westport, Connecticut. As a private client advisor, Bryan Smith provides personalized financial solutions and expert advice to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Bryan Smith offers comprehensive wealth management services, investment strategies, and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bank of America Private Client Advisor Bryan Smith is committed to helping you achieve your financial objectives.

Bank of America Private Client Advisor Brian Fink is a renowned financial institution located at 1 Gorham Island Road in Westport, Connecticut, United States. As a private client advisor, Brian Fink offers personalized financial services and wealth management solutions to high-net-worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Brian Fink provides expert guidance and tailored strategies to help clients achieve their financial objectives. Trustworthy, experienced, and dedicated, Bank of America Private Client Advisor Brian Fink is committed to delivering exceptional service and financial expertise to clients in the Westport area.

Bank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Westport Pastoral Counseling is a trusted health institution located at 29 East Main Street in Westport, Connecticut. Our dedicated team of pastoral counselors provide compassionate and holistic care to individuals and families in need of emotional and spiritual support. With a focus on mental health and well-being, we offer a safe and welcoming environment for clients to explore their thoughts, feelings, and beliefs. Whether you are facing personal struggles, relationship challenges, or seeking guidance in times of crisis, our experienced counselors are here to help. Contact us today to schedule an appointment and begin your journey towards healing and growth.

MJP Wealth Advisors, located at 320 Post Road West in Westport, Connecticut, offers personalized financial solutions to meet the diverse needs of individuals, families, and businesses. With a focus on wealth management, investment strategies, and comprehensive financial planning, MJP Wealth Advisors has been serving clients since 1981 as a Registered Investment Advisor (RIA) committed to acting in the best interests of their clients. Their team of investment professionals works closely with clients to develop customized, integrated investment strategies tailored to their specific needs and goals. By providing life cycle planning and a range of advisory services, MJP Wealth Advisors helps clients navigate the complexities of financial planning through all stages of life.

Christopher Ellis - RBC Wealth Management Financial Advisor is a prestigious financial institution located in Westport, Connecticut. As a dedicated financial advisor, Christopher Ellis provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering expert financial advice, Christopher Ellis is committed to guiding clients towards financial success. Located at 285 Riverside Avenue, this institution is a trusted partner for individuals and businesses seeking professional financial guidance and planning.

Newpointe Wealth, LLC is a premier finance institution located at 2 Pony Lane in Westport, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your assets, our experts are here to provide guidance and support every step of the way. At Newpointe Wealth, LLC, we prioritize building long-lasting relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure a prosperous financial future.

Summer Street Advisors is a leading institution located at 15 Ketchum Street in Westport, Connecticut, United States. Specializing in helping real estate investors structure deals and manage assets, our team of experienced principals offer a high level of expertise, skill, and disciplined due diligence. With a deep understanding of commercial real estate markets, both operationally and financially, we are dedicated to helping our clients achieve their unique investment goals. At Summer Street Advisors, we work closely with each client to create and execute financial and asset management strategies that maximize the value of their commercial real estate assets. By focusing on our investor clients' specific goals, we are able to tailor solutions that meet their needs, taking into account factors such as yield, risk, investment time horizon, flexibility, and speed of execution.

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.

David Janny - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The background and qualification information of the institution can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. David Janny believes that we are at an important investing juncture and offers insights on the current market situation and how it may impact personal financial situations. If you are not already a client, consider setting up a complimentary initial consultation to take the next step towards a more confident financial future.

Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.

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.

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.

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.