Comprehensive asset management in Fairfield, Connecticut

Meridian Risk Management is an insurance agency located at 45 Unquowa Road in Fairfield, Connecticut, United States. With a team of experienced professionals, they specialize in providing comprehensive risk management solutions to individuals and businesses. From personalized insurance plans to tailored risk assessment strategies, Meridian Risk Management is dedicated to protecting their clients' assets and ensuring peace of mind. Contact them today to learn more about their services and how they can help you mitigate potential risks.

Northstar Wealth Partners, LLC is a finance institution located at 2228 Black Rock Turnpike in Fairfield, Connecticut, United States. With a focus on providing expert financial planning and investment management services, Northstar Wealth Partners, LLC is dedicated to helping clients achieve their long-term financial goals. The institution prides itself on offering personalized and comprehensive financial solutions tailored to each individual's unique needs. Whether you are looking to build wealth, plan for retirement, or protect your assets, Northstar Wealth Partners, LLC is committed to guiding you on the path to financial success.

MONECO Advisors is a finance and insurance agency located at 2150 Post Road in Fairfield, Connecticut, United States. Our team of experienced advisors offers comprehensive financial planning and insurance solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, MONECO Advisors is here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Brian R O'Connor is a reputable finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing expert financial advice and services, Brian R O'Connor and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brian R O'Connor is committed to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to guide you towards financial success.

Connecticut Cambridge Advisors is a reputable finance institution located at 515 Fairfield Beach Road in Fairfield, Connecticut. With a team of experienced advisors, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, Connecticut Cambridge Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Carson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.

Michael L Feinstein is a finance institution located at 501 Kings Highway East, Fairfield, Connecticut, United States. The institution offers various certifications and designations to financial professionals to enhance their expertise in asset management, estate planning, retirement planning, and more. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and are designed to help professionals provide comprehensive and specialized services to their clients.

Anthony Salerno is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut, United States. Anthony holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial advice, Anthony is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Anthony Salerno is committed to providing personalized financial solutions tailored to your specific needs.

Matthew Kennelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 2425 Post Road in Fairfield, Connecticut, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matthew Kennelly provides expert financial advice and specializes in asset management, retirement planning, estate planning, investment strategies, and more for individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and providing comprehensive financial planning services to meet the diverse needs of his clients.

Robert Somma is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2425 Post Road in Fairfield, Connecticut, United States. Robert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert's expertise in asset management, investment strategies, retirement planning, estate planning, insurance products, fiduciary practices, portfolio management, and more. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty personnel. With a commitment to ethical standards and ongoing education, Robert Somma provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients.

Stephen Black is a Financial Advisor at Ameriprise Financial Services, LLC located at 2507 Post Road, Fairfield, Connecticut, United States. Stephen holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Stephen is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Stephen Black is committed to helping his clients achieve their financial goals.

Colin Wilhelmy is a financial advisor at Ameriprise Financial Services, LLC in Fairfield, Connecticut. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Colin Wilhelmy provides expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His comprehensive knowledge in asset management, investment strategies, estate planning, and risk management makes him a trusted and reliable financial advisor for clients seeking to secure their financial futures.

Merrill Lynch Private Wealth Advisor Thomas E Vacheron, located at 1499 Post Road, Fairfield, Connecticut, offers personalized and sophisticated financial advice to clients with complex wealth management needs. The team prioritizes client relationships, working closely with business executives, entrepreneurs, and families with intergenerational wealth to address risks and opportunities that arise. The advisors at Merrill Private Wealth Management have received recognition for their exemplary client service from financial industry publications and Bank of America Corporation. With a goals-based wealth management approach, clients have access to services typically reserved for large institutions. The team collaborates with specialists to create customized financial strategies that align with clients' unique goals and priorities. Whether navigating executive compensation, business ownership, or generational wealth transfer, Merrill Private Wealth Management is dedicated to simplifying clients' financial lives and supporting their ongoing success.

Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 2425 Post Road, Fairfield, Connecticut, United States. Vincent Procaccini holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Vincent Procaccini's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. The institution offers a wide range of services including asset management, retirement planning, estate planning, investment strategies, and risk management. With a focus on ethical practices and continuing education, Vincent Procaccini ensures that clients receive top-notch financial advice and guidance to help them achieve their financial goals.

Northwestern Mutual - Anthony Incerto Jr is a reputable finance and insurance agency located at 1 Eliot Place in Fairfield, Connecticut, United States. With a strong commitment to helping clients achieve financial security and peace of mind, this institution offers a wide range of services including investment planning, retirement planning, and insurance solutions. Led by experienced financial advisor Anthony Incerto Jr, the team at Northwestern Mutual is dedicated to providing personalized and comprehensive financial guidance to individuals and families. Whether you are looking to build wealth, protect your assets, or plan for the future, Northwestern Mutual - Anthony Incerto Jr is here to help you reach your financial goals.

Henehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road in Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We cannot guarantee future financial results, but we are committed to helping our clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. Contact us to schedule a meeting and discuss what's most important to you. Member FINRA and SIPC. Thank you for considering us to help your friends and family members with their financial needs.

Merrill Lynch Private Wealth Advisor Robert J Disabato, located at 1499 Post Road, Fairfield, Connecticut, United States, offers industry-leading research and expert analysis to help clients stay ahead in managing their complex financial lives. With a boutique approach and personalized planning, the team works closely with business executives, entrepreneurs, and families with intergenerational wealth to address their wealth management needs. The rigorously trained private wealth advisors provide specialized services based on trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill Lynch have received accolades for their exemplary client service. Using a goals-based wealth management approach, clients have access to services and resources typically reserved for large institutions. The team collaborates with specialists to create strategies that reflect clients' unique goals and aspirations for themselves and future generations.

Rick Krollman - Morgan Stanley is a finance institution located at 1229 Post Road in Fairfield, Connecticut, United States. With a focus on providing personalized financial services, our team at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Contact us today to learn more about how we can help you secure your financial future.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.