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TOP 30 Comprehensive financial planning in Stamford, CT
68 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor William T Tassinaro
Merrill Lynch Financial Advisor William T Tassinaro is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. With a focus on managing your wealth, William Tassinaro creates flexible strategies tailored to your financial goals in today's ever-changing market conditions. By combining the investment insights of Merrill and the banking solutions of Bank of America, he provides personalized wealth management strategies to help you pursue your goals. William Tassinaro follows the Merrill tradition of community involvement, volunteering with organizations in the community. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and priorities. By starting with a conversation to understand your aspirations and priorities, he helps you make investment decisions that align with your goals.
David Mills - UBS Financial Services Inc.
David Mills - UBS Financial Services Inc. is a renowned financial institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individual and institutional clients. The team of experienced financial advisors at David Mills - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, David Mills - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions to help you navigate the complexities of the financial world.
Peter Skaperdas - UBS Financial Services Inc.
Peter Skaperdas - UBS Financial Services Inc. is a finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a focus on providing comprehensive financial services, Peter Skaperdas and his team at UBS strive to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Peter Skaperdas - UBS Financial Services Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success.
ADF Financial Services - Tax Preparation
ADF Financial Services is a reputable accounting and finance institution located at 98 Minivale Road in Stamford, Connecticut, United States. Specializing in tax preparation, our experienced professionals are dedicated to helping individuals and businesses navigate complex tax laws and ensure compliance with all regulations. Whether you need assistance with filing your personal taxes or require comprehensive tax planning for your business, ADF Financial Services is here to provide expert guidance and support. Trust us to handle your tax needs with precision and efficiency.
John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert, Settlement Planning Expert
John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert is an insurance agency located at 43 Harbor Drive in Stamford, Connecticut, United States. Specializing in structured settlements and settlement planning, this institution is led by John Darer, a highly qualified expert with multiple certifications in the field. With a focus on providing comprehensive and personalized solutions for clients, the team at John Darer CLU ChFC MSSC RSP CeFT CLTC is dedicated to helping individuals and families navigate the complex world of insurance and financial planning.
Cleveland Pearce: Primerica - Financial Services
Cleveland Pearce: Primerica - Financial Services is a reputable finance and insurance agency located at 110 Lenox Avenue in Stamford, Connecticut, United States. With a focus on helping individuals and families achieve financial security and independence, the institution offers a wide range of services such as investment planning, retirement planning, life insurance, and more. The team at Cleveland Pearce: Primerica is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Visit them today to start your journey towards a secure financial future.
Joshua D Brown - Ameriprise Financial Services, Inc.
Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.
Merrill Lynch Financial Advisor Thomas G Kolenberg
Merrill Lynch Financial Advisor Thomas G Kolenberg, located at 301 Tresser Boulevard, Stamford, Connecticut, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By creating a personalized financial approach tailored to your unique situation, they aim to help you manage, grow, and preserve your wealth while planning for the future. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a comprehensive financial plan focused on your individual needs and priorities. Through the Merrill Personal Wealth Analysis™, they can create a customized plan centered on your goals and aspirations. The team believes in regular check-ins to discuss any changes in your life or financial markets, ensuring that your financial approach stays aligned with your evolving goals.
Merrill Lynch Financial Advisor Frank A Federici
Merrill Lynch Financial Advisor Frank A Federici, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to get to know you and your family's unique needs and aspirations. They offer personalized financial planning services to help you manage, grow, and preserve your wealth, while also considering your legacy and future generations. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a customized financial approach tailored to your individual goals and priorities. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
Justin Wong Won - Northwestern Mutual
Justin Wong Won - Northwestern Mutual is a finance institution located at 333 Ludlow Street in Stamford, Connecticut, United States. With a focus on providing comprehensive financial planning services, the team at Justin Wong Won - Northwestern Mutual is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, their experienced professionals are here to guide you every step of the way. With a commitment to personalized service and a strong reputation for excellence, Justin Wong Won - Northwestern Mutual is a trusted partner in helping clients secure their financial future.
Clear Harbor Asset Management
Clear Harbor Asset Management is a finance institution located at 263 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing comprehensive asset management services, Clear Harbor is dedicated to helping clients achieve their financial goals through strategic investment planning and personalized portfolio management. Our team of experienced professionals is committed to delivering top-notch financial solutions and exceptional customer service to ensure our clients' success in today's ever-changing market landscape.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.
Garett C. Ceraso - Wilmington Advisors @ M&T
Garett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
Leonedas Kalamaras - TIAA Wealth Management Advisor
Leonedas Kalamaras - TIAA Wealth Management Advisor is a finance institution located at 225 High Ridge Road in Stamford, Connecticut, United States. Specializing in wealth management services, our experienced team is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on providing top-notch customer service and expert advice, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.
William Christian
William Christian is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client and providing personalized solutions throughout every stage of wealth. We offer expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies cater to your unique financial objectives, offering access to a diverse range of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to help you navigate your financial journey.
The Eder Group
The Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning. Our team offers tailored solutions to meet the dynamic needs of each client at every stage of wealth accumulation. With locations in Stamford and Greenwich, we empower decision-making with expert guidance, providing seamless financial management for families and individuals. Our network of professionals delivers a full suite of financial solutions to ensure stability for today and future generations. From intelligent community investments to bespoke strategies aligned with financial objectives, we offer a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a comprehensive financial plan designed to grow with you. Our services cater to various trusts and include fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Eder Group is committed to understanding individual objectives and developing customized wealth management solutions. With a focus on interpreting data differently and maximizing success through innovative strategies, we strive to help clients achieve their financial goals and leave a lasting legacy for generations to come.
The Highlander Group
The Highlander Group is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the finance industry, The Highlander Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on building long-term relationships, The Highlander Group is a trusted partner for all your financial needs.
David Eder
David Eder is a prestigious finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our dedicated team is committed to meeting the unique and dynamic needs of each client, providing tailored solutions at every stage of wealth accumulation. With additional locations in Greenwich, CT, we offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. At David Eder, we believe in creating bespoke investment strategies aligned with your financial objectives, offering access to a diverse range of traditional and alternative investment opportunities. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as specialized trust management solutions.
Terence "TJ" Markey - Morgan Stanley
Terence "TJ" Markey - Morgan Stanley is a respected finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a focus on providing comprehensive financial services, including investment management, wealth planning, and retirement strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or navigate the complexities of the financial markets, Terence "TJ" Markey - Morgan Stanley is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you secure your financial future.
The Weiser Group - Morgan Stanley
The Weiser Group at Morgan Stanley is a leading financial institution located in Stamford, Connecticut. Our team of experienced professionals provides comprehensive financial services to individuals, families, and businesses. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Visit us at 4 Landmark Square to learn more about how we can help you secure your financial future.
THE WOOD GROUP - Morgan Stanley
THE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.
TaxNet Global
TaxNet Global is a leading accounting and finance institution located at 112 Hoyt Street in Stamford, Connecticut, United States. Our team of expert professionals provides comprehensive tax services, financial planning, and consulting to individuals and businesses. With a commitment to excellence and personalized attention, TaxNet Global is dedicated to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, retirement planning, or investment strategies, our experienced team is here to help you achieve your financial goals. Visit us today to learn more about how TaxNet Global can support your financial success.
Steven J. Samela, CPA
Steven J. Samela, CPA is a reputable accounting and finance institution located at 992 High Ridge Road in Stamford, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Steven J. Samela, CPA is dedicated to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart as a trusted resource in the community.
EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
Farmers Insurance - Elizabeth Tarantino
Farmers Insurance - Elizabeth Tarantino is an insurance agency located at 1011 Hope Street, Stamford, Connecticut, United States. As a local Farmers agent who was raised in Stamford, CT, Elizabeth deeply cares about the communities in which she lives and works. She helps customers identify the insurance coverage that best fits their needs, offering personalized and straightforward service to make them smarter about insurance. Elizabeth has the knowledge and experience to help customers better understand their coverage options, whether it's for auto, RV, motorcycle, home, condo, apartment, renters, business, life insurance, and more. She believes that Fairfield county will greatly benefit from the quality protection and resources that Farmers provides. Elizabeth looks forward to providing quality service and satisfaction through her Farmers Insurance Agency. Customers can call her for any questions they might have about comprehensive coverage, collision coverage, deductibles, medical payments, and more. Whether customers need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Elizabeth is there to help customize an insurance package to reduce risk and protect investments. She also offers financial planning services to help customers build a solid financial plan for a secure future. For added coverage above and beyond the liability limits of auto or home insurance policies, Elizabeth can provide a personal umbrella insurance policy. Customers can visit FINRA BrokerCheck for background information on Elizabeth as an investment professional. The advertisement is produced on behalf of specific insurers underwritten by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and others. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Please see the agent for details about available products, coverages, features, and discounts.
Kevin Tabet - State Farm Insurance Agent
Kevin Tabet - State Farm Insurance Agent is a reputable insurance agency located at 992 High Ridge Road in Stamford, Connecticut, United States. We proudly serve the communities of Stamford, Greenwich, Darien, Norwalk, New Canaan, and surrounding areas with a wide range of insurance services including Auto Insurance, Home Insurance, Renter’s Insurance, Motorcycle Insurance, RV Insurance, Life Insurance, Business Insurance, Pet Insurance, and Financial Services. Our team of licensed Insurance Professionals is dedicated to providing personalized coverage tailored to your specific needs. Whether you are new to the area or looking to relocate to Fairfield County, we are here to help you protect what matters most so you can focus on achieving your life goals. Feel free to contact us for a free quote on Auto Insurance, Home Insurance, or Life Insurance. We are committed to delivering outstanding service and ensuring that your insurance needs are met with care and precision. With a focus on customer relations and comprehensive training, our team is here to assist you every step of the way. Contact us today to learn more about how we can help you safeguard your assets and plan for the future.
Savings Bank of Danbury
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.
Farmers Insurance - Joseph Barragan
Farmers Insurance - Joseph Barragan is a reputable insurance agency located at 203 East Putnam Avenue in Greenwich, Connecticut. With over 22 years of experience as a Connecticut resident, Joseph Barragan takes pride in serving the community of Greenwich and all of Fairfield County. He is actively involved in local charitable organizations such as New Covenant House in Stamford and Abilis events, showcasing his commitment to giving back to the community. At the Barragan Agency, personalized service is a top priority. Joseph aims to make his clients smarter about their insurance options, whether it be for life, home, auto, umbrella, business insurance, and more. With over 37 years of experience in financial services, Joseph and his team are dedicated to customizing insurance plans to fit the unique needs of each individual and family.
Farmers Insurance - Passero Agency
Farmers Insurance - Passero Agency, located at 891 High Ridge Road in Stamford, Connecticut, is a trusted insurance agency dedicated to providing personalized service to meet the unique needs of each client. With over 20 years of experience in the industry, the agency offers a wide range of insurance products, including auto, home, life, renters, casualty, business insurance, and more. Whether you are looking for comprehensive coverage for your car, protection for your home, or a plan to secure your family's financial future, the knowledgeable agents at Farmers Insurance - Passero Agency are here to help. They can help you navigate the complexities of insurance policies, find the right coverage options for your budget, and ensure that you are well-protected in the event of a disaster.
FBO Strategies LLC
FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions. Our CARBYNE planning process is designed to provide exceptional service that minimizes taxes and volatility while maximizing income and wealth for our clients and their heirs. We operate under a fiduciary standard of care, ensuring that we always act in our clients' best interests. With a deep understanding that each individual and family has unique financial needs, we offer personalized solutions tailored to meet specific goals. Our team of experienced financial advisors is dedicated to providing the highest level of service, working closely with clients to develop comprehensive plans that align with their objectives. At FBO Strategies LLC, we prioritize asset protection and efficient wealth transfer to loved ones. Our mission is to help clients achieve their financial goals and build a secure financial future. Visit us at 1177 High Ridge Road, Suite 133, Stamford, CT 06905.
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