Comprehensive tax planning in Connecticut
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Webster Wealth Advisors
● OpenWebster Wealth Advisors is a prestigious finance institution located at 195 Danbury Road in Wilton, Connecticut, United States. As a leading wealth management firm, they provide expert financial planning and investment services to help individuals and families achieve their financial goals. With a team of experienced advisors, Webster Wealth Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Webster Wealth Advisors is dedicated to helping you build and preserve your financial future.
195 Danbury Rd, Wilton, CT 06897, United States -
Merrill Lynch Financial Advisor Michael J Iacobelli
● OpenMerrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies. Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Walbert Capital Management
● OpenWalbert Capital Management is a reputable finance institution located at 11 Forest Street in New Canaan, Connecticut, United States. Specializing in investment management, the institution offers personalized financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Walbert Capital Management is dedicated to providing top-notch financial advice and strategies to its clients.
11 Forest St, New Canaan, CT 06840, United States -
Northwestern Mutual - Anthony Incerto Jr
● OpenNorthwestern 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.
1 Eliot Pl #200, Fairfield, CT 06824, United States -
Henehan & Pekala - Ameriprise Financial Services, LLC
● OpenHenehan & 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.
2507 Post Rd Fl 3, Southport, CT 06890, United States -
Merrill Lynch Financial Advisor William T Tassinaro
● OpenMerrill 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.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Christian Multi Services
● OpenChristian Multi Services is a comprehensive institution located at 410 Main Street in Danbury, Connecticut, United States. We specialize in accounting, finance, and insurance services, offering a wide range of solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch service and personalized attention to each client. Whether you need help with tax preparation, investment planning, or insurance coverage, Christian Multi Services is here to help you navigate the complexities of financial management with integrity and expertise. Contact us today to learn more about how we can assist you in achieving your financial goals.
410 Main St 2nd floor, Danbury, CT 06810, United States -
Merrill Lynch Financial Advisor Benjamin C. Bryce
● OpenMerrill Lynch Financial Advisor Benjamin C. Bryce is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Every relationship with this institution begins with a conversation to help identify and prioritize your most important goals. The team at Merrill believes in helping clients achieve financial success by making investment decisions that align with their personal goals. They offer personalized financial approaches tailored to each individual's needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment, Merrill aims to gain a deeper understanding of each client's investing preferences to create a customized financial plan. The team is committed to helping clients stay informed and on track towards their financial goals, adjusting their approach as life and market conditions change. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial solutions and exemplary client service. Merrill Lynch Financial Advisor Benjamin C. Bryce is dedicated to building strong client relationships based on trust and personalized service, helping clients achieve their financial aspirations.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Andrew D. Herr, CFA - UBS Financial Services Inc.
● OpenAndrew D. Herr, CFA - UBS Financial Services Inc. is a renowned finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation in the industry, the institution offers a wide range of financial services to meet the diverse needs of its clients. Led by Andrew D. Herr, a Certified Financial Analyst, the team at UBS Financial Services Inc. is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, UBS Financial Services Inc. is committed to delivering top-notch service and support.
100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, United States -
Zdebski John a CPA
● OpenZdebski John, CPA is a reputable accounting and finance institution located at 828 Sullivan Avenue in South Windsor, Connecticut, United States. With years of experience in the industry, Zdebski John offers a wide range of services including tax preparation, financial planning, and auditing. Their team of certified professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Zdebski John, CPA to handle all your accounting and finance needs with precision and expertise.
828 Sullivan Ave, South Windsor, CT 06074, United States -
Ptcfo Inc.
● OpenPTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.
48 Walkley Rd, West Hartford, CT 06119, United States -
Barbara Ludlow Taussig - Morgan Stanley
● OpenBarbara Ludlow Taussig - Morgan Stanley is a finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a focus on providing comprehensive financial services, the institution offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and build a secure future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Barbara Ludlow Taussig - Morgan Stanley is committed to providing personalized and professional financial guidance.
225 Asylum St 14th Floor, Hartford, CT 06103, United States -
Pinnacle Taxx Advisors LLC
● OpenPinnacle Taxx Advisors LLC is a leading accounting and finance institution located at 1445 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals provides expert tax and financial advisory services to individuals and businesses. With a focus on delivering personalized solutions and maximizing financial efficiency, we strive to help our clients reach their financial goals and achieve long-term success. Trust Pinnacle Taxx Advisors LLC for all your accounting and finance needs.
1445 E Putnam Ave, Old Greenwich, CT 06870, United States -
Terence "TJ" Markey - Morgan Stanley
● OpenTerence "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.
4 Landmark Square 2nd 3rd Floor, Stamford, CT 06901, United States -
The Weiser Group - Morgan Stanley
● OpenThe 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.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
THE WOOD GROUP - Morgan Stanley
● OpenTHE 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.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
Abby Wolman McElroy, CFP® - Morgan Stanley
● OpenAbby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.
500 Post Rd E 3rd Fl, Westport, CT 06880, United States -
Meeks McCormick Evanchik - Morgan Stanley
● OpenMeeks McCormick Evanchik - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Meeks McCormick Evanchik - Morgan Stanley is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
500 Post Rd E 3rd Fl, Westport, CT 06880, United States -
Nazareth CPAs
● OpenNazareth CPAs, located at 50 Washington Street, Norwalk, Connecticut, United States, is a full-service accounting, tax, and consulting firm specializing in domestic and international finance. With over 50 years of combined experience, our team of consultants can help navigate the complex world of tax regulations to limit liabilities and protect interests. In response to the current pandemic crisis, our consultants are well-versed in the changing rules and extension deadlines, providing guidance on key provisions to stabilize businesses. From global minimum tax to real estate purchases, our team is here to help clients design comprehensive plans to reach their financial objectives.
#903, South, 50 Washington St, Norwalk, CT 06854, United States -
The Shoreview Group - Morgan Stanley
● OpenThe Shoreview Group - Morgan Stanley is a prestigious finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a part of the renowned Morgan Stanley brand, The Shoreview Group offers a wide range of financial services and investment opportunities to individuals and businesses. With a team of experienced and knowledgeable professionals, they strive to provide top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Shoreview Group - Morgan Stanley is dedicated to providing personalized and comprehensive financial services to meet your needs.
500 Post Rd E 3rd Fl, Westport, CT 06880, United States -
Rick Krollman - Morgan Stanley
● OpenRick 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.
1229 Post Rd, Fairfield, CT 06824, United States -
Bank of America Private Client Advisor Andrew Peale Allen
● OpenBank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.
1 Gorham Island Rd, Westport, CT 06880, United States -
TAX4YOU CORP
● OpenTAX4YOU CORP is a reputable accounting and finance institution located at 470 Main Street in Torrington, Connecticut, United States. Our team of experienced professionals specializes in providing comprehensive tax services for individuals and businesses. Whether you need help with tax preparation, planning, or representation, we are dedicated to helping you navigate the complexities of the tax system. Trust TAX4YOU CORP to provide you with expert financial guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take control of your finances.
470 Main St, Torrington, CT 06790, United States -
Rackson Group Accounting Services
● OpenRackson Group Accounting Services is a leading institution in Danbury, Connecticut, offering comprehensive accounting and finance services to individuals and businesses. Located at 100 Mill Plain Road, our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, our experts are here to help you navigate the complexities of the financial world with ease and confidence. Trust Rackson Group Accounting Services for all your accounting and finance needs.
100 Mill Plain Rd fl 3, Danbury, CT 06811, United States -
Bookkeeping Essentials
● OpenBookkeeping Essentials is a leading institution located at 220 Cedar Lane in New Hartford, Connecticut, United States. Specializing in accounting and finance, we offer comprehensive courses and training programs to equip individuals with the essential skills and knowledge needed to excel in the field of bookkeeping. Our experienced instructors provide hands-on training and personalized guidance to help students develop a strong foundation in financial management, budgeting, and record-keeping. Whether you are looking to start a career in accounting or enhance your existing skills, Bookkeeping Essentials is the perfect place to achieve your professional goals. Join us today and take the first step towards a successful career in the finance industry.
220 Cedar Ln, New Hartford, CT 06057, United States -
Las Americas
● OpenLas Americas is a reputable finance and insurance agency located at 1082 Madison Avenue in Bridgeport, Connecticut. With a strong focus on providing top-notch financial services and comprehensive insurance coverage, Las Americas is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The agency's experienced team of professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or insurance coverage, Las Americas is the trusted partner you can rely on for all your financial needs.
1082 Madison Ave, Bridgeport, CT 06606, United States -
DAC CPA LLC
● OpenDAC CPA LLC is a reputable accounting and finance institution located at 86 Connecticut 37 in New Fairfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or financial planning, DAC CPA LLC is dedicated to helping you achieve your financial goals.
86 CT-37, New Fairfield, CT 06812, United States -
AccounTax LLC
● OpenAccounTax LLC, located at 79 Botsford Road in Seymour, Connecticut, is a well-established accounting firm specializing in tax planning and preparation, automated accounting, bookkeeping, and payroll services. With a history dating back to 1986, AccounTax LLC has a proven track record of delivering accurate, reliable, and secure financial services tailored to individual and business needs. With over 225 clients across the United States, AccounTax LLC processes a high volume of tax returns annually for both individuals and businesses. Their comprehensive bookkeeping and payroll services are designed to streamline financial operations using top accounting software such as QuickBooks Online and Patriot Software.
79 Botsford Rd, Seymour, CT 06483, United States -
Rydzik & Rydzik
● OpenRydzik & Rydzik is a reputable accounting and finance institution located at 350 Center Rock Green in Oxford, Connecticut, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses alike. From tax preparation to financial planning, Rydzik & Rydzik is dedicated to helping clients achieve their financial goals.
350 Center Rock Green Ste. 4, Oxford, CT 06478, United States -
Whitt-Accounts LLC
● OpenWhitt-Accounts LLC, located at 30 Fountain Street in New Haven, Connecticut, is a leading accounting and finance institution dedicated to helping individuals and businesses achieve their financial goals. With the expertise and guidance of our experienced team, we can assist you in creating a solid wealth strategy that will secure your future. Whether you need help with investments, taxes, or financial planning, Whitt-Accounts is here to provide personalized solutions tailored to your specific needs. Don't let the uncertainty of the economy hold you back - let us help you navigate the financial landscape with confidence and peace of mind. Contact us today to start planning for a successful and prosperous future with Whitt-Accounts LLC.
30 Fountain St, New Haven, CT 06515, United States
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