![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Comprehensive tax planning in Stamford, CT
23 results found
Search for local businesses, places and services near you
OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning
OneNorthStar is a leading financial institution located in Stamford, Connecticut, United States. We specialize in providing comprehensive financial planning services, investment management, tax efficiency strategies, legacy creation, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us at 80 4th Street to learn more about how we can help you navigate the complex world of finance and build a strong financial foundation for generations to come.
Summer Associates Tax Services
Summer Associates Tax Services is a leading accounting and finance institution located at 48 Union Street in Stamford, Connecticut, United States. With a team of experienced professionals, we offer comprehensive tax services to individuals and businesses during the summer months. Our services include tax preparation, planning, and compliance to help our clients navigate the complex tax landscape. Whether you are looking to maximize your tax savings or ensure compliance with regulations, our experts are here to assist you. Trust Summer Associates Tax Services for all your tax needs this summer.
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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure and prosperous financial future.
Greenwich Financial Advisors, LLC
Greenwich Financial Advisors, LLC is a finance institution located at 1177 High Ridge Road in Stamford, Connecticut, United States. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Merrill Lynch Financial Advisor Michael R. Sullivan
Merrill Lynch Financial Advisor Michael R. Sullivan, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial services to affluent clients facing complex wealth accumulation, retirement income distribution, and generational planning challenges. Sullivan and Associates work collaboratively with clients, their tax and legal advisors, and Merrill Lynch Private Wealth Management Specialists to create customized wealth management plans. By utilizing the Merrill Personal Wealth Analysis™ tool, Sullivan helps clients prioritize their goals and develop tailored financial strategies. With a focus on building strong client relationships based on trust and personalized service, Sullivan's team is dedicated to helping clients pursue their financial objectives and adapt to life changes. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Michael Sullivan is committed to providing investment insights, tips, and strategies to help clients achieve their financial goals. With access to the global resources of Merrill and Bank of America, Sullivan offers comprehensive financial solutions to address clients' evolving needs and market fluctuations.
Merrill Lynch Financial Advisor Kelsey Regan
Merrill Lynch Financial Advisor Kelsey Regan, located at 301 Tresser Boulevard in Stamford, Connecticut, is dedicated to building and maintaining strong relationships with clients. With a bachelor's degree in International Relations and an MBA in Finance from the University of Rochester, Kelsey Regan has been in the financial services industry since 2009 and joined Merrill in 2015. Kelsey offers access to Merrill's investment resources and Bank of America's banking convenience to help clients address various aspects of their financial lives. By understanding each client's unique goals, priorities, and personal investment style, Kelsey designs customized financial strategies to help clients pursue their financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, Kelsey helps clients build personalized plans centered on their goals. As an advisor, Kelsey believes in getting to know clients personally to better understand their financial situation and create a financial approach that reflects their unique needs. With a focus on creating comprehensive strategies and adapting to changes in clients' lives and the financial markets, Kelsey helps clients stay on track to achieve their goals. As a Certified Financial Planner, Kelsey Regan is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a commitment to putting clients first, Merrill Lynch Financial Advisor Kelsey Regan provides personalized guidance and support to help clients navigate the complexities of their financial lives.
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.
Turnkey Financial Management Services
Turnkey Financial Management Services is a leading accounting and finance institution located at 1266 East Main Street in Stamford, Connecticut. With a team of experienced professionals, we offer comprehensive financial management services to help individuals and businesses achieve their financial goals. From bookkeeping and tax preparation to investment management and retirement planning, we provide a full range of services to meet our clients' needs. Contact us today to learn more about how we can help you secure your financial future.
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.
Edward Jones - Financial Advisor: Chris Manimbo
Edward Jones - Financial Advisor: Chris Manimbo is a reputable finance institution located at 1111 Summer Street in Stamford, Connecticut, United States. Chris Manimbo is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Chris Manimbo offers comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Chris Manimbo is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Merrill Lynch Financial Advisor Michael J Iacobelli
Merrill 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.
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.
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.
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.
Vitesse Worldwide
Vitesse Worldwide, located at 25 Crescent Street in Stamford, Connecticut, is a transportation company that prioritizes reliability, excellence, luxury, and trustworthiness. With a focus on providing a personalized experience for each client, Vitesse pays attention to every detail of your transportation and travel needs. From helping you locate your chauffeur on their app to offering expert consultation on private air charter travel, Vitesse ensures that your experience is seamless and stress-free. Their advanced technology platforms allow clients to access up-to-the-minute pricing and easily book, track, and manage their travel arrangements. Whether you need Corporate Executive Vehicles for important business meetings or concierge services for last-minute event tickets, Vitesse has you covered.
McCarter & English, LLP
McCarter & English, LLP is a law firm located in Stamford, Connecticut, United States. Our team of interdisciplinary lawyers offers a wide range of services to assist clients with various legal needs. Please note that the contents of our website may contain attorney advertising and results may vary depending on individual circumstances. We pride ourselves on our cohesive team, united by our dedication to client service and practical, down-to-earth approach. At McCarter & English, we strive to deliver innovative solutions and exceptional value to our clients through the collaboration of our highly skilled lawyers and staff.
The Livesay Balzano Group - Morgan Stanley
The Livesay Balzano Group at Morgan Stanley is a premier financial institution located in Stamford, Connecticut. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on strategic planning and investment management, we offer a comprehensive range of financial services tailored to meet the unique needs of each individual client. Visit us at 4 Landmark Square to learn more about how we can help you secure your financial future.
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos