Corporate financial solutions in Ridgefield, CT
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Merrill Lynch Financial Advisor Peter M Starrett
● OpenMerrill Lynch Financial Advisor Peter M Starrett is a finance institution located at 63 Copps Hill Road, Ridgefield, Connecticut, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Peter Starrett is dedicated to providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. Managing your wealth begins with a deep understanding of your financial picture, and Peter can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Peter works to help you pursue your financial goals through personalized wealth management strategies.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor Jim Scherer
● OpenMerrill Lynch Financial Advisor Jim Scherer, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers personalized finance strategies through The Tackman Group. Specializing in preserving wealth in concentrated stock for corporate executives and planning successful business exits, the team works closely with clients to align personal and financial goals. With a focus on maximizing wealth benefits for families and important causes, the team provides regular communication to navigate market cycles and achieve meaningful financial goals. By understanding individual needs and priorities, the team creates customized financial strategies that evolve with life changes and market conditions. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop personalized plans focused on achieving their goals. The team offers comprehensive financial solutions from Merrill and Bank of America, tailored to address individual needs and pursue long-term financial objectives. With a commitment to exceptional client service and ongoing support, Merrill Lynch Financial Advisor Jim Scherer provides a dedicated one-on-one relationship to help clients live their best financial lives.
63 Copps Hill Rd 1st floor, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor Barbara McMahon
● OpenMerrill Lynch Financial Advisor Barbara McMahon is a trusted institution located at 63 Copps Hill Road in Ridgefield, Connecticut, United States. As a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch Wealth Management, Barbara McMahon holds the CPFA designation and works with individuals, executives, business owners, and non-profits. With over 13 years of experience, Barbara specializes in college and retirement planning, investment management, portfolio construction, and concentrated and restricted stock strategies. Barbara McMahon's personalized approach focuses on understanding each client's unique financial goals, risk tolerance, and liquidity needs. She helps clients navigate important questions such as retirement planning, income longevity, and investment strategies. With a strong background in both the corporate world and family dynamics, Barbara tailors investment management strategies to meet each client's specific objectives.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Mitchell A. Fink Associates
● OpenMitchell A. Fink Associates is a reputable consulting firm located at 66 Grove Street in Ridgefield, Connecticut, United States. They specialize in providing expert guidance and solutions in various areas such as business development, strategic planning, and project management. With a team of experienced professionals, they offer personalized services tailored to meet the specific needs of their clients. Whether you are a small business looking to expand or a large corporation seeking to streamline operations, Mitchell A. Fink Associates is committed to helping you achieve your goals and drive success. Contact them today to learn more about how they can support your business growth and development.
66 Grove St #B10, Ridgefield, CT 06877, United States -
Banks Law LLC
● OpenBanks Law LLC is a prestigious institution located at 46 Nutmeg Ridge in Ridgefield, Connecticut, United States. With over 27 years of legal experience, Attorney Pamela A. Banks provides personalized legal services to individual and corporate clients, both public and private companies. As a trusted advisor, she is dedicated to meeting the unique legal needs of each client. Specializing in representing and counseling business clients, Attorney Banks knows how to seamlessly integrate legal aspects into the growth and profitability of a business. With a background as a partner in community-focused law firms, she is also a trusted advisor for personal legal needs, such as real estate transactions and contract disputes.
46 Nutmeg Ridge, Ridgefield, CT 06877, United States
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