TOP 30 Corporate insurance in Connecticut
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Bresnick Financial Services, LLC
● ClosedBresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.
30 Huntington St #2, Shelton, CT 06484, United States -
Diversified Financial
● ClosedDiversified Financial is a leading accounting and finance institution located at 100 Main Street North in Southbury, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, financial planning, investment management, and more. Whether you need help with your personal finances or your business accounts, Diversified Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.
100 Main St N # 204, Southbury, CT 06488, United States -
Forensic Accounting Corp
● ClosedForensic Accounting Corp, located at 57 North Street in Danbury, Connecticut, offers a comprehensive range of forensic accounting services to the legal and insurance industries in the area. Our team of specialists is skilled in identifying, preserving, and reporting on all forms of digital evidence and electronically stored information (ESI). In addition to our forensic accounting solutions, we also provide litigation support for business disputes, shareholder and partner conflicts, and matters related to business income loss. With over 15 years of experience in the field, our professionals bring a unique blend of business and legal expertise to the litigation process.
57 North St, Danbury, CT 06810, United States -
Diversified Financial Solution
● ClosedDiversified Financial Solutions is a leading accounting and finance institution located at 21 Maple Street in Naugatuck, Connecticut, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Diversified Financial Solutions for all your financial needs and experience the difference our expertise can make in your financial future.
21 Maple St, Naugatuck, CT 06770, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1 Trap Falls Road in Shelton, Connecticut, United States. Specializing in online investing, trading, brokerage, and advice, Merrill Edge offers a wide range of services including investment advisory and financial planning. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. It is important to note that investing in securities involves risks and there is always the potential of losing money. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. Additional information is available in the Client Relationship Summary (Form CRS) provided by Merrill.
1 Trap Falls Rd, Shelton, CT 06484, United States -
Bushido Strategic Advisory
● ClosedBushido Strategic Advisory, located at 46 West Avon Road in Avon, Connecticut, offers bespoke strategic and financial consulting services specifically tailored for professionals in the insurance industry. With a focus on value maximization strategies, deal structuring, financial due diligence, and more, our experienced team is dedicated to protecting and advancing our clients' interests. Whether you need Operational, Project-Based, or Board-Level expertise, we are here to assist with acquisitions, funding, financial operations build-out, and financial performance analysis. Our founder, Justin, brings a wealth of experience in the insurance industry, having served in various roles such as CFO, corporate development executive, and M&A banker.
46 W Avon Rd # 201, Avon, CT 06001, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 35 Washington Avenue in North Haven, Connecticut, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. Please note that investing in securities comes with risks, and there is always a potential for loss. Additional services offered include investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of Bank of America Corporation. For more information, you can refer to their Client Relationship Summary.
35 Washington Ave, North Haven, CT 06473, United States -
Forensic Accounting Corp
● ClosedForensic Accounting Corp, located at 34 Prospect Street in Waterbury, Connecticut, offers a comprehensive range of forensic accounting services to the legal and insurance industries. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information, our team of experts can assist in a variety of cases. From business disputes to shareholder and partner disagreements, as well as business income loss matters, FAC's Waterbury office provides top-notch litigation support. With over 15 years of experience in the field, our professionals bring a wealth of business and legal knowledge to the table, ensuring that attorneys and clients receive the financial and investigative expertise they need.
34 Prospect St, Waterbury, CT 06702, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 10 Cold Spring Road, Rocky Hill, Connecticut, United States. At Merrill, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors in Connecticut can assist you in planning for what matters most to you. Whether you are looking for investment advice or financial planning services, our team is here to help. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. Investing in securities involves risks, and it is important to understand the potential of losing money. We offer a range of services including brokerage, investment advisory, and financial planning. For more information, please review our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
10 Cold Spring Rd, Rocky Hill, CT 06067, United States -
S & P Financial Services LLC
● OpenS & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.
452 Jackson St, Willimantic, CT 06226, United States -
Bellara & Associates L.L.C
● ClosedBellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.
99 Hawley Ln, Stratford, CT 06614, United States -
Brown & Knapp - Northwestern Mutual
● OpenBrown & Knapp - Northwestern Mutual is a reputable finance and insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a strong focus on providing top-notch financial planning and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.
531 Main St, Branford, CT 06405, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced financial advisors at Merrill Lynch can provide strategies based on years of wealth management knowledge and can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working with clients to identify their personal and professional goals and create financial strategies to meet their long-term objectives. The advisors at Merrill Lynch also engage in volunteerism and charitable outreach to support the communities in which they operate.
1499 Post Rd, Fairfield, CT 06824, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.
2 Greenwich Office Park, Greenwich, CT 06831, United States -
Merrill Lynch Financial Advisor William T Whelan
● ClosedMerrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Verus Analytics
● ClosedVerus Analytics, located at 500 Chase Parkway, Waterbury, Connecticut, United States, is a finance institution that specializes in providing data-driven regulatory compliance services to U.S. state agencies. With a team of experienced data scientists and subject matter experts, Verus Analytics utilizes big data technologies to analyze and process massive amounts of data for conducting unclaimed property examinations and performing complex data analytics services. The institution has the ability to navigate complex legal and regulatory issues, draft collaborative agreements, and analyze large-scale operational, financial, and administrative data for investigations related to fraud detection, compliance issues, financial irregularities, and payment obligations. Verus Analytics uses proprietary algorithms, data analytics, and entity resolution technologies to help government agencies identify and understand big data for recoverable obligations.
500 Chase Pkwy, Waterbury, CT 06708, United States -
Merrill Lynch Financial Advisor Lucas Smith
● ClosedMerrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.
185 Asylum St 14th Floor, Hartford, CT 06103, United States -
David Janny - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Janny - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The background and qualification information of the institution can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. David Janny believes that we are at an important investing juncture and offers insights on the current market situation and how it may impact personal financial situations. If you are not already a client, consider setting up a complimentary initial consultation to take the next step towards a more confident financial future.
10 Wright St FL 1st, Westport, CT 06880, United States -
Merrill Lynch Financial Advisor Susan Kaupie
● ClosedMerrill Lynch Financial Advisor Susan Kaupie, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to help clients achieve their goals. With over 15,000 advisors nationwide, Merrill Lynch provides a wide range of brokerage, investment advisory, and other services to clients in all 50 states. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. Services offered include asset allocation, diversification, and rebalancing, but these do not guarantee a profit or protect against loss. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide clients with information about products and services that may be of interest. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Please consult with a financial advisor for personalized advice tailored to your specific needs.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1070 High Ridge Road, Stamford, Connecticut, United States. They offer personalized advice and guidance to help individuals achieve their financial goals. At Merrill Edge, you can find a Merrill Financial Solutions Advisor in Stamford, CT to help you plan for what matters most to you. They provide information about products and services that may be of interest to you and strive to help you make informed investment decisions. Please note that investing in securities involves risks and there is always the potential of losing money. Merrill offers a range of brokerage, investment advisory, and other services to meet your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, you can review their Client Relationship Summary.
1070 High Ridge Rd, Stamford, CT 06905, United States -
Smart Taxes
● ClosedSmart Taxes is an accounting and finance institution located at 296 Grand Avenue, New Haven, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, Smart Taxes guarantees the maximum refund possible and the lowest tax liability while ensuring compliance with all laws. They specialize in the Premium Tax Credit (PTC), which helps individuals with low to moderate incomes pay for health insurance through the Health Insurance Marketplace. The institution also offers personalized tax services to maximize refunds and ensure full compliance with tax laws.
296 Grand Ave, New Haven, CT 06513, United States -
Mountain Financial Services
● ClosedMountain Financial Services, located at 79 East Putnam Avenue in Greenwich, Connecticut, offers expert accounting and finance services to individuals and organizations. Founded in 1990 by Marjorie Mountain, the institution specializes in personal bookkeeping services for busy individuals, corporate executives, family offices, and the elderly. With a unique approach to financial management, Mountain Financial Services works closely with clients to ensure their finances are properly handled and coordinated with other financial professionals such as lawyers, tax accountants, brokers, and insurance agents. Each client receives personalized services tailored to their specific needs, making Mountain Financial Services a trusted partner in financial management.
79 E Putnam Ave, Greenwich, CT 06830, United States -
KPMG
● OpenKPMG is a global institution located at 50 Prospect Street in Hartford, Connecticut, United States. Specializing in accounting and finance, KPMG is known for creating a caring, inclusive, Purpose-led, and Values-driven culture. They work with a variety of clients, from asset management firms to banks and fintech companies, helping them navigate the complex landscape of regulatory changes, customer demands, and technological advancements. KPMG also provides services to the energy sector, public sector, biotechnology, pharmaceutical, and medical device corporations, as well as insurers. They are committed to providing objective assurance and helping businesses transform and adapt to the challenges of today and tomorrow. With a global network of professionals, KPMG offers personalized content, expert viewpoints, and support for entrepreneurs at every stage of their business journey.
50 Prospect St #5, Hartford, CT 06103, United States -
Enterprise Rent-A-Car
● ClosedEnterprise Rent-A-Car located at 311 Mitchell Street in Groton, Connecticut, is a leading car rental institution in the United States. With a wide range of vehicles to choose from, including economy cars, SUVs, and luxury vehicles, Enterprise Rent-A-Car offers convenient and affordable transportation solutions for both leisure and business travelers. Their friendly and knowledgeable staff are dedicated to providing excellent customer service and ensuring a seamless rental experience. Whether you need a car for a weekend getaway or a long-term rental, Enterprise Rent-A-Car has you covered.
311 Mitchell St, Groton, CT 06340, United States -
Cramer & Anderson LLP: Weinshank Arthur C
● OpenCramer & Anderson LLP: Weinshank Arthur C is a reputable law firm located at 51 Main Street in New Milford, Connecticut. Specializing in various areas of law, including personal injury, real estate, family law, and estate planning, the experienced team at Cramer & Anderson LLP is dedicated to providing high-quality legal services to clients in the United States. With a focus on professionalism, integrity, and personalized attention, Weinshank Arthur C and his team strive to achieve the best possible outcomes for their clients. Contact them today for expert legal representation.
51 Main St, New Milford, CT 06776, United States -
Cohen & Wolf PC
● ClosedCohen & Wolf PC is a prestigious law firm located at 158 Deer Hill Avenue in Danbury, Connecticut. Specializing in a wide range of legal services, their team of experienced attorneys are dedicated to understanding your unique needs and helping you achieve your goals. Whether you require assistance with business matters, personal legal issues, or industry-specific concerns, Cohen & Wolf PC has the expertise and resources to provide you with top-notch representation. With a focus on attention to detail and a comprehensive understanding of the bigger picture, you can trust Cohen & Wolf PC to deliver exceptional legal services tailored to your individual needs. Count on Cohen & Wolf PC for all your legal needs and rest assured that you are in capable hands.
158 Deer Hill Ave, Danbury, CT 06810, United States -
Bellenot & Boufford LLC
● ClosedBellenot & Boufford LLC is a reputable law firm located at 814 Main Street in Monroe, Connecticut. Our team of experienced lawyers provides a wide range of legal services to clients in the United States. With a focus on professionalism and client satisfaction, we are dedicated to delivering high-quality legal representation in various practice areas. Whether you are in need of assistance with personal injury cases, real estate transactions, or estate planning, our skilled attorneys are here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
814 Main St, Monroe, CT 06468, United States -
McCoy & McCoy
● OpenLocated at 20 Church Street in Hartford, Connecticut, McCoy & McCoy is a reputable personal injury law firm established in 1960. Specializing in accident claims, personal injury, and wrongful death cases, our team of experienced lawyers is dedicated to providing reliable and efficient legal help to residents of Connecticut. Led by Board Certified Civil Trial Attorney Frank McCoy Jr., our firm is known for preparing cases for trial from the outset, ensuring that our clients receive the maximum compensation they deserve. With over 50 years of combined experience, our team is committed to fighting for justice and serving the local communities we live in. At McCoy & McCoy, we prioritize our clients and limit our caseload to provide personalized representation. We handle a variety of cases, from car accidents to slip and fall injuries, and guide our clients through every step of the legal process. Our attorneys are dedicated to advocating for the best interests of our clients, whether through negotiations with insurance companies or representation in court.
20 Church St Suite 1720, Hartford, CT 06103, United States -
Barbieri Law LLC
● ClosedBarbieri Law LLC is a reputable insurance agency and law firm located at 18 Cedar Street in New Britain, Connecticut. With a strong focus on providing top-notch legal services and insurance solutions, our team of experienced attorneys and insurance professionals are dedicated to helping clients navigate complex legal matters and secure comprehensive insurance coverage. Whether you are seeking legal representation or insurance advice, Barbieri Law LLC is committed to delivering personalized and effective solutions to meet your needs. Contact us today to schedule a consultation and learn more about how we can assist you.
18 Cedar St, New Britain, CT 06052, United States -
Igor I Sikorsky Jr PC
● OpenIgor I Sikorsky Jr PC is a reputable law firm located at 121 Perry Street in Farmington, Connecticut, United States. Specializing in various legal areas, the experienced team at this institution provides top-notch legal services to clients in need of representation and guidance. With a strong commitment to professionalism and client satisfaction, Igor I Sikorsky Jr PC is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for your business, this law firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.
121 Perry St A, Unionville, CT 06085, United States
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