TOP 30 Corporate strategy consulting in Connecticut
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Batyr & Co
● OpenBatyr & Co is a leading accounting and finance institution located at 38A Grove Street in Ridgefield, Connecticut. Our team of experienced professionals provides a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need tax preparation, financial planning, or investment advice, our experts are here to assist you every step of the way. With a commitment to excellence and personalized service, Batyr & Co is your trusted partner for all your accounting and finance needs.
38A Grove St Suite 203, Ridgefield, CT 06877, United States -
Bregman & Company, P.C.
● OpenBregman & Company, P.C. is a reputable accounting and finance institution located at 281 Farmington Avenue in Farmington, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Bregman & Company, P.C. to provide expert advice and guidance to help them achieve their financial goals.
281 Farmington Ave, Farmington, CT 06032, United States -
Oldham Resource Group Inc
● OpenOldham Resource Group Inc is a finance institution located at 70 New Canaan Avenue, Norwalk, Connecticut, United States. With a strong focus on providing financial services and resources to individuals and businesses, Oldham Resource Group Inc is dedicated to helping clients achieve their financial goals. Whether it's investment advice, financial planning, or wealth management, our team of experts is committed to providing personalized solutions tailored to each client's needs. Trust Oldham Resource Group Inc to help you navigate the complex world of finance and secure your financial future.
70 New Canaan Ave, Norwalk, CT 06850, United States -
Robert S. Cascio, CPA
● OpenRobert S. Cascio, CPA is a reputable accounting and finance institution located at 722 Broad Street in Waterford, Connecticut, United States. With years of experience in the industry, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, Robert S. Cascio, CPA is a trusted partner you can rely on for all your accounting needs.
722 Broad St, Waterford, CT 06385, United States -
Resources Management Corp
● OpenResources Management Corp is a leading finance institution located at 9 Bryan Hall Plaza in Washington, Connecticut, United States. With a strong commitment to providing top-tier financial services, our team of experts offers comprehensive resources management solutions tailored to meet the unique needs of our clients. From investment planning to risk management and wealth preservation, we strive to help individuals and businesses achieve their financial goals. Trust in Resources Management Corp for all your financial needs.
9 Bryan Hall Plaza, Washington Depot, CT 06794, United States -
goodstead
● OpenGoodstead is a reputable finance institution located at 113 Woodbury Road in Washington, Connecticut. With a strong focus on providing top-notch financial services to individuals and businesses, Goodstead prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Goodstead is dedicated to helping you achieve your financial goals. Visit us today and experience the difference that Goodstead can make in your financial future.
113 Woodbury Rd, Washington, CT 06793, United States -
Prosperity Llc: Teneyck Kristina
● OpenProsperity LLC: Teneyck Kristina is a finance institution located at 1 Reserve Road in Danbury, Connecticut, United States. With a focus on financial prosperity and success, this institution offers a range of financial services to help individuals and businesses achieve their financial goals. Led by the knowledgeable and experienced Teneyck Kristina, the team at Prosperity LLC is dedicated to providing expert financial guidance and support to their clients. Whether you are looking to invest, save, or plan for the future, Prosperity LLC: Teneyck Kristina is here to help you navigate the complex world of finance and secure a prosperous financial future.
1 Reserve Rd, Danbury, CT 06810, United States -
Deborah Tata - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeborah Tata, a Financial Advisor at Ameriprise Financial Services, LLC, offers expert financial guidance and planning services to clients in Middlebury, Connecticut and beyond. Located at 530 Middlebury Road, Deborah Tata helps individuals and families achieve their financial goals through personalized strategies tailored to their unique needs and circumstances. With a focus on building long-term relationships and providing comprehensive financial solutions, Deborah Tata is dedicated to helping clients secure their financial future.
530 Middlebury Rd Ste 204B, Middlebury, CT 06762, United States -
Austro Financial Services (New York) Inc. / Sucursal Danbury
● OpenAustro Financial Services (New York) Inc. / Sucursal Danbury is a finance institution located at 20 West Street in Danbury, Connecticut, United States. This branch offers a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. With a team of experienced professionals, Austro Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can help you reach your financial objectives.
20 West St, Danbury, CT 06810, United States -
Oppenheimer & Co. Inc.
● OpenOppenheimer & Co. Inc. is a reputable finance institution located at 100 Mill Plain Road in Danbury, Connecticut, United States. With a strong presence in the financial industry, Oppenheimer & Co. Inc. offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital markets services, Oppenheimer & Co. Inc. is committed to delivering exceptional results and building long-lasting relationships with their clients.
100 Mill Plain Rd 2nd floor, Danbury, CT 06811, United States -
Rudolf Associates Inc
● OpenRudolf Associates Inc is a reputable institution located at 36 Mill Plain Road in Danbury, Connecticut, United States. With a focus on providing top-notch services and solutions, Rudolf Associates Inc is known for their expertise in various fields. Whether it's consulting, financial services, or business development, clients can trust Rudolf Associates Inc for reliable and professional support. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner for individuals and businesses alike. Visit Rudolf Associates Inc today and experience the difference for yourself.
36 Mill Plain Rd, Danbury, CT 06811, United States -
Adam P Cohen CPA LLC
● OpenAdam P Cohen CPA LLC is a reputable accounting and finance institution located at 81 South Main Street in West Hartford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Contact Adam P Cohen CPA LLC for all your accounting and finance needs.
81 S Main St #9, West Hartford, CT 06107, United States -
Oppenheimer & Co. Inc.
● OpenOppenheimer & Co. Inc. is a prestigious financial institution located at 466 Heritage Road in Southbury, Connecticut, United States. With a long-standing reputation for excellence in the finance industry, Oppenheimer & Co. Inc. offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of professionals provides personalized investment strategies, wealth management solutions, and expert financial advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Oppenheimer & Co. Inc. is dedicated to helping you succeed.
466 Heritage Rd, Southbury, CT 06488, United States -
Stifel
● OpenStifel is a renowned financial institution located at 465 Heritage Road in Southbury, Connecticut, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and institutional securities. With a strong reputation for providing expert financial advice and personalized solutions, Stifel is committed to helping clients achieve their financial goals and secure their financial future. Visit Stifel at their Southbury location to learn more about their comprehensive financial services and experience their exceptional customer service.
465 Heritage Rd UNIT 2, Southbury, CT 06488, United States -
Leena Varghese
● OpenLeena Varghese is a reputable health institution located at 348 Main Street in Manchester, Connecticut, United States. This institution offers a wide range of pharmacy services and health products to cater to the needs of its customers. With a focus on providing quality care and exceptional customer service, Leena Varghese is a trusted destination for all your health and wellness needs. Visit us today and experience the difference that our experienced staff and top-notch products can make in your life.
348 Main St, Manchester, CT 060404123, United States -
LPL Financial
● OpenLPL Financial is a finance institution located at 680 Bridgeport Avenue in Shelton, Connecticut, United States. They offer a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their personalized approach and commitment to customer service make them a trusted partner in navigating the complexities of the financial world.
680 Bridgeport Ave, Shelton, CT 06484, United States -
Ydp Financial Services Llc
● OpenYdp Financial Services LLC is a finance institution located in Hamden, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Ydp Financial Services LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
Hamden, CT 06514, United States -
Christopher Maciejak - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Maciejak is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, United States. With a focus on individual goals and risk tolerance, Christopher provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial aspirations. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. To learn more about how Christopher can assist you, schedule a complimentary initial consultation. The institution offers insights on stock prices and the potential extension of the current bull market rally. Retirement planning is a key focus, addressing common concerns such as income sustainability, market fluctuations, and inflation impact. Clients can explore the Retirement InteractiveSM tool to better understand potential challenges to their retirement income.
250 State St Unit E1, North Haven, CT 06473, United States -
Charles Kunzelman
● OpenCharles Kunzelman is a finance institution located at 2584 Dixwell Avenue in Hamden, Connecticut, United States. With a strong commitment to providing top-notch financial services to its clients, Charles Kunzelman offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Charles Kunzelman is dedicated to providing personalized and professional service to meet your unique needs. Visit us today to discover how we can help you secure your financial future.
2584 Dixwell Ave, Hamden, CT 06514, United States -
Omega Financial Group
● OpenOmega Financial Group is a leading financial institution located at 6515 Main Street in Trumbull, Connecticut. Specializing in finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the United States. With a commitment to excellence and a focus on personalized solutions, Omega Financial Group is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
6515 Main St, Trumbull, CT 06611, United States -
Ozeck Financial Group
● OpenOzeck Financial Group is a leading finance institution located at 3190 Whitney Avenue in Hamden, Connecticut, United States. With a strong reputation for providing top-tier financial services, Ozeck Financial Group offers a wide range of financial solutions to meet the needs of individuals, businesses, and organizations. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Ozeck Financial Group is committed to providing personalized and expert guidance to help you succeed.
1st floor, 3190 Whitney Ave building 6, Hamden, CT 06518, United States -
4T Financial
● Open4T Financial is a reputable finance institution located at 11 Dana Boulevard in Wallingford, Connecticut, United States. With a strong focus on providing top-notch financial services, 4T Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at 4T Financial is dedicated to providing personalized and expert advice to help you secure your financial future. Visit us today to see how we can help you reach your financial aspirations.
11 Dana Blvd, Wallingford, CT 06492, United States -
Merrill Lynch Financial Advisor LeVar D. Brown
● OpenMerrill Lynch Financial Advisor LeVar D. Brown is located at 63 Copps Hill Road in Ridgefield, Connecticut, United States. With nearly 20 years of experience in the financial services industry, LeVar offers a comprehensive approach to Wealth Management by listening to clients' needs and helping them achieve their financial goals. He provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. LeVar holds a MBA from NYU Stern School of Business and is a CERTIFIED FINANCIAL PLANNER professional. He offers services such as investment and retirement planning, cash management, insurance analysis, educational planning, and business lending. LeVar is dedicated to delivering excellent service and helping clients pursue their goals. With a team of talented individuals at Merrill, LeVar focuses on building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation, customizing financial approaches, or providing guidance on important financial decisions, LeVar is committed to helping clients achieve their aspirations. Through the Merrill Personal Wealth Analysis™, clients can receive a personalized plan centered on their goals and focused on what they want to achieve. LeVar believes in understanding clients personally to create a financial approach that reflects their unique needs and priorities. He stays updated on changes in clients' lives and financial markets to help them stay on track towards their goals. By working together, LeVar and his team aim to help clients live their best financial life.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Neildaley Net
● OpenNeildaley Net is a cutting-edge institution located at 985 Farmington Avenue in Bristol, Connecticut, United States. We provide top-notch educational and training programs in a variety of fields, including technology, business, and healthcare. Our experienced faculty and state-of-the-art facilities ensure that students receive a high-quality education that prepares them for success in their chosen careers. Join us at Neildaley Net and take the first step towards a brighter future!
985 Farmington Ave, Bristol, CT 06010, United States -
PDI Financial Group
● OpenPDI Financial Group is a leading finance institution located at 38C Grove Street in Ridgefield, Connecticut, United States. Specializing in a wide range of financial services, PDI Financial Group is committed to providing expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a strong track record of success, PDI Financial Group is a trusted partner for all your financial needs.
38C Grove St, Ridgefield, CT 06877, United States -
Sage Financial Design Inc
● OpenSage Financial Design Inc is a finance institution located at 548 Hopmeadow Street in Simsbury, Connecticut, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to help you navigate the complexities of the financial world and create a customized plan that fits your unique needs. Contact us today to schedule a consultation and start building a brighter financial future with Sage Financial Design Inc.
548 Hopmeadow St, Simsbury, CT 06070, United States -
Merrill Lynch Financial Advisor John C. Campeau, Jr.
● OpenMerrill Lynch Financial Advisor John C. Campeau, Jr. is located at 157 Church Street in New Haven, Connecticut, United States. With over 35 years of experience, John and his team specialize in goal-based wealth management and legacy planning. They take a holistic approach to advising clients, creating personalized wealth management strategies that include asset allocations, investment recommendations, and financial plans. John's client base includes entrepreneurs, corporations, CEOs, medical practitioners, and entertainment professionals in the NY & Los Angeles entertainment communities. He is known for his expertise in the field, having been the financial expert for ABC News Channel 8 and a panelist on MSNBC's Buchanan & Press. John is also an adventurer at heart, with interests in design, film, photography, and surfing. He is dedicated to serving the community through volunteering and believes in building personalized financial plans centered on clients' goals and priorities. With the Merrill Personal Wealth Analysis™ tool, John helps clients document and achieve their financial goals, adapting their approach as life changes. By understanding clients' investing preferences through the Investment Personality Assessment, John tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to develop an approach designed to address their financial needs and achieve their goals. Through regular check-ins and reviews, John helps clients stay on track and adjust their financial approach as needed. The Merrill Lynch Wealth Management team is committed to providing personalized investment strategies and comprehensive financial solutions to help clients reach their goals.
157 Church St, New Haven, CT 06510, United States -
Edward Jones - Financial Advisor: Ryan E Kubasek, CRPC™
● OpenEdward Jones - Financial Advisor: Ryan E Kubasek, CRPC™ is a reputable financial institution located at 30 Stanford Drive in Farmington, Connecticut, United States. As a Certified Retirement Planning Counselor, Ryan E Kubasek provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families achieve their long-term financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Ryan E Kubasek and the team at Edward Jones are dedicated to providing you with the tools and resources you need to make informed financial decisions.
30 Stanford Dr Suite 200, Farmington, CT 06032, 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 -
Erin Candler
● OpenErin Candler is a prestigious finance institution located at 40 Quality Street in Trumbull, Connecticut, United States. Known for its expertise in financial services, Erin Candler offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, the institution is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Erin Candler is committed to delivering personalized and reliable financial solutions. Visit us today to experience the excellence and expertise that sets us apart in the world of finance.
40 Quality St, Trumbull, CT 06611, United States
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