TOP 30 Corporate strategy consulting in Fairfield, Connecticut
19 results found
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The Fairfield 7 Mile Island Group - Morgan Stanley
● OpenThe Fairfield 7 Mile Island Group at Morgan Stanley is a leading financial institution located in Fairfield, Connecticut. Our team of experienced professionals provides a wide range of financial services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to assist you every step of the way. Visit us at 1229 Post Road to learn more about how we can help you secure your financial future.
1229 Post Rd, Fairfield, CT 06824, United States -
Fairfield CPA Group LLC
● ClosedFairfield CPA Group LLC is a trusted accounting and finance institution located at 1595 Black Rock Turnpike in Fairfield, Connecticut, United States. Our team of experienced certified public accountants provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit support. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1595 Black Rock Tpke, Fairfield, CT 06825, United States -
SCORE
● ClosedSCORE Fairfield County, located at 101 East Avenue in Norwalk, Connecticut, is a finance institution that offers FREE business mentoring and workshops for small business owners. Led by experienced advisors, entrepreneurs, and corporate executives, SCORE provides guidance on starting, developing, and growing businesses in today's competitive marketplace. Sponsored by Darien Library and First County Bank, SCORE Fairfield County pairs business owners with mentors who have diverse industry experience and specialties. The institution celebrates its volunteers and encourages others to become mentors to give back to the business community.
101 East Ave, Norwalk, CT 06851, United States -
Merrill Lynch Financial Advisor Brian R O'Connor
● ClosedMerrill Lynch Financial Advisor Brian R O'Connor is a reputable finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing expert financial advice and services, Brian R O'Connor and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brian R O'Connor is committed to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to guide you towards financial success.
1499 Post Rd, Fairfield, CT 06824, United States -
Advanced Capital Advisors
● OpenAdvanced Capital Advisors is a leading financial institution located at 140 Sherman Street in Fairfield, Connecticut, United States. Specializing in finance, our team of experienced advisors provide expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Advanced Capital Advisors is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to excellence and a track record of success, trust Advanced Capital Advisors to be your partner in building a secure financial future.
140 Sherman St, Fairfield, CT 06824, United States -
Finance Office Partners
● ClosedFinance Office Partners is a leading accounting and finance institution located at 1495 Black Rock Turnpike in Fairfield, Connecticut. Our team of expert professionals provides a wide range of financial services, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Finance Office Partners is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn how we can assist you with all of your accounting and finance needs.
1495 Black Rock Tpke, Fairfield, CT 06825, 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 -
Rolleri & Sheppard CPAS, LLP
● ClosedRolleri & Sheppard CPAS, LLP is a reputable accounting and finance institution located at 2150 Post Road in Fairfield, Connecticut, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting-related services, Rolleri & Sheppard CPAS, LLP is here to assist you. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.
2150 Post Rd 5th fl, Fairfield, CT 06824, United States -
Merrill Lynch Financial Advisor J. Randall Kemka
● ClosedMerrill Lynch Financial Advisor J. Randall Kemka, located at 1499 Post Road, Fairfield, Connecticut, United States, is part of The Kemka Group, dedicated to providing Wealth Management services to families going through an M&A event. With pillars of Competence, Integrity, Knowledge, and Experience, our team puts the client first, offering sound, objective counsel in the ever-changing financial environment. We focus on simplifying the lives of business owners, high net worth families, and corporate executives through confidential advice, guidance, and service. Our disciplined wealth management process, supported by Merrill Lynch Wealth Management and Bank of America resources, provides clients with tailored financial strategies and tax-efficient investment planning. With a prudent investment philosophy, ongoing research, and top-notch client service, we offer an extraordinary wealth management experience. Our team, supported by Merrill's global resources, builds strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™ and personalized plans, we help clients achieve their financial goals by adapting to changes in their lives and the financial markets. As Merrill Lynch Wealth Management Advisors, we offer customized investment approaches to address your needs and pursue your goals. With a dedicated one-on-one relationship, personalized investment strategies, and comprehensive financial solutions from Merrill and Bank of America, we are committed to helping you live your best financial life.
1499 Post Rd, Fairfield, CT 06824, United States -
Merrill Lynch Private Wealth Advisor Thomas E Vacheron
● ClosedMerrill Lynch Private Wealth Advisor Thomas E Vacheron, located at 1499 Post Road, Fairfield, Connecticut, offers personalized and sophisticated financial advice to clients with complex wealth management needs. The team prioritizes client relationships, working closely with business executives, entrepreneurs, and families with intergenerational wealth to address risks and opportunities that arise. The advisors at Merrill Private Wealth Management have received recognition for their exemplary client service from financial industry publications and Bank of America Corporation. With a goals-based wealth management approach, clients have access to services typically reserved for large institutions. The team collaborates with specialists to create customized financial strategies that align with clients' unique goals and priorities. Whether navigating executive compensation, business ownership, or generational wealth transfer, Merrill Private Wealth Management is dedicated to simplifying clients' financial lives and supporting their ongoing success.
1499 Post Rd, Fairfield, CT 06824, United States -
Merrill Lynch Private Wealth Advisor Robert J Disabato
● ClosedMerrill Lynch Private Wealth Advisor Robert J Disabato, located at 1499 Post Road, Fairfield, Connecticut, United States, offers industry-leading research and expert analysis to help clients stay ahead in managing their complex financial lives. With a boutique approach and personalized planning, the team works closely with business executives, entrepreneurs, and families with intergenerational wealth to address their wealth management needs. The rigorously trained private wealth advisors provide specialized services based on trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill Lynch have received accolades for their exemplary client service. Using a goals-based wealth management approach, clients have access to services and resources typically reserved for large institutions. The team collaborates with specialists to create strategies that reflect clients' unique goals and aspirations for themselves and future generations.
1499 Post Rd, Fairfield, CT 06824, United States -
Dupree David Johnson - Morgan Stanley
● OpenDupree David Johnson - Morgan Stanley is a finance institution located at 1229 Post Road in Fairfield, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Dupree David Johnson - Morgan Stanley provides personalized financial planning, investment strategies, and wealth management solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, this institution is dedicated to providing top-notch service and guidance every step of the way.
1229 Post Rd, Fairfield, CT 06824, United States -
Bank of America Private Client Advisor Elizabeth Cahill
● OpenBank of America Private Client Advisor Elizabeth Cahill is a Managing Director and Private Client Advisor located at 55 Railroad Avenue in Greenwich, Connecticut. With over 30 years of experience in corporate banking and wealth management, Liz specializes in advising ultra-high-net-worth families, CEOs, private business owners, institutional foundations, and endowments. She works closely with a team of specialists to provide personalized advice on investment management, customized credit, and estate planning. Liz is a member of various professional organizations and actively volunteers with nonprofit organizations in Fairfield County. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized services and innovative strategies to meet financial objectives. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
55 Railroad Ave, Greenwich, CT 06830, United States -
Weiss Papscoe & Co
● ClosedWeiss Papscoe & Co is a reputable accounting and finance institution located at 2150 Black Rock Turnpike in Fairfield, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Weiss Papscoe & Co is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping or investment management, this institution is committed to providing top-notch services tailored to your specific needs. Visit Weiss Papscoe & Co today for expert financial advice and support.
2150 Black Rock Tpke #3, Fairfield, CT 06825, United States -
Robert P. Rifkin CPA
● ClosedRobert P. Rifkin CPA is a reputable accounting and finance institution located at 636 Kings Highway East in Fairfield, Connecticut, United States. With years of experience and expertise in the industry, our team of professionals offers a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Robert P. Rifkin CPA for all your financial needs.
636 Kings Hwy E, Fairfield, CT 06825, United States -
Barron Henry CPA
● OpenBarron Henry CPA, located at 1275 Post Road in Fairfield, Connecticut, is a reputable accounting and finance institution with over 40 years of experience in the industry. The team at Barron Henry CPA, led by Barron Gannon & Co., P.C., is dedicated to helping businesses achieve their financial goals by providing accurate and reliable financial services. Recognizing that every business has unique accounting needs, Barron Henry CPA offers personalized services tailored to meet the specific requirements of each client. The team works closely with clients to understand their business and provide customized solutions.
1275 Post Rd #200-A, Fairfield, CT 06824, United States -
Financial Equity Inc
● OpenFinancial Equity Inc is a leading accounting and finance institution located at 5 Carleton Street in Fairfield, Connecticut, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax planning, investment management, or budgeting, we are here to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
5 Carleton St, Fairfield, CT 06824, United States -
Prestige ProSERVE LLC
● ClosedPrestige ProSERVE LLC is a reputable accounting and finance institution located at 161 Kings Highway East in Fairfield, Connecticut, United States. Specializing in providing accounting and tax services to individuals and small to midsize businesses, Prestige ProSERVE is committed to staying current with IRS tax codes and regulations. The professionals at Prestige ProSERVE are dedicated to continuous self-education and are always striving to stay informed about the evolving landscape of the industry. They work diligently to educate clients and help them optimize their financial strategies for success. Known for their reliability, proactivity, and "get-it-done" mentality, the associates at Prestige ProSERVE are highly praised by their clients.
161 Kings Hwy E Suite 206, Fairfield, CT 06825, United States -
TAX & ACCOUNTING US LLC
● ClosedTAX & ACCOUNTING US LLC is a leading accounting and finance institution located at 1700 Post Road in Fairfield, Connecticut, United States. Our team of experienced professionals provides a wide range of tax and accounting services to individuals and businesses. From tax preparation and planning to financial consulting and bookkeeping, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1700 Post Rd Unit E-7, Fairfield, CT 06824, United States
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