The Best Cpa consulting in Westport, Connecticut
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Jay B. Chadwick, CPA
Jay B. Chadwick, CPA is a reputable accounting and finance institution located at 431 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Jay B. Chadwick, CPA for accurate and reliable financial guidance to help them achieve their goals.
Stanley Glick CPA LLC
Stanley Glick CPA LLC is a reputable accounting and finance institution located at 10 Bay Street in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and auditing, our firm is dedicated to providing top-notch services tailored to meet our clients' needs. Trust Stanley Glick CPA LLC for all your accounting and finance needs.
Bernhardt CPA
Bernhardt CPA is a reputable accounting and finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, Bernhardt CPA offers a wide range of services including tax preparation, financial planning, audit representation, and more. Whether you are an individual or a business owner, Bernhardt CPA is dedicated to providing personalized and high-quality financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Dougherty John T CPA
Dougherty John T CPA is a trusted accounting and finance institution located at 265 Post Road West in Westport, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses manage their finances effectively and achieve their financial goals. Whether you need assistance with tax filing or financial analysis, Dougherty John T CPA is committed to providing top-notch service tailored to meet your specific needs.
Paradigm Financial Partners
Paradigm Financial Partners, located at 315 Post Road West in Westport, Connecticut, is a finance institution that recently joined forces with Trivium Point Advisory and Lyons & Lyons, CPAs. They offer a comprehensive range of financial services, including wealth management, tax and accounting, and business advisory services all under one roof. Their team of experienced professionals helps clients understand their numbers and create personalized financial roadmaps to achieve their goals. By combining wealth management, accounting, and business advisory services, they provide a specialized experience for individuals who value financial stewardship. With locations in Westport, White Plains, and Ridgefield, Paradigm Financial Partners is dedicated to helping clients navigate their financial journey with confidence and clarity.
Lyons & Lyons
Lyons & Lyons, located at 898 Ethan Allen Highway in Ridgefield, Connecticut, is a leading accounting and finance institution. Exciting news! Trivium has welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. At Lyons & Lyons, they specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all in one convenient location. Dedicated to individuals looking for a central advisor for their financial needs, Lyons & Lyons offers a personalized experience that combines wealth management, accounting, and business advisory services. Their goal is to help clients understand their numbers and create a personalized financial roadmap to reach their goals. Owners accumulate people, not wealth, and Lyons & Lyons aims to eliminate the need for multiple advisors and alleviate the stress of deciding whose advice to follow. With additional offices in Westport and White Plains, Lyons & Lyons is committed to providing top-notch financial services to clients in the Connecticut and New York area.
Merrill Lynch Financial Advisor John-Michael Peters
Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
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