TOP 30 Customer service in Connecticut
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Elma Dunn, CRPC - UBS Financial Services Inc.
● OpenElma Dunn, CRPC - UBS Financial Services Inc. is a reputable finance institution located at 265 Church Street in New Haven, Connecticut, United States. With a focus on providing personalized financial services, Elma Dunn, CRPC and her team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Elma Dunn and her team to provide expert guidance and support. Contact them today to schedule a consultation and start building a secure financial future.
1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States -
Cormier Financial Partners - Ameriprise Financial Services, LLC
● OpenCormier Financial Partners - Ameriprise Financial Services, LLC, located at 850 Farmington Avenue, Farmington, Connecticut, is a trusted finance institution that has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust strategies as life changes. With access to investments and accounts from any device, clients can securely manage their finances. The advisors at Ameriprise Financial Services are registered in certain U.S. states and provide initial consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can refer friends or family members to the institution for personalized financial advice. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
850 Farmington Ave, Farmington, CT 06032, United States -
River Valley Wealth Management - Ameriprise Financial Services, LLC
● OpenRiver Valley Wealth Management - Ameriprise Financial Services, LLC, located at 63 High Street in Suffield, Connecticut, is a finance institution that offers personalized financial planning services. Ameriprise financial advisors are registered to do business in certain U.S. states, providing tailored advice to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping individuals and families make informed decisions about their finances. Users of the Ameriprise Financial website are bound by the terms and regulations outlined, ensuring a secure and transparent experience. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of services to support clients in their financial journey. If you refer friends or family members to Ameriprise Financial, they will receive personalized assistance in reaching their financial goals. Feel free to inform them that Ameriprise Financial will be in touch soon to discuss their financial needs.
The Parsonage, 63 High St, Suffield, CT 06078, United States -
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC
● OpenRoot, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC is a reputable finance institution located at 30 Waterside Drive in Farmington, Connecticut, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, their knowledgeable advisors can help create a customized financial plan tailored to your unique needs. Trust Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC to provide you with expert guidance and support on your financial journey.
30 Waterside Dr Ste 302, Farmington, CT 06032, United States -
VEILLETTE, DONATO & ASSOCIATES - Ameriprise Financial Services, LLC
● OpenVeillette, Donato & Associates - Ameriprise Financial Services, LLC is a finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. Our team of financial advisors is dedicated to helping clients navigate the complexities of investing and financial planning. We offer personalized services tailored to each individual's risk tolerance and financial goals. Our advisors are registered in certain U.S. states and adhere to strict regulations set by FINRA. At Veillette, Donato & Associates, we understand that risk and reward are essential components of investing. We work closely with clients to determine their risk tolerance and create a customized investment strategy that aligns with their financial objectives. Whether you are looking to build wealth, save for retirement, or plan for your family's future, our team is here to provide expert guidance and support.
City Place II, 185 Asylum St 8th floor, Hartford, CT 06103, United States -
Bruce Buck - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBruce Buck - Financial Advisor, Ameriprise Financial Services, LLC, located at 27 Hartford Turnpike in Vernon, Connecticut, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Bruce Buck provides guidance on saving for college, retirement planning, smart investments, and more. By creating a customized financial strategy, clients can feel more confident and in control of their financial life. Bruce Buck is registered in states where securities business is conducted and adheres to FINRA's regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients achieve their financial goals. Feel free to refer friends and family to Bruce Buck for financial advice and they will be contacted promptly. Members of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients.
27 Hartford Turnpike #208c, Vernon, CT 06066, United States -
Patricia Moebius Lyman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatricia Moebius Lyman is a financial advisor at Ameriprise Financial Services, LLC, located at 213 Court Street in Middletown, Connecticut, United States. With a focus on providing personalized financial advice, Patricia and her team are dedicated to helping clients achieve their financial goals. Each advisor at Ameriprise has their own top areas of focus, so clients can choose an approach that aligns best with their needs. Clients can review Patricia's background, credentials, and experience before filling out a request for a consultation. The initial consultation is complimentary, allowing clients to discuss their financial goals and create a customized plan for their future.
213 Court St #601, Middletown, CT 06457, United States -
Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4 Main Street, Farmington, Connecticut, United States. Richard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Richard's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuing education, Richard is dedicated to providing comprehensive financial planning services to individuals and businesses.
4 Main St, Farmington, CT 06032, United States -
Rogers Financial Services
● ClosedRogers Financial Services is a reputable finance institution located at 112 New London Road in Groton, Connecticut. With a strong commitment to providing high-quality financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rogers Financial Services is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
112 New London Rd # B, Groton, CT 06340, United States -
Rodney L Campopiano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRodney L Campopiano, a Financial Advisor at Ameriprise Financial Services, LLC located at 165 State Street in New London, Connecticut, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, Rodney takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By providing tailored guidance, clients can feel more confident and in control of their financial future. As a registered advisor, Rodney can only conduct securities business with residents of specific states. Clients can access background and qualification information on FINRA's BrokerCheck website. The initial consultation with Rodney offers an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial Services, LLC does not guarantee future financial results.
165 State St Ste 311, New London, CT 06320, United States -
Alex Demetrio CFP® CEPA® - UBS Financial Services Inc.
● OpenAlex Demetrio CFP® CEPA® - UBS Financial Services Inc. is a finance institution located at 2 Union Street in New London, Connecticut, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Alex Demetrio provides expert financial services to clients looking to secure their financial future and plan for their retirement. With a focus on personalized financial planning and wealth management, Alex Demetrio and his team at UBS Financial Services Inc. work closely with clients to create customized investment strategies tailored to their individual goals and risk tolerance. Whether you're looking to grow your wealth, protect your assets, or plan for the future, Alex Demetrio CFP® CEPA® - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
2 Union St, New London, CT 06320, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 859 Boston Post Road in Madison, Connecticut, United States. The institution offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized solutions to meet your specific needs.
859 Boston Post Rd, Madison, CT 06443, United States -
Daniel Richard Adams Jr. - UBS Financial Services Inc.
● OpenDaniel Richard Adams Jr. - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in finance, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Daniel Richard Adams Jr. - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, this institution is committed to delivering personalized and comprehensive financial solutions tailored to your specific needs.
2 Union St, New London, CT 06320, United States -
Haggerty Financial Partners - UBS Financial Services Inc.
● OpenHaggerty Financial Partners - UBS Financial Services Inc. is a reputable finance institution located at 265 Church Street in New Haven, Connecticut, United States. With a focus on providing top-tier financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering expert guidance and exceptional customer service to ensure clients' financial success.
1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States -
Holton Goward Wealth Management Group - UBS Financial Services Inc.
● OpenHolton Goward Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 265 Church Street in New Haven, Connecticut, United States. With a strong focus on providing personalized wealth management services, the team at Holton Goward is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, they offer a comprehensive range of services to meet the unique needs of each individual. With a reputation for excellence and a commitment to client satisfaction, Holton Goward Wealth Management Group is a trusted partner in financial success.
Century Tower 4th and 6th Floors, 1, 265 Church St, New Haven, CT 06510, United States -
UBS Financial Services Inc.
● ClosedUBS Financial Services Inc. is a leading finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized advice and innovative strategies. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, UBS Financial Services Inc. is committed to providing exceptional service and expertise to meet your needs.
8 Wright St, Westport, CT 06880, United States -
Henehan & Pekala - Ameriprise Financial Services, LLC
● OpenHenehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road in Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We cannot guarantee future financial results, but we are committed to helping our clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. Contact us to schedule a meeting and discuss what's most important to you. Member FINRA and SIPC. Thank you for considering us to help your friends and family members with their financial needs.
2507 Post Rd Fl 3, Southport, CT 06890, United States -
Lindley Food Services
● ClosedLindley Food Services is a well-established grocery and supermarket located at 444 North Main Street in Waterbury, Connecticut. Our institution offers a wide range of fresh produce, meats, dairy products, and pantry staples to meet all of your food shopping needs. With a commitment to quality and customer satisfaction, Lindley Food Services is a trusted destination for local residents looking for top-notch groceries at affordable prices. Visit us today to experience the convenience and variety that sets us apart from other stores in the area.
444 N Main St, Waterbury, CT 06704, United States -
Bank of America (Lobby Service Only)
● ClosedBank of America (Lobby Service Only) located at 330 West Main Street in New Britain, Connecticut, United States, is a financial institution offering lobby services to its customers. As a bank, it provides a range of financial services including deposit accounts, loans, mortgages, and investment products. Customers can visit the lobby to speak with a representative, make deposits and withdrawals, and access other banking services. With a focus on customer service and financial expertise, Bank of America strives to meet the financial needs of individuals and businesses in the local community.
330 W Main St, New Britain, CT 06052, United States -
Navin Bros Food Services Inc
● ClosedNavin Bros Food Services Inc is a well-established food and grocery store located at 1740 Randolph Road in Middletown, Connecticut. With a wide selection of fresh produce, pantry staples, and specialty items, this institution is a one-stop shop for all your grocery needs. Whether you're looking for everyday essentials or unique ingredients for a special recipe, Navin Bros Food Services Inc has you covered. The friendly staff and convenient location make shopping here a pleasant experience for customers in the Middletown area.
1740 Randolph Rd, Middletown, CT 06457, United States -
Atlantis Tax Services LLC
● ClosedAtlantis Tax Services LLC is a reputable accounting and finance institution located at 1116 Madison Avenue in Bridgeport, Connecticut, United States. With a team of experienced professionals, Atlantis Tax Services LLC provides a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Atlantis Tax Services LLC is dedicated to helping clients navigate the complexities of the financial world with ease and confidence.
1116 Madison Ave, Bridgeport, CT 06606, United States -
Andrew D. Herr, CFA - UBS Financial Services Inc.
● OpenAndrew D. Herr, CFA - UBS Financial Services Inc. is a renowned finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation in the industry, the institution offers a wide range of financial services to meet the diverse needs of its clients. Led by Andrew D. Herr, a Certified Financial Analyst, the team at UBS Financial Services Inc. is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, UBS Financial Services Inc. is committed to delivering top-notch service and support.
100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, United States -
Jonas Thomas Tax & Accounting Services
● ClosedJonas Thomas Tax & Accounting Services is a reputable institution located at 65 Cedar Street in Norwalk, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Jonas Thomas Tax & Accounting Services for all your financial needs.
65 Cedar St #4, Norwalk, CT 06854, United States -
BNY Mellon Shareowner Services
● ClosedBNY Mellon Shareowner Services is a finance institution located at 111 Founders Plaza in East Hartford, Connecticut, United States. As a leading provider of shareholder services, BNY Mellon Shareowner Services offers a range of services including stock transfer, dividend disbursement, and proxy services. With a commitment to excellence and customer satisfaction, BNY Mellon Shareowner Services is dedicated to helping individuals and companies manage their investments effectively.
111 Founders Plaza, East Hartford, CT 06108, United States -
Champ Production Services
● ClosedChamp Production Services is a top-notch food production facility located at 434 Tunnel Road in Vernon, Connecticut. Specializing in high-quality food products, this institution serves as a grocery and supermarket store for all your culinary needs. With a wide range of fresh and locally sourced ingredients, Champ Production Services is dedicated to providing customers with the best in food products. Visit us today to experience our exceptional service and top-notch selection of goods.
434 Tunnel Rd, Vernon, CT 06066, United States -
Bank of America (with Drive-thru services)
● ClosedBank of America in Berlin, Connecticut offers convenient drive-thru services for all your banking needs. Located at 525 New Britain Road, this trusted financial institution provides a range of services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to excellent customer service and a wide network of ATMs, Bank of America is dedicated to helping you achieve your financial goals. Visit us today to experience the convenience of our drive-thru services.
525 New Britain Rd, Berlin, CT 06037, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is located at 495 Flatbush Avenue in Hartford, Connecticut, United States. This finance institution offers a range of services to help individuals with their tax preparation needs. While tax advance loans are no longer available this year, Tax Pros are ready to assist customers in maximizing their refunds. Customers can conveniently drop off their tax documents and have a Tax Pro take care of the rest, including a quick review and e-signing process. At this location, Tax Pros are fluent in Spanish, catering to Hispanic clients. Situated within Walmart, customers can get their taxes done while they shop, ensuring they still receive their biggest refund. Refund Advance loans, which allow customers to access money before their tax refund arrives, were available at select locations for a limited time. Appointments for in-person tax preparation, drop-off services, and assistance with IRS letters can be scheduled online or by calling (860) 453-2035.
495 Flatbush Ave, Hartford, CT 06106, United States -
Bhav Accounting Services, LLC
● OpenBhav Accounting Services, LLC is a reputable accounting and finance institution located at 53 Connecticut Boulevard in East Hartford, Connecticut, United States. Specializing in a wide range of accounting services, including bookkeeping, tax preparation, payroll management, and financial consulting, our team of experienced professionals is dedicated to providing high-quality and personalized financial solutions to individuals and businesses alike. With a commitment to excellence and customer satisfaction, Bhav Accounting Services, LLC is your trusted partner for all your accounting and finance needs.
53 Connecticut Blvd #5, East Hartford, CT 06108, United States -
Just Right Bookkeeping & Consulting Service
● ClosedJust Right Bookkeeping & Consulting Service is a trusted institution located at 5 Spice Hill Drive, Wallingford, Connecticut, United States. Specializing in accounting and finance, we offer a range of services including bill pay, customer invoicing, payroll, and sales tax management. Whether you need weekly, monthly, or quarterly support, we can handle all your bookkeeping needs both on-site and off-site. Our team is led by Janice Barsalou, an Advanced Certified Quickbooks Pro Advisor with over 20 years of experience in the industry. From training sessions to file conversions, we are here to ensure your financial records are accurate and up-to-date. We also offer great deals on Quickbooks products, including software, merchant services, and payroll services. Contact us today at [email protected] for personalized assistance with your bookkeeping needs.
5 Spice Hill Dr, Wallingford, CT 06492, United States -
Just Right Bookkeeping & Consulting Service
● OpenJust Right Bookkeeping & Consulting Service is a comprehensive institution located at 965 East Main Street in Meriden, Connecticut, offering a wide range of accounting and bookkeeping services. From bill pay and customer invoicing to payroll and sales tax, we handle all your financial needs with precision and expertise. Whether you require on-site or off-site services, our team is dedicated to providing top-notch assistance in managing your books effectively. We specialize in helping new businesses get started on the right foot, as well as offering training sessions for individuals or groups looking to enhance their bookkeeping skills. Our Advanced Certified Quickbooks Pro Advisor, Janice Barsalou, is a seasoned professional with over 20 years of experience in the industry. She is committed to providing personalized support and guidance to ensure that every client understands the intricacies of financial record-keeping.
965 E Main St, Meriden, CT 06450, United States
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