Customized investment solutions in Connecticut
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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 -
Boundless Financial Solutions
● ClosedBoundless Financial Solutions is a leading finance institution located at 135 Day Street in Newington, Connecticut, United States. Our team of experienced financial experts is dedicated to providing personalized and innovative solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or need assistance with financial planning, our team is here to help you navigate the complex world of finance. With a commitment to excellence and a focus on customer satisfaction, Boundless Financial Solutions is your trusted partner for all your financial needs.
135 Day St #1c, Newington, CT 06111, United States -
SB Wealth Solutions
● ClosedSB Wealth Solutions is a leading finance institution located at 44 Hyde Avenue in Vernon, Connecticut, United States. With a team of experienced financial advisors, we provide personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to guide you every step of the way. At SB Wealth Solutions, we are committed to helping you secure a brighter financial future.
Lower Level, 44 Hyde Ave, Vernon, CT 06066, United States -
Optimum Retirement Solutions
● ClosedOptimum Retirement Solutions is a finance institution located at 12 Roosevelt Avenue in Stonington, Connecticut, United States. Our dedicated team of experts specializes in helping individuals plan for their retirement years with tailored financial solutions. Whether you are looking to maximize your savings, invest wisely, or create a comprehensive retirement plan, we are here to help you achieve your financial goals. Trust Optimum Retirement Solutions to provide you with the guidance and support you need to secure a comfortable and prosperous future.
12 Roosevelt Ave, Mystic, CT 06355, United States -
Robert Velardi - Financial Advisor - Ion Investments
● ClosedRobert Velardi - Financial Advisor - Ion Investments is a reputable finance institution located at 2989 Whitney Avenue, Hamden, Connecticut, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity in serving our customers. As a family-owned business, we prioritize looking out for our clients' best interests. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that sets us apart from larger banks. We specialize in financial planning and risk management through our unique 5 Step Process designed to help clients achieve their financial goals. Our advisors provide economic insights and market alerts to guide decision-making and keep clients informed. We make investing simple, fast, and easy for our clients, offering one of the fastest growing Wealth Management programs.
2989 Whitney Ave, Hamden, CT 06518, United States -
Jennifer Grennan - Financial Advisor - Ion Investments
● ClosedJennifer Grennan - Financial Advisor at Ion Investments is a trusted source for all of your financial planning needs. Located at 910 Wolcott Street in Waterbury, Connecticut, Jennifer Grennan offers personalized financial advice and guidance to help you reach your goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Jennifer Grennan can help you create a customized financial plan that fits your unique needs. With years of experience and expertise in finance, Jennifer Grennan is committed to helping you achieve financial success. Contact Jennifer Grennan - Financial Advisor at Ion Investments today to schedule a consultation and take the first step towards a secure financial future.
910 Wolcott St, Waterbury, CT 06705, United States -
Tricia Gordon - Financial Advisor - Ion Investments
● ClosedLocated at 218 Maple Avenue in Cheshire, Connecticut, Tricia Gordon - Financial Advisor - Ion Investments is a reputable finance institution known for its high level of expertise, communication, planning, and integrity. As a part of Ion Bank's partnership with Osaic Institutions Inc., they offer a wide range of financial products and services with a personalized touch. Their team of financial professionals follows a unique 5 Step Process to help clients achieve their financial goals, starting with a complimentary plan and moving on to customized asset management. They provide economic insights, market alerts, and regular communication to guide clients in making informed decisions.
218 Maple Ave, Cheshire, CT 06410, United States -
Jason Giordano - Financial Advisor - Ion Investments
● ClosedJason Giordano - Financial Advisor - Ion Investments is a renowned finance institution located at 4 Main Street in Farmington, Connecticut, United States. With a focus on providing expert financial advice and investment services, Jason Giordano and his team at Ion Investments are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Jason Giordano is committed to providing personalized and comprehensive financial solutions. Visit Ion Investments today to start building a secure financial future.
4 Main St, Farmington, CT 06032, United States -
DFS, Inc. Registered Investment Adviser
● ClosedDFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs. Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.
1171 E Putnam Ave, Riverside, CT 06878, United States -
Archer Solutions LLC
● ClosedArcher Solutions LLC is a leading finance institution located at 224 Farmington Avenue in Hartford, Connecticut. With a strong presence in the United States, Archer Solutions LLC offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Archer Solutions LLC is a trusted partner for all your financial needs.
224 Farmington Ave Suite C, Hartford, CT 06105, United States -
B&A Benefit Solutions
● OpenB&A Benefit Solutions is a health and insurance agency located at 45 Pilgrim Avenue in Waterbury, Connecticut, United States. At B&A Benefit Solutions, you can compare top-rated insurance companies side-by-side, maximize discounts, and receive unparalleled customer service from our team. We specialize in building insurance protection policies that are tailored to your specific situation, rather than a one-size-fits-all approach. We are proud to serve the communities of Waterbury, New Haven, Wolcott, Prospect, and Naugatuck. As a local agency, we stand with you when you have an insurance claim and offer more than just an 800 number for support. Our team is dedicated to providing quick and efficient service through technology investments.
45 Pilgrim Ave, Waterbury, CT 06704, United States -
TD Wealth
● ClosedTD Wealth is a leading financial institution located at 203 Trumbull Street in Hartford, Connecticut. As a trusted provider of financial services, TD Wealth offers a wide range of solutions to help clients achieve their financial goals. From investment management to retirement planning, our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions. With a strong commitment to customer service and a focus on personalized strategies, TD Wealth is the go-to destination for all your financial needs.
203 Trumbull St, Hartford, CT 06103, United States -
Waterbury Residential, Commercial and Industrial Properties, LLC
● ClosedWaterbury Residential, Commercial and Industrial Properties, LLC is a reputable general contractor and real estate agency located at 83 Bank Street in Waterbury, Connecticut. With a strong focus on providing top-notch services for residential, commercial, and industrial properties, this institution is dedicated to meeting the diverse needs of its clients. Whether you are looking to build a new home, renovate your office space, or invest in industrial properties, Waterbury Residential, Commercial and Industrial Properties, LLC has the expertise and experience to help you achieve your goals. Trustworthy, reliable, and committed to excellence, this institution is your go-to partner for all your property needs in the Waterbury area.
83 Bank St, Waterbury, CT 06702, United States -
South Common 1 LLC
● OpenSouth Common 1 LLC is a reputable institution located at 22 South Commons Road in Waterbury, Connecticut. As a leading entity in the area, South Common 1 LLC offers a wide range of services and resources to its clients. With a focus on providing top-notch customer service and innovative solutions, this institution is dedicated to meeting the needs of individuals and businesses alike. Whether you are looking for financial advice, real estate services, or investment opportunities, South Common 1 LLC has the expertise and experience to assist you. Visit their office today to learn more about the valuable services they offer.
22 S Commons Rd #20, Waterbury, CT 06704, United States -
Granby Properties LLC
● OpenGranby Properties LLC is a real estate company located at 225 Salmon Brook Street in Granby, Connecticut. We specialize in property management, leasing, and development services. Our team is dedicated to providing top-notch customer service and finding the perfect solution for all your real estate needs. Whether you are looking to rent a residential or commercial property, buy a new home, or invest in real estate, Granby Properties LLC is here to help. Contact us today to learn more about our services and available properties.
225 Salmon Brook St, Granby, CT 06035, United States -
Fish Enterprises
● OpenFish Enterprises is a premier real estate agency located at 302 West Main Street in Avon, Connecticut. With a strong reputation for excellence and professionalism, Fish Enterprises is dedicated to helping clients buy, sell, and rent properties in the local area. Our team of experienced agents provides personalized service and expert advice to ensure a smooth and successful real estate transaction. Whether you are looking for your dream home or seeking to maximize the value of your investment property, Fish Enterprises is here to help you every step of the way. Visit us today to experience the difference our agency can make in your real estate journey.
302 W Main St #155, Avon, CT 06001, United States -
SWJ Suites
● OpenSWJ Suites is a reputable real estate agency located at 27 Plant Street in the bustling city of New Haven, Connecticut. We specialize in providing top-notch accommodation solutions for individuals and families looking to rent or purchase quality properties in the area. Our team of experienced agents is dedicated to helping clients find their dream home or investment property. We offer a wide range of options to suit every budget and preference, ensuring a seamless and stress-free experience for our valued customers. Trust SWJ Suites to help you find the perfect place to call home in the vibrant city of New Haven.
27 Plant St, New Haven, CT 06515, United States -
Elm City Management
● OpenElm City Management is a reputable institution located at 645 Whitney Avenue in New Haven, Connecticut, United States. They specialize in providing top-notch property management services for residential and commercial properties in the area. With a team of experienced professionals, Elm City Management is dedicated to ensuring the satisfaction of their clients by offering efficient and reliable services. Whether you are a property owner looking for a management company or a tenant in need of a rental property, Elm City Management is the go-to institution for all your property management needs.
645 Whitney Ave, New Haven, CT 06511, United States -
Frew Management Llc
● ClosedFrew Management LLC is a reputable real estate agency located at 45 Nash Street in New Haven, Connecticut, United States. With a strong focus on providing exceptional property management services, Frew Management LLC is dedicated to helping clients buy, sell, rent, and manage residential and commercial properties. Their team of experienced professionals is committed to delivering top-notch customer service and ensuring that all real estate transactions are handled with efficiency and expertise. Whether you are looking to invest in a new property or need assistance in managing your current real estate assets, Frew Management LLC is the go-to agency for all your real estate needs.
45 Nash St, New Haven, CT 06511, United States -
Griswold Gardens
● ClosedGriswold Gardens is a reputable real estate agency located at 30 Salem Court in Glastonbury, Connecticut. We specialize in helping clients buy, sell, and rent properties in the beautiful town of Glastonbury and its surrounding areas. Our team of experienced agents is dedicated to providing top-notch service and guidance throughout the entire real estate process. Whether you are looking for your dream home, investment property, or rental, Griswold Gardens is here to help you every step of the way. Contact us today to start your real estate journey with a trusted partner by your side.
30 Salem Ct, Glastonbury, CT 06033, United States -
Fotini Martin LLC
● ClosedFotini Martin LLC is a top-rated real estate agency located at 2 Ledgebrook Drive in Mansfield, Connecticut. Our experienced team of professionals is dedicated to helping clients buy, sell, and rent residential and commercial properties in the area. With a focus on providing exceptional customer service and personalized attention, we strive to make the real estate process smooth and stress-free for our clients. Whether you are looking to find your dream home, sell your current property, or invest in real estate, Fotini Martin LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
2 Ledgebrook Dr, Mansfield Center, CT 06250, United States -
North Point Properties
● ClosedNorth Point Properties is a reputable real estate agency located at 8 Giles Hill Road in Redding, Connecticut. With a team of experienced professionals, we specialize in buying, selling, and renting residential and commercial properties in the United States. Our commitment to exceptional customer service and expert knowledge of the local market sets us apart from the competition. Whether you are looking to find your dream home or sell your property quickly and efficiently, North Point Properties is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
8 Giles Hill Rd, Redding, CT 06896, United States -
Portfolio Advisors LLC
● ClosedPortfolio Advisors LLC is a finance institution located at 9 Old Kings Highway South in Darien, Connecticut, United States. With a focus on providing tailored investment solutions and strategic advice, Portfolio Advisors LLC offers a range of services to help clients achieve their financial goals. Their team of experienced professionals works closely with each client to develop personalized portfolios that align with their unique objectives and risk tolerance. Whether you are seeking wealth management, asset allocation, or investment consulting services, Portfolio Advisors LLC is dedicated to helping you navigate the complexities of the financial landscape with confidence and expertise.
9 Old Kings Hwy S, Darien, CT 06820, United States -
Rothschild Financial Consulting
● OpenRothschild Financial Consulting is a leading financial advisory firm located at 15 Lake Road in Ridgefield, Connecticut, United States. Our team of experienced professionals provides comprehensive financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, Rothschild Financial Consulting is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
15 Lake Rd, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor John D Doscher
● ClosedMerrill Lynch Financial Advisor John D Doscher, located in Ridgefield, Connecticut, United States, offers personalized wealth management services to help clients navigate life's changes and achieve their financial goals. With a focus on risk management, income generation, and tax efficiency, John Doscher crafts tailored strategies to address clients' specific needs, whether it's planning for retirement, funding education, purchasing a home, or passing on wealth to future generations. John Doscher believes in proactive planning and educating clients on financial matters, encouraging open communication with both spouses and involving the next generation in wealth management discussions. With a background in sociology and anthropology, he takes a holistic approach to understanding clients' fears, objectives, and concerns, aligning tax and estate planning strategies with their overall financial goals.
63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Marano Consulting
● OpenMarano Consulting is a reputable finance institution located at 42 Lake Avenue Extension in Danbury, Connecticut, United States. With a team of experienced financial experts, Marano Consulting offers a wide range of financial services including investment management, financial planning, and wealth management. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Marano Consulting is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Marano Consulting to provide you with expert financial advice and superior customer service.
42 Lake Ave Ext UNIT 192, Danbury, CT 06811, United States -
The Gioffre Group at Morgan Stanley
● ClosedThe Gioffre Group at Morgan Stanley is a leading financial institution located at 90 Grove Street in Ridgefield, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment planning, and retirement strategies. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you in building and preserving your wealth.
90 Grove St Suite 204, Ridgefield, CT 06877, United States -
Catalyst Financial Group Inc
● OpenCatalyst Financial Group Inc is a leading finance institution located at 152 Deer Hill Avenue in Danbury, Connecticut, United States. With a strong reputation for providing top-notch financial services, Catalyst Financial Group Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Catalyst Financial Group Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
152 Deer Hill Ave # 208, Danbury, CT 06810, United States -
Merrill Lynch Financial Advisor Peter M Starrett
● ClosedMerrill Lynch Financial Advisor Peter M Starrett is a finance institution located at 63 Copps Hill Road, Ridgefield, Connecticut, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Peter Starrett is dedicated to providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. Managing your wealth begins with a deep understanding of your financial picture, and Peter can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Peter works to help you pursue your financial goals through personalized wealth management strategies.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor Thomas Gipson
● ClosedMerrill Lynch Financial Advisor Thomas Gipson is a finance institution located at 63 Copps Hill Road, Ridgefield, Connecticut, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor at this institution focuses on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's wealth transfer, pursuing your passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your preferences and goals. With access to Merrill's investment insights and Bank of America's banking solutions, the team works with you to develop a personalized plan to address your financial needs. The mission is to understand you and what matters most to you, designing a plan to help you pursue your financial goals while managing risks. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the markets. The institution offers comprehensive financial solutions and personalized investment strategies to help you achieve your goals. With a dedicated Merrill advisor, you can receive guidance tailored to your unique needs and financial situation. Whether you're planning for retirement, education, or future generations, the team at Merrill Lynch Financial Advisor Thomas Gipson is there to help you navigate the complexities of your financial life and work towards your goals.
63 Copps Hill Rd, Ridgefield, CT 06877, United States
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