Customized investment solutions in Connecticut
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Bank of America Private Client Advisor Filomena M. Soyster
● OpenBank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.
29 S Main St, West Hartford, CT 06107, United States -
Sarpu Cardinal Wealth Management Group
● OpenSarpu Cardinal Wealth Management Group is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Sarpu Cardinal Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to schedule a consultation and take the first step towards financial success.
180 Glastonbury Blvd Ste 302, Glastonbury, CT 06033, United States -
Merrill Lynch Financial Advisor Kevin McCulloch
● ClosedMerrill Lynch Financial Advisor Kevin McCulloch is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. They offer a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals. They provide access to investment insights from Merrill and the banking convenience of Bank of America. The team is passionate about delivering excellent service and helping clients pursue their financial goals. They participate in community volunteering and offer personalized wealth management plans through Merrill Personal Wealth Analysis™. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They focus on understanding clients' priorities and goals, using tools to track changes and adjust financial approaches accordingly. The advisors at Merrill Lynch Wealth Management work closely with clients to create customized investment strategies tailored to their needs and goals. Kevin McCulloch is registered to do business in multiple states and provides personalized investment strategies and financial solutions. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to understand the differences between these services and determine the best approach for their financial needs.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Richard J Neuman
● ClosedMerrill Lynch Financial Advisor Richard J Neuman, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch believes in personalized one-on-one conversations to get to know you and your family's unique needs and aspirations. Whether you are planning for retirement, saving for a home, or funding your child's education, they will work with you to create a customized financial approach that reflects your priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the long term. The team of talented and experienced individuals at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals and focused on what you want to achieve. They understand that life and financial markets can change over time, so they regularly check in with you to discuss any adjustments needed to your financial approach to help you stay on track.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor William M Healey
● Closeda personalized plan to help you pursue your financial goals and navigate the complexities of investing. With access to the resources of Merrill Lynch Wealth Management and Bank of America, we can provide you with a comprehensive approach to managing your wealth. Located at 2 Pickwick Plaza in Greenwich, Connecticut, Merrill Lynch Financial Advisor William M Healey offers over 30 years of financial industry experience. Bill Healey's mission is to help clients define success, develop a game plan to achieve positive outcomes, and simplify their financial lives. With a focus on coaching and mentoring, Bill aims to bring transparency and simplicity to the complexities of investing, making the journey towards financial goals an exciting one.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Thomas G Kolenberg
● ClosedMerrill Lynch Financial Advisor Thomas G Kolenberg, located at 301 Tresser Boulevard, Stamford, Connecticut, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By creating a personalized financial approach tailored to your unique situation, they aim to help you manage, grow, and preserve your wealth while planning for the future. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a comprehensive financial plan focused on your individual needs and priorities. Through the Merrill Personal Wealth Analysis™, they can create a customized plan centered on your goals and aspirations. The team believes in regular check-ins to discuss any changes in your life or financial markets, ensuring that your financial approach stays aligned with your evolving goals.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Mark B Silverman
● ClosedMerrill Lynch Financial Advisor Mark B Silverman is a renowned finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a strong reputation for providing expert financial advice and guidance, clients can trust Mark B Silverman and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark B Silverman is dedicated to helping you achieve your goals.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Allan Winthrop Linke
● ClosedMerrill Lynch Financial Advisor Allan Winthrop Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team within the institution, works with a select group of clients nationwide, providing customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team prioritizes communication, respect, and personalized advice to help clients reach their financial goals. They believe in creating value for clients by addressing complex circumstances and anticipating future needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Allan Winthrop Linke can help clients pursue their financial objectives effectively.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Frank A Federici
● ClosedMerrill Lynch Financial Advisor Frank A Federici, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to get to know you and your family's unique needs and aspirations. They offer personalized financial planning services to help you manage, grow, and preserve your wealth, while also considering your legacy and future generations. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a customized financial approach tailored to your individual goals and priorities. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Thomas W Dornan
● ClosedMerrill Lynch Financial Advisor Thomas W Dornan, located at 1020 Boston Post Road, Darien, Connecticut, United States, is a finance institution dedicated to helping individuals and families achieve their financial goals. At Merrill Lynch, every relationship begins with a conversation to understand what matters most to you. Whether you are planning for retirement, saving for a home, or funding a child's education, the institution focuses on customizing a financial approach tailored to your unique needs and aspirations. Through the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of your investing preferences and goals, in order to provide personalized insights and resources. The institution believes in the importance of adapting to changes in your life and financial goals, offering tools to help you track and adjust your financial approach accordingly.
1020 Boston Post Rd, Darien, CT 06820, United States -
Christian A Templeman - Morgan Stanley
● OpenChristian A Templeman - Morgan Stanley is a renowned finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, they provide expert advice and support to clients looking to grow and manage their wealth. Whether you are seeking investment opportunities, retirement planning, or wealth management services, Christian A Templeman - Morgan Stanley offers personalized solutions tailored to meet your individual needs and goals. Trust in their experienced team of professionals to help you navigate the complexities of the financial world and achieve your financial objectives.
1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, United States -
33 Capital Management
● Closed33 Capital Management is a premier finance institution located in Greenwich, Connecticut. With a prime location at 71 Arch Street, this institution offers a wide range of financial services to clients seeking expert guidance and personalized investment strategies. The team at 33 Capital Management is dedicated to providing top-notch financial advice and management 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, 33 Capital Management is here to help you every step of the way.
71 Arch St 3rd floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Benjamin C Smiles
● Closedhave about your financial future, Merrill Lynch Financial Advisor Benjamin C Smiles is here to provide personalized guidance and support. Located at 301 Tresser Boulevard in Stamford, Connecticut, our team at The Smiles Group is dedicated to putting you at the center of the planning process, offering access to global investing capabilities from Merrill and banking solutions from Bank of America. Whether you're planning for your children's education, ensuring income lasts through retirement, covering healthcare costs, or preserving wealth, our team can assist you in identifying and prioritizing your personal goals. We believe in developing a personalized financial strategy aligned with your aspirations to help you manage, grow, and preserve your wealth today and for the future.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Iridian Asset Management LLC
● ClosedIridian Asset Management LLC is a renowned finance institution located at 276 Post Road West in Westport, Connecticut, United States. With a focus on investment management, Iridian Asset Management LLC is known for its expertise in analyzing and selecting stocks to achieve superior returns for its clients. The institution prides itself on its commitment to delivering top-notch financial services and strategic investment solutions to help clients reach their financial goals.
276 Post Rd W, Westport, CT 06880, United States
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List of local businesses, places and services in Connecticut
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