Customized tax solutions in Connecticut
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Southport Financial Group
● OpenSouthport Financial Group is a leading finance institution located at 107 John Street in Fairfield, Connecticut, United States. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Southport Financial Group is here to help. With a commitment to excellence and a focus on customer service, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Visit us today to see how we can help you secure your financial future.
107 John St, Southport, CT 06890, United States -
Southport Harbor Wealth Advisors - Raymond James
● OpenSouthport Harbor Wealth Advisors - Raymond James is a leading financial institution located at 2150 Post Road in Fairfield, Connecticut, United States. As a trusted wealth management firm, we provide personalized financial planning and investment services to help our clients achieve their financial goals. Our experienced advisors offer expert guidance and customized solutions to help clients navigate the complex world of finance. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Southport Harbor Wealth Advisors - Raymond James is here to help you every step of the way.
2150 Post Rd Ste 402, Fairfield, CT 06824, United States -
Zeigler Wealth Management - UBS Financial Services Inc.
● OpenZeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.
100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor James C Steele
● ClosedMerrill Lynch Financial Advisor James C Steele, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to clients. With over 60 years of combined experience, the Hoelzer Steele Group provides a holistic approach to financial planning, taking into account clients' goals, risk tolerance, and investment objectives. The team focuses on frequent communication, honesty, and transparency to build trust with clients. The institution offers customizable wealth management services to affluent individuals, families, and professionals, guiding clients through various life events such as career changes, education savings, retirement planning, and legacy planning. The team at Merrill Lynch aims to create a customized financial strategy tailored to each client's unique needs and goals. They utilize resources from Bank of America and Merrill to address all aspects of a client's financial life.
2 Pine St, New Canaan, CT 06840, United States -
Bryan P Stern CPA
● OpenBryan P Stern CPA is a trusted accounting and finance institution located at 27 Pine Street in New Canaan, Connecticut, United States. They specialize in providing tailored tax services for individuals, businesses, not-for-profits, trusts, and estates. Whether you need assistance with tax preparation, planning, sales, payroll, income, or foreign bank account reporting, they will customize their services to meet your specific needs. In addition to tax services, Bryan P Stern CPA offers customized bookkeeping and accounting services to help businesses manage their finances efficiently and effectively. By keeping all services under one roof, they can provide up-to-date financial reports on a regular basis, allowing clients to make well-informed business decisions.
27 Pine St Suite 3, New Canaan, CT 06840, United States -
Guidelight Financial
● ClosedGuidelight Financial is a leading finance institution located at 50 Washington Street in Norwalk, Connecticut. Our team of experienced financial experts is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Guidelight Financial is here to guide you every step of the way. With a focus on transparency, integrity, and exceptional customer service, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to schedule a consultation and see how Guidelight Financial can help you secure a brighter financial future.
50 Washington St 4th Floor, Norwalk, CT 06854, United States -
Gutowski Consulting
● OpenGutowski Consulting, located at 9 Bartling Drive in Easton, Connecticut, is a reputable institution specializing in accounting and finance services. With over 30 years of experience, our team of highly qualified professionals is dedicated to helping clients navigate the complexities of financial management. We offer a comprehensive range of accounting services, including Quickbooks assistance, financial statement preparation, budgeting, and more. Our services are tailored to meet the specific needs of each client, ensuring a personalized approach to financial success.
9 Bartling Dr, Easton, CT 06612, United States -
Greenwich Soundview Group - Morgan Stanley
● OpenGreenwich Soundview Group - Morgan Stanley is a renowned finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and advisory services. Known for their expertise and professionalism, Greenwich Soundview Group - Morgan Stanley is dedicated to providing top-notch financial solutions to their clients.
One Fawcett Pl 3rd Floor, Greenwich, CT 06830, United States -
BookSmart Bookkeeping and Consulting LLC
● ClosedBookSmart Bookkeeping and Consulting LLC is a professional accounting and finance institution located at 296 Cox Road in Portland, Connecticut, United States. Our team of experienced and knowledgeable experts provides a wide range of bookkeeping and consulting services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, payroll processing, or financial planning, we are here to help. Trust BookSmart Bookkeeping and Consulting LLC for all your accounting needs.
296 Cox Rd, Portland, CT 06480, United States -
James Schmiedel Money Concepts Financial Planning
● ClosedJames Schmiedel Money Concepts Financial Planning is a reputable finance institution located at 22 Independence Circle in Middlebury, Connecticut, United States. With a team of experienced financial planners, they provide personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, James Schmiedel Money Concepts Financial Planning can help you create a customized financial plan tailored to your specific needs. Visit their office today to start planning for a secure financial future.
22 Independence Cir, Middlebury, CT 06762, United States -
Rudolf Associates Inc
● OpenRudolf Associates Inc is a reputable institution located at 36 Mill Plain Road in Danbury, Connecticut, United States. With a focus on providing top-notch services and solutions, Rudolf Associates Inc is known for their expertise in various fields. Whether it's consulting, financial services, or business development, clients can trust Rudolf Associates Inc for reliable and professional support. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner for individuals and businesses alike. Visit Rudolf Associates Inc today and experience the difference for yourself.
36 Mill Plain Rd, Danbury, CT 06811, 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 -
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 -
The Ferris Financial Group
● OpenThe Ferris Financial Group is a leading finance institution located at 40 High Street in Bristol, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.
40 High St STE 1, Bristol, CT 06010, United States -
P C Planning & Benefits
● OpenP C Planning & Benefits is a leading finance institution located at 12 Rocklyn Court in Simsbury, Connecticut, United States. With a team of experienced financial experts, they specialize in helping individuals and businesses plan for their financial futures and maximize their benefits. Whether you are looking to invest, save for retirement, or navigate complex insurance policies, P C Planning & Benefits is dedicated to providing personalized solutions tailored to your specific needs. Trust them to guide you towards financial success and security.
12 Rocklyn Ct, West Simsbury, CT 06092, United States -
William Joseph Capital Management, LLC
● OpenWilliam Joseph Capital Management, LLC is a reputable financial institution located at 210 Redstone Hill Road in Bristol, Connecticut, United States. With a team of experienced professionals, they provide comprehensive wealth management services to individuals and businesses. Their personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, William Joseph Capital Management, LLC is dedicated to helping you build and preserve your wealth.
210 Redstone Hill Rd Suite 5, Bristol, CT 06010, United States -
Karl M Anderson - Morgan Stanley
● OpenKarl M Anderson - Morgan Stanley is a finance institution located at 90 Grove Street in Ridgefield, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Karl M Anderson - Morgan Stanley 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, this institution provides personalized solutions to meet your needs.
90 Grove St, Ridgefield, CT 06877, United States -
Jonathan Andrews - Wilmington Advisors @ M&T
● ClosedJonathan Andrews - Wilmington Advisors @ M&T is a finance institution located at 282 Scott Swamp Road in Farmington, Connecticut. As a part of M&T Bank, they offer expert financial advice and services to individuals and businesses in the area. With a team of experienced advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Jonathan Andrews - Wilmington Advisors @ M&T is committed to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
282 Scott Swamp Rd, Farmington, CT 06032, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 70 East Main Street in Avon, Connecticut, United States. With a strong focus on providing personalized financial solutions, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are 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 expert guidance and support every step of the way.
70 E Main St, Avon, CT 06001, United States -
Merrill Lynch Financial Advisor David F. Farnham
● ClosedMerrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.
29 S Main St, West Hartford, CT 06107, United States -
Horizon Financial Advisors
● ClosedHorizon Financial Advisors is a reputable financial institution located at 16 Arapahoe Road in West Hartford, Connecticut, United States. With a team of experienced and knowledgeable financial advisors, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is here to provide personalized solutions tailored to your individual needs. Trust Horizon Financial Advisors to guide you towards a brighter financial future.
16 Arapahoe Rd, West Hartford, CT 06107, 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 -
Marc D Danais - Morgan Stanley
● OpenMarc D Danais - Morgan Stanley is a renowned finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a strong reputation for providing top-notch financial services, the institution is committed to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, the experienced team at Marc D Danais - Morgan Stanley is dedicated to delivering personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and customer-focused, this institution is a trusted partner in navigating the complexities of the financial world.
225 Asylum St 14th Floor, Hartford, CT 06103, United States -
Merrill Lynch Financial Advisor John M Sawka
● ClosedMerrill Lynch Financial Advisor John M Sawka is a finance institution located at 200 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Our mission is to understand our clients and what matters most to them, in order to help them pursue their financial goals while managing investment risk. We work with you to design and implement a personalized plan that considers your current wealth and future aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, we aim to address your financial needs and help you achieve your goals. Our team is comprised of experienced individuals committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. By checking in regularly and discussing changes in your life and financial markets, we aim to keep you on track to achieve what's most important to you.
200 Glastonbury Blvd Suite 302, Glastonbury, CT 06033, 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 -
Sunstone Financial Group
● ClosedSunstone Financial Group, located at 243 Hartford Turnpike in Vernon, Connecticut, is a finance, health, and insurance agency dedicated to providing holistic financial expertise to its clients. With a commitment to transforming dreams into tangible realities, Sunstone forges collaborative partnerships with clients to build secure and prosperous futures. As an independent, family-owned firm, Sunstone specializes in retirement income planning, long-term care planning, insurance, and legacy planning. The team at Sunstone believes in safeguarding their clients' financial well-being as if they were family members, providing unwavering dedication and care. Through a time-tested decision-making process grounded in empirical evidence, Sunstone educates and guides clients to help them achieve their financial goals. With a focus on diversification and comprehensive planning, Sunstone helps clients navigate the complexities of investment planning and retirement preparation. Additionally, Sunstone offers customized healthcare solutions tailored to individual needs, ensuring clients receive the support they deserve. At Sunstone Financial Group, the goal is to empower clients to make informed financial decisions and achieve a secure and comfortable future.
243 Hartford Turnpike, Vernon, CT 06066, United States -
Merrill Lynch Financial Advisor David D Zellner
● ClosedMerrill Lynch Financial Advisor David D Zellner, located at 350 Goose Lane in Guilford, Connecticut, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, David Zellner works to help you pursue your aspirations and manage your wealth effectively. By participating in the community and volunteering with local organizations, David Zellner demonstrates a commitment to understanding and serving the needs of his clients. Through the Merrill Personal Wealth Analysis™, he can help you create a personalized financial plan focused on your priorities and aspirations.
350 Goose Ln, Guilford, CT 06437, United States -
Crown Financial
● OpenCrown Financial is a reputable finance institution located at 16 Hall Hill Road in Somers, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or managing your finances, Crown Financial is here to help. We strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
16 Hall Hill Rd, Somers, CT 06071, 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
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List of local businesses, places and services in Connecticut
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