Customized tax solutions in Connecticut
196 results found
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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 -
Edward Rando
● OpenEdward Rando is a reputable insurance agency located at 172 Boston Post Road in East Lyme, Connecticut, United States. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Their team of knowledgeable agents are dedicated to providing personalized and reliable coverage options to ensure their clients are protected in any situation. Whether you are looking for auto, home, life, or business insurance, Edward Rando is committed to finding the right policy for you. Visit their office today to discuss your insurance needs and receive top-notch customer service.
172 Boston Post Rd, East Lyme, CT 06333, United States -
Chapman Financial Partners
● OpenChapman Financial Partners is a leading finance institution located at 255 Woodbine Road in Colchester, Connecticut, United States. Our team of experienced financial professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Chapman Financial Partners is here to help. With a commitment to excellence and a focus on building long-term relationships, we strive to be your trusted partner in financial success. Visit us today to learn more about how we can help you secure your financial future.
255 Woodbine Rd, Colchester, CT 06415, 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 -
Mark Benedict - Morgan Stanley
● OpenMark Benedict - Morgan Stanley is a finance institution located at 5 Fort Rachel Place in Groton, Connecticut, United States. Specializing in wealth management and investment services, our team of experts are dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and top-tier customer service, we strive to provide comprehensive financial planning and investment strategies tailored to each individual's needs. Contact us today to learn more about how we can help you secure your financial future.
5 Fort Rachel Pl, Mystic, CT 06355, 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 -
Cedric Hankerson - Morgan Stanley
● OpenCedric Hankerson - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Specializing in investment services, financial planning, and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and top-notch customer service, we strive to provide our clients with the best possible financial solutions. Contact us today to learn more about how we can help you secure your financial future.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, 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 -
Crestwood Advisors
● ClosedCrestwood Advisors, located at 23 Old Kings Highway South in Darien, Connecticut, is a finance institution led by President Leah R. Sciabarrasi, CFP®. The firm prides itself on being a wealth advisory firm that they would choose to be clients of themselves. They strive to stay ahead of the curve by constantly adapting, learning, and improving to help clients succeed. Putting people first, Crestwood listens, understands, and advises with a personal touch, taking into consideration individual circumstances. Building strong emotional connections with clients, they aim to know them and their families well, often spanning relationships across generations. Their inclusive teams offer a broad perspective to help clients navigate life's journey. Crestwood Advisors has recently been recognized by WealthManagement.com in its RIA Edge 100 list, showcasing their dedication to reinvesting in their business for continued growth and client value.
23 Old Kings Hwy S, Darien, CT 06820, United States -
Merrill Lynch Financial Advisor J. Randall Kemka
● ClosedMerrill Lynch Financial Advisor J. Randall Kemka, located at 1499 Post Road, Fairfield, Connecticut, United States, is part of The Kemka Group, dedicated to providing Wealth Management services to families going through an M&A event. With pillars of Competence, Integrity, Knowledge, and Experience, our team puts the client first, offering sound, objective counsel in the ever-changing financial environment. We focus on simplifying the lives of business owners, high net worth families, and corporate executives through confidential advice, guidance, and service. Our disciplined wealth management process, supported by Merrill Lynch Wealth Management and Bank of America resources, provides clients with tailored financial strategies and tax-efficient investment planning. With a prudent investment philosophy, ongoing research, and top-notch client service, we offer an extraordinary wealth management experience. Our team, supported by Merrill's global resources, builds strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™ and personalized plans, we help clients achieve their financial goals by adapting to changes in their lives and the financial markets. As Merrill Lynch Wealth Management Advisors, we offer customized investment approaches to address your needs and pursue your goals. With a dedicated one-on-one relationship, personalized investment strategies, and comprehensive financial solutions from Merrill and Bank of America, we are committed to helping you live your best financial life.
1499 Post Rd, Fairfield, CT 06824, United States -
Garett C. Ceraso - Wilmington Advisors @ M&T
● ClosedGarett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
1022 High Ridge Rd, Stamford, CT 06905, United States -
Merrill Lynch Financial Advisor T. McCabe O Donnell
● ClosedMerrill Lynch Financial Advisor T. McCabe O Donnell is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture. The institution offers personalized wealth management strategies, access to investment insights, and banking solutions from Bank of America. The team is committed to building strong client relationships based on trust and personalized service. The institution believes in understanding your goals and priorities to create a personalized financial approach. They offer tools to help you keep track of changes in your life and financial goals. The goal is to help you achieve your goals through a customized investment approach designed to address your financial needs. Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to address your needs and pursue your goals. Todd O Donnell is registered to do business in several states. Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, 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 -
Alex.Brown, A Division of Raymond James
● OpenAlex.Brown, A Division of Raymond James is a prestigious finance institution located at 3 Pickwick Plaza in Greenwich, Connecticut, United States. With a long history of providing top-notch financial services, Alex.Brown offers a wide range of investment opportunities and wealth management solutions to its clients. As a division of Raymond James, the institution combines the expertise and resources of two industry leaders to deliver unparalleled financial advice and support. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Alex.Brown is committed to helping you achieve your goals.
3 Pickwick Plaza, Greenwich, CT 06830, United States -
Webster Wealth Advisors
● OpenWebster Wealth Advisors is a prestigious finance institution located at 195 Danbury Road in Wilton, Connecticut, United States. As a leading wealth management firm, they provide expert financial planning and investment services to help individuals and families achieve their financial goals. With a team of experienced advisors, Webster Wealth Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Webster Wealth Advisors is dedicated to helping you build and preserve your financial future.
195 Danbury Rd, Wilton, CT 06897, United States -
Merrill Lynch Financial Advisor Michael J Iacobelli
● ClosedMerrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies. Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Walbert Capital Management
● ClosedWalbert Capital Management is a reputable finance institution located at 11 Forest Street in New Canaan, Connecticut, United States. Specializing in investment management, the institution offers personalized financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Walbert Capital Management is dedicated to providing top-notch financial advice and strategies to its clients.
11 Forest St, New Canaan, CT 06840, United States -
Northwestern Mutual - Anthony Incerto Jr
● ClosedNorthwestern Mutual - Anthony Incerto Jr is a reputable finance and insurance agency located at 1 Eliot Place in Fairfield, Connecticut, United States. With a strong commitment to helping clients achieve financial security and peace of mind, this institution offers a wide range of services including investment planning, retirement planning, and insurance solutions. Led by experienced financial advisor Anthony Incerto Jr, the team at Northwestern Mutual is dedicated to providing personalized and comprehensive financial guidance to individuals and families. Whether you are looking to build wealth, protect your assets, or plan for the future, Northwestern Mutual - Anthony Incerto Jr is here to help you reach your financial goals.
1 Eliot Pl #200, Fairfield, CT 06824, 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 -
Merrill Lynch Financial Advisor William T Tassinaro
● ClosedMerrill Lynch Financial Advisor William T Tassinaro is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. With a focus on managing your wealth, William Tassinaro creates flexible strategies tailored to your financial goals in today's ever-changing market conditions. By combining the investment insights of Merrill and the banking solutions of Bank of America, he provides personalized wealth management strategies to help you pursue your goals. William Tassinaro follows the Merrill tradition of community involvement, volunteering with organizations in the community. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and priorities. By starting with a conversation to understand your aspirations and priorities, he helps you make investment decisions that align with your goals.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Sageview Capital
● OpenSageview Capital, located in Greenwich, Connecticut, is a finance institution that goes beyond just providing capital. They believe in working closely with entrepreneurs to understand their businesses and create a custom approach for success. With decades of experience and operational expertise, they collaborate with ambitious entrepreneurs to build long-lasting, industry-defining companies. As active partners, they take board representation and provide guidance on organizational design, go-to-market strategies, and more. Sageview Capital focuses on investing in disruptive software and tech-enabled businesses that improve industries and individual operations, whether it's B2B or B2C software, tech-enabled platforms, or e-commerce solutions.
55 Railroad Ave # 300, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Benjamin C. Bryce
● ClosedMerrill Lynch Financial Advisor Benjamin C. Bryce is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Every relationship with this institution begins with a conversation to help identify and prioritize your most important goals. The team at Merrill believes in helping clients achieve financial success by making investment decisions that align with their personal goals. They offer personalized financial approaches tailored to each individual's needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment, Merrill aims to gain a deeper understanding of each client's investing preferences to create a customized financial plan. The team is committed to helping clients stay informed and on track towards their financial goals, adjusting their approach as life and market conditions change. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial solutions and exemplary client service. Merrill Lynch Financial Advisor Benjamin C. Bryce is dedicated to building strong client relationships based on trust and personalized service, helping clients achieve their financial aspirations.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, 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 -
Merrill Lynch Financial Advisor Michael J Cirullo
● ClosedMerrill Lynch Financial Advisor Michael J Cirullo is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution believes in the importance of taking care of your money to ensure it takes care of you in return. They prioritize having conversations with clients to understand their goals and priorities, whether it's wealth transfer, financial customization, or guidance on informed decision-making. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly. They offer tools to help clients track changes in their lives and reflect those changes in their financial plans. The team at Merrill Lynch focuses on building long-term relationships based on trust, integrity, and personalized service.
185 Asylum St 14th Floor, Hartford, CT 06103, 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 -
Zdebski John a CPA
● OpenZdebski John, CPA is a reputable accounting and finance institution located at 828 Sullivan Avenue in South Windsor, Connecticut, United States. With years of experience in the industry, Zdebski John offers a wide range of services including tax preparation, financial planning, and auditing. Their team of certified professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Zdebski John, CPA to handle all your accounting and finance needs with precision and expertise.
828 Sullivan Ave, South Windsor, CT 06074, United States -
Accounting Connections
● ClosedAccounting Connections is a leading institution located at 750 Main Street in Hartford, Connecticut, specializing in accounting and finance services. Our team of local CPA and payroll providers offer custom accounting solutions for small businesses, designed to fit your needs and budget. Whether you are managing customers, patients, or projects, we can create a program tailored to your specific requirements. Contact us at 860-993-4418 or email us at info@accounting-connections.com to learn more about how we can help streamline your financial processes.
750 Main St Suite 606, Hartford, CT 06103, United States -
Pinnacle Taxx Advisors LLC
● ClosedPinnacle Taxx Advisors LLC is a leading accounting and finance institution located at 1445 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals provides expert tax and financial advisory services to individuals and businesses. With a focus on delivering personalized solutions and maximizing financial efficiency, we strive to help our clients reach their financial goals and achieve long-term success. Trust Pinnacle Taxx Advisors LLC for all your accounting and finance needs.
1445 E Putnam Ave, Old Greenwich, CT 06870, United States -
Business and Personal Benefit Planning Group
● OpenThe Business and Personal Benefit Planning Group is a finance institution located at 2514 Boston Post Road in Darien, Connecticut, United States. Our team of experts specializes in creating customized financial plans to help businesses and individuals achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experienced advisors are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
2514 Boston Post Rd, Darien, CT 06820, United States -
THE WOOD GROUP - Morgan Stanley
● OpenTHE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States
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