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TOP 30 Customized wealth planning in Stamford, CT
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EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
First County Bank
First County Bank is a trusted financial institution located at 2950 Summer Street in Stamford, Connecticut. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing personalized service and innovative solutions, First County Bank is dedicated to helping our customers achieve their financial goals.
Savings Bank of Danbury
The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.
Merrill Lynch Financial Advisor Richard J Neuman
Merrill 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.
Merrill Lynch Financial Advisor Thomas G Kolenberg
Merrill 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.
Merrill Lynch Financial Advisor Frank A Federici
Merrill 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.
Merrill Lynch Financial Advisor Benjamin C Smiles
have 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.
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