Estate and trust planning in New Haven, CT
35 results found
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Merrill Lynch Financial Advisor Norman N Forrester
● OpenMerrill Lynch Financial Advisor Norman N Forrester is a reputable finance institution located at 157 Church Street in New Haven, Connecticut, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Norman N Forrester is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help secure your financial future.
157 Church St, New Haven, CT 06510, United States -
EastRock Wealth Management - UBS Financial Services Inc.
● OpenEastRock Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 265 Church Street in New Haven, Connecticut, United States. As a leading wealth management firm, EastRock offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors and experts, EastRock provides personalized investment strategies, retirement planning, estate planning, and wealth management solutions. Clients can trust EastRock Wealth Management to provide expert guidance and support in navigating the complexities of the financial world and making informed decisions to grow and protect their wealth.
1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States -
Fernandez Advisors
● OpenFernandez Advisors is a trusted financial consulting firm located at 91 East Pearl Street in New Haven, Connecticut. Our team of experienced advisors provides personalized financial planning services to help clients achieve their goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and tax strategies. At Fernandez Advisors, we are committed to providing our clients with expert guidance and support to help them navigate the complexities of the financial world. Contact us today to schedule a consultation and start planning for a brighter financial future.
91 E Pearl St, New Haven, CT 06513, United States -
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenPatrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice and planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Patrick J Shannon is equipped to address the diverse needs of individuals. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. With a team of professionals holding designations such as CFA, CFP®, and CIMA®, clients can trust that they are receiving advice from highly qualified experts in the field. Whether it's retirement planning, investment management, or tax planning, Patrick J Shannon - Private Wealth Advisor is dedicated to helping clients achieve their financial goals.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
Drescott Thompson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDrescott Thompson - Financial Advisor, Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, is a reputable institution offering a wide range of financial services. The team at Drescott Thompson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. Clients can trust the advisors at Drescott Thompson to provide personalized and comprehensive financial planning services to help them achieve their financial goals.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
Bank of America Private Client Advisor Sandra V. Senich
● OpenBank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.
157 Church St, New Haven, CT 06510, 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 -
Smith & Pavano: Smith Brian F CPA
● OpenSmith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
47 Middletown Ave, North Haven, CT 06473, United States -
Zee Holdings
● OpenZee Holdings is a trusted real estate agency located at 540 Ella T Grasso Boulevard in New Haven, Connecticut. With over 5000 homeowners choosing Zee Holdings to sell their properties, you can expect the highest cash offer possible and a hassle-free selling experience. We buy houses directly with our own cash, eliminating the middleman and covering all costs to maximize your offer. You can choose your own closing date that works for you and your family, and we handle all repairs, buying your house in its current condition. Our dedicated Transaction Coordination Team will guide you through the process from start to finish, making it as smooth as possible. Whether you're looking to sell due to financial distress, inheritance, relocation, divorce, or any other reason, Zee Holdings is here to provide exceptional service and competitive cash offers. We charge no hidden fees or commissions, offering a fair all-cash offer for your property. Sell your house in just a few days with Zee Holdings, the #1 cash home buyer in Connecticut. Contact us today to get started on selling your property quickly and easily.
540 Ella T Grasso Blvd, New Haven, CT 06519, United States -
Ruane Attorneys at Law LLC
● OpenRuane Attorneys at Law LLC is a reputable law firm located in the heart of New Haven, Connecticut. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal representation to our clients. Whether you are facing a criminal charge, dealing with a personal injury case, or in need of estate planning services, we are here to help. With a commitment to excellence and a track record of success, Ruane Attorneys at Law LLC is the trusted choice for individuals seeking legal assistance in the New Haven area. Contact us today to schedule a consultation and discuss your legal needs.
928 Chapel St Suite 208, New Haven, CT 06511, United States -
Attorney Sharyn N D'Urso
● OpenAttorney Sharyn N D'Urso is a reputable law firm located at 27 Elm Street in New Haven, Connecticut. Specializing in various areas of law, including but not limited to family law, estate planning, and probate, Attorney D'Urso provides expert legal services to clients throughout the United States. With a strong commitment to professionalism and client satisfaction, the firm is known for its personalized approach and dedication to achieving the best possible outcomes for each individual case. Contact Attorney Sharyn N D'Urso today for trusted legal representation.
27 Elm St, New Haven, CT 06510, United States -
Bernblum & Greenberg
● OpenBernblum & Greenberg is a prestigious finance and law firm located at 142 Temple Street in the heart of New Haven, Connecticut. With a team of experienced lawyers and financial experts, they provide top-notch legal and financial services to their clients. Whether you need assistance with investment strategies, estate planning, or legal representation, Bernblum & Greenberg is dedicated to helping you achieve your goals. Trust in their expertise and professionalism to guide you through any financial or legal matter with confidence.
142 Temple St floor 2, New Haven, CT 06510, United States -
Labriola & Labriola LLC
● OpenLabriola & Labriola LLC is a reputable law firm located in Naugatuck, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at Labriola & Labriola LLC is dedicated to providing high-quality legal services to their clients. With a commitment to professionalism and client satisfaction, this firm is known for their expertise and personalized approach to each case. Located at 1451 New Haven Road, Labriola & Labriola LLC is a trusted institution for legal representation in the Naugatuck area.
1451 New Haven Rd, Naugatuck, CT 06770, United States -
Law Office of Kirsten Mendillo, LLC
● OpenThe Law Office of Kirsten Mendillo, LLC is a reputable law firm located at 373 Humphrey Street in New Haven, Connecticut. Specializing in various legal matters, including personal injury, family law, and estate planning, Attorney Kirsten Mendillo and her team strive to provide exceptional legal representation to clients throughout the United States. With a commitment to personalized service and a dedication to achieving the best possible outcomes for their clients, the Law Office of Kirsten Mendillo, LLC is a trusted choice for those in need of expert legal counsel.
373 Humphrey St, New Haven, CT 06511, United States -
James "Jim" Nugent, Attorney at Law
● OpenJames "Jim" Nugent, Attorney at Law is a reputable legal institution located at 234 Church Street in New Haven, Connecticut, United States. Specializing in various areas of law, Jim Nugent provides expert legal advice and representation to clients in need. With years of experience and a commitment to upholding justice, this institution is a trusted source for legal assistance in the New Haven area. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, James "Jim" Nugent is dedicated to helping you navigate the complexities of the legal system with ease and confidence.
234 Church St, New Haven, CT 06510, United States -
Buckley & Buckley, LLC Attorneys at Law
● OpenBuckley & Buckley, LLC Attorneys at Law is a reputable law firm located at 234 Church Street in New Haven, Connecticut. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, the experienced attorneys at Buckley & Buckley, LLC are dedicated to providing top-notch legal representation and personalized service to their clients. With a track record of success and a commitment to achieving the best possible outcomes for their clients, Buckley & Buckley, LLC is a trusted choice for anyone in need of legal assistance in the New Haven area.
234 Church St, New Haven, CT 06510, United States -
Charlesworth George H
● OpenCharlesworth George H is a prestigious law firm located in the heart of New Haven, Connecticut. With a reputation for excellence and a commitment to providing top-notch legal services, the team at Charlesworth George H is dedicated to serving their clients with integrity and professionalism. Specializing in a variety of legal areas, including but not limited to, personal injury, criminal defense, and family law, the experienced lawyers at Charlesworth George H are ready to assist clients with their legal needs. Located at 47 Lawrence Street, Charlesworth George H is conveniently situated for clients in the New Haven area seeking expert legal representation. Trust Charlesworth George H to provide you with the legal expertise and guidance you need to navigate the complexities of the legal system.
47 Lawrence St, New Haven, CT 06511, United States -
Cahill & Perry, P.C. Attorneys at Law
● OpenCahill & Perry, P.C. Attorneys at Law is a reputable law firm located at 43 Trumbull Street in New Haven, Connecticut, United States. Specializing in various legal matters, our team of experienced attorneys provide expert advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business law matters, our dedicated team is here to help. Trust Cahill & Perry, P.C. Attorneys at Law to provide you with the legal guidance and support you need to navigate the complexities of the legal system.
43 Trumbull St, New Haven, CT 06510, United States -
Kevin Smith, Attorney at Law LLC
● OpenKevin Smith, Attorney at Law LLC is an award-winning criminal defense law firm located at 928 Chapel Street in New Haven, Connecticut. Specializing in criminal defense cases, our experienced attorneys have a proven track record of success from trial courts to the Supreme Court of Connecticut. We believe that no case is too small and approach each case with the same level of commitment and dedication, whether it's a misdemeanor or a felony. Our team of legal experts is dedicated to protecting your freedom and reputation, providing you with the experienced legal counsel and unwavering support you need to navigate the legal system successfully. From violent crimes to sex offenses to misdemeanors, we are your dedicated advocates for unwavering criminal defense representation. We understand the importance of your case and work tirelessly to achieve the best possible outcome for you.
928 Chapel St Suite 208, New Haven, CT 06510, United States -
Law Office of Scott D. Rosenberg
● OpenThe Law Office of Scott D. Rosenberg is a reputable legal institution located at 677 State Street in New Haven, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Scott D. Rosenberg provides expert legal representation and guidance to clients in need. With a strong track record of success and a commitment to upholding the rights of his clients, Attorney Rosenberg is dedicated to achieving the best possible outcomes for those he represents. If you are in need of legal assistance in the New Haven area, look no further than the Law Office of Scott D. Rosenberg.
677 State St, New Haven, CT 06511, United States -
Shoreline Elder Law - Jay H. Jaser, Elder Law Attorney
● OpenShoreline Elder Law, led by experienced Elder Law Attorney Jay H. Jaser, is a reputable institution located at 224 New Haven Avenue in Milford, Connecticut. Specializing in health and legal services for the elderly, Shoreline Elder Law offers compassionate and knowledgeable guidance on a variety of legal matters affecting seniors. Whether you need assistance with estate planning, long-term care planning, or Medicaid eligibility, Jay H. Jaser and his team are dedicated to providing personalized solutions to meet your specific needs. Trust Shoreline Elder Law to advocate for you and your loved ones as you navigate the complexities of elder law.
224 New Haven Ave, Milford, CT 06460, United States -
Fournier Legal Services LLC
● OpenFournier Legal Services LLC is a modern, client-centric law firm located at 64 Thompson Street in East Haven, Connecticut. We provide sophisticated and timely legal solutions for individuals, families, and businesses. Our team, led by Joe Fournier, is dedicated to exceeding your expectations and providing exceptional customer service. Whether you need assistance with estate planning, employment law, business strategy, or any other legal matter, we are here to help. Our team utilizes the latest technology to increase efficiency and lower costs, ensuring that you receive high-quality legal services without breaking the bank.
64 Thompson St STE A101, East Haven, CT 06513, United States -
Mark W. Dost
● OpenMark W. Dost is a prestigious institution located at 900 Main Street South in Southbury, Connecticut, United States. Specializing in estate planning and probate, Mark W. Dost offers comprehensive services to individuals and families in need of professional assistance with gift planning, long-term care planning, trust administration, and more. As a seasoned lawyer admitted to practice before state and federal courts in Connecticut, as well as the United States Tax Court, Mark W. Dost has decades of experience in drafting wills and trusts, settling estates in probate court, and assisting clients in qualifying for Medicaid. He is also qualified to represent audits and proceedings before the Internal Revenue Service, the Connecticut Department of Revenue Services, and State and Federal Courts.
900 Main St S Suite 102, Southbury, CT 06488, United States -
Law Offices of Charles L. Kurmay
● OpenThe Law Offices of Charles L. Kurmay, located at 61 Cherry Street in Milford, Connecticut, is a reputable institution specializing in estate planning, probate, complex litigation, and criminal defense. With over 100 years of combined experience, our team is dedicated to serving as zealous advocates for our clients. Led by attorney Charles L. Kurmay, who has more than two decades of legal expertise in state, federal, and international law, our firm is committed to providing top-notch legal services. Mr. Kurmay, the son of renowned probate judge F. Paul Kurmay, works closely with his father, who continues to offer valuable insights and advice on probate-related matters.
61 Cherry St STE 1, Milford, CT 06460, United States -
East Rock Law
● OpenEast Rock Law is a reputable law firm located in the vibrant city of New Haven, Connecticut. Situated at 157 Church Street, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, East Rock Law is committed to representing our clients with integrity and professionalism. Whether you are facing a legal issue or seeking legal advice, our knowledgeable attorneys are here to guide you through the legal process and help you achieve the best possible outcome. Contact East Rock Law today for expert legal representation you can trust.
157 Church St 19th Floor, New Haven, CT 06510, United States -
The Haymond Law Firm
● OpenThe Haymond Law Firm is a prestigious legal institution located at 900 Chapel Street in New Haven, Connecticut, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal representation and guidance to clients in need. With a team of experienced and skilled lawyers, The Haymond Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with a legal dispute, or require help with estate planning, The Haymond Law Firm is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
900 Chapel St #620, New Haven, CT 06510, United States -
Lilburn Verna B
● OpenLilburn Verna B is a reputable law firm located at 59 Elm Street in New Haven, Connecticut, United States. Specializing in various areas of law, the experienced attorneys at Lilburn Verna B provide top-notch legal services to clients in need of expert guidance and representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Lilburn Verna B is a trusted institution in the legal community. Whether you are facing a personal injury case, a criminal matter, or need assistance with estate planning, the skilled lawyers at Lilburn Verna B are here to help. Contact them today to schedule a consultation and discuss your legal needs.
59 Elm St Suite 140, New Haven, CT 06511, United States -
The Ali Law Firm, LLC
● OpenThe Ali Law Firm, LLC is a reputable legal institution located at 150 New Haven Avenue in Milford, Connecticut. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with a real estate transaction, or require help with estate planning, The Ali Law Firm, LLC is here to help. Trust us to provide you with expert legal guidance and representation to help you navigate through the complexities of the legal system.
150 New Haven Ave, Milford, CT 06460, United States -
Doyon & White Law Group, PLLC
● OpenDoyon & White Law Group, PLLC is a trusted legal institution located at 555 Long Wharf Drive in New Haven, Connecticut. Specializing in Estate Planning, Probate Administration, Probate Litigation, Catastrophic Personal Injury, Wrongful Death, and more, the team at Doyon & White Law Group is dedicated to guiding clients through life's legal challenges with expertise and compassion. At Doyon & White Law Group, personalized legal solutions tailored to each client's unique needs are provided. Whether you are facing probate disputes, wrongful death claims, catastrophic injury cases, or need assistance with estate planning, the experienced team is here to help.
555 Long Wharf Dr Floor 1, New Haven, CT 06511, United States -
The Law Offices of Thomas J. Piscatelli, LLC
● OpenThe Law Offices of Thomas J. Piscatelli, LLC is a reputable legal practice located at 291 Whitney Avenue in New Haven, Connecticut. Led by experienced attorney Thomas J. Piscatelli, the firm is dedicated to providing high-quality legal services to clients in need of representation in various areas of law. With a focus on personalized attention and strategic advocacy, the team at The Law Offices of Thomas J. Piscatelli, LLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a criminal charge, dealing with a family law issue, or seeking assistance with estate planning, you can trust this firm to provide you with the guidance and support you need. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.
291 Whitney Ave Suite 205, New Haven, CT 06511, United States
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