Estate and trust services in Connecticut
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City Trust Collection
● ClosedCity Trust Collection is a reputable real estate agency located at 957 Main Street in Bridgeport, Connecticut. With a strong commitment to providing top-notch service and expertise in the real estate market, our team of professionals is dedicated to helping clients find their dream homes or investment properties. Whether you are buying, selling, or renting, City Trust Collection is here to guide you every step of the way. Contact us today to start your real estate journey with confidence and trust.
957 Main St, Bridgeport, CT 06604, United States -
Laurel Estates
● OpenLaurel Estates is a premier senior living community located at 40 Farmcrest Drive in Waterbury, Connecticut. Our beautifully landscaped grounds and luxurious amenities provide a comfortable and welcoming environment for our residents. With a focus on personalized care and independence, Laurel Estates offers a variety of lifestyle options including independent living, assisted living, and memory care services. Our dedicated staff is committed to providing exceptional care and support to help residents thrive and enjoy their golden years to the fullest. Come experience the warmth and hospitality of Laurel Estates and discover why we are a trusted choice for senior living in Waterbury.
40 Farmcrest Dr, Waterbury, CT 06704, United States -
Betsy Little Real Estate
● OpenBetsy Little Real Estate is a reputable real estate agency located on Shepard Road in Connecticut, United States. With a dedicated team of experienced professionals, Betsy Little Real Estate specializes in helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home or seeking to invest in real estate, their knowledgeable agents are ready to assist you every step of the way. Trust Betsy Little Real Estate to provide personalized service and expert guidance to help you achieve your real estate goals.
Shepard Rd, Norfolk Historic District, CT 06058, United States -
JS Real Estate Enterprises, LLC
● ClosedJS Real Estate Enterprises, LLC is a premier real estate agency located at 35 Anton Lane in Berlin, Connecticut, United States. With a dedicated team of experienced professionals, we provide top-notch services to help clients buy, sell, or rent properties in the area. Whether you are looking for your dream home, an investment property, or commercial real estate, we are here to guide you through the process with expertise and personalized attention. Trust JS Real Estate Enterprises, LLC to help you achieve your real estate goals.
35 Anton Ln, Berlin, CT 06037, United States -
Stepny Place: Real Estate Agency
● OpenStepny Place is a premier real estate agency located at 1800 Silas Deane Highway in Rocky Hill, Connecticut. Our dedicated team of experienced agents is committed to helping clients find their dream homes or investment properties. Whether you are looking to buy, sell, or rent, we provide personalized service and expert guidance every step of the way. Trust Stepny Place to make your real estate experience smooth and successful.
1800 Silas Deane Hwy, Rocky Hill, CT 06067, United States -
Louis Real Estate Services
● OpenLouis Real Estate Services is a reputable real estate agency located at 71 West Stafford Road in Stafford, Connecticut. With a team of experienced and dedicated professionals, we are committed to providing top-notch services to our clients in buying, selling, and renting properties. Whether you are looking for your dream home or seeking to sell your current property, our agency is here to assist you every step of the way. Trust Louis Real Estate Services to help you navigate the real estate market with ease and confidence.
71 W Stafford Rd, Stafford Springs, CT 06076, United States -
Calcagni Real Estate
● ClosedCalcagni Real Estate is a premier real estate agency located at 25 Boston Street in Guilford, Connecticut. With a team of experienced and knowledgeable real estate agents, Calcagni Real Estate is dedicated to helping clients buy, sell, or rent properties in the area. Whether you are looking for a new home, investment property, or commercial space, Calcagni Real Estate can provide personalized service to meet your needs. Trust in Calcagni Real Estate for all your real estate needs in Guilford and the surrounding areas.
25 Boston St, Guilford, CT 06437, United States -
Executive Room Services
● OpenExecutive Room Services is a premier real estate agency located at 780 Post Road in the picturesque town of Darien, Connecticut. Our team of experienced professionals is dedicated to providing top-notch service and expertise in assisting clients with all their real estate needs. Whether you are looking to buy, sell, or rent a property, our knowledgeable staff is here to guide you every step of the way. Trust Executive Room Services to help you find your dream home or investment property in Darien and beyond.
780 Post Rd, Darien, CT 06820, United States -
Greg Broadbent Real Estate
● OpenGreg Broadbent Real Estate is a premier real estate agency located in Stonington, Connecticut. With a prime location at 27 Coogan Boulevard, this agency specializes in helping clients buy, sell, and rent properties in the area. Whether you are looking for a new home, vacation property, or investment opportunity, their team of experienced agents is dedicated to providing exceptional service and guiding you through every step of the real estate process. Trust Greg Broadbent Real Estate to help you find your dream property in beautiful Stonington, Connecticut.
27 Coogan Blvd #1b, Mystic, CT 06355, United States -
Bresnick Financial Services, LLC
● ClosedBresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.
30 Huntington St #2, Shelton, CT 06484, United States -
Acorn Financial Services
● OpenAcorn Financial Services is a leading financial institution located at 2 Essex Square in Essex, Connecticut, United States. As a trusted provider of finance services, Acorn Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Acorn Financial Services is dedicated to providing personalized and reliable financial advice to help clients navigate the complexities of the financial world. Whether you are looking to invest, save for the future, or plan for retirement, Acorn Financial Services is committed to helping you secure your financial future.
2 Essex Sq, Essex, CT 06426, 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 -
JAH Financial Services & Real Estate LLC
● ClosedJAH Financial Services & Real Estate LLC is a premier institution located at 696 Park Street in Hartford, Connecticut, United States. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch solutions for all your financial and real estate needs. Whether you're looking to buy or sell a property, manage your investments, or streamline your accounting processes, our experienced professionals are here to help. Trust JAH Financial Services & Real Estate LLC for reliable and efficient financial and real estate services.
696 Park St, Hartford, CT 06106, United States -
The Hartmann Group: Real Estate, Financial, & Gaming Advisors
● ClosedThe Hartmann Group is a trusted institution offering expert advice in real estate, finance, and gaming. Located at 455 Boston Post Road in Old Saybrook, Connecticut, this agency provides comprehensive services to help clients navigate the complex world of investments and property transactions. With a team of experienced advisors, The Hartmann Group is dedicated to helping individuals and businesses achieve their financial goals and make informed decisions in the ever-changing market. Whether you are looking to buy or sell a property, invest in the stock market, or explore opportunities in the gaming industry, The Hartmann Group is here to provide personalized solutions tailored to your needs. Trust in The Hartmann Group for all your real estate, financial, and gaming advisory needs.
455 Boston Post Rd #202b, Old Saybrook, CT 06475, United States -
S & P Financial Services LLC
● OpenS & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.
452 Jackson St, Willimantic, CT 06226, United States -
Doherty Financial Services LLC
● OpenDoherty Financial Services LLC is a reputable finance institution located at 860 Norwich-New London Turnpike in Montville, Connecticut, United States. With a strong focus on providing top-notch financial services, Doherty Financial Services LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, the experienced team at Doherty Financial Services LLC is here to provide expert guidance and support. Trust Doherty Financial Services LLC to help you navigate the complexities of the financial world and secure a prosperous future.
860 Norwich-New London Turnpike, Uncasville, CT 06382, United States -
Premier Trust Advisors
● OpenPremier Trust Advisors is a leading finance institution located at 350 Hycliff Terrace in Stamford, Connecticut. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust Premier Trust Advisors to provide you with the guidance and expertise needed to secure your financial future.
350 Hycliff Terrace, Stamford, CT 06902, United States -
Lockwood Wealth Management - UBS Financial Services Inc.
● OpenLockwood Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a reputation for excellence and expertise in wealth management, Lockwood Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at Lockwood Wealth Management is committed to providing personalized solutions tailored to your unique needs. Trust in Lockwood Wealth Management to help you secure your financial future with confidence and peace of mind.
600 Washington Blvd, Stamford, CT 06901, United States -
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 30 Peck Road in Torrington, Connecticut, United States, offers a wide range of financial services for individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, clients can trust that they are working with a knowledgeable and ethical advisor. From asset management to retirement planning, estate planning to investment opportunities, the team at Ameriprise Financial Services, LLC is dedicated to helping clients make informed decisions about their financial future. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert J Lucarelli and his team have the expertise to guide you through the complexities of financial planning. Trust in their expertise and commitment to helping you achieve your financial goals.
30 Peck Rd Ste 2101 Bldg 2, Torrington, CT 06790, United States -
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick 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 -
Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located on Ryders Lane in Stratford, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their financial advisors are equipped to provide expert advice and guidance to their clients. These certifications include 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their financial needs. Additionally, the institution offers specialized training for advisors serving military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. Clients can trust that the advisors at Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC are highly qualified and dedicated to providing top-notch financial advice and services.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGlenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 Bradley Road, Woodbridge, Connecticut, United States. They offer a range of services and certifications to ensure they provide the best financial advice to their clients. From the AAMS™ certification to the APMA™ designation, the institution covers a wide array of topics such as asset management, retirement planning, estate planning, and investment strategies. They also offer certifications in specialized areas such as domestic partnership advising, estate planning, and behavioral financial advising. With a team of qualified professionals holding various certifications such as CFP®, CFA®, and CLU®, clients can trust that they are receiving expert advice tailored to their individual needs. Whether you are a retiree, small business owner, high net worth individual, or veteran, Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.
1 Bradley Rd Ste 711, Woodbridge, CT 06525, United States -
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Broder, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, is a trusted institution specializing in finance. With a focus on providing personalized financial planning and wealth management services, Joshua Broder and his team strive to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Ameriprise Financial Services, LLC is a reliable partner in navigating the complexities of financial planning and investment management.
37 Broadway, North Haven, CT 06473, United States -
Kanner Financial Services - Certified Financial Planner Connecticut
● ClosedKanner Financial Services is a reputable institution located in North Haven, Connecticut, specializing in financial planning services. As a Certified Financial Planner in Connecticut, our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and advice. With a focus on creating long-term wealth and security, we offer comprehensive services such as retirement planning, investment management, estate planning, and more. Trust Kanner Financial Services to provide you with the guidance and support needed to secure your financial future.
116 Washington Avenue Third Floor, North Haven, CT 06473, United States -
Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCheryl M Chapis is a Financial Advisor at Ameriprise Financial Services, LLC located at 53 Linwood Street, Bristol, Connecticut, United States. Cheryl holds various certifications such as 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, ChFC®, 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 showcase Cheryl's expertise in areas such as asset management, investment strategies, estate planning, retirement planning, and more. Cheryl is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Cheryl's qualifications and commitment to ethical standards make her a trusted advisor in the financial industry.
53 Linwood St, Bristol, CT 06010, United States -
Justin Z Knickerbocker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJustin Z Knickerbocker is a financial advisor at Ameriprise Financial Services, LLC located at 1781 Highland Avenue in Cheshire, Connecticut, United States. Justin 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®, CERTIFIED FINANCIAL PLANNER™, 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 Justin's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. Justin is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Additionally, Justin is trained to assist veterans, active duty, Reserve, National Guard members, and their families with their financial needs. With a focus on ethical practices and a commitment to ongoing education and professional development, Justin Z Knickerbocker is a trusted financial advisor who can help clients achieve their financial goals.
1781 Highland Ave #207, Cheshire, CT 06410, 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 -
Nicholas Jean Louis - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Jean Louis is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 329 Main Street in Portland, Connecticut, United States. With a background in finance and qualifications available on FINRA's BrokerCheck website, Nicholas Jean Louis offers expert advice on achieving financial goals and preserving assets. Whether it's insurance solutions for health, life, disability, income, or long-term care, Nicholas Jean Louis provides personalized recommendations to suit individual needs. Clients can feel confident knowing they are protected against the unexpected. If you are not yet a client of Ameriprise, you can schedule a complimentary initial consultation to learn more about financial planning concepts. While you won't receive written analysis or recommendations during the consultation, it's a great first step towards a more secure financial future. Investment products and services offered through Ameriprise Financial Services, LLC involve risks, including potential loss of principal.
329 Main St, Portland, CT 06480, United States -
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Borajkiewicz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 250 State Street in North Haven, Connecticut, United States. Christopher holds various 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®, CERTIFIED FINANCIAL PLANNER™, 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 Christopher's expertise in various areas of finance including wealth management, retirement planning, estate planning, investment management, and more. As a trusted advisor, Christopher is dedicated to providing personalized financial solutions to meet the needs of individuals, retirees, small business owners, and high net worth clients.
250 State St Unit E1, North Haven, CT 06473, United States -
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Borajkiewicz is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 30 Waterside Drive in Farmington, Connecticut, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Christopher offers expert financial advice and services tailored to the individual needs of clients. From asset management to retirement planning, estate planning to risk management, Christopher's expertise covers a wide range of financial areas. With a commitment to ethics and ongoing education, clients can trust Christopher Borajkiewicz to provide comprehensive and personalized financial solutions.
30 Waterside Dr Ste 302, Farmington, CT 06032, United States
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List of local businesses, places and services in Connecticut
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