Estate and trust services in Greenwich, Connecticut
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Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas 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 Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.
41 West Putnam Avenue, Greenwich, CT 06830, United States -
Dougherty Greenwich Legal LLC
● ClosedDougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.
28 Sound View Dr, Greenwich, CT 06830, United States -
The Haertel Group Greenwich Wealth Advisors - UBS Financial Services Inc.
● OpenThe Haertel Group Greenwich Wealth Advisors - UBS Financial Services Inc. is a prestigious finance institution located at 100 Field Point Road in Greenwich, Connecticut, United States. With a focus on wealth management and financial advisory services, the institution prides itself on providing personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, The Haertel Group offers a range of services including investment management, retirement planning, and estate planning. Clients can trust in the expertise and integrity of The Haertel Group Greenwich Wealth Advisors to guide them towards financial success.
100 Field Point Rd, Greenwich, CT 06830, United States -
Pederson Real Estate Law
● ClosedPederson Real Estate Law is a trusted law firm located at 777 West Putnam Avenue in Greenwich, Connecticut. Specializing in real estate law, our team of experienced lawyers is dedicated to providing top-notch legal services for all your real estate needs. Whether you are buying, selling, leasing, or facing any other real estate issue, our knowledgeable attorneys are here to guide you through the process with professionalism and expertise. Contact Pederson Real Estate Law today for expert legal representation you can count on.
777 West Putnam Avenue Suite 300, Greenwich, CT 06830, United States -
William Raveis Real Estate - Old Greenwich
● ClosedWilliam Raveis Real Estate in Old Greenwich is a trusted and reputable institution located at 189 Sound Beach Avenue in Greenwich, Connecticut. As a full-service real estate agency, they offer expert guidance and assistance in buying, selling, and renting residential properties in the area. Additionally, they provide finance and insurance services to ensure a smooth and hassle-free real estate transaction process for their clients. With a team of experienced professionals and a commitment to exceptional customer service, William Raveis Real Estate is the go-to institution for all your real estate needs in Old Greenwich.
189 Sound Beach Ave, Old Greenwich, CT 06870, United States -
CMG Property Management
● OpenCMG Property Management is a leading real estate agency located at 76 Valley Road in Greenwich, Connecticut, United States. With a strong focus on providing exceptional property management services, CMG Property Management is dedicated to helping clients navigate the complexities of the real estate market. Whether you are looking to buy, sell, or rent a property, their team of experienced professionals is committed to delivering personalized solutions tailored to your specific needs. Trust CMG Property Management to exceed your expectations and make your real estate journey a seamless and successful experience.
76 Valley Rd, Cos Cob, CT 06807, United States -
Merrill Lynch Financial Advisor Stephen N Wolanske
● ClosedMerrill Lynch Financial Advisor Stephen N Wolanske is a trusted financial institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Specializing in finance, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Merrill Lynch Financial Advisor Stephen N Wolanske is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact them today to start planning for a secure financial future.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Bank of America Private Client Advisor Alexander Bussenger
● OpenBank of America Private Client Advisor Alexander Bussenger is a prestigious financial institution located at 55 Railroad Avenue in Greenwich, Connecticut, United States. As a private client advisor, Alexander Bussenger provides personalized financial advice and services to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of Bank of America Private Client Advisor Alexander Bussenger to help them achieve their financial goals.
55 Railroad Ave, Greenwich, CT 06830, United States -
Four Corners Private Wealth
● ClosedFour Corners Private Wealth is a leading finance institution located in Greenwich, Connecticut. Situated at 45 East Putnam Avenue, this prestigious firm provides top-tier wealth management services to high-net-worth individuals and families. With a dedicated team of experienced professionals, Four Corners Private Wealth offers personalized investment strategies tailored to meet the unique financial goals and needs of each client. Whether it's retirement planning, portfolio management, or estate planning, clients can trust Four Corners Private Wealth to provide expert guidance and support every step of the way.
45 E Putnam Ave # 115, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Edward Laux
● Closedn create a personalized financial plan tailored to your unique needs and aspirations. With over 35 years of experience in the financial industry, Edward Laux of Merrill Lynch Financial Advisor is dedicated to providing a concierge level of service to meet the sophisticated wealth management needs of his clients. Located at 2 Pickwick Plaza in Greenwich, Connecticut, Edward leverages his Wall Street background to offer a wide array of products and services to help clients achieve their long-term financial goals. As a Founding Member of the First Tee of Connecticut and a coach of travel basketball, Edward is deeply involved in his community and is committed to building strong client relationships based on trust and personalized service. He works closely with the Dyer Group, one of Merrill's top advisory teams, to provide expert guidance in investment management, trust and estate planning services, insurance, alternative investments, credit, and more.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Andersen & Co LLC
● ClosedAndersen & Co LLC is a reputable accounting and finance institution located at 55 Old Field Point Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Andersen & Co LLC is committed to providing top-notch service and expertise to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment advice, or estate planning, Andersen & Co LLC is the trusted partner you can rely on for all your accounting and finance needs.
55 Old Field Point Rd # 2, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Thomas G. Raymond
● ClosedMerrill Lynch Financial Advisor Thomas G. Raymond, located at 2 Pickwick Plaza in Greenwich, Connecticut, United States, is dedicated to helping wealthy families, individuals, and senior executives manage their investments and finances in a prudent and cohesive manner. With over 32 years of experience in the investment management industry, Thomas and his team provide customized and cost-effective strategies tailored to each client's unique needs. By drawing on Merrill's global resources, they offer services such as investment advice, discretionary investment management, municipal bond management, private equity, alternative investments, trust, and estate planning. The team at The Raymond Group is committed to providing personalized, holistic, and client-centric wealth management services to help clients achieve their financial goals and priorities. With a focus on building strong client relationships based on trust and personalized service, Thomas Raymond and his team strive to help clients navigate the complexities of their financial lives and stay on track towards achieving their objectives.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Bank of America Private Client Advisor Colin Koester
● OpenBank of America Private Client Advisor Colin Koester is located at 55 Railroad Avenue in Greenwich, Connecticut, United States. Colin Koester is a Managing Director and Private Client Advisor with Bank of America Private Bank, working closely with clients to address a range of wealth management needs. He leads a team of specialists who design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. Colin has extensive experience in wealth management, holding the Chartered Financial Analyst® (CFA®) designation. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized services and resources to help individuals, families, businesses, and institutions achieve their financial objectives. They focus on providing disciplined financial strategies and bridging generations. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
55 Railroad Ave, 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 -
Famille Jewelers
● ClosedLocated at 23 Lewis Street in Greenwich, Connecticut, Famille Jewelers is a prestigious jewelry store that prides itself on its enduring designs and familial connection. With a focus on quality, trust, and integrity, Famille offers a captivating array of fine estate jewelry, each piece chosen for its exceptional beauty and storied allure. At Famille Jewelers, a team of expert appraisers ensures the authenticity of every acquisition, while seasoned advisors and master jewelers bring a wealth of knowledge to the fine jewelry world. The boutique offers personalized client care, prioritizing the needs of each individual and their precious jewelry pieces.
23 Lewis St, Greenwich, CT 06830, United States -
Berkshire Hathaway HomeServices
● ClosedBerkshire Hathaway HomeServices is a reputable real estate agency located at 136 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for excellence and a commitment to providing top-notch service to clients, Berkshire Hathaway HomeServices is a trusted partner in the buying and selling of residential properties. Their team of experienced agents offers expert guidance and personalized assistance to help clients navigate the real estate market with confidence. Whether you are looking to buy your dream home or sell your current property, Berkshire Hathaway HomeServices is dedicated to helping you achieve your real estate goals.
136 E Putnam Ave, Greenwich, CT 06830, United States -
Law Offices of Charles L. Kurmay
● ClosedThe 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 -
The Law Offices Of Heidi E. Opinsky
● OpenThe Law Offices of Heidi E. Opinsky, located at 236 South Lake Drive in Stamford, Connecticut, is a trusted institution specializing in divorce and family law. Serving clients in both New York and Connecticut, Attorney Heidi Opinsky has over 30 years of experience in handling moderate and high net worth divorces, ensuring that clients receive the best possible outcomes for their assets and property. With a client-centered approach, Ms. Opinsky works closely with professionals such as forensic accountants, estate planners, and tax experts to navigate complex issues that often arise in high-asset divorce cases. In addition to divorce, she also handles cases involving civil unions, domestic partnerships, same-sex divorce, and domestic violence issues. The Law Offices of Heidi E. Opinsky is dedicated to providing superior legal representation to clients throughout Stamford, Fairfield, Greenwich, Darien, Wilton, New Canaan, Manhattan, and Westchester County. With offices in both New York City and Stamford, clients can easily access the expert legal services provided by Attorney Heidi Opinsky.
236 S Lake Dr, Stamford, CT 06903, United States -
Beltrano Law, LLC
● ClosedBeltrano Law, LLC is a prestigious law firm located in Greenwich, Connecticut, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Conveniently situated at 1037 East Putnam Avenue, our firm is committed to delivering exceptional representation and achieving favorable outcomes for our clients. Trust Beltrano Law, LLC for all your legal needs.
1037 E Putnam Ave, Riverside, CT 06878, United States -
Jeffrey Hersh, Attorney at Law
● ClosedJeffrey Hersh, Attorney at Law is a reputable legal institution located at 25 Lewis Street in Greenwich, Connecticut. Specializing in various areas of law, Jeffrey Hersh provides expert legal advice and representation to clients in the United States. With a strong track record of success, clients can trust in the professionalism and dedication of Jeffrey Hersh and his team. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, Jeffrey Hersh, Attorney at Law is here to provide top-notch legal services.
and, 445 Hamilton Avenue, WP, NY, 25 Lewis St, Greenwich, CT, United States -
Wayne D Effron PC
● ClosedWayne D Effron PC is a reputable law firm located in Greenwich, Connecticut. Specializing in various areas of law, including personal injury, real estate, and business law, the experienced team at Wayne D Effron PC is dedicated to providing top-notch legal representation to their clients. With a commitment to excellence and a track record of success, Wayne D Effron PC is a trusted choice for those in need of skilled legal services in the Greenwich area.
West, 2 Greenwich Office Park 2nd floor, Greenwich, CT 06831, United States -
Vintage Legal LLC
● OpenVintage Legal LLC is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys specializing in various areas of law, Vintage Legal LLC is dedicated to providing high-quality legal services to individuals and businesses alike. Whether you are in need of estate planning, real estate transactions, or business litigation, our team is here to help. We pride ourselves on our personalized approach to each case, ensuring that our clients receive the attention and representation they deserve. Trust Vintage Legal LLC to handle all of your legal needs with professionalism and expertise.
500 West Putnam Avenue Suite 400, Greenwich, CT 06830, United States -
Whitman Breed Abbott & Morgan LLC
● ClosedWhitman Breed Abbott & Morgan LLC is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses. Known for their dedication to client satisfaction and expertise in various practice areas, Whitman Breed Abbott & Morgan LLC is a trusted name in the legal community. Whether you need assistance with corporate law, real estate transactions, estate planning, or litigation, their skilled team is ready to help you navigate the complexities of the legal system. Visit their office in Greenwich for personalized and professional legal representation.
500 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, United States -
Diserio Martin O'Connor & Castiglioni LLP
● ClosedDiserio Martin O'Connor & Castiglioni LLP is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced attorneys, the firm specializes in providing top-notch legal services to clients in various practice areas including corporate law, litigation, real estate, and estate planning. Known for their dedication to client satisfaction and commitment to excellence, Diserio Martin O'Connor & Castiglioni LLP is a trusted partner for individuals and businesses seeking expert legal representation.
500 West Putnam Avenue Suite 400, Greenwich, CT 06830, United States -
Barocas Law Firm LLC
● ClosedBarocas Law Firm LLC is a reputable legal institution located at 1037 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys, Barocas Law Firm specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury claims, family law matters, estate planning, or business litigation, the dedicated team at Barocas Law Firm is here to help. Known for their professionalism and commitment to achieving favorable outcomes for their clients, Barocas Law Firm is a trusted source for legal representation in the Greenwich area. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1037 E Putnam Ave, Riverside, CT 06878, United States -
LAW OFFICE OF JOSEPH P. SARGENT
● OpenThe Law Office of Joseph P. Sargent, located at 1129 Old Post Road in Greenwich, Connecticut, offers unique strategies and solutions tailored to each client's individual circumstances. Joseph P. Sargent provides the sophisticated analysis expected from a large firm, with the personalized attention of a solo practitioner. Services offered include state and federal civil litigation, residential and commercial real estate transactions, wills, trusts, and estates, zoning and land use matters, as well as corporate and business transactions. Clients range from financial institutions and municipalities to small businesses and individuals. With a focus on aggressive and effective representation, payment plans are available for client convenience.
1129 Old Post Rd, Greenwich, CT 06830, United States -
Sutton & Sutton
● OpenSutton & Sutton is a prestigious law firm located at 87 Greenwich Avenue in Greenwich, Connecticut, United States. With a reputation for excellence and a commitment to providing top-notch legal services, the firm specializes in a wide range of practice areas including litigation, corporate law, real estate, and estate planning. The team of experienced attorneys at Sutton & Sutton is dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client. Whether you are in need of legal representation for a complex business matter or seeking guidance on estate planning, Sutton & Sutton is the trusted choice for expert legal counsel in the Greenwich area.
87 Greenwich Ave # 7, Greenwich, CT 06830, United States -
O'Donnell Law LLC
● ClosedO'Donnell Law LLC is a reputable law firm located at 90 Greenwich Avenue in Greenwich, Connecticut, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a strong commitment to professionalism and client satisfaction, O'Donnell Law LLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
90 Greenwich Ave, Greenwich, CT 06830, United States -
Lowitt & Associates LLP
● ClosedLowitt & Associates LLP is a prestigious law firm located at 38 Loading Rock Road in Greenwich, Connecticut. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Lowitt & Associates LLP is dedicated to providing top-notch legal representation and personalized service to their clients. Their commitment to excellence and integrity sets them apart as a trusted and reliable legal partner in the Greenwich community.
38 Loading Rock Rd, Riverside, CT 06878, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 93 Mason Street in Greenwich, Connecticut, is a full-service financial institution offering a range of banking and investment services. With a focus on providing personalized solutions and exceptional customer service, our team is dedicated to meeting the unique needs of each client. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind. Investing with us involves market risk, but our experienced team at J.P. Morgan Wealth Management is here to help you navigate the complexities of the financial world. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing a comprehensive approach to managing your wealth. Insurance products can be accessed through Chase Insurance Agency, Inc., giving you added protection for your assets. Please note that investment and insurance products are not FDIC insured and involve potential risks. At First Republic Bank, we strive to help you achieve your financial goals with confidence.
93 Mason St, Greenwich, CT 06830, United States
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