Estate planning in Farmington, CT
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Eagle Rock Apartments at West Hartford
● ClosedEagle Rock Apartments at West Hartford is a premier real estate agency located at 1248 Farmington Avenue in the vibrant town of West Hartford, Connecticut. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. With a commitment to exceptional customer service and a focus on creating a welcoming community for our residents, Eagle Rock Apartments at West Hartford is the perfect place to call home. Contact us today to schedule a tour and experience the luxury living we have to offer.
1248 Farmington Ave, West Hartford, CT 06107, United States -
Lakewood Apartments
● ClosedLakewood Apartments, located at 1199 Whitney Avenue in Hamden, Connecticut, is a real estate agency offering a variety of floor plans with competitive prices. Situated on Lake Whitney in the Whitneyville neighborhood, this smoke-free community includes heat, hot water, and air conditioning in all units. Residents can enjoy stunning views of the lake from the building's observation deck, as well as easy access to the Farmington Canal Trail for outdoor activities. With around-the-clock emergency maintenance and a convenient location near major highways, universities, and downtown New Haven, Lakewood Apartments provides a comfortable and convenient living experience in a vibrant, walkable neighborhood.
1199 Whitney Ave, Hamden, CT 06517, United States -
MJP Wealth Advisors
● ClosedMJP Wealth Advisors, located at 74 Batterson Park Road in Farmington, Connecticut, offers sophisticated financial solutions and personalized attention to meet the diverse needs of individuals, families, and businesses. Established in 1981, MJP Wealth Advisors is a Registered Investment Advisor (RIA) that acts as fiduciaries, always putting clients' best interests first. With a team of experienced investment professionals, MJP Wealth Advisors provides wealth management, investment solutions, and comprehensive financial planning tailored to each client's unique goals and circumstances. As an independent firm, MJP Wealth Advisors builds close relationships with clients to develop a shared vision for their financial future. By offering a full range of advisory services and maintaining a research and investment due diligence relationship with an institutional registered investment advisory firm, MJP Wealth Advisors is able to provide clients with sophisticated, customized investment strategies that enhance their portfolios.
74 Batterson Park Rd Suite 103, Farmington, CT 06032, United States -
Glowka Wealth Management
● ClosedGlowka Wealth Management is a leading financial institution located at 848 Farmington Avenue in Berlin, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Glowka Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn how we can help you build and preserve wealth for the long term.
848 Farmington Ave Suite 6, Berlin, CT 06037, United States -
Bregman & Company, P.C.
● ClosedBregman & Company, P.C. is a reputable accounting and finance institution located at 281 Farmington Avenue in Farmington, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Bregman & Company, P.C. to provide expert advice and guidance to help them achieve their financial goals.
281 Farmington Ave, Farmington, CT 06032, United States -
Carson Wealth
● ClosedCarson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.
10 Melrose Dr, Farmington, CT 06032, United States -
Jonathan Andrews - Wilmington Advisors @ M&T
● ClosedJonathan Andrews - Wilmington Advisors @ M&T is a finance institution located at 282 Scott Swamp Road in Farmington, Connecticut. As a part of M&T Bank, they offer expert financial advice and services to individuals and businesses in the area. With a team of experienced advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Jonathan Andrews - Wilmington Advisors @ M&T is committed to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
282 Scott Swamp Rd, Farmington, CT 06032, United States -
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 30 Waterside Drive, Farmington, Connecticut, United States. The institution offers a range of certifications and designations to ensure expertise in various financial areas such as asset management, estate planning, retirement planning, and investment strategies. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. Advisors at this institution are highly trained and committed to providing clients with excellent financial advice and services. Additionally, the institution offers specialized programs such as the Certified Divorce Financial Analyst, Chartered Financial Analyst®, and Certified Kingdom Advisor® to cater to specific client needs. With a focus on ethical practices and continuous education, Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.
30 Waterside Dr Ste 302, Farmington, CT 06032, United States -
Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 30 Waterside Drive, Farmington, Connecticut, United States. Jonathan Root holds several 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 his expertise in various aspects of finance, wealth management, and estate planning. Jonathan Root is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Jonathan Root is committed to helping clients achieve their financial goals and secure their future.
30 Waterside Dr Ste 302, Farmington, CT 06032, United States -
Eric Moreira - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric Moreira is a Financial Advisor at Ameriprise Financial Services, LLC, located at 30 Waterside Drive in Farmington, Connecticut, United States. Eric 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Eric is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, and high net worth clients.
30 Waterside Dr Ste 302, Farmington, CT 06032, 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 -
Cormier Financial Partners - Ameriprise Financial Services, LLC
● OpenCormier Financial Partners - Ameriprise Financial Services, LLC, located at 850 Farmington Avenue, Farmington, Connecticut, is a trusted finance institution that has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust strategies as life changes. With access to investments and accounts from any device, clients can securely manage their finances. The advisors at Ameriprise Financial Services are registered in certain U.S. states and provide initial consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can refer friends or family members to the institution for personalized financial advice. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
850 Farmington Ave, Farmington, CT 06032, United States -
Carson Wealth
● OpenCarson Wealth, located at 35 Thorpe Avenue in Wallingford, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Their team of financial advisors specializes in providing comprehensive services such as financial planning, estate planning, tax planning, portfolio management, business planning, and private client services. They work with clients to create sustainable investment strategies aligned with specific goals and objectives, while also preparing for potential pitfalls and challenges that may arise. Carson Wealth emphasizes the importance of estate planning and ensuring that clients are enjoying the life they have saved for. They also help wealthy baby boomers transition into retirement by imparting strong financial values to the next generation. The institution's primary service areas include Farmington, New Haven, Middlesex, Fairfield, Hartford, and more.
35 Thorpe Ave, Wallingford, CT 06492, United States -
Great Point Financial Management
● ClosedGreat Point Financial Management is a finance institution located at 1 Old Mountain Road, Farmington, Connecticut, United States. They offer a variety of 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 cover a range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Great Point Financial Management is dedicated to providing expert financial advice and support for individuals and businesses, ensuring that their clients are well-equipped to make informed financial decisions.
1 Old Mountain Rd, Farmington, CT 06032, United States -
Michael Colby Cormier - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Colby Cormier is a Financial Advisor at Ameriprise Financial Services, LLC located at 850 Farmington Avenue in Farmington, Connecticut, United States. Michael holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, investment strategies, estate planning, retirement planning, and various financial planning areas. With a focus on serving individuals, retirees, small business owners, and high net worth clients, Michael is dedicated to providing comprehensive financial guidance and helping clients make informed decisions about their financial future.
850 Farmington Ave, Farmington, CT 06032, United States -
Utpal K. Parekh, CFP®, ChFC®, CLU® - Wilmington Advisors @ M&T
● ClosedUtpal K. Parekh, CFP®, ChFC®, CLU® - Wilmington Advisors @ M&T is a finance institution located at 1013 Farmington Avenue in West Hartford, Connecticut, United States. With a team of experienced professionals holding prestigious certifications in financial planning, insurance and wealth management, the institution offers comprehensive financial services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning or insurance solutions, Utpal K. Parekh and his team are dedicated to helping you achieve your financial goals. Visit their office in West Hartford for expert advice and personalized financial solutions.
1013 Farmington Ave, West Hartford, CT 06107, United States -
Henry Cormier - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenHenry Cormier is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 850 Farmington Avenue, Farmington, Connecticut, United States. Henry 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®, 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 Henry's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Henry Cormier can provide tailored financial advice to help you achieve your financial goals.
850 Farmington Ave, Farmington, CT 06032, United States -
Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4 Main Street, Farmington, Connecticut, United States. Richard 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®, CFP®, 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 Richard's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuing education, Richard is dedicated to providing comprehensive financial planning services to individuals and businesses.
4 Main St, Farmington, CT 06032, United States -
New England Gem Lab and Appraisal Services
● ClosedNew England Gem Lab and Appraisal Services is a reputable finance institution located at 968 Farmington Avenue in West Hartford, Connecticut, United States. Specializing in the appraisal and evaluation of gemstones, jewelry, and other valuable assets, our experts provide accurate and reliable assessments for insurance purposes, estate planning, and investment decisions. With years of experience and a commitment to excellence, we are dedicated to providing our clients with the highest level of service and expertise in the industry. Trust New England Gem Lab and Appraisal Services for all your appraisal needs.
968 Farmington Ave Suite 209, West Hartford, CT 06107, United States -
Marshall & Veale, LLC
● ClosedMarshall & Veale, LLC is a reputable law firm located at 106 Farmington Avenue in New Britain, Connecticut. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch legal representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Marshall & Veale, LLC is committed to helping you navigate the complexities of the legal system. With a strong track record of success and a commitment to client satisfaction, you can trust Marshall & Veale, LLC to advocate for your best interests. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
106 Farmington Ave, New Britain, CT 06053, United States -
Allaire Elder Law
● ClosedAllaire Elder Law is a reputable law firm specializing in elder law located at 271 Farmington Avenue in Bristol, Connecticut. Our team of experienced lawyers is dedicated to providing compassionate and comprehensive legal services to seniors and their families. We offer a range of services including estate planning, Medicaid planning, long-term care planning, and guardianship. Our goal is to help our clients navigate the complexities of elder law and ensure they receive the care and support they need as they age. Contact us today to schedule a consultation.
271 Farmington Ave, Bristol, CT 06010, United States -
Golden Law LLC
● OpenGolden Law LLC is a reputable law firm based in Farmington, Connecticut, specializing in various legal services. Located on Main Street, our experienced team of lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of assistance with personal injury claims, family law matters, estate planning, or business litigation, Golden Law LLC is here to help. Trust us to navigate the complexities of the legal system and fight for your rights. Contact us today to schedule a consultation.
321 Main St, Farmington, CT 06032, United States -
The Sills Law Firm, LLC
● OpenThe Sills Law Firm, LLC is a reputable legal institution located at 645 Farmington Avenue in Hartford, Connecticut. Specializing in various areas of law, their experienced team of lawyers provides top-notch legal representation and counsel to clients in need. With a commitment to excellence and a track record of success, The Sills Law Firm, LLC is dedicated to serving the legal needs of individuals and businesses in the Hartford area and beyond. Whether you are facing a personal injury case, need assistance with business law, or require help with estate planning, The Sills Law Firm, LLC is here to help you navigate the complexities of the legal system with confidence and peace of mind.
645 Farmington Ave, Hartford, CT 06105, United States -
Johnson S. Ronald Law Offices
● ClosedJohnson S. Ronald Law Offices is a reputable legal institution located at 597 Farmington Avenue in Hartford, Connecticut. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and achieving favorable outcomes, Johnson S. Ronald Law Offices is a trusted choice for individuals seeking legal representation in the United States.
597 Farmington Ave, Hartford, CT 06105, United States -
Kurien Ouellette LLC
● ClosedKurien Ouellette LLC is a reputable law firm located at 836 Farmington Avenue in West Hartford, Connecticut. Specializing in various legal services, the firm is known for its professionalism, expertise, and dedication to providing top-notch legal representation to its clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, the experienced lawyers at Kurien Ouellette LLC are here to help. With a commitment to achieving the best possible outcome for each client, this firm is a trusted choice for legal representation in the West Hartford area.
836 Farmington Ave Ste. 137, West Hartford, CT 06119, United States -
Potok Law, LLC
● ClosedPotok Law, LLC is a reputable law firm located at 747 Farmington Avenue in New Britain, Connecticut. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Potok Law, LLC is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Potok Law, LLC is here to provide you with the skilled legal support you need. Contact them today to schedule a consultation and discuss your legal needs.
747 Farmington Ave #9, New Britain, CT 06053, United States -
Gersten & Gersten, Attorneys at Law
● ClosedGersten & Gersten, Attorneys at Law is a reputable law firm located at 818 Farmington Avenue in West Hartford, Connecticut. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, the experienced attorneys at Gersten & Gersten are dedicated to providing high-quality legal representation to their clients. With a proven track record of success and a commitment to personalized attention, Gersten & Gersten, Attorneys at Law is a trusted choice for individuals seeking reliable legal counsel in the West Hartford area.
818 Farmington Ave, West Hartford, CT 06119, United States -
Berlin Law Offices, LLC
● ClosedBerlin Law Offices, LLC is a reputable law firm located at 1020 Farmington Avenue in Berlin, Connecticut. Our team of experienced lawyers specializes in various legal areas, serving clients in central Connecticut, including Berlin, Newington, Cromwell, Rocky Hill, Middletown, and New Britain. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our dedicated attorneys are here to help. Contact us at 860-828-6688 to schedule a consultation and discuss your legal needs.
1020 Farmington Ave, Berlin, CT 06037, United States -
Keen & Matney, LLC
● ClosedKeen & Matney, LLC is a reputable law firm located at 20 Batterson Park Road in Farmington, Connecticut. With a team of experienced lawyers, they provide expert legal services in various practice areas including personal injury, family law, estate planning, and more. Clients can expect dedicated and personalized representation to help them navigate the complexities of the legal system. Whether you are facing a legal dispute or need assistance with legal documentation, Keen & Matney, LLC is committed to providing top-notch legal services to clients in the Farmington area and beyond.
20 Batterson Park Rd #130, Farmington, CT 06032, United States -
Isaac Law Offices, LLC
● ClosedIsaac Law Offices, LLC is a reputable law firm located at 270 Farmington Avenue in Farmington, Connecticut. Specializing in various areas of law, their team of experienced attorneys are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with family law, real estate transactions, or estate planning, Isaac Law Offices, LLC is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today for personalized legal guidance and representation.
The Exchange, 270 Farmington Ave #345, Farmington, CT 06032, United States
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