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TOP 30 Estate planning in New Canaan, CT
17 results found
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de Visscher Advisors
de Visscher Advisors is a finance institution located at 23 Vitti Street in New Canaan, Connecticut, United States. They specialize in providing financial advisory services to high net worth individuals, families, and businesses. With a team of experienced professionals, de Visscher Advisors offers personalized financial solutions tailored to meet the unique needs and goals of their clients. Whether it's wealth management, investment planning, or estate planning, de Visscher Advisors is dedicated to helping their clients achieve financial success and security.
Merrill Lynch Financial Advisor James C Steele
Merrill Lynch Financial Advisor James C Steele, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to clients. With over 60 years of combined experience, the Hoelzer Steele Group provides a holistic approach to financial planning, taking into account clients' goals, risk tolerance, and investment objectives. The team focuses on frequent communication, honesty, and transparency to build trust with clients. The institution offers customizable wealth management services to affluent individuals, families, and professionals, guiding clients through various life events such as career changes, education savings, retirement planning, and legacy planning. The team at Merrill Lynch aims to create a customized financial strategy tailored to each client's unique needs and goals. They utilize resources from Bank of America and Merrill to address all aspects of a client's financial life.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2 Pine Street in New Canaan, Connecticut, is a reputable finance institution offering tailored wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies based on years of combined knowledge and expertise in wealth management. Beyond traditional investments, the advisors can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Committed to client satisfaction, the financial advisors at Merrill Lynch Wealth Management prioritize understanding each client's personal and professional goals to create customized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to economic, social, and cultural activities.
Bryan P Stern CPA
Bryan P Stern CPA is a trusted accounting and finance institution located at 27 Pine Street in New Canaan, Connecticut, United States. They specialize in providing tailored tax services for individuals, businesses, not-for-profits, trusts, and estates. Whether you need assistance with tax preparation, planning, sales, payroll, income, or foreign bank account reporting, they will customize their services to meet your specific needs. In addition to tax services, Bryan P Stern CPA offers customized bookkeeping and accounting services to help businesses manage their finances efficiently and effectively. By keeping all services under one roof, they can provide up-to-date financial reports on a regular basis, allowing clients to make well-informed business decisions.
Merrill Lynch Financial Advisor Craig V Somerby
Merrill Lynch Financial Advisor Craig V Somerby is a prestigious financial institution located at 2 Pine Street, New Canaan, Connecticut, United States. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Craig Somerby has been recognized as a leading Financial Advisor. He was named to the 2023 Forbes "Best-in-State Wealth Advisors" list, a testament to his dedication to exceptional client service. Craig and his team specialize in working with individuals and families, particularly founders and senior officers of private companies, to manage their finances and investments. They offer personalized investment management, wealth structuring, trust and estate planning services, legacy planning, and philanthropic solutions. By utilizing advanced online and mobile technology, they deliver a modern private banking experience tailored to each client's needs. As a Certified Private Wealth Advisor®, Craig is committed to helping clients achieve their financial goals and simplify their financial lives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Craig V Somerby is dedicated to helping you achieve your financial aspirations.
Walbert Capital Management
Walbert Capital Management is a reputable finance institution located at 11 Forest Street in New Canaan, Connecticut, United States. Specializing in investment management, the institution offers personalized financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Walbert Capital Management is dedicated to providing top-notch financial advice and strategies to its clients.
Merrill Lynch Financial Advisor G. Robin Wells
Merrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
The Barocas Law Firm LLC
The Barocas Law Firm LLC is a reputable legal institution located at 71 Elm Street in New Canaan, 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 representation and personalized service to our clients. With a commitment to excellence and a track record of success, The Barocas Law Firm LLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Wallman Law Firm LLC
Wallman Law Firm LLC is a trusted legal institution located at 21 Locust Avenue in New Canaan, Connecticut. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. We specialize in various areas of law, including personal injury, family law, real estate, and estate planning. With a focus on personalized attention and professional representation, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Lampert Williams & Toohey LLC
Lampert Williams & Toohey LLC is a prestigious law firm located at 46 Main Street in New Canaan, Connecticut. Our team of experienced lawyers specializes in a wide range of legal services, including civil litigation, real estate law, estate planning, and business law. With a reputation for providing top-notch legal representation and personalized service, we are dedicated to helping our clients navigate the complexities of the legal system with ease. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Rucci Law Group, LLC
Rucci Law Group, LLC is a reputable law firm located at 59 Grove Street in New Canaan, Connecticut, United States. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as real estate law, estate planning, and business law, Rucci Law Group, LLC is committed to providing high-quality legal representation and personalized attention to each client. Whether you are buying a home, planning for the future, or starting a business, you can trust Rucci Law Group, LLC to guide you through the legal process with professionalism and expertise.
Ivey Barnum & O'Mara LLC
Ivey Barnum & O'Mara LLC is a prestigious law firm located in New Canaan, Connecticut. With a strong reputation for delivering exceptional legal services, our team of experienced lawyers is dedicated to providing personalized attention and expert advice to our clients. Specializing in a wide range of legal areas, including business law, real estate, estate planning, and litigation, we are committed to helping our clients navigate complex legal issues with confidence. Conveniently located at 161 Cherry Street, our office is easily accessible for clients in the New Canaan area. Trust Ivey Barnum & O'Mara LLC to provide the legal representation you need to achieve your goals.
Law Offices of Richard C. Stewart
The Law Offices of Richard C. Stewart is a reputable legal firm located at 237 Elm Street in New Canaan, Connecticut. With years of experience in various areas of law, including personal injury, family law, and estate planning, our team of dedicated attorneys is committed to providing top-notch legal representation to our clients. We strive to achieve the best possible outcomes for our clients, offering personalized and professional services tailored to their individual needs. Trust the Law Offices of Richard C. Stewart for all your legal needs in the New Canaan area.
Buckley Maschoff & Talwalkar LLC
Buckley Maschoff & Talwalkar LLC is a reputable law firm located at 50 Locust Avenue in New Canaan, Connecticut. Specializing in various areas of law, including litigation, real estate, and estate planning, the firm is dedicated to providing top-notch legal services to clients in the local community. With a team of experienced attorneys, Buckley Maschoff & Talwalkar LLC is known for their professionalism, expertise, and commitment to achieving successful outcomes for their clients. Whether you are in need of legal representation or advice, this firm is a trusted partner for all your legal needs.
Law Offices of Leon Krolikowski, LLC
The Law Offices of Leon Krolikowski, LLC is a reputable legal firm located at 140 Elm Street in New Canaan, Connecticut, United States. Specializing in various areas of law, including but not limited to, personal injury, criminal defense, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and exceptional client service. With a track record of successful cases and satisfied clients, you can trust the Law Offices of Leon Krolikowski, LLC to handle your legal matters with skill and expertise. Contact us today to schedule a consultation.
Osterndorf William P
Osterndorf William P is a reputable law firm located at 18 Fairty Drive in New Canaan, Connecticut. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various practice areas. Whether you need assistance with personal injury claims, family law matters, estate planning, or business litigation, our skilled attorneys are here to help. Trust Osterndorf William P to provide you with expert legal representation and guidance in navigating the complexities of the legal system. Contact us today to schedule a consultation.
Kevin McMahon
Kevin McMahon is a reputable lawyer institution located at 191 Marshall Ridge Road in New Canaan, Connecticut, United States. With years of experience and expertise in various legal matters, Kevin McMahon provides top-notch legal services to clients in need of legal representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Kevin McMahon is dedicated to providing professional and effective legal solutions. Trust in Kevin McMahon to handle your legal needs with skill and integrity.
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