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TOP 30 Estate planning in North Haven, CT
28 results found
Search for local businesses, places and services near you
Law Offices of Donald H. Brown North Haven CT
The Law Offices of Donald H. Brown in North Haven, CT is a reputable law firm specializing in various legal services. Located at 42 State Street in North Haven, Connecticut, 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 help with a real estate transaction, the Law Offices of Donald H. Brown are here to help. With a commitment to professionalism and client satisfaction, they strive to achieve the best possible outcome for every case they handle. Contact them today for expert legal advice and representation.
Stamford Urby Apartments
Stamford Urby Apartments, located at 1 Greyrock Place in Stamford, Connecticut, is a luxury real estate agency offering beautifully designed living spaces just steps away from the Metro-North station with easy access to New York City. With a sprawling courtyard, heated pool, and lobby café, Stamford Urby provides everything you need for a comfortable and convenient lifestyle. Whether you're looking for a cozy studio or a spacious three-bedroom apartment, Stamford Urby has a variety of floor plans to suit your needs. Designed by the renowned Dutch architectural firm, Concrete, these modern apartments offer top-notch amenities such as fully-equipped gyms, work-from-home spaces, and a vibrant café.
Caserta & de Jongh, LLC
Caserta & de Jongh, LLC is a reputable finance institution located at 12 Elm Street in North Haven, Connecticut, United States. Specializing in providing financial services to individuals and businesses, our experienced team offers personalized solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate management, our dedicated professionals are here to guide you every step of the way. Trust Caserta & de Jongh, LLC for expert financial advice and superior customer service.
Eugene W Harris & Co
Eugene W Harris & Co is a reputable finance institution located at 250 State Street in North Haven, Connecticut, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to provide you with the guidance and support you need. Trust Eugene W Harris & Co to help you navigate the complexities of the financial world and secure your financial future.
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joshua 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.
Kanner Financial Services - Certified Financial Planner Connecticut
Kanner 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.
John M Picard - Financial Advisor, Ameriprise Financial Services, LLC
John M Picard is a Financial Advisor at Ameriprise Financial Services, LLC located at 154 State Street in North Haven, Connecticut, United States. John 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 John's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. John is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, John is committed to helping clients achieve their financial goals and secure their financial future.
Christopher Coppola III - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Coppola III is a financial advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, United States. He 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®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Christopher Coppola III is dedicated to providing comprehensive financial services to individuals and small business owners.
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert J Lucarelli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 250 State Street in North Haven, Connecticut, United States. Robert has 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®, 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 Robert's expertise in asset management, financial planning, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert J Lucarelli can provide you with comprehensive and personalized financial advice to help you achieve your goals.
Norman Juniewic Wealth Management
Norman Juniewic Wealth Management is a reputable finance institution located at 36 State Street in North Haven, Connecticut, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional results, we offer tailored investment strategies, retirement planning, estate planning, and more. Trust Norman Juniewic Wealth Management to provide expert guidance and support in managing your financial assets effectively.
Guardian Financial, LLC
Guardian Financial, LLC is a leading finance and insurance agency located at 110 Washington Avenue in North Haven, Connecticut, United States. With a strong reputation for providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, Guardian Financial, LLC is here to provide personalized and comprehensive solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher 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.
Legacy Retirement Group
Legacy Retirement Group is a finance institution located at 9 Tenedine Drive in North Haven, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping our clients plan for their retirement and secure their financial future. We offer a range of services including retirement planning, investment management, and estate planning. At Legacy Retirement Group, we strive to provide personalized solutions tailored to each client's individual needs and goals. Contact us today to start planning for your legacy.
Ted Davis - Financial Advisor, Ameriprise Financial Services, LLC
Ted Davis is a financial advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, United States. Ted Davis specializes in providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, and insurance products. Ted Davis holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ designation, Certified Exit Planning Advisor® designation, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. Ted Davis is committed to providing expert financial advice and guidance to clients, with a focus on integrity, ethics, and professionalism.
Justin Z Knickerbocker - Financial Advisor, Ameriprise Financial Services, LLC
Justin Z Knickerbocker is a Financial Advisor at Ameriprise Financial Services, LLC located at 37 Broadway, North Haven, Connecticut, United States. Justin 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®. Justin specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a commitment to continuing education, Justin is dedicated to helping clients achieve their financial goals and navigate complex financial situations.
Smith & Pavano: Smith Brian F CPA
Smith & 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.
Legacy Law Partners, PLLC
Legacy Law Partners, PLLC is a reputable law firm located at 336 State Street in North Haven, Connecticut, United States. Specializing in various legal matters, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of estate planning, probate administration, or business law services, Legacy Law Partners, PLLC is committed to helping you navigate the legal process with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Peterson Law Group, LLC
Peterson Law Group, LLC is a reputable law firm located at 250 State Street in North Haven, Connecticut, United States. Specializing in a wide range of legal services, including family law, personal injury, criminal defense, and estate planning, our experienced attorneys are dedicated to providing top-notch representation and personalized attention to each client. With a track record of success and a commitment to achieving the best possible outcomes for our clients, Peterson Law Group, LLC is a trusted choice for all your legal needs.
Law Office of Amee J. Lunn, LLC
The Law Office of Amee J. Lunn, LLC is a reputable legal institution located at 26 Broadway in North Haven, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Amee J. Lunn provides expert legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving favorable outcomes for her clients, Attorney Lunn is a trusted advocate in the legal community. Contact the Law Office of Amee J. Lunn, LLC today for experienced and personalized legal assistance.
Wambolt Law, LLC
Wambolt Law, LLC is a reputable law firm located at 250 State Street in North Haven, Connecticut. Specializing in various areas of law, their team of experienced lawyers provide expert legal services to clients in need of representation and guidance. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Wambolt Law, LLC is dedicated to helping you navigate the legal system with professionalism and expertise. Contact them today for a consultation to discuss your legal needs.
Nugent & Bryant
Nugent & Bryant is a reputable law firm located at 36 State Street in North Haven, Connecticut. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of assistance with various legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal defense case, Nugent & Bryant is here to help. Their commitment to excellence and client satisfaction sets them apart as a trusted institution in the legal community. Contact them today for expert legal guidance and representation.
DeChello Law Firm LLC
DeChello Law Firm LLC is a reputable law firm located at 110 Washington Avenue in North Haven, Connecticut. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, DeChello Law Firm LLC is here to help. With a commitment to excellence and client satisfaction, they are known for their professionalism and expertise in the legal field. Contact them today for a consultation to discuss your legal needs.
Law Offices of Charles J. Riether
The Law Offices of Charles J. Riether is a reputable legal practice located at 31 Broadway in North Haven, Connecticut. Specializing in various areas of law, including personal injury, family law, criminal defense, and more, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a track record of successful cases, we strive to achieve the best possible outcomes for those we represent. Contact us today for a consultation and let us help you navigate the complexities of the legal system.
Louis A. Crisci, Jr. (Gesmonde, Pietrosimone & Sgrignari, LLC)
Louis A. Crisci, Jr. (Gesmonde, Pietrosimone & Sgrignari, LLC) is a law firm located at 3127 Whitney Avenue in Hamden, Connecticut, United States. Attorney Crisci has been practicing law in Connecticut since 1991, with a focus on areas such as Wills and Estate Planning, Probate, Elder Law, and Title XIX/Medicaid. He has a strong following of clients who appreciate his accessibility and legal expertise. Attorney Crisci is admitted to practice in both Connecticut State Court and the United States District Court for Connecticut. Having grown up in Branford, CT, Attorney Crisci graduated from Notre Dame High School of West Haven and Fordham University before attending Quinnipiac College School of Law. He has been a resident of New Haven County his entire life and currently resides in East Haven with his wife and three children.
Ciulla & Donofrio LLP
Ciulla & Donofrio LLP is a prestigious law firm located at 127 Washington Avenue in North Haven, Connecticut. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. Whether you need assistance with personal injury, real estate, estate planning, or business law, Ciulla & Donofrio LLP is committed to delivering exceptional representation and achieving the best possible outcomes for their clients. Contact them today for expert legal advice and representation.
Corrine A. Boni-Vendola
Corrine A. Boni-Vendola is a reputable law firm located at 31 Broadway in North Haven, Connecticut, United States. Specializing in various areas of law, the institution is known for providing top-notch legal services to clients in need. With a team of experienced and dedicated lawyers, Corrine A. Boni-Vendola is committed to advocating for their clients' best interests and achieving successful outcomes in their cases. Whether you are facing a personal injury claim, criminal charges, or need assistance with estate planning, this institution is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Juniewic Cheryl A
Juniewic Cheryl A is a respected lawyer located at 724 Middletown Avenue in North Haven, Connecticut. With years of experience in the legal field, Cheryl A Juniewic offers expert legal advice and representation to clients in need. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate, Juniewic Cheryl A is dedicated to providing personalized and effective legal solutions. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Juniewic Cheryl A is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Ajello Law Firm
Ajello Law Firm is a reputable legal institution located at 445 Washington Avenue in North Haven, 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 in need of personal injury representation, family law assistance, or help with estate planning, Ajello Law Firm is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with professionalism and expertise.
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