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TOP 30 Estate planning in Oxford, CT
5 results found
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Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA®
Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA® is a reputable finance institution located at 314 Center Rock Green in Oxford, Connecticut, United States. Kristina J Matwijec is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) who provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Kristina helps clients navigate the complexities of investing, retirement planning, estate planning, and more. Whether you are looking to build wealth, preserve assets, or plan for the future, Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA® is dedicated to providing top-notch financial guidance and support.
Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Albertine Gibbs holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and a focus on client needs, Albertine Gibbs is dedicated to helping clients achieve their financial goals.
Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC
Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Nina Daoud provides expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking for assistance with wealth transfers, retirement planning, or investment management, Nina Daoud has the knowledge and expertise to help you reach your financial goals. Contact Nina Daoud today to schedule a consultation and start planning for a secure financial future.
Winnick Vine Welch & Teodosio
Winnick Vine Welch & Teodosio is a reputable law firm located at 481 Oxford Road in Oxford, Connecticut. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including but not limited to corporate law, real estate law, and estate planning, the firm is committed to delivering top-notch legal representation and personalized solutions to meet the unique needs of each client. Whether you are seeking legal advice for your business or personal matters, Winnick Vine Welch & Teodosio is a trusted institution known for their professionalism, expertise, and exceptional client service.
Wasikowski Law Firm
Wasikowski Law Firm is a reputable legal institution located at 441 Oxford Road in Oxford, Connecticut. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. Specializing in a variety of practice areas, including personal injury, family law, and estate planning, we are committed to advocating for our clients and achieving the best possible outcomes for their cases. Whether you are facing a legal dispute or in need of legal guidance, Wasikowski Law Firm is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
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