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TOP 30 Estate planning in Southington, CT
13 results found
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Richard J D'Amato - Financial Advisor, Ameriprise Financial Services, LLC
Richard J D'Amato is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Queen Street in Southington, Connecticut, United States. Richard 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 Richard's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Richard is dedicated to providing comprehensive financial planning services to individuals and families, helping them achieve their financial goals and secure their financial future.
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 100 Queen Street in Southington, Connecticut, offers a wide range of financial services to individuals looking to manage their assets, plan for retirement, and navigate complex financial situations. Matthew Couzens holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment strategies, and retirement planning. With a focus on ethics and client-centered solutions, Matthew Couzens provides personalized financial advice to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Matthew Couzens can provide expert guidance tailored to your specific needs. Contact Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC, for comprehensive financial planning services that prioritize your financial well-being.
Christopher L Fry - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher L Fry is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Queen Street in Southington, 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 such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and comprehensive knowledge, Christopher provides personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for guidance on investments, insurance products, estate planning, or retirement strategies, Christopher L Fry is dedicated to helping you achieve your financial goals.
Marc Dynder - Financial Advisor, Ameriprise Financial Services, LLC
Marc Dynder is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Queen Street in Southington, Connecticut, United States. Marc has 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 demonstrate Marc's expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. With a strong commitment to ethics and ongoing education, Marc is dedicated to providing personalized financial advice to his clients.
Martocchio & Oliveira LLC
Martocchio & Oliveira LLC is a reputable law firm located at 191 Main Street in Southington, Connecticut. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, we are here to help. Trust Martocchio & Oliveira LLC to navigate the complexities of the legal system and advocate for your best interests. Contact us today to schedule a consultation.
Sheffy, DeNigris, Grey & Bedard, LLP
Sheffy, DeNigris, Grey & Bedard, LLP is a prestigious law firm located at 166 North Main Street in Southington, Connecticut. With a team of experienced and dedicated lawyers, they provide exceptional legal services in various areas of law including personal injury, family law, estate planning, and more. Clients can trust in their expertise and commitment to achieving the best possible outcomes for their cases. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Sheffy, DeNigris, Grey & Bedard, LLP is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Jeremy Taylor LLC Law Office
Jeremy Taylor LLC Law Office is a reputable legal institution located at 876 South Main Street in Southington, Connecticut. As a dedicated lawyer, Jeremy Taylor provides expert legal services to clients in need of assistance with a variety of legal matters. With a focus on professionalism, integrity, and client satisfaction, Jeremy Taylor LLC Law Office is committed to delivering top-notch legal representation and guidance. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business legal matter, Jeremy Taylor is here to help. Contact the office today to schedule a consultation and discuss your legal needs.
Daigle Law Group
Daigle Law Group is a reputable law firm located at 960 South Main Street in Southington, Connecticut. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, Daigle Law Group is here to help. Contact us today for a consultation to discuss your legal needs.
PJM Law LLC
PJM Law LLC is a reputable law firm located at 78 Parkview Drive in Southington, Connecticut. Specializing in various legal services, the firm is committed to providing top-notch representation and guidance to clients in need of legal assistance. With a team of experienced and dedicated lawyers, PJM Law LLC is known for their professionalism, expertise, and personalized approach to each case. Whether you are facing a legal issue related to family law, estate planning, real estate, or business law, you can trust PJM Law LLC to provide you with the quality legal representation you deserve. Contact them today to schedule a consultation and learn how they can help you with your legal needs.
Dale Funk and Associates, LLC
Dale Funk and Associates, LLC is a reputable financial consulting firm located at 409 Canal Street in Southington, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, retirement planning, and estate planning. Their personalized approach and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial advice. Contact Dale Funk and Associates, LLC today to take control of your financial future.
Thompson Legal Services
Thompson Legal Services is a reputable law firm located at 1783 Meriden-Waterbury Turnpike in Southington, Connecticut. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of expert advice and representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a real estate transaction, our team is here to help. With a commitment to excellence and a track record of success, Thompson Legal Services is the right choice for all your legal needs. Contact us today to schedule a consultation.
Chenette Law Offices LLC
Chenette Law Offices LLC is a reputable law firm located at 15 Cornerstone Court in Southington, Connecticut. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, Chenette Law Offices LLC is committed to helping you navigate the legal system with expertise and compassion. Contact them today for a consultation to discuss your legal needs.
Margaret Maruzo - Prudential Financial
Margaret Maruzo - Prudential Financial is a reputable finance and insurance agency located at 10 Quaker Lane in Southington, Connecticut, United States. With a focus on providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Margaret Maruzo - Prudential Financial is committed to providing personalized solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or insurance coverage, you can trust this institution to provide expert guidance and support.
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