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TOP 30 Estate planning in Westport, CT
53 results found
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Ward J. Mazzucco - Business, Real Estate, and Litigation Attorney
Ward J. Mazzucco - Business, Real Estate, and Litigation Attorney is a trusted law firm located at 44 Old Ridgebury Road in Danbury, Connecticut. Our team of experienced attorneys provides comprehensive legal guidance for individuals, families, and businesses throughout Fairfield County and Western Connecticut. With over four decades of experience, our lawyers at Chipman Mazzucco Emerson LLC offer high-quality, responsive service to every client. We handle a wide range of legal matters, including business law, contracts, mergers and acquisitions, estate planning, taxation, probate, and more.
RBC Wealth Management Branch - Westport
RBC Wealth Management Branch in Westport is a prestigious financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. With a focus on providing comprehensive wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, our branch offers personalized solutions tailored to meet your individual needs. Visit us today to discover how we can help you secure your financial future.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 965 Post Road East in Westport, Connecticut, offers a unique approach to wealth management. They believe that there comes a point in life where the hard work and success you've achieved should be enjoyed, not just built upon. The firm provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, ensuring that all aspects of your financial life are taken care of. Their team of talented wealth advisors in the Westport area, including Robert, Gregg, Eric, Nadia, Roain, Brian, and Timothy, have years of experience in providing comprehensive financial planning and investment advisory services. They are dedicated to helping clients achieve their financial goals and enjoy the fruits of their labor.
Emerald Wealth Advisors
Emerald Wealth Advisors is a leading finance institution located at 191 Post Road West in Westport, Connecticut, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we offer a range of services including investment management, retirement planning, estate planning, and more. At Emerald Wealth Advisors, we are committed to providing our clients with the guidance and support they need to make informed financial decisions and build wealth for the long term.
Suarez Wealth Management - Alliance Global Partners
Suarez Wealth Management - Alliance Global Partners is a leading finance institution located at 88 Post Road West in Westport, Connecticut, United States. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Trust Suarez Wealth Management - Alliance Global Partners to provide expert financial guidance and support every step of the way.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. The branch offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at Merrill Lynch Wealth Management go beyond wealth planning advice, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill clients have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to pursue their financial and life goals.
Thomas Locastro - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Locastro - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Thomas Locastro holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Thomas Locastro is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services for clients facing life-changing events. With a commitment to ethics and continuing education, Thomas Locastro is dedicated to helping clients achieve their financial goals and secure their financial future.
Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC
Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a range of certifications and designations 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as military financial advising. Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, tailored to their specific needs and goals.
Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a wide range of services and certifications to cater to the diverse financial needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at Nicholas Difalco are well-equipped to provide expert financial advice and planning. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, the team at Nicholas Difalco is dedicated to helping you achieve your financial goals. Their commitment to upholding ethical standards and staying up-to-date with the latest industry trends ensures that clients receive the highest level of service and expertise. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is the institution to trust for all your financial needs.
Scott Zingone - Financial Advisor, Ameriprise Financial Services, LLC
Scott Zingone is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Scott 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 Scott's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Scott is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
Arnel Gonzales - Financial Advisor, Ameriprise Financial Services, LLC
Arnel Gonzales is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States. Arnel 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Arnel's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Arnel Gonzales is dedicated to providing clients with comprehensive and personalized financial advice and services.
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Mannino is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, United States. Ross 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®. Ross is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor John-Michael Peters
Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
Richard Cacciapaglia - RBC Wealth Management Financial Advisor
Richard Cacciapaglia - RBC Wealth Management Financial Advisor is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Richard Cacciapaglia provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Richard Cacciapaglia - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Stuart Gollomp - Financial Advisor, Ameriprise Financial Services, LLC
Stuart Gollomp is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Stuart Gollomp 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®, 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Stuart Gollomp is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Stuart Gollomp for personalized financial advice tailored to your unique needs and goals.
Marco Ventrella - RBC Wealth Management Financial Advisor
Marco Ventrella - RBC Wealth Management Financial Advisor is a renowned financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Marco Ventrella offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marco Ventrella provides expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect top-notch service and tailored solutions to meet their unique financial needs.
Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
Karen Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She 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®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
Crestwood Advisors
Crestwood Advisors is a leading finance institution located at 943 Post Road East in Westport, Connecticut, United States. With a team of experienced financial advisors, Crestwood Advisors offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Crestwood Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust Crestwood Advisors to help you navigate the complexities of the financial world and secure a stable financial future.
The Ventrella - Ellis Group
The Ventrella - Ellis Group is a leading finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. With a strong reputation for expertise and integrity, the group offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your assets or secure your financial future, The Ventrella - Ellis Group is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you navigate the complexities of the financial world.
Scharf & Selden Wealth Management of Raymond James
Scharf & Selden Wealth Management of Raymond James is a reputable finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. With a strong focus on providing personalized wealth management services, the institution prides itself on delivering tailored financial solutions to help clients achieve their financial goals. Backed by the resources and expertise of Raymond James, Scharf & Selden Wealth Management offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their team of experienced financial advisors is dedicated to providing top-notch service and guidance to help clients navigate the complexities of the financial world.
Gerald Maisner - RBC Wealth Management Financial Advisor
Gerald Maisner - RBC Wealth Management Financial Advisor is a trusted financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a seasoned financial advisor, Gerald Maisner provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, the institution offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Gerald Maisner - RBC Wealth Management Financial Advisor is dedicated to providing expert guidance and tailored solutions to help you succeed financially.
Meeks McCormick Evanchik - Morgan Stanley
Meeks McCormick Evanchik - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Meeks McCormick Evanchik - Morgan Stanley is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
JTA Law PLLC
JTA Law PLLC is a reputable law firm located at 472 Riverside Avenue in Westport, Connecticut. Specializing in various legal services, our team of experienced lawyers is dedicated to providing personalized and effective representation for our clients. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, JTA Law PLLC is here to help. Contact us today to schedule a consultation and discuss how we can assist you with your legal needs.
Fedor, Laurel - Taylor & Fedor, LLC
Fedor, Laurel - Taylor & Fedor, LLC is a reputable law firm located at 1071 Post Road East in Westport, Connecticut. With a team of experienced attorneys, they provide comprehensive legal services in various practice areas including real estate, estate planning, business law, and more. Known for their dedication to client satisfaction and personalized approach, Fedor, Laurel - Taylor & Fedor, LLC is committed to delivering high-quality legal representation to individuals and businesses in the Westport area. Contact them today for expert legal counsel tailored to your specific needs.
Avirom & Associates
Avirom & Associates is a prestigious law firm located at 38 Post Road West in Westport, Connecticut, United States. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including corporate law, real estate law, estate planning, and more. Known for their dedication to client satisfaction and their commitment to achieving favorable outcomes, Avirom & Associates is a trusted choice for individuals and businesses seeking expert legal representation. Contact them today to schedule a consultation and see how they can assist with your legal needs.
Freudigman & Billings LLC
Freudigman & Billings LLC is a reputable law firm located at 1720 Post Road East in Westport, Connecticut. With a team of experienced and dedicated attorneys, we provide a wide range of legal services to individuals and businesses in the area. Our firm is known for our personalized approach, attention to detail, and commitment to achieving the best possible outcomes for our clients. Whether you are in need of assistance with estate planning, real estate transactions, business law, or litigation, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Chipman Mazzucco Emerson LLC
Chipman Mazzucco Emerson LLC is a trusted law firm located at 44 Old Ridgebury Road in Danbury, Connecticut. With over four decades of experience, our team of attorneys provides comprehensive legal guidance for individuals, families, and businesses throughout Fairfield County and Western Connecticut. We pride ourselves on offering high-quality, responsive service to every client, no matter how complex their legal situation may be. Our team of attorneys spans generations and works together to provide tailored solutions for each client. Whether you are a business in need of assistance with contracts, mergers, employment, or commercial real estate, or an individual seeking guidance on estate planning, taxation, probate, or elder law, we have the knowledge and experience to help.
Law Offices of Dori-Ellen S. Feltman
The Law Offices of Dori-Ellen S. Feltman is a reputable legal institution located at 246 Post Road East in Westport, Connecticut, United States. Specializing in various areas of law, including but not limited to, family law, real estate law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and effective 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 with your legal needs.
LOAH - Law Office of Angi Haen
The Law Office of Angi Haen (LOAH) is a reputable legal institution located at 965 Post Road East in Westport, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, LOAH is dedicated to providing top-notch legal services to clients in the United States. With a focus on personalized attention and expertise, the team at LOAH works diligently to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or simply need guidance on legal matters, the Law Office of Angi Haen is here to help.
The Hirsch Law Firm
The Hirsch Law Firm, located at 20 Saugatuck Avenue in Westport, Connecticut, has been serving clients for over 30 years. With experienced attorneys specializing in estate planning, probate, and aggressive foreclosure defense, the firm is dedicated to providing individualized attention and large law firm sophistication. Partners Harry Hirsch and Adam J. Hirsch, both highly respected in their field, offer top-notch service and expertise to clients throughout Fairfield and beyond. Clients praise the firm for their responsiveness, professionalism, and knowledge, making the real estate experience as stress-free as possible. Whether you are facing financial hardship or need assistance with a real estate deal, the Hirsch Law Firm is there to guide you every step of the way. Contact them today for a free consultation at 203-336-3584.
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