Estate planning services in Middlebury, CT
15 results found
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James Schmiedel Money Concepts Financial Planning
● ClosedJames Schmiedel Money Concepts Financial Planning is a reputable finance institution located at 22 Independence Circle in Middlebury, Connecticut, United States. With a team of experienced financial planners, they provide personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, James Schmiedel Money Concepts Financial Planning can help you create a customized financial plan tailored to your specific needs. Visit their office today to start planning for a secure financial future.
22 Independence Cir, Middlebury, CT 06762, United States -
Allison Becker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAllison Becker is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 835 Straits Turnpike, Middlebury, Connecticut, United States. Allison holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Allison's commitment to ethics and continuing education ensures that she can provide her clients with the highest level of financial guidance and support.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 835 Straits Turnpike, Middlebury, Connecticut, United States. They offer a range of certifications and designations to their advisors, 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, including estate planning, retirement planning, investment management, and specialized areas like military financial advising. The advisors at JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to their clients.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
Adam Swiger - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Swiger, a financial advisor at Ameriprise Financial Services, LLC, located at 835 Straits Turnpike in Middlebury, Connecticut, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Adam Swiger is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are looking for help with portfolio management, retirement income planning, or navigating complex financial situations, Adam Swiger has the knowledge and expertise to guide you towards your financial goals. Contact Adam Swiger at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
Mark Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMark Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 835 Straits Turnpike, Middlebury, Connecticut, United States. Mark Jones holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, and retirement planning. With a focus on providing personalized financial advice, Mark Jones is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Mark Jones has the knowledge and expertise to guide you through the complexities of wealth management.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
David C Mulhall CPA
● ClosedDavid C. Mulhall CPA, located at 530 Middlebury Road in Middlebury, Connecticut, offers a range of accounting and finance services. With a focus on total wealth management, David helps clients navigate the complexities of investments, tax strategies, insurance, and estate planning. Through a conservative investment approach and comprehensive financial planning, he aims to secure his clients' financial independence and successfully transfer wealth to future generations. As a Registered Investment Advisor with LPL Financial, David provides personalized financial solutions tailored to each client's unique needs. Explore the website for informative videos and reach out for expert financial guidance.
530 Middlebury Rd Suite 203 A, Middlebury, CT 06762, United States -
Dzinski & Polzella LLC
● ClosedDzinski & Polzella LLC is a reputable accounting and finance institution located at 415 Middlebury Road in Middlebury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Dzinski & Polzella LLC is dedicated to helping their clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
415 Middlebury Rd, Middlebury, CT 06762, United States -
Minnella, Tramuta & Edwards, Attorneys At Law
● ClosedMinnella, Tramuta & Edwards, Attorneys At Law is a prestigious law firm located at 40 Middlebury Road in Middlebury, Connecticut, United States. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, our skilled lawyers are here to help. With a commitment to excellence and a track record of success, Minnella, Tramuta & Edwards is the go-to law firm for all your legal needs.
40 Middlebury Rd, Middlebury, CT 06762, United States -
Candice T Graziano Law Office
● OpenCandice T Graziano Law Office is a reputable law firm located at 530 Middlebury Road in Middlebury, Connecticut, United States. Specializing in various areas of law, including but not limited to, family law, criminal defense, and personal injury, the dedicated team at this office provides expert legal representation and guidance to clients in need. With a strong commitment to client satisfaction and favorable outcomes, Candice T Graziano Law Office is a trusted source for legal assistance in the Middlebury area.
530 Middlebury Rd # 214B, Middlebury, CT 06762, United States -
Ouellette Mark G
● OpenOuellette Mark G is a reputable law firm located at 390 Middlebury Road in Middlebury, Connecticut. Specializing in various areas of law, the experienced team at Ouellette Mark G is dedicated to providing high-quality legal services to clients in need. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, Ouellette Mark G is committed to advocating for your rights and achieving the best possible outcome for your case. With a strong reputation for professionalism and integrity, Ouellette Mark G is a trusted institution in the legal community. Contact them today for expert legal assistance.
390 Middlebury Rd STE 3, Middlebury, CT 06762, United States -
Moore, O'Brien & Foti
● ClosedMoore, O'Brien & Foti is a respected law firm located at 891 Straits Turnpike in Middlebury, Connecticut. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation for their clients. Whether you are in need of assistance with personal injury cases, criminal defense, family law matters, or estate planning, Moore, O'Brien & Foti is committed to helping you navigate the legal system with professionalism and expertise. Contact them today for a consultation to discuss your legal needs.
891 Straits Turnpike, Middlebury, CT 06762, United States -
Senich Law Firm LLC: Jack Senich
● ClosedSenich Law Firm LLC, led by experienced attorney Jack Senich, is a reputable legal institution located at 530 Middlebury Road in Middlebury, Connecticut, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, the firm is dedicated to providing top-notch legal representation and guidance to clients. With a commitment to excellence and a track record of success, Senich Law Firm LLC is a trusted choice for individuals seeking professional legal services in the Middlebury area.
530 Middlebury Rd, Middlebury, CT 06762, United States -
Engelman & Engelman
● ClosedEngelman & Engelman is a reputable law firm located at 459 Middlebury Road in Middlebury, Connecticut. With a team of experienced lawyers, the institution specializes in providing expert legal services to clients in various practice areas. Whether you are in need of legal representation for a personal injury case, real estate transaction, or estate planning matters, Engelman & Engelman is dedicated to providing top-notch legal assistance to ensure the best possible outcome for their clients. Contact them today to schedule a consultation and discuss your legal needs.
459 Middlebury Rd, Middlebury, CT 06762, United States -
Law Offices of Dana D'Angelo, LLC
● OpenThe Law Offices of Dana D'Angelo, LLC is a reputable law firm located at 20 Woodside Avenue in Middlebury, Connecticut. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, the experienced team at this firm is dedicated to providing top-notch legal services to clients in need. With a commitment to professionalism, integrity, and personalized attention, the Law Offices of Dana D'Angelo, LLC is a trusted partner for individuals seeking legal representation in the United States.
20 Woodside Ave, Middlebury, CT 06762, United States -
Sullivan & Attanasio, Attorneys at Law
● ClosedSullivan & Attanasio, Attorneys at Law is a reputable legal firm located at 459 Middlebury Road in Middlebury, Connecticut. With years of experience and expertise in various areas of law, our dedicated team of attorneys is committed to providing top-notch legal services to our clients. Whether you need assistance with a personal injury case, real estate transaction, or estate planning, our knowledgeable lawyers are here to help. Trust Sullivan & Attanasio, Attorneys at Law to provide you with professional and reliable legal representation.
459 Middlebury Rd, Middlebury, CT 06762, United States
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