TOP 10 Best Estate planning services in Oxford, Connecticut

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.

Opus: Advice First - Ameriprise Financial Services, LLC is a finance institution located at 90 Oxford Road, Oxford, Connecticut, United States. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. With a focus on enhancing the financial and emotional well-being of clients and their families, Opus: Advice First provides education and guidance on important life decisions. The institution offers comprehensive financial planning services and wealth management, working in harmony with clients to achieve their unique goals. With offices in Oxford, CT, Palo Alto, CA, and Westchester, NY, Opus: Advice First serves clients in 20 states using technology to maintain deep relationships and help clients pursue their dreams. The institution's advisors, including Nancy Daoud, provide insights on market trends and offer strategies for navigating difficult markets and achieving financial success. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and clients can find background and qualification information on FINRA's BrokerCheck website.

Nancy S Daoud is a dedicated private wealth advisor at Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut. With years of experience in the finance industry, Nancy provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Nancy is committed to providing expert guidance and support every step of the way. Trust Nancy S Daoud to help you secure your financial future.

Philip Bensley - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 90 Oxford Road in Oxford, Connecticut. With a focus on providing personalized financial planning and investment services, Philip Bensley helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Philip Bensley offers expert advice and tailored solutions to meet your individual needs. With a commitment to transparency, integrity, and client satisfaction, Philip Bensley - Financial Advisor is dedicated to helping you secure a stable financial future.

Alison Perrin is a financial advisor at Ameriprise Financial Services, LLC located at 90 Oxford Road in Oxford, Connecticut, United States. Alison specializes in helping clients achieve their financial goals through personalized strategies tailored to their individual needs. With a focus on areas such as retirement planning, investment management, and wealth preservation, Alison is dedicated to providing comprehensive financial guidance to her clients. When choosing a financial advisor, it is important to consider their background, credentials, and experience. Alison Perrin has a proven track record of success in the financial industry and is committed to helping clients make informed decisions about their finances.

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.

Kim LoCicero - State Farm Insurance Agent is a trusted insurance agency located at 1516 Barnum Ave, Stratford, Connecticut. Our mission is to help individuals manage everyday risks, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services in a personal and professional manner, ensuring that our customers are protected in times of prosperity and need. Our office serves the Valley area, including Shelton, Oxford, Derby, Seymour, and Ansonia. At Kim LoCicero - State Farm Insurance Agent, we are committed to providing the best protection for our customers. Whether you need life insurance, annuities, or pet insurance, we have you covered. Our team is dedicated to helping you meet your long-term financial goals while safeguarding your current obligations.

The Law Office of Andrew J. Pianka, LLC is a respected legal institution located in Oxford, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Andrew J. Pianka is dedicated to providing high-quality legal representation to his clients. With a commitment to professionalism and personalized service, the Law Office of Andrew J. Pianka, LLC is a trusted resource for individuals in need of legal assistance in the Oxford area.

Miller Investment is a reputable finance institution located in Oxford, Connecticut, United States. With a prime location at 315 Center Rock Green, our team of experienced professionals is dedicated to providing top-notch investment services to our clients. Whether you are looking to grow your wealth, plan for retirement, or diversify your portfolio, Miller Investment is here to help you achieve your financial goals. Trust us to guide you through the complexities of the financial world and make informed decisions that will secure your future. Visit us today to learn more about our services and how we can assist you in reaching financial success.

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.

Teodosio Francis is a prestigious law institution located at 481 Oxford Road in the heart of Oxford, Connecticut, United States. Our team of expert lawyers is dedicated to providing top-notch legal services to our clients, ensuring that their rights and interests are protected. With years of experience and a commitment to excellence, Teodosio Francis is the go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complex legal landscape.

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.

Welcome to Jennifer Draney State Farm! Our office is located in Monroe, Connecticut, and serves customers in Fairfield and New Haven Counties, including Trumbull, Newtown, Oxford, and Seymour. We are open Monday through Friday from 9 a.m. to 5 p.m and are happy to assist outside of business hours if that works better for you. We have been proudly serving State Farm customers since 2006. The dedicated team at Jennifer Draney State Farm is here to help with all your insurance needs, including auto, home, life, and business needs. If you are moving to the Monroe area, we are happy to help with your relocation, so be sure to give us a call. We love meeting our new neighbors!

Dumont Law LLC is a reputable legal firm located at 120 Oxford Street in Hartford, Connecticut. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in various areas of law, including family law, real estate law, and business law. We pride ourselves on our commitment to delivering personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are facing a divorce, buying a new home, or starting a business, Dumont Law LLC is here to help guide you through the legal process with expertise and care. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Heritage Financial Group of CT, LLC is a reputable finance institution located at 785 Oxford Road in Oxford, Connecticut, United States. With a strong commitment to providing personalized financial services, they offer a wide range of financial solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or mortgage services, Heritage Financial Group of CT, LLC has a team of experienced professionals ready to assist you in achieving your financial goals.Visit them today and experience the difference that personalized financial services can make in your life.

Scott Freeman Retirement is a trusted financial institution located at 57 Oxford Court in Groton, Connecticut, United States. Specializing in retirement planning and wealth management, our team of experienced professionals is dedicated to helping individuals secure their financial future. With personalized strategies and expert guidance, we strive to provide our clients with peace of mind and financial security during their retirement years. Contact us today to learn more about how we can help you achieve your retirement goals.

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.