TOP 10 Best Estate planning strategies in Newtown, Connecticut

Timothy J. Haas CFP, MBA Waypoint Financial Planning is a leading finance institution located at 107 Church Hill Road in Newtown, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners and individuals with Master of Business Administration degrees, we provide expert financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our institution is dedicated to providing personalized and comprehensive financial solutions. Trust Timothy J. Haas CFP, MBA Waypoint Financial Planning to guide you on the path to financial success.

The Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.

H&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.

Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™ is a reputable finance institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Bryan Roth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Newtown area.

Located at 3288 Main Street in Stratford, Connecticut, Thomas E. Brennan, Attorney-at-Law, LLC is a trusted institution specializing in estate planning and probate law. Attorney Thomas E. Brennan and his dedicated staff have been providing expert legal services since 2003, serving clients from Fairfield, Norwalk, Bethel, and Newtown. With a focus on personalized attention and results-driven representation, our firm assists clients with a variety of complex legal matters, including estate planning, probate litigation, civil litigation, and conservatorship cases. We understand the importance of thorough preparation and documentation, and we strive to guide our clients through the legal process with diligence and compassion.

Mayer Jerome A is a reputable law firm located at 19 Church Hill Road in Newtown, Connecticut. Specializing in various legal matters, the institution offers expert legal services to individuals and businesses in the United States. With a commitment to professionalism and client satisfaction, Mayer Jerome A is dedicated to providing top-notch legal representation and guidance to help clients navigate through complex legal issues. Contact them today for all your legal needs.

Donaldson Financial Wellness Network, LLC is a finance institution located at 197 Huntingtown Road in Newtown, Connecticut, United States. We specialize in providing comprehensive financial services and solutions to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients build and maintain financial wellness through personalized financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

Magnolia Private Wealth, located at 14 Church Hill Road in Newtown, Connecticut, offers comprehensive wealth management services to individuals, families, business owners, and institutions. Our experienced team takes a collaborative approach to navigating the complexities of wealth, providing integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, and family-office management, we bring diverse perspectives to our clients' financial challenges. Grounded in modern finance, we challenge conventional wisdom to provide bespoke access to institutional-caliber strategies and extensive manager due diligence. Each client's unique aspirations are the focus of our expertise, whether they are saving for retirement or the next generation. Our tailored investment approach and dynamic solutions cater to the most sensitive and complex financial situations. Services include portfolio management, retirement planning, risk management, insurance services, estate planning, charitable giving, and more. Our goal is to empower clients with transparent and objective advice to make better financial decisions and embrace a rewarding life. Contact us for expert advice on your unique financial situation.

AdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.

Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is a trusted financial institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Maria Xavier, AAMS™, is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Maria Xavier strives to provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is committed to helping you make informed financial decisions and achieve financial success.

Steward Partners is a finance institution located at 32 Church Hill Road in Newtown, Connecticut, United States. As a trusted financial services provider, Steward Partners offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, Steward Partners is committed to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steward Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Johnson Brunetti is a reputable financial institution located at 27 Glen Road in Newtown, Connecticut, United States. Specializing in financial planning and investment management, Johnson Brunetti offers personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or managing your wealth, Johnson Brunetti is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Pachniuk Walter is a reputable financial institution located at 30 Main Street in Newtown, Connecticut, United States. With a focus on providing top-notch financial services to its clients, Pachniuk Walter offers a wide range of financial products and solutions tailored to meet the unique needs of individuals and businesses. The institution prides itself on its experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Pachniuk Walter is committed to providing exceptional service and support.

Iron Path Wealth Management, Inc is a trusted finance institution located at 15 Crabapple Lane in Newtown, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping our clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique financial goals. Trust Iron Path Wealth Management, Inc to guide you on the path to financial success.

Yankee Advisor Network is a reputable insurance agency located at 14 Church Hill Road in Newtown, Connecticut, United States. Our team of experienced advisors is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and attention to detail, we strive to ensure that our clients have the coverage they need to protect what matters most. Contact us today to learn more about how Yankee Advisor Network can help you secure your future.