TOP 10 Estate strategies in Connecticut
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Elyse Harney Real Estate - Falls Village
β ClosedElyse Harney Real Estate in Falls Village, located at 9 Barnes Road in Canaan, Connecticut, is a premier real estate agency serving the Litchfield Hills of Connecticut, the Berkshires of Massachusetts, and the Hudson Valley of New York. With over 35 years of experience and a deep connection to the local communities, our team is dedicated to helping you find your perfect home in this beautiful and diverse region. Whether you're looking for a sprawling estate with epic views, a charming 19th-century home, or a blank canvas for your dreams, we have the expertise to guide you every step of the way. Our team will work with you to understand your lifestyle, preferences, and goals, and help you explore the unique communities in the Tri-State Region.
9 Barnes Rd, Falls Village, CT 06031, United States -
William Raveis Real Estate - Washington Depot
β ClosedWilliam Raveis Real Estate in Washington Depot is a premier finance and real estate agency located at 4 Green Hill Road in Washington, Connecticut. With a reputation for excellence and a commitment to customer service, our experienced team of professionals is dedicated to helping clients buy, sell, and invest in properties in the beautiful Washington Depot area. Whether you are looking for your dream home, a vacation property, or a lucrative investment opportunity, William Raveis Real Estate has the knowledge and expertise to guide you through every step of the process. Visit us today and let us help you achieve your real estate goals.
4 Green Hill Rd, Washington Depot, CT 06794, United States -
Stepny Place: Real Estate Agency
β OpenStepny Place is a premier real estate agency located at 1800 Silas Deane Highway in Rocky Hill, Connecticut. Our dedicated team of experienced agents is committed to helping clients find their dream homes or investment properties. Whether you are looking to buy, sell, or rent, we provide personalized service and expert guidance every step of the way. Trust Stepny Place to make your real estate experience smooth and successful.
1800 Silas Deane Hwy, Rocky Hill, CT 06067, United States -
Porter Financial Strategies
β ClosedPorter Financial Strategies is a leading finance institution located at 300 Church Street in Wallingford, Connecticut, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Porter Financial Strategies offers comprehensive financial planning, retirement planning, investment management, and estate planning services. Contact us today to schedule a consultation and take the first step towards securing your financial future.
300 Church St Suite 301, Yalesville, CT 06492, United States -
Connecticut Estate & Tax Planning Council, Inc.
β ClosedConnecticut Estate & Tax Planning Council, Inc. is an institution located at 419 Downs Road, Bethany, Connecticut, United States. This institution specializes in accounting and finance services. They provide expert advice and assistance in estate planning and tax strategies. The council is dedicated to helping individuals and businesses navigate complex financial matters to secure their future and assets. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. The institution is committed to upholding the highest standards of integrity and professionalism in all their services. Contact Connecticut Estate & Tax Planning Council, Inc. for expert financial guidance and support.
419 Downs Rd, Bethany, CT 06524, United States -
Robert Stoddard, Pearce Real Estate
β ClosedRobert Stoddard, Pearce Real Estate is a trusted and established real estate institution located at 18a Church Street in Guilford, Connecticut. With a strong reputation for excellence and professionalism, our team of experienced agents is dedicated to helping clients find their dream homes or sell their properties quickly and efficiently. Whether you are looking to buy, sell, or rent, we offer personalized service and expert guidance every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.
18a Church St #18a, Guilford, CT 06437, United States -
Liz Eckert Real Estate
β OpenLiz Eckert Real Estate is a premier real estate agency located at 45 Field Point Road in Greenwich, Connecticut. Specializing in luxury properties and personalized service, Liz Eckert Real Estate is dedicated to helping clients find their dream homes in the prestigious Greenwich area. With a team of experienced and knowledgeable agents, Liz Eckert Real Estate provides top-notch guidance and support throughout the buying or selling process. Whether you are looking for a waterfront estate, a charming colonial, or a modern condominium, Liz Eckert Real Estate has the expertise to make your real estate goals a reality. Contact us today to start your journey towards finding the perfect home in Greenwich.
45 Field Point Rd, Greenwich, CT 06830, United States -
Dylan Walter with William Raveis Real Estate
β ClosedDylan Walter with William Raveis Real Estate is a top real estate agency located at 31 Pratt Road in Clinton, Connecticut, United States. Dylan is dedicated to helping clients find their ideal home or sell their current property to start a new chapter in their lives. He is known for his strong sense of responsibility to the communities he serves, often donating his time and resources to help improve the lives of others. Dylan is a leader in the Clinton/Westbrook Broker's caravan tour of new listings and specializes in aerial photography, internet marketing, and creative niche marketing strategies. With numerous awards for sales volume, Dylan is a trusted and experienced real estate agent with a degree in Communications from the University of Connecticut. In his free time, Dylan enjoys golfing, watching NHL and NFL games, and spending time with his family and their two Russian Wolfhounds. Clients praise Dylan for his friendliness, honesty, and dedication to ensuring a smooth and successful real estate transaction. With a William Raveis account, clients have access to exclusive tools and services to assist with buying, selling, mortgage, or insurance needs.
31 Pratt Rd, Clinton, CT 06413, United States -
Waterbury Residential, Commercial and Industrial Properties, LLC
β ClosedWaterbury Residential, Commercial and Industrial Properties, LLC is a reputable general contractor and real estate agency located at 83 Bank Street in Waterbury, Connecticut. With a strong focus on providing top-notch services for residential, commercial, and industrial properties, this institution is dedicated to meeting the diverse needs of its clients. Whether you are looking to build a new home, renovate your office space, or invest in industrial properties, Waterbury Residential, Commercial and Industrial Properties, LLC has the expertise and experience to help you achieve your goals. Trustworthy, reliable, and committed to excellence, this institution is your go-to partner for all your property needs in the Waterbury area.
83 Bank St, Waterbury, CT 06702, United States -
The Bella Group, LLC
β OpenThe Bella Group, LLC is a top producing real estate brokerage located at 12 Cornwall Road, Warren, Connecticut, United States. With over 20 years of business experience, we prioritize our customers' best interests. Our professional and friendly staff specializes in residential real estate in Litchfield County, which we consider more than just a market - it's our home. Our licensed team at The Bella Group will guide you through your property, discussing pricing, staging, and a marketing strategy to help you achieve the best price in the shortest amount of time. Our founder, John, has a background in construction which sets us apart in the real estate business. We are honest, hardworking, and dedicated to helping you make the best real estate decisions.
12 Cornwall Rd, Warren, CT 06754, United States -
C.A. White
β ClosedC.A. White is a reputable real estate agency located at 1211 Chapel Street in New Haven, Connecticut, United States. With a strong commitment to providing exceptional service and expertise in the real estate market, C.A. White is dedicated to helping clients buy, sell, and rent properties in the New Haven area. Their team of experienced agents are knowledgeable about the local market trends and are committed to helping clients achieve their real estate goals. Whether you are looking to buy your dream home, sell your current property, or find the perfect rental, C.A. White is here to help every step of the way.
1211 Chapel St, New Haven, CT 06511, United States -
Fotini Martin LLC
β ClosedFotini Martin LLC is a top-rated real estate agency located at 2 Ledgebrook Drive in Mansfield, Connecticut. Our experienced team of professionals is dedicated to helping clients buy, sell, and rent residential and commercial properties in the area. With a focus on providing exceptional customer service and personalized attention, we strive to make the real estate process smooth and stress-free for our clients. Whether you are looking to find your dream home, sell your current property, or invest in real estate, Fotini Martin LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
2 Ledgebrook Dr, Mansfield Center, CT 06250, United States -
North Point Properties
β ClosedNorth Point Properties is a reputable real estate agency located at 8 Giles Hill Road in Redding, Connecticut. With a team of experienced professionals, we specialize in buying, selling, and renting residential and commercial properties in the United States. Our commitment to exceptional customer service and expert knowledge of the local market sets us apart from the competition. Whether you are looking to find your dream home or sell your property quickly and efficiently, North Point Properties is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
8 Giles Hill Rd, Redding, CT 06896, United States -
CMD Realty, LLC.
β OpenCMD Realty, LLC. is a reputable real estate agency located at 1291 Boston Post Road in Madison, Connecticut. With a team of experienced and knowledgeable real estate professionals, CMD Realty, LLC. is dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, investment property, or commercial space, their personalized approach and commitment to excellence make them a top choice for all your real estate needs in the United States.
1291 Boston Post Rd, Madison, CT 06443, United States -
Rothschild Financial Consulting
β OpenRothschild Financial Consulting is a leading financial advisory firm located at 15 Lake Road in Ridgefield, Connecticut, United States. Our team of experienced professionals provides comprehensive financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, Rothschild Financial Consulting is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
15 Lake Rd, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor John D Doscher
β ClosedMerrill Lynch Financial Advisor John D Doscher, located in Ridgefield, Connecticut, United States, offers personalized wealth management services to help clients navigate life's changes and achieve their financial goals. With a focus on risk management, income generation, and tax efficiency, John Doscher crafts tailored strategies to address clients' specific needs, whether it's planning for retirement, funding education, purchasing a home, or passing on wealth to future generations. John Doscher believes in proactive planning and educating clients on financial matters, encouraging open communication with both spouses and involving the next generation in wealth management discussions. With a background in sociology and anthropology, he takes a holistic approach to understanding clients' fears, objectives, and concerns, aligning tax and estate planning strategies with their overall financial goals.
63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Catalyst Financial Group Inc
β OpenCatalyst Financial Group Inc is a leading finance institution located at 152 Deer Hill Avenue in Danbury, Connecticut, United States. With a strong reputation for providing top-notch financial services, Catalyst Financial Group Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Catalyst Financial Group Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
152 Deer Hill Ave # 208, Danbury, CT 06810, United States -
Merrill Lynch Wealth Management
β ClosedMerrill Lynch Wealth Management, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and retirement income, the experienced advisors at Merrill Lynch can assist with a range of financial services, including estate planning and investment guidance. Committed to client satisfaction, the branch emphasizes building long-term relationships based on understanding each client's unique goals and financial situation. Through access to industry analysts and specialists, advisors work collaboratively with clients to create tailored financial strategies designed to meet their objectives.
63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
DiVestea Wealth Partners of Raymond James
β ClosedDiVestea Wealth Partners of Raymond James is a finance institution located at 4 Prospect Street in Ridgefield, Connecticut, United States. With a focus on wealth management and financial planning, they provide personalized services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, DiVestea Wealth Partners is dedicated to helping you secure your financial future.
4 Prospect St, Ridgefield, CT 06877, United States -
Mercer Advisors Wealth Management
β ClosedMercer 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.
965 Post Rd E, Westport, CT 06880, United States -
Merrill Lynch Financial Advisor Harold W Smith
β ClosedMerrill Lynch Financial Advisor Harold W Smith is located at 108 Main Street North in Southbury, Connecticut. Harold follows a disciplined process that begins with getting to know each client and their financial situation. He is passionate about delivering excellent service and holds the Chartered Financial Consultant designation. With over 40 years of experience, Harold has assisted clients with investment management strategies, wealth transfer, estate planning services, and more. He believes in a personalized approach to financial planning, focusing on the client's goals and priorities. Harold can also provide access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He values community service and has been involved with various organizations over the years. Harold's mission is to understand each client personally and help them achieve their financial goals. With a focus on building a customized investment approach, Harold is dedicated to helping clients navigate the complexities of their financial lives. Contact Merrill Lynch Financial Advisor Harold W Smith for personalized financial advice and wealth management services.
108 Main St N 2nd floor, Southbury, CT 06488, United States -
Magnolia Private Wealth
β ClosedMagnolia 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.
14 Church Hill Rd a4, Newtown, CT 06470, United States -
Ameriprise Financial
β ClosedAmeriprise Financial is a leading financial institution located at 49 Peter Road in Southbury, Connecticut. Specializing in finance, Ameriprise offers a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise is committed to helping individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Ameriprise Financial can provide personalized solutions to meet your needs. Visit Ameriprise Financial today to start planning for a brighter financial future.
49 Peter Rd # 2, Southbury, CT 06488, United States -
Bresnick Financial Services, LLC
β ClosedBresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.
30 Huntington St #2, Shelton, CT 06484, United States -
Diversified Financial
β ClosedDiversified Financial is a leading accounting and finance institution located at 100 Main Street North in Southbury, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, financial planning, investment management, and more. Whether you need help with your personal finances or your business accounts, Diversified Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.
100 Main St N # 204, Southbury, CT 06488, United States -
Merrill Lynch Wealth Management
β ClosedMerrill Lynch Wealth Management, located at 108 Main Street North in Southbury, Connecticut, offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. We are committed to client service and satisfaction, helping clients navigate retirement planning, investment strategies, estate planning, and more. Our advisors are dedicated to giving back to the community through volunteerism and charitable outreach. With a focus on continuing professional training and mentorship, we empower our advisors to assist clients in pursuing their financial goals with confidence. Whether you are just starting your career or looking to join our team as a financial advisor, Merrill Lynch Wealth Management provides the tools and support you need to succeed.
108 Main St N 2nd floor, Southbury, CT 06488, United States -
IMT Realty
β ClosedIMT Realty is a reputable real estate agency located at 333 Long Hill Road in Groton, Connecticut, United States. With a strong focus on providing top-notch service to both buyers and sellers, IMT Realty is committed to helping clients achieve their real estate goals. In addition to their real estate services, IMT Realty also offers travel agency services to assist clients in planning their next vacation or business trip. Whether you're looking to buy or sell a property or book a trip, IMT Realty is the one-stop destination for all your real estate and travel needs.
333 Long Hill Rd, Groton, CT 06340, United States -
Diversified Financial Solution
β ClosedDiversified Financial Solutions is a leading accounting and finance institution located at 21 Maple Street in Naugatuck, Connecticut, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Diversified Financial Solutions for all your financial needs and experience the difference our expertise can make in your financial future.
21 Maple St, Naugatuck, CT 06770, United States -
Barnum Financial Group: Michael Lynch
β OpenBarnum Financial Group: Michael Lynch is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a focus on providing comprehensive financial planning services, this institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Led by experienced financial advisor Michael Lynch, the team at Barnum Financial Group is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
6 Corporate Dr #5, Shelton, CT 06484, United States -
John Culhane CPA
β ClosedJohn Culhane CPA is a reputable accounting and finance institution located at 755 Main Street in Monroe, Connecticut, United States. With years of experience and a team of skilled professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
755 Main St Bldg 4 Unit 1A, Monroe, CT 06468, United States
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List of local businesses, places and services in Connecticut
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