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TOP 30 Estate tax planning in Newtown, CT
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western connecticut estate & tax planning council
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.
Magnolia Private Wealth
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.
Law Offices of John J. Malloy
The Law Offices of John J. Malloy, located in Newtown, Connecticut, has been providing legal services in Fairfield County and the New York area since 1987. Specializing in a wide range of legal matters, the practice offers personalized and cost-efficient services to individuals and businesses. Services include real estate transactions, estate planning, business law, estate administration, tax preparation, and more. John J. Malloy, Esq., the founder, is a highly experienced attorney admitted to practice in multiple states and before the U.S. Tax Court. With a background in both legal firms and international corporations, John brings a wealth of knowledge and expertise to his practice. The firm is committed to providing top-notch legal services to its clients and welcomes questions and comments. Contact the Law Offices of John J. Malloy for all your legal needs.
Edward J Kelleher Law Office
The Edward J Kelleher Law Office is a reputable legal institution located at 59 Jeremiah Road in Newtown, Connecticut, United States. Specializing in various areas of law, the experienced team at this office provides top-notch legal services to clients in need of expert representation. With a strong track record of success and a commitment to client satisfaction, the Edward J Kelleher Law Office is a trusted choice for individuals seeking professional legal assistance.
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