TOP 30 Best Estate tax planning in Stamford, Connecticut

ACT Financial and Tax Services, LLC is a leading accounting and finance institution located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals by providing personalized and reliable services. Contact us today to schedule a consultation and see how we can help you with your financial needs.

Smart Group USA | Smart Tax Services Stamford is a versatile institution offering a wide range of services in accounting, finance, insurance, legal advice, and real estate. Located at 115 West Main Street in Stamford, Connecticut, this institution is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, legal matters, or real estate transactions, the professionals at Smart Group USA are here to assist you every step of the way. With a commitment to excellence and a reputation for reliability, you can trust Smart Group USA | Smart Tax Services Stamford to help you navigate the complexities of your financial and legal needs.

A & E Tax is a trusted accounting and finance institution located at 76 Progress Drive in Stamford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial health and minimize their tax liabilities. Whether you need help with tax preparation, planning, or representation, A & E Tax is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

ADF Financial Services is a reputable accounting and finance institution located at 98 Minivale Road in Stamford, Connecticut, United States. Specializing in tax preparation, our experienced professionals are dedicated to helping individuals and businesses navigate complex tax laws and ensure compliance with all regulations. Whether you need assistance with filing your personal taxes or require comprehensive tax planning for your business, ADF Financial Services is here to provide expert guidance and support. Trust us to handle your tax needs with precision and efficiency.

Smart Group USA is a leading finance institution offering top-notch tax services in Stamford, Connecticut. Located at 313 Hope Street, our team of expert professionals is dedicated to providing smart and efficient tax solutions for individuals and businesses. With a focus on accuracy and personalized service, we strive to help our clients navigate the complex world of taxes with ease. Trust Smart Group USA for all your tax needs and experience the difference of working with a knowledgeable and reliable financial partner.

Real Estate University is a prestigious institution located at 1266 East Main Street in Stamford, Connecticut, United States. Our university is dedicated to providing comprehensive education and training in all aspects of the real estate industry. With experienced faculty and state-of-the-art facilities, we offer a wide range of courses that cover topics such as property management, real estate law, finance, and marketing. Our hands-on approach to learning ensures that students are well-equipped to succeed in the competitive real estate market. Whether you are looking to start a career in real estate or advance your current skills, Real Estate University is the perfect place to achieve your goals.

Complete Service Law- Stamford Attorney is a reputable law firm located in Stamford, Connecticut. Our team of experienced lawyers is dedicated to providing comprehensive legal services to clients in need of expert legal representation. We specialize in a wide range of practice areas, including personal injury, family law, real estate law, and more. Our attorneys are committed to delivering personalized attention and tailored solutions to meet the unique needs of each client. Located at 19 High Ridge Road, our firm is conveniently situated for clients in the Stamford area. Trust Complete Service Law- Stamford Attorney to provide you with top-notch legal services and guidance for all your legal needs.

Summit Retirement Planning, Inc. is a finance institution located at 48 Union Street in Stamford, Connecticut, United States. With a focus on helping individuals plan for a secure retirement, Summit Retirement Planning offers personalized financial services and expert guidance to help clients achieve their retirement goals. Whether you are just starting to save for retirement or looking to maximize your existing investments, Summit Retirement Planning is dedicated to providing comprehensive financial solutions tailored to your unique needs. Contact us today to start planning for a brighter financial future.

Stamford, CT Private Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. Specializing in private wealth management, UBS Financial Services Inc. offers a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more to ensure their clients' financial success. Visit their office in Stamford to learn more about how they can help you secure your financial future.

The RBC Wealth Management Branch in Stamford, Connecticut, is a leading finance institution located at 3 Landmark Square. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, the experts at RBC Wealth Management Branch in Stamford are dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start building a secure financial future.

Waypoint Wealth Planning is a premier financial institution located at 290 Harbor Drive in Stamford, Connecticut. Our experienced team of finance professionals is dedicated to helping clients navigate their financial journey and achieve their wealth management goals. From retirement planning to investment strategies, we provide personalized solutions tailored to each client's unique needs. Trust Waypoint Wealth Planning to be your partner in building a secure and prosperous financial future.

Aaron Hoffman Tax is a reputable accounting and finance institution located at 1266 East Main Street in Stamford, Connecticut, United States. With a team of experienced professionals, we specialize in providing expert tax services for individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial benefits while remaining compliant. Whether you need assistance with tax preparation, planning, or resolution, Aaron Hoffman Tax is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Family Tax Advantage LLC is a finance institution located at 306 Dundee Road in Stamford, Connecticut, United States. We specialize in helping families maximize their tax benefits and financial opportunities. Our team of experts is dedicated to providing personalized services to ensure our clients receive the best possible outcomes. Whether you need assistance with tax planning, investment strategies, or retirement planning, Family Tax Advantage LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can help your family secure a brighter financial future.

Holland Law Offices, LLC is a unique Trust & Estate Boutique law firm located at 107 Wilcox Road in Stonington, Connecticut. Attorney Paul G. Holland, Jr. specializes in complex estate planning and estate administration, drawing on his experience from Cummings & Lockwood in Stamford, one of Connecticut's leading trusts and estate firms. With a focus on providing high-quality estate planning services in a timely and responsive manner, Holland assists individuals, families, and financial institutions with estate plans, probate and estate administration, business succession planning, asset protection, and same-sex estate planning. Unlike other lawyers in New London County, Paul does not equate Medicaid Planning with Estate Planning. Whether you need basic documents like Wills and Powers of Attorney or more complex estate planning solutions, Holland Law Offices is dedicated to guiding you through the process with expertise and care.

CROSLANDLAWGROUP is a prestigious law firm located at 1200 Summer Street in Stamford, Connecticut, United States. Our team of experienced attorneys specializes in a wide range of legal services including corporate law, real estate law, litigation, and estate planning. We are dedicated to providing our clients with personalized and effective legal solutions to help them navigate through complex legal issues. With a commitment to excellence and a reputation for success, CROSLANDLAWGROUP is the trusted choice for individuals and businesses seeking top-notch legal representation. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Law Office of Lea Oliveira is a reputable legal institution located at 2009 Summer Street in Stamford, Connecticut, United States. Specializing in various areas of law, including family law, criminal defense, and personal injury, our team of experienced attorneys is dedicated to providing high-quality legal representation and personalized service to our clients. With a strong commitment to advocating for our clients' rights and interests, we strive to achieve the best possible outcomes in every case. Contact us today to schedule a consultation and learn how we can help you with your legal needs.

Darnell D. Crosland is a reputable law firm located at 1200 Summer Street in Stamford, Connecticut. Specializing in various areas of law, the institution is known for its experienced and dedicated team of lawyers who provide exceptional legal services to clients in the United States. Whether you are in need of representation for a criminal case, personal injury claim, or family law matter, Darnell D. Crosland is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today for a consultation and see how they can assist you with your legal needs.

Mark Sank & Associates, LLC is a reputable institution located at 666 Glenbrook Road in Stamford, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch expertise and personalized solutions to meet our clients' needs. Whether you require assistance with tax preparation, financial planning, or legal advice, you can trust Mark Sank & Associates, LLC to deliver exceptional service and results. Contact us today to learn more about how we can help you achieve your financial and legal goals.

H&R Block is a renowned accounting and finance institution located at 346 Hope Street in Stamford, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals.

Alex J Martinez Law Offices is a reputable law firm located at 1150 Summer Street in Stamford, Connecticut. Led by experienced lawyer Alex J Martinez, this institution provides expert legal services in various areas of law. With a focus on client satisfaction and delivering favorable outcomes, Martinez Alex J is dedicated to providing top-notch representation and guidance to individuals and businesses in need of legal assistance. Whether you are facing a personal injury case, need help with a real estate transaction, or require legal advice for your business, the team at Alex J Martinez Law Offices is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

The Prince Law Group, LLC is a reputable law firm located at 1010 Washington Boulevard in Stamford, Connecticut. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, The Prince Law Group, LLC is dedicated to serving the legal needs of individuals and businesses in the United States. Whether you are facing a legal dispute or seeking legal advice, you can trust The Prince Law Group, LLC to provide you with the expert guidance and representation you deserve.

Morgan Stanley Financial Advisors is a leading finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure and prosperous financial future.

Pinewood Consulting LLC is a leading accounting and finance firm located at 700 Canal Street in Stamford, Connecticut. Our team of experienced CPAs and advisors are dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Pinewood Consulting LLC is the go-to institution for all your accounting and financial needs.

Justin Wong Won - Northwestern Mutual is a finance institution located at 333 Ludlow Street in Stamford, Connecticut, United States. With a focus on providing comprehensive financial planning services, the team at Justin Wong Won - Northwestern Mutual is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, their experienced professionals are here to guide you every step of the way. With a commitment to personalized service and a strong reputation for excellence, Justin Wong Won - Northwestern Mutual is a trusted partner in helping clients secure their financial future.

Merrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.

Harbor Asset Private Wealth is a finance institution located at 40 Signal Road in Stamford, Connecticut, United States. At Harbor Asset Private Wealth, your wealth is managed with the goal of making a greater impact on your life, your family, your world, and your legacy. With over three decades of industry experience, founder Marti Marache and her team are dedicated to providing sound and objective advice tailored to each client's unique situation and long-term goals. Recognized by Forbes and Working Mother Magazine for their excellence in wealth management, Harbor Asset Private Wealth offers a family office approach to guide clients in fulfilling their financial ambitions. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, Harbor Asset Private Wealth is committed to helping clients live their best lives and plan for a successful financial future. Contact us today to start your enriched, exciting, and rewarding financial journey with Harbor Asset Private Wealth.

Greenwich Creek Capital Management is a finance institution located at 131 Highline Trail in Stamford, Connecticut, United States. Specializing in investment management and financial planning, their team of experienced professionals offers personalized services to help clients achieve their financial goals. With a focus on transparency, integrity, and innovation, Greenwich Creek Capital Management is dedicated to providing top-quality financial solutions tailored to each individual's needs.

Fiondella Milone & Lasaracina (FML) is a regional, multidisciplinary advisory firm located at 300 Winding Brook Drive in Glastonbury, Connecticut. With national experience and a global perspective, FML specializes in accounting and finance services. The firm's partners, such as Andrea Harrington and Eliot Bassin, have been featured in publications like CNET and Stamford Magazine for their expertise in tax tips for married couples and other financial topics. Serving clients in Glastonbury, Enfield, New Haven, Stamford, Avon, and Stafford Springs, FML helps businesses and individuals navigate the challenges of VC funding gaps and rising labor costs. By enabling cookies on their website, FML ensures a personalized and seamless user experience for visitors.

Benjamin, Gold & Troyb, P.C. is a prestigious law firm located at 350 Bedford Street, Stamford, Connecticut, United States. Specializing in various areas of law including Real Estate, Immigration, Litigation, Business, and Probate, the firm is dedicated to providing clients with quality legal advice and individual attention. Led by experienced attorneys Aleksandr Y. Troyb, the firm prides itself on its commitment to professionalism and delivering excellent service in all legal matters. Whether you are in need of assistance with a real estate transaction, navigating immigration laws, resolving a business dispute, or handling probate issues, Benjamin, Gold & Troyb, P.C. is the trusted choice for quality legal representation.

Fromzel/Kuperman Law is a reputable law firm located at 44 Strawberry Hill Avenue in Stamford, Connecticut. Specializing in various areas of law, the experienced lawyers at Fromzel/Kuperman Law provide top-notch legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the dedicated team at Fromzel/Kuperman Law is here to help. With a commitment to excellence and a track record of success, this law firm is a trusted resource for individuals and businesses seeking high-quality legal assistance in the Stamford area.