TOP 30 Expert tax planning advice in Newtown, Connecticut
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western connecticut estate & tax planning council
● ClosedThe 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.
36 Huntingtown Rd, Newtown, CT 06470, United States -
Magnolia Private Wealth
● 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 -
K M Urso & Co
● OpenK M Urso & Co is a reputable accounting and finance institution located in Newtown, Connecticut, United States. With a strong focus on serving the local community, this institution also functions as a local government office, providing essential financial services and advice. The team at K M Urso & Co is dedicated to helping individuals and businesses with their accounting needs, ensuring accuracy and compliance with all financial regulations. Whether you need assistance with tax preparation, budgeting, or financial planning, K M Urso & Co is here to provide expert guidance and support.
0, Sandy Hook, CT 06482, United States -
Huray Jack CPA
● ClosedHuray Jack CPA is a reputable accounting and finance institution located at 87 South Main Street in Newtown, Connecticut, United States. With a team of experienced certified public accountants, Huray Jack CPA offers a wide range of financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, their expert staff is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Whether you're looking for assistance with bookkeeping, payroll services, or investment advice, Huray Jack CPA is committed to helping you achieve your financial goals.
87 S Main St STE 11, Newtown, CT 06470, United States -
Stephen Fishman
● OpenStephen Fishman is a reputable doctor's office located at 103 Newtown Road in Danbury, Connecticut. Specializing in health and wellness, the institution offers a wide range of medical services to patients of all ages. With a team of experienced healthcare professionals, Stephen Fishman is dedicated to providing top-quality care and personalized treatment plans to meet the unique needs of each individual. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, Stephen Fishman is committed to helping you achieve optimal health and well-being.
CANDLEWOOD CENTER FOR WOMENS HEALTH, 103 Newtown Rd, Danbury, CT 068104195, United States
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