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Top 30 Best Family financial legacy in Stamford, Connecticut

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  • 1
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  • #1

    Stephen Pendergast - RBC Wealth Management Financial Advisor

    ● Closed
    3 Landmark Square Suite 100, Stamford, CT 06901, United States
    (203) 351-9344
    us.rbcwealthmanagement.com

    Stephen Pendergast - RBC Wealth Management Financial Advisor is a reputable financial institution located at 3 Landmark Square in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #2

    Lockwood Wealth Management - UBS Financial Services Inc.

    ● Open
    600 Washington Blvd, Stamford, CT 06901, United States
    (203) 977-7221
    advisors.ubs.com

    Lockwood Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #3

    George Kursar - RBC Wealth Management Financial Advisor

    ● Closed
    3 Landmark Square Suite 100, Stamford, CT 06901, United States
    (212) 703-6141
    us.rbcwealthmanagement.com

    George Kursar - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #4

    Adam Morton - RBC Wealth Management Financial Advisor

    ● Closed
    3 Landmark Square Suite 100, Stamford, CT 06901, United States
    (203) 351-9351
    us.rbcwealthmanagement.com

    Adam Morton - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut.

    Photo of Adam Morton - RBC Wealth Management Financial Advisor - 3 Landmark Square, Stamford, CT 06901, USA
    Financial Service
    Details
  • #5

    Merrill Lynch Financial Advisor Edward Iannone

    ● Closed
    301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States
    (203) 356-8794
    fa.ml.com

    Merrill Lynch Financial Advisor Edward Iannone, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, is a finance institution that believes in building strong relationships through teamwork and involvement.

    Financial Service
    Details
  • #6

    Joseph Chu - RBC Wealth Management Financial Advisor

    ● Closed
    3 Landmark Square Suite 100, Stamford, CT 06901, United States
    (203) 351-9315
    us.rbcwealthmanagement.com

    Joseph Chu - RBC Wealth Management Financial Advisor is a premier financial institution located at 3 Landmark Square in Stamford, Connecticut, United States.

    Photo of Joseph Chu - RBC Wealth Management Financial Advisor - 3 Landmark Square, Stamford, CT 06901, USA
    Financial Service
    Details
  • #7

    Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2777 Summer St Ste 704, Stamford, CT 06905, United States
    (516) 513-1175
    ameripriseadvisors.com

    Vincent De Vita is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2777 Summer Street in Stamford, Connecticut.

    Photo of Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2777 Summer Street, Stamford, CT 06905, USA Photo of Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2777 Summer Street, Stamford, CT 06905, USA
    Financial Service
    Details
  • #8

    Barnum Financial Group

    ● Closed
    225 High Ridge Rd, Stamford, CT 06905, United States
    (203) 658-1979

    Barnum Financial Group is a finance institution located at 225 High Ridge Road in Stamford, Connecticut, United States. We provide comprehensive financial planning and wealth management services to individuals, families, and businesses.

    Financial Service
    Details
  • #9

    Stamford, CT Private Wealth Management - UBS Financial Services Inc.

    ● Open
    600 Washington Blvd 9th Floor, Stamford, CT 06901, United States
    (212) 713-3452
    local.ubs.com

    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.

    Financial Service
    Details
  • #10

    Merrill Lynch Financial Advisor Justin A Stevens

    ● Closed
    301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States
    (203) 356-8809
    fa.ml.com

    Merrill Lynch Financial Advisor Justin A Stevens is a leading finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States.

    Photo of Merrill Lynch Financial Advisor Justin A Stevens - 301 Tresser Boulevard, Stamford, CT 06901, USA Photo of Merrill Lynch Financial Advisor Justin A Stevens - 301 Tresser Boulevard, Stamford, CT 06901, USA
    Financial Service
    Details
  • #11

    Loretta Lang Finck - UBS Financial Services Inc.

    ● Open
    600 Washington Blvd, Stamford, CT 06901, United States
    (203) 705-4242
    advisors.ubs.com

    Loretta Lang Finck - UBS Financial Services Inc. is a reputable finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #12

    The Greenspan Wealth Management Group - UBS Financial Services Inc.

    ● Open
    600 Washington Blvd, Stamford, CT 06901, United States
    (212) 821-2711
    advisors.ubs.com

    The Greenspan Wealth Management Group at UBS Financial Services Inc. is a leading financial institution located in Stamford, Connecticut.

    Financial Service
    Details
  • #13

    Merrill Lynch Financial Advisor Frank A Federici

    ● Closed
    301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States
    (203) 356-8625
    fa.ml.com

    Merrill Lynch Financial Advisor Frank A Federici, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals.

    Photo of Merrill Lynch Financial Advisor Frank A Federici - 301 Tresser Boulevard, Stamford, CT 06901, USA Photo of Merrill Lynch Financial Advisor Frank A Federici - 301 Tresser Boulevard, Stamford, CT 06901, USA
    Financial Service
    Details
  • 5 1
    #14

    Harbor Asset Private Wealth

    ● Open
    40 Signal Rd Suite A, Stamford, CT 06902, United States
    (203) 742-0505
    harborassetpw.com

    Harbor Asset Private Wealth is a finance institution located at 40 Signal Road in Stamford, Connecticut, United States.

    Photo of Harbor Asset Private Wealth - 40 Signal Road, Stamford, CT 06902, USA
    Financial Service
    Details
  • 5 3
    #15

    Wofsey Rosen Kweskin Kuriansky, LLP

    ● Open
    600 Summer St 7th Floor, Stamford, CT 06901, United States
    (203) 327-2300
    wrkk.com

    Wofsey Rosen Kweskin Kuriansky, LLP is a prestigious law firm located at 600 Summer Street in Stamford, Connecticut, United States.

    Photo of Wofsey Rosen Kweskin Kuriansky, LLP - 600 Summer Street, Stamford, CT 06901, USA Photo of Wofsey Rosen Kweskin Kuriansky, LLP - 600 Summer Street, Stamford, CT 06901, USA Photo of Wofsey Rosen Kweskin Kuriansky, LLP - 600 Summer Street, Stamford, CT 06901, USA
    Legal Service
    Details
  • 5 3
    #16

    John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert, Settlement Planning Expert

    ● Closed
    43 Harbor Dr APT 309, Stamford, CT 06902, United States
    (888) 325-8640
    4structures.com

    John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert is an insurance agency located at 43 Harbor Drive in Stamford, Connecticut, United States.

    Photo of John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert, Settlement Planning Expert - 43 Harbor Drive, Stamford, CT 06902, USA
    Insurance Agency
    Details
  • 5 1
    #17

    FBO Strategies LLC

    ● Open
    1177 High Ridge Rd Suite #139, Stamford, CT 06905, United States
    (203) 564-9984
    fbostrategies.com

    FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions.

    Insurance Agency
    Details
  • 4 1
    #18

    Greenwich Investment Management

    ● Open
    200 First Stamford Pl, Stamford, CT 06902, United States
    (203) 625-5316

    Greenwich Investment Management is a reputable finance institution located at 200 First Stamford Place in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #19

    Pleasant Street Wealth Advisors

    ● Closed
    111 Morgan St, Stamford, CT 06905, United States
    pleasantstreetwealth.com

    Pleasant Street Wealth Advisors is a premier financial institution located at 111 Morgan Street in Stamford, Connecticut.

    Financial Service
    Details
  • #20

    Pinnacle Associates

    ● Open
    One, Station Pl, Stamford, CT 06902, United States
    (212) 652-3200
    pinnacle-ny.com

    Pinnacle Associates is a renowned finance institution located at Station Place in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #21

    Lenox Advisors

    ● Closed
    281 Tresser Blvd # 1004, Stamford, CT 06901, United States
    (203) 978-2200
    lenoxadvisors.com

    Lenox Advisors is a reputable finance and insurance agency located at 281 Tresser Boulevard in Stamford, Connecticut, United States.

    Financial Service Insurance Agency
    Details
  • #22

    Marc DeFeo - TIAA Wealth Management Advisor

    ● Closed
    225 High Ridge Rd Suite 115, Stamford, CT 06905, United States
    (877) 842-2353
    locations.tiaa.org

    Marc DeFeo - TIAA Wealth Management Advisor is a trusted institution located at 225 High Ridge Road in Stamford, Connecticut. As a finance institution, they specialize in providing expert wealth management advice and services to their clients.

    Photo of Marc DeFeo - TIAA Wealth Management Advisor - 225 High Ridge Road, Stamford, CT 06905, USA
    Financial Service
    Details
  • #23

    Abundant Wealth Management, LLC

    ● Closed
    Serendipity Labs, 700 Canal St, Stamford, CT 06902, United States
    (203) 661-3441
    abundant-wealth.com

    Abundant Wealth Management, LLC is a premier finance institution located at 700 Canal Street in Stamford, Connecticut, United States.

    Photo of Abundant Wealth Management, LLC - 700 Canal Street, Stamford, CT 06902, USA Photo of Abundant Wealth Management, LLC - 700 Canal Street, Stamford, CT 06902, USA
    Financial Service
    Details
  • #24

    The Eder Group

    ● Open
    100 First Stamford Pl # 201, Stamford, CT 06902, United States
    (203) 717-6615
    rcm.rockco.com

    The Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning.

    Financial Service
    Details
  • #25

    Tamar Manuelian Ioffe

    ● Open
    300 First Stamford Pl Suite 230, Stamford, CT 06902, United States
    rcm.rockco.com

    Tamar Manuelian Ioffe is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #26

    David Eder

    ● Open
    300 First Stamford Pl Suite 230, Stamford, CT 06902, United States
    rcm.rockco.com

    David Eder is a prestigious finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States.

    Financial Service
    Details
  • #27

    Thomas Ross - Morgan Stanley

    ● Open
    4 Landmark Square 2nd Floor, Stamford, CT 06901, United States
    (203) 356-0848
    advisor.morganstanley.com

    Thomas Ross - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #28

    Anders J. Hurst - Morgan Stanley

    ● Open
    4 Landmark Square 2nd Floor, Stamford, CT 06901, United States
    (203) 967-7042
    advisor.morganstanley.com

    Anders J. Hurst - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #29

    Terence "TJ" Markey - Morgan Stanley

    ● Open
    4 Landmark Square 2nd 3rd Floor, Stamford, CT 06901, United States
    (203) 967-7045
    advisor.morganstanley.com

    Terence "TJ" Markey - Morgan Stanley is a respected finance institution located at 4 Landmark Square in Stamford, Connecticut, United States.

    Financial Service
    Details
  • #30

    Tammi Lauder

    ● Open
    300 First Stamford Pl Suite 230, Stamford, CT 06902, United States
    rcm.rockco.com

    Tammi Lauder, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients navigate the complexities of wealth management.

    Financial Service
    Details
  • 1
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