TOP 10 Financial accountant service in Putnam, Connecticut

The Dolce Group - UBS Financial Services Inc. is a leading finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Dolce Group - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial guidance to individuals and businesses alike.

Zeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.

Ian Anderson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 158 South Main Street in Putnam, Connecticut, United States. Ian holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ian's expertise in asset management, retirement planning, estate planning, investments, and more. Ian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Javier Cabral is a Financial Advisor at Ameriprise Financial Services, LLC located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Javier specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards their goals, and communicate securely with Javier. With a focus on retirement, education, and major purchases, Javier documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can schedule a complimentary initial consultation to learn more about how Javier can help them achieve their financial goals. Javier is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Javier also offers complimentary sessions on topics such as Social Security benefits, retirement planning, productivity, and work-life balance. Clients can refer friends or family members to Javier for financial guidance, and can expect timely follow-up from Javier. The Ameriprise Financial website provides rules and regulations, privacy and security information, and resources to protect against email fraud.

De Vivo Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 41 West Putnam Avenue, Greenwich, Connecticut, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although no written analysis or recommendations are provided. While future financial results cannot be guaranteed, Ameriprise Financial is committed to helping individuals achieve their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are top priorities, with resources available to protect against email fraud. Referrals are welcomed, and referred individuals can expect to hear from Ameriprise Financial soon to begin discussing their financial needs.

Tier 4 Planning - Ameriprise Financial Services, LLC is a renowned finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in comprehensive financial planning services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Tier 4 Planning - Ameriprise Financial Services, LLC is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, save for retirement, or plan for the future, this institution is committed to helping you secure a stable financial future.

Mountain Financial Services, located at 79 East Putnam Avenue in Greenwich, Connecticut, offers expert accounting and finance services to individuals and organizations. Founded in 1990 by Marjorie Mountain, the institution specializes in personal bookkeeping services for busy individuals, corporate executives, family offices, and the elderly. With a unique approach to financial management, Mountain Financial Services works closely with clients to ensure their finances are properly handled and coordinated with other financial professionals such as lawyers, tax accountants, brokers, and insurance agents. Each client receives personalized services tailored to their specific needs, making Mountain Financial Services a trusted partner in financial management.

Matthew Smith is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in finance, Matthew offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track achievements. Clients can access their investments and accounts securely from any device. Prospective clients can schedule a complimentary initial consultation to discuss their financial goals. Matthew Smith is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC emphasizes privacy and security, and cannot guarantee future financial results. Clients are encouraged to refer friends and family for financial guidance, with referrals receiving prompt follow-up. The institution is a member of FINRA and SIPC, adhering to strict rules and regulations to protect clients' interests.

Bill Lee - Raymond James is a finance institution located at 115 East Putnam Avenue in Greenwich, Connecticut. As a part of the Raymond James network, this institution offers a wide range of financial services to individuals, families, and businesses. With a focus on personalized financial planning and investment strategies, Bill Lee - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial futures. The experienced team of professionals at this institution provides expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bill Lee - Raymond James is committed to providing top-notch financial solutions tailored to your specific needs.

Expertise Accelerated is a renowned institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we offer industry experience and best practices to drive process transformation for businesses. Our high-quality services are tailored to specific business needs at a fraction of the US cost, with a proven track record of savings for US CPG clients. As a partner of choice for small and mid-sized businesses, our mission is to boost results and drive performance to compete with multi-billion dollar brands. We provide offshore professional resources for accounting, finance, internal and external audit support, supply chain management, Trade Promotions Management, and business analysis services, among others.

The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.

DFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs. Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.

H&R Block is a trusted accounting and finance institution located at 90 Providence Street in Putnam, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to learn more about how we can help you achieve your financial goals.

Pinnacle Taxx Advisors LLC is a leading accounting and finance institution located at 1445 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals provides expert tax and financial advisory services to individuals and businesses. With a focus on delivering personalized solutions and maximizing financial efficiency, we strive to help our clients reach their financial goals and achieve long-term success. Trust Pinnacle Taxx Advisors LLC for all your accounting and finance needs.

Bassett James is a reputable accounting and finance institution located at 205 East Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced professionals, Bassett James provides top-notch financial services to individuals and businesses in the area. From tax preparation to investment advice, clients can trust Bassett James to handle their financial needs with expertise and precision. Visit us today to see how we can help you achieve your financial goals.

Marie Jacqueline is a reputable accounting and finance institution located at 49 Putnam Boulevard in Glastonbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Marie Jacqueline is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

King & Larkin CPA, LLC is a reputable accounting and finance institution located at 25 Quinebaug Avenue in Putnam, Connecticut, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing high-quality, personalized services to their clients sets them apart in the industry. Whether you are an individual or a business owner, King & Larkin CPA, LLC is dedicated to helping you achieve your financial goals.

Bottom Line LLC is an accounting and finance institution located at 112 Main Street in Putnam, Connecticut, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Bottom Line LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

R B Steele & Co PC is a reputable accounting and finance institution located at 211 Kennedy Drive in Putnam, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of professional services to individuals and businesses. Their team of skilled professionals is dedicated to helping clients manage their finances effectively and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other financial services, R B Steele & Co PC is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Steven S. Wortman, CPA is a reputable accounting and finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting-related services, Steven S. Wortman, CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust in their expertise to help you navigate the complexities of the financial world with confidence and peace of mind.

Salony & Larsen LLC is a leading accounting and finance institution located at 79 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, reliability, and integrity, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, Salony & Larsen LLC is here to provide personalized solutions tailored to your specific needs. Trust us to handle your finances with care and expertise.

Magnifico Frank CPA is a reputable accounting and finance institution located at 45 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Magnifico Frank CPA for all your accounting and finance needs in Greenwich.

Richard Paukner & Associates LLC is a well-established accounting and finance institution located at 469 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in tax planning and preparation, the firm serves clients in lower Fairfield and Westchester counties of the New York Metropolitan area. With a commitment to providing personalized services and expert guidance, Richard Paukner & Associates helps clients navigate the complexities of financial and business needs. The team's expertise, experience, and thorough research ensure that clients can take advantage of financial opportunities within current tax laws. Trust Richard Paukner & Associates to help you minimize tax liabilities, maximize cash flow, and achieve your financial goals.

Eileen J. Piotroski is a financial institution located at 40 Main Street in Putnam, Connecticut, United States. Specializing in banking and finance services, Eileen J. Piotroski offers a range of solutions including checking accounts, savings accounts, CDs, money market accounts, mortgages, and business loans. With over 32 years of banking experience, Eileen J. Piotroski, a Residential Mortgage Loan Officer, is dedicated to helping clients with their mortgage needs, whether they are building, buying, or refinancing. Eileen lives in Woodstock, CT with her rescue dog Simba and enjoys exploring new restaurants in the tri-state area in her free time. Centreville Bank, where Eileen J. Piotroski is located, has been serving the community for 195 years and continues to grow, with over 20 locations across Rhode Island and eastern Connecticut. Visit their website, download the mobile app, or visit a branch to learn more about the personalized financial solutions they offer. Stay connected with the latest updates, community highlights, and easily locate a Centreville Bank branch or ATM near you with their interactive map tool.

Linda Brule is a residential mortgage loan officer located at 40 Main Street in Putnam, Connecticut. With over 35 years of experience in Residential Mortgage Banking, Linda is dedicated to helping clients buy, build, renovate, or refinance their homes. She has received multiple awards for her outstanding service and is committed to finding the right loan to fit each client's unique needs. Centreville Bank, where Linda is based, has been serving individuals, families, and businesses for 195 years. They offer a variety of banking solutions including checking accounts, savings accounts, CDs, mortgages, and business loans. With over 20 locations in Rhode Island and eastern Connecticut, Centreville Bank provides personalized solutions tailored to each client's financial goals.

Charter Oak Federal Credit Union is a trusted financial institution located at 7 Providence Pike in Putnam, Connecticut. As a credit union, they offer a wide range of financial services including savings accounts, loans, and investment options. With their convenient ATM services, members can easily access their funds at any time. Charter Oak Federal Credit Union is committed to providing excellent customer service and helping their members achieve their financial goals.

The First Bank of Greenwich is a trusted financial institution located at 444 East Putnam Avenue in Greenwich, Connecticut. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and organizations in the local community. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial solutions to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, The First Bank of Greenwich is here to help. Visit us today to experience the difference that personalized service and local expertise can make in your financial journey.

NJD Solutions LLC is a reputable accounting and finance institution located at 1117 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust NJD Solutions LLC for all your accounting and finance needs.