Financial advising in Connecticut
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Mogil Organization
● OpenThe Mogil Organization, located at 195 Field Point Road in Greenwich, Connecticut, is a reputable insurance agency that has been serving businesses and families since 1957. Led by Chief Executive Officer Jeffrey S. Mogil, the organization offers a wide range of corporate and personal insurance products, as well as financial planning tools. They pride themselves on building lasting relationships with clients and continuously monitoring their specific coverage needs. In March 2023, Mogil Organization joined World Insurance Associates to further enhance their services and capabilities. Steven Levine, a professional within the organization, is highly recommended for his expertise in property and casualty coverage. With over two decades of experience, he provides clients with invaluable peace of mind and protection for their assets. The organization's website, worldinsurance.com, serves as a resource for information on their services and products, but users are advised to independently review terms and conditions.
195 Field Point Rd, Greenwich, CT 06830, United States -
ConnectPrep
● OpenConnectPrep is a premier educational institution located at 10 Terra Nova Circle in Westport, Connecticut, United States. We are dedicated to elevating tutoring by connecting students with the best teachers in their area. Our personalized academic tutoring covers a wide range of subjects for students in K-12 and college, including expertise with AP, IB, and all curriculums. At ConnectPrep, we specialize in helping students deconstruct the ACT or SAT, master tests like the ISEE, SSAT, and SHSAT, and achieve top scores on AP exams to earn college credits ahead of time. We also offer proven results with GRE, GMAT, LSAT, and MCAT prep. Our institution provides specialized programs for grades 6-12 planning, college admissions, and expert advising for MBA, Law, Medical, and Engineering programs.
10 Terra Nova Cir, Westport, CT 06880, United States -
John Horton
● OpenJohn Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States -
Steven Cangialosi
● OpenSteven Cangialosi, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on meeting the dynamic needs of each client, the team at Steven Cangialosi provides expert guidance and seamless financial management for individuals and institutions. They offer bespoke investment strategies aligned with each client's financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services, fiduciary oversight, and assistance with distributions and bill-pay services. Led by a dedicated team of professionals, Steven Cangialosi aims to empower clients to make informed decisions about their finances, ensuring stability for today and for future generations. Through their curated Rockefeller Lifestyle Advisory partners, clients have access to exclusive experiences and concierge services, allowing them to focus on what matters most to them.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States -
Bank of America Private Client Advisor Carolyn L Westerberg
● OpenBank of America Private Client Advisor Carolyn L Westerberg, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution specializing in serving high- and ultra-high-net-worth individuals and families. Carolyn Westerberg, Managing Director, works with a team of specialists to create tailored wealth management strategies in various disciplines such as credit and banking, investment management, trust and estate planning, and wealth transfer. With a background in the arts, Carolyn also advises clients on managing art assets and consults with multi-generational families on philanthropic giving and long-term planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's unique needs and goals before creating strategies to meet them both now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth by offering personalized approaches and utilizing the resources of Bank of America.
55 Railroad Ave, Greenwich, CT 06830, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance-focused business catering to individuals seeking short-term financial assistance. Conveniently located at 280 Trumbull St, Hartford, CT 06103, this service acts as an intermediary, connecting clients with a network of financial service providers who can address their urgent monetary needs.
280 Trumbull St, Hartford, CT 06103, United States
- Financial advising in Avon
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List of local businesses, places and services in Connecticut
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