TOP 30 Financial advisor for individuals in Newtown, Connecticut

14 results found

Timothy J. Haas CFP, MBA Waypoint Financial Planning is a leading finance institution located at 107 Church Hill Road in Newtown, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners and individuals with Master of Business Administration degrees, we provide expert financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our institution is dedicated to providing personalized and comprehensive financial solutions. Trust Timothy J. Haas CFP, MBA Waypoint Financial Planning to guide you on the path to financial success.

Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is a trusted financial institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Maria Xavier, AAMS™, is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Maria Xavier strives to provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is committed to helping you make informed financial decisions and achieve financial success.

Dental Practice Sales LLC is a reputable institution located at 261 South Main Street in Newtown, Connecticut, United States. Specializing in dentistry, finance, and health, this institution offers a range of services to both dental professionals and individuals looking to buy or sell dental practices. With a dedicated team of experts, Dental Practice Sales LLC provides top-notch guidance and support in navigating the complexities of the dental industry. Whether you are a dentist looking to expand your practice or a buyer searching for the perfect dental business, this institution is the go-to destination for all your needs.

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

Magnolia 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.

The 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.

Steward Partners is a finance institution located at 32 Church Hill Road in Newtown, Connecticut, United States. As a trusted financial services provider, Steward Partners offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, Steward Partners is committed to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steward Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Johnson Brunetti is a reputable financial institution located at 27 Glen Road in Newtown, Connecticut, United States. Specializing in financial planning and investment management, Johnson Brunetti offers personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or managing your wealth, Johnson Brunetti is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Pachniuk Walter is a reputable financial institution located at 30 Main Street in Newtown, Connecticut, United States. With a focus on providing top-notch financial services to its clients, Pachniuk Walter offers a wide range of financial products and solutions tailored to meet the unique needs of individuals and businesses. The institution prides itself on its experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Pachniuk Walter is committed to providing exceptional service and support.

H&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, 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 looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.

K 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.

Huray 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.

Alan J. Clavette, CPA is a trusted accounting and finance institution located at 30 Church Hill Road in Newtown, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized and reliable solutions. Whether you need assistance with tax compliance or strategic financial planning, Alan J. Clavette, CPA is committed to providing top-notch service and guidance.

M&T Bank is a trusted financial institution located at 6 Queen Street in Newtown, Connecticut, United States. As a leading bank in the area, M&T Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment solutions. With a commitment to excellent customer service and a strong reputation for reliability, M&T Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise that M&T Bank has to offer.