TOP 30 Financial advisor recommendations in Connecticut
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Kingston Wealth Management Group
Kingston Wealth Management Group, located at 152 Deming Street in South Windsor, Connecticut, is a leading institution in the fields of accounting, finance, and insurance. Our team is dedicated to providing exceptional service that sets us apart from the competition. We specialize in offering holistic and comprehensive wealth management services, tailored to meet the individual needs of our clients at every stage of life. In today's fast-paced financial world, it can be challenging to develop a solid financial strategy that can adapt to your changing needs over time. That's where Kingston Wealth Management Group comes in. As an independent financial services firm, we are committed to helping our clients navigate their financial concerns with confidence. From investment management to unbiased advice and recommendations, we strive to create customized strategies that align with our clients' goals and aspirations.
Peter Nikitaidis
Peter Nikitaidis is a well-established finance institution located at 856 Cromwell Avenue in Rocky Hill, Connecticut, United States. With a strong reputation for providing expert financial services, Peter Nikitaidis offers a wide range of financial solutions to individuals and businesses. From investment advice to retirement planning, the institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, Peter Nikitaidis is committed to delivering personalized and reliable financial guidance to each and every client.
Sullivan & Associates Wealth Management
Sullivan & Associates Wealth Management is a finance institution located at 157 Goose Lane in Guilford, Connecticut, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states in the U.S. through Wells Fargo Advisors Financial Network, LLC. Our insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and may not reflect the views of our firm. By clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website. We recommend reviewing the policies and terms of any third-party websites to understand their privacy and security practices.
SCOTT ACCOUNTING AND TAX FIRM LLC
Scott Accounting and Tax Firm LLC is a reputable institution located at 620 Clinton Avenue in Bridgeport, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals holds recommended qualifications in the field. We prioritize building transparent relationships with our clients to effectively handle tax and accounting matters. Our services include bookkeeping, taxation, and internal audits to ensure the functionality and integrity of businesses. From personal and corporate taxation to sales taxation, we offer a range of services to meet our clients' needs. We work closely with tax authorities to stay informed about policy changes and help clients navigate the evolving taxation climate.
Smith & Pavano: Smith Brian F CPA
Smith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 844 North Colony Road in Wallingford, Connecticut, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to assist you in getting your biggest refund possible. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. A Refund Advance loan, which is repaid with your tax refund, was previously available at select locations for a limited time. We offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To secure your time with a Tax Pro, we recommend booking an appointment online or calling us at (203) 455-9587. Our Tax Pros at this location speak English. Trust Jackson Hewitt Tax Service when every dollar matters, because it matters who does your taxes™.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 67 Main Street in Killingly, Connecticut, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, our team is here to assist you. We recommend booking an appointment online or calling (860) 779-2008 to reserve time with a Tax Pro, but walk-ins are also welcome at our 67 Main Street office. Trust us to handle your taxes with care and expertise, because when every dollar matters, it matters who does your taxes™.
PreRound
PreRound is a university located at 175 Atlantic Street in Stamford, Connecticut, United States. The institution offers a unique experience where students can use the Pre app to receive PreMoney, a form of play-money that is not real currency. Investing PreMoney in startups featured on the PreRound show does not constitute a real investment and does not grant any ownership rights or intellectual property rights in the startup. Please note that Pre Innovations, the organization behind PreRound, does not provide tax, accounting, legal, investment, or financial services. It is recommended to consult with a qualified professional before making any financial decisions. Pre Innovations is not registered as a broker-dealer or investment advisor.
Tage Wright - State Farm Insurance Agent
Tage Wright - State Farm Insurance Agent is an insurance agency located at 104 Main Street in Deep River, Connecticut, United States. While online auto quoting is currently not available, customers can call the office for an auto quote. The agency recommends downloading the State Farm Mobile App for easy access to services. The founder, Tage Wright, is a Connecticut native with a background in education who transitioned into the insurance industry with a passion for serving the local community. The agency is dedicated to providing personalized and top-notch service to families in Connecticut and New York, helping them manage risks, recover from unexpected events, and achieve their dreams. The team at Tage Wright - State Farm Insurance Agent is committed to building relationships with clients and tailoring services to their unique needs. The agency also offers tips on topics such as drunk driving prevention, home maintenance, and financial goal setting. The mission of the agency is to provide friendly and professional service while educating customers on how to protect what matters most to them. The team includes dedicated professionals such as Ericka, who has a background in insurance and a passion for martial arts and community service. Customers can contact the agency for assistance with a variety of insurance products, including life insurance and pet insurance. State Farm VP Management Corp. is a separate entity that offers investment services. State Farm recommends consulting a tax or legal advisor for personalized advice.
Steve Ellis- Health Markets Insurance
Steve Ellis- Health Markets Insurance is a reputable insurance agency located at 105 Robbins Avenue in Newington, Connecticut, United States. Specializing in health insurance, this institution provides personalized coverage options to meet the unique needs of individuals and families. With a team of experienced agents, Steve Ellis- Health Markets Insurance strives to offer top-notch customer service and guidance in navigating the complex world of healthcare coverage. Whether you are looking for individual health insurance, Medicare plans, or group coverage for your business, this agency is dedicated to helping you find the right policy at the best possible price. Trust Steve Ellis- Health Markets Insurance to safeguard your health and financial well-being.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located at 3093 Whitney Avenue in Hamden, Connecticut, is a leading finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a focus on personalized solutions, our policies are designed to meet your unique needs and goals. Whether you're looking for a safety net for the unexpected or a foundation for a smart financial plan, we have options to fit your lifestyle. Our advisors at Northwestern Mutual base their recommendations on your priorities and budget, ensuring you get the right coverage without paying for unnecessary extras. Life insurance is a simple way to provide financial security for your loved ones, covering expenses like mortgages, debts, and education costs. With our exclusive underwriting process, you can get approved for life insurance quickly and easily.
Kristian Ager - State Farm Insurance Agent
Kristian Ager - State Farm Insurance Agent is a reputable insurance agency located at 222 McKee Street in Manchester, Connecticut, United States. Kristian Ager is a Purdue University Graduate with over 30 years of experience with State Farm Insurance. She is a loving mother and a sponsor of the Cruisin on Main Car Show, as well as a passionate advocate for rescuing dogs. At Kristian Ager - State Farm Insurance Agent, we understand the unique challenges that women face when it comes to retirement savings. We offer valuable advice on how women can narrow the retirement savings gap and ensure a secure financial future.
Southport Compass
Southport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.
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