TOP 30 Financial advisory services for corporations in Connecticut

68 results found

Diversified Financial Solutions is a leading accounting and finance institution located at 21 Maple Street in Naugatuck, Connecticut, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Diversified Financial Solutions for all your financial needs and experience the difference our expertise can make in your financial future.

Bushido Strategic Advisory, located at 46 West Avon Road in Avon, Connecticut, offers bespoke strategic and financial consulting services specifically tailored for professionals in the insurance industry. With a focus on value maximization strategies, deal structuring, financial due diligence, and more, our experienced team is dedicated to protecting and advancing our clients' interests. Whether you need Operational, Project-Based, or Board-Level expertise, we are here to assist with acquisitions, funding, financial operations build-out, and financial performance analysis. Our founder, Justin, brings a wealth of experience in the insurance industry, having served in various roles such as CFO, corporate development executive, and M&A banker.

Bill Mann / LPL Financial is a trusted financial institution located in Cheshire, Connecticut. Specializing in financial planning, retirement savings, and wealth management, we prioritize honesty and personalization in creating financial plans for our clients. As an independent financial planner, we work directly for you, free from corporate agendas or quotas. Our partnership with LPL Financial, the nation's largest independent broker-dealer, ensures oversight and compliance in our business dealings. Recognized as a Five Star Professional, we are committed to providing top-notch services to our clients. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Our team of experienced professionals can assist residents in various states across the United States. Trust Bill Mann / LPL Financial to help you work towards a better financial future.

S & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.

Merrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.

Sam Grosso - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Corporate Drive in Shelton, Connecticut, offers personalized financial advice to help clients build their portfolios and confidence for the long term. As part of the R. Miller & Associates team, recognized on the 2023 Best-in-State Wealth Management Teams list, Sam Grosso provides comprehensive financial advice to help clients achieve their unique goals. Schedule a complimentary initial consultation to discuss your financial future and learn about the positive backdrop for stock prices. Remember that investment products involve risks, and Ameriprise Financial Services, LLC, a registered investment adviser, cannot guarantee future financial results. Securities are offered through Ameriprise Financial Services, LLC, and Sam Grosso may only conduct securities business with residents of certain states. Contact Sam Grosso for more information on financial planning and investment advisory services.

Christopher Maciejak is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, United States. With a focus on individual goals and risk tolerance, Christopher provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial aspirations. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. To learn more about how Christopher can assist you, schedule a complimentary initial consultation. The institution offers insights on stock prices and the potential extension of the current bull market rally. Retirement planning is a key focus, addressing common concerns such as income sustainability, market fluctuations, and inflation impact. Clients can explore the Retirement InteractiveSM tool to better understand potential challenges to their retirement income.

Merrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Sabra Donovan - Barnum Financial Group is a finance institution located at 6 Corporate Drive, Shelton, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We strive to create a culture of belonging, respect, and opportunity for all, and we are dedicated to making a difference in the communities where we work and live. Our financial representatives are committed to your success, and we are proud to be recognized for our commitment to our clients. We offer expertise in managing risks, growing wealth strategically, and planning for your future. We understand that every major financial decision impacts your retirement, and we are here to guide you through important financial decisions such as switching jobs and considering tax implications.

Merrill Lynch Financial Advisor Susan Kaupie, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to help clients achieve their goals. With over 15,000 advisors nationwide, Merrill Lynch provides a wide range of brokerage, investment advisory, and other services to clients in all 50 states. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. Services offered include asset allocation, diversification, and rebalancing, but these do not guarantee a profit or protect against loss. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide clients with information about products and services that may be of interest. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Please consult with a financial advisor for personalized advice tailored to your specific needs.

Isel Accounting and Tax Services is a reputable institution located at 1 Prestige Drive in Meriden, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence. Trust Isel Accounting and Tax Services to handle all of your accounting and tax needs with precision and care.

KG Tax Services, LLC is a finance institution located at 21 Maynard Avenue in Waterbury, Connecticut, United States. Specializing in tax services, they provide expert guidance and assistance with tax preparation, planning, and filing. With a team of experienced professionals, KG Tax Services, LLC is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations to ensure compliance and maximize financial benefits. Whether you need assistance with personal taxes or corporate tax planning, KG Tax Services, LLC is committed to providing reliable and personalized services to meet your financial needs.

Barnum Financial Group, headquartered at 6 Corporate Drive in Shelton, Connecticut, is an insurance agency dedicated to your financial well-being and helping you achieve your financial goals. The institution's leadership team is committed to creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities they serve. The institution offers a wide range of financial services, including legacy planning, retirement planning, and risk management. Barnum Financial Group is known for its commitment to clients and their financial success, as well as its educational opportunities and insightful guidance. The institution also offers personalized solutions tailored to meet individual needs and goals. With a focus on providing relevant, practical, and educational content, Barnum Financial Group aims to help individuals navigate their financial journey successfully. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, ensuring a high level of expertise and professionalism.

Joel I. Bernstein, CRPC is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. They offer a holistic approach to financial advising, developing personalized plans for growth and success for their clients. With a commitment to long-term relationships, they prioritize understanding their clients on a personal level and earning their trust. Their services include securities and investment advisory, with a focus on maintaining the highest standards of integrity and professionalism. Clients can also access informative videos and calculators on their website to aid in making informed decisions. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. For more information, please contact 203-513-6000.

Merrill Edge is a finance institution located at 10 Cold Spring Road, Rocky Hill, Connecticut, United States. At Merrill, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors in Connecticut can assist you in planning for what matters most to you. Whether you are looking for investment advice or financial planning services, our team is here to help. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. Investing in securities involves risks, and it is important to understand the potential of losing money. We offer a range of services including brokerage, investment advisory, and financial planning. For more information, please review our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Allison Mislow is a renowned finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a reputation for excellence in financial services, Allison Mislow offers a wide range of investment, wealth management, and advisory services to clients. The institution's team of experienced professionals provides personalized solutions tailored to meet the unique needs and goals of each individual or organization. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Allison Mislow is committed to helping you achieve your financial objectives with confidence and peace of mind.

Merrill Edge is a finance institution located at 1070 High Ridge Road, Stamford, Connecticut, United States. They offer personalized advice and guidance to help individuals achieve their financial goals. At Merrill Edge, you can find a Merrill Financial Solutions Advisor in Stamford, CT to help you plan for what matters most to you. They provide information about products and services that may be of interest to you and strive to help you make informed investment decisions. Please note that investing in securities involves risks and there is always the potential of losing money. Merrill offers a range of brokerage, investment advisory, and other services to meet your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, you can review their Client Relationship Summary.

Marcello De Pascale is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. Learn about our founder's journey and how Barnum Financial Group has evolved over time. Meet our leadership team who are dedicated to fulfilling Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a positive impact in the communities where we work and live. Our financial representatives are here to assist you every step of the way, from managing risks to strategically growing your wealth. We offer educational opportunities to help you make informed financial decisions and plan for your future. Marcello DePascale, a registered representative of MML Investors Services, LLC, is passionate about helping clients build wealth intelligently and protect what matters most in their lives. Our team works with a diverse range of clients, including medical professionals and businesses, to develop personalized financial plans. Whether you are just starting your career or planning for retirement, we take the time to understand your unique needs and goals. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Visit our website for more information and resources to support your financial journey.

Joseph Bogardus is a Financial Services Executive and Financial Planner located at 6 Corporate Drive, Shelton, Connecticut, United States. He is a part of Barnum Financial Group, dedicated to helping clients achieve their financial goals. Joseph has experience working with top financial companies such as Morgan Stanley and Credit Suisse, bringing a wealth of knowledge to his clients. At Joseph Bogardus's institution, they offer a full line of protection and investment products, as well as various financial services. Joseph holds Series 7 & 66 securities registrations and is licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. He graduated with a Bachelor’s in Finance and Management from the University of Richmond, gaining international experience in Madrid, Spain, and Argentina.

Ms. Bizu Irving is a reputable dentist located at 1 Shaws Cove in New London, Connecticut, United States. With a focus on providing high-quality dental care, Ms. Irving and her team are dedicated to helping patients achieve optimal oral health. From routine cleanings to more complex procedures, patients can trust in the expertise and professionalism of Ms. Irving and her staff. Experience top-notch dental care in a welcoming and comfortable environment at Ms. Bizu Irving's practice.

Merrill Edge is a finance institution located at 1 Trap Falls Road in Shelton, Connecticut, United States. Specializing in online investing, trading, brokerage, and advice, Merrill Edge offers a wide range of services including investment advisory and financial planning. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. It is important to note that investing in securities involves risks and there is always the potential of losing money. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. Additional information is available in the Client Relationship Summary (Form CRS) provided by Merrill.

Merrill Edge is a finance institution located at 35 Washington Avenue in North Haven, Connecticut, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. Please note that investing in securities comes with risks, and there is always a potential for loss. Additional services offered include investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of Bank of America Corporation. For more information, you can refer to their Client Relationship Summary.

Cherubino & Company, P.C. is a reputable accounting and finance institution located in Middlebury, Connecticut. With a prime location at 530 Middlebury Road, this firm offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, Cherubino & Company, P.C. is dedicated to providing top-notch accounting and financial solutions tailored to meet the unique needs of each client. Whether you are looking for tax preparation, financial planning, or business consulting services, this institution has you covered. Trust Cherubino & Company, P.C. for all your accounting and finance needs in Middlebury and beyond.

Dzinski & Polzella LLC is a reputable accounting and finance institution located at 415 Middlebury Road in Middlebury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Dzinski & Polzella LLC is dedicated to helping their clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.

Run Accounting is an innovative institution located at 14 Balsam Place in Cheshire, Connecticut, United States. Specializing in accounting and finance, Run Accounting utilizes automated technology to streamline pre-accounting work, allowing for efficient data extraction and accurate transaction posting. Reconciliations, taxes, and reports are all automated, giving clients more time to focus on their businesses. By offering CFO services to everyone at a fraction of the cost of a full-time accountant, Run Accounting aims to provide top-notch advisory services through automation and cloud accounting solutions. Clients can access real-time financial data, automated bookkeeping, payroll services, tax planning, and comprehensive financial reports with ease.

Executive Consulting LLC, located at 175 Capital Boulevard in Rocky Hill, Connecticut, is a finance institution dedicated to helping both companies and individuals achieve their financial goals. Our team starts by understanding your goals and comparing them to your current portfolio. We then use proven investment strategies tailored to your risk tolerance to protect your assets against market volatility. Our passion lies in diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. We strive to safeguard the dreams you've worked hard to achieve and the assets you've accumulated. Whether you're planning for retirement, building a business from the ground up, or looking for ways to make your money work for you, our financial consultants are here to help.

USI Advisors, Inc. is a leading financial institution located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in finance, they offer expert advisory services to help clients navigate the complexities of the financial world and make informed decisions about their investments. With a team of experienced professionals, USI Advisors, Inc. is dedicated to providing personalized solutions tailored to each client's unique financial goals and needs. Whether you are planning for retirement, managing your wealth, or seeking guidance on financial planning, USI Advisors, Inc. is committed to helping you achieve financial success.

Bellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.

Rolleri & Sheppard CPAS, LLP is a reputable accounting and finance institution located at 2150 Post Road in Fairfield, Connecticut, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting-related services, Rolleri & Sheppard CPAS, LLP is here to assist you. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.

Stone Key Group is a renowned finance institution located in Greenwich, Connecticut, United States. With a prime address at 411 West Putnam Avenue, this institution offers expert financial services and advice to clients. Known for their exceptional expertise and commitment to client success, Stone Key Group is a trusted partner for all financial needs. Whether it's investment management, financial planning, or strategic consulting, Stone Key Group is dedicated to helping clients achieve their financial goals.