Financial analysis in Fairfield, Connecticut
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Stephen Black - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Black is a Financial Advisor at Ameriprise Financial Services, LLC located at 2507 Post Road, Fairfield, Connecticut, United States. Stephen holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Stephen is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Stephen Black is committed to helping his clients achieve their financial goals.
2507 Post Rd Fl 3, Southport, CT 06890, United States -
Michelle Ann Hobart - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichelle Ann Hobart is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1495 Black Rock Turnpike in Fairfield, Connecticut, United States. With a focus on individual goals and risk tolerance, Michelle provides investment recommendations, asset allocation strategies, and portfolio analysis to help clients achieve their financial objectives. Regular meetings and progress reviews ensure that investment approaches are adjusted as life circumstances change. Clients have secure access to their investments and accounts from any device. Michelle offers complimentary initial consultations to discuss personalized financial planning concepts. She helps clients understand the relationship between risk and reward in investing, and assesses their risk tolerance to determine appropriate investment strategies. Michelle 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, providing financial services with a focus on privacy, security, and client satisfaction.
1495 Black Rock Tpke #2a, Fairfield, CT 06825, United States -
Merrill Lynch Financial Advisor J. Randall Kemka
● ClosedMerrill Lynch Financial Advisor J. Randall Kemka, located at 1499 Post Road, Fairfield, Connecticut, United States, is part of The Kemka Group, dedicated to providing Wealth Management services to families going through an M&A event. With pillars of Competence, Integrity, Knowledge, and Experience, our team puts the client first, offering sound, objective counsel in the ever-changing financial environment. We focus on simplifying the lives of business owners, high net worth families, and corporate executives through confidential advice, guidance, and service. Our disciplined wealth management process, supported by Merrill Lynch Wealth Management and Bank of America resources, provides clients with tailored financial strategies and tax-efficient investment planning. With a prudent investment philosophy, ongoing research, and top-notch client service, we offer an extraordinary wealth management experience. Our team, supported by Merrill's global resources, builds strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™ and personalized plans, we help clients achieve their financial goals by adapting to changes in their lives and the financial markets. As Merrill Lynch Wealth Management Advisors, we offer customized investment approaches to address your needs and pursue your goals. With a dedicated one-on-one relationship, personalized investment strategies, and comprehensive financial solutions from Merrill and Bank of America, we are committed to helping you live your best financial life.
1499 Post Rd, Fairfield, CT 06824, United States -
Merrill Lynch Financial Advisor Stephen M Raccuia
● ClosedMerrill Lynch Financial Advisor Stephen M Raccuia, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who prioritize building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to any changes over time. Through conversations, the advisor helps identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan designed to address your needs. The mission is to understand you and what matters most, creating a personalized plan to help you pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis, the team can build and document a plan centered on your goals. Regular check-ins ensure your financial approach aligns with any changes in your life or the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your goals.
1499 Post Rd, Fairfield, CT 06824, United States -
Henehan & Pekala - Ameriprise Financial Services, LLC
● OpenHenehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road in Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We cannot guarantee future financial results, but we are committed to helping our clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. Contact us to schedule a meeting and discuss what's most important to you. Member FINRA and SIPC. Thank you for considering us to help your friends and family members with their financial needs.
2507 Post Rd Fl 3, Southport, CT 06890, United States -
Merrill Lynch Financial Advisor David Zimmer
● ClosedMerrill Lynch Financial Advisor David Zimmer, located at 1499 Post Road, Fairfield, Connecticut, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and banking solutions of Bank of America, David Zimmer can help you create a flexible strategy to navigate changing market conditions. Committed to community involvement, David volunteers with local organizations and believes in building strong relationships with clients. Through the Merrill Personal Wealth Analysis™, David can develop a personalized plan centered on your aspirations and priorities. By understanding your investment preferences and financial goals, David can help you make informed decisions to pursue financial success. Whether you are planning for retirement, saving for a major purchase, or funding education, David is dedicated to helping you achieve your goals. With a focus on regular check-ins and adjustments to your financial approach, David ensures that your plan evolves with your changing life circumstances. Let David Zimmer help you navigate the complexities of your financial journey and work towards realizing your dreams.
1499 Post Rd, Fairfield, CT 06824, United States -
Finance Office Partners
● ClosedFinance Office Partners is a leading accounting and finance institution located at 1495 Black Rock Turnpike in Fairfield, Connecticut. Our team of expert professionals provides a wide range of financial services, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Finance Office Partners is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn how we can assist you with all of your accounting and finance needs.
1495 Black Rock Tpke, Fairfield, CT 06825, United States -
Ankura
● OpenAnkura is a global institution located at 140 Sherman Street, Fairfield, Connecticut, United States. We specialize in empowering our clients to harness the transformative power of AI, enabling smarter decision-making, automating complex processes, personalizing customer experiences, driving innovation, and securing competitive advantages. Our team of cross-industry, cross-disciplinary experts are trusted advisors who partner with our clients to protect, create, and recover value through challenging times or events. Disruption is the new normal, and change will continue to accelerate at a dramatic pace. Our global team delivers strategies and solutions that keep our clients ahead. Where others advise, we solve. Where others consult, we partner. We are a firm of experts and advisors uniquely built to tackle each challenge or need, combining the right expertise into solutions, services, and results.
140 Sherman St 4th floor, Fairfield, CT 06824, United States -
Boston Life Science Advisors
● OpenBoston Life Science Advisors is a premier consulting firm located at 179 Northwood Road, Fairfield, Connecticut, United States. Our team of experienced professionals specializes in providing strategic advice and guidance to companies in the life science industry. We offer a wide range of services including market research, business development, and investment analysis. With our expertise and dedication to excellence, we help our clients navigate the complex landscape of the life science sector and achieve their business goals. Trust Boston Life Science Advisors to be your partner in success.
179 Northwood Rd, Fairfield, CT 06825, United States -
AMS Planning & Research
● ClosedAMS Planning & Research is a leading consulting firm located at 107 John Street in Fairfield, Connecticut, United States. Specializing in urban planning and research, AMS works with clients to develop innovative solutions for a wide range of community development projects. With a team of experienced professionals, AMS is dedicated to providing high-quality services that help shape the future of cities and towns across the country. Whether you are looking to revitalize a downtown area, improve transportation infrastructure, or enhance public spaces, AMS Planning & Research has the expertise and resources to make your vision a reality. Contact us today to learn more about how we can help you achieve your planning goals.
107 John St, Southport, CT 06890, United States -
Merrill Lynch Private Wealth Advisor Robert J Disabato
● ClosedMerrill Lynch Private Wealth Advisor Robert J Disabato, located at 1499 Post Road, Fairfield, Connecticut, United States, offers industry-leading research and expert analysis to help clients stay ahead in managing their complex financial lives. With a boutique approach and personalized planning, the team works closely with business executives, entrepreneurs, and families with intergenerational wealth to address their wealth management needs. The rigorously trained private wealth advisors provide specialized services based on trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill Lynch have received accolades for their exemplary client service. Using a goals-based wealth management approach, clients have access to services and resources typically reserved for large institutions. The team collaborates with specialists to create strategies that reflect clients' unique goals and aspirations for themselves and future generations.
1499 Post Rd, Fairfield, CT 06824, United States -
DAC CPA LLC
● OpenDAC CPA LLC is a reputable accounting and finance institution located at 86 Connecticut 37 in New Fairfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or financial planning, DAC CPA LLC is dedicated to helping you achieve your financial goals.
86 CT-37, New Fairfield, CT 06812, United States -
Anderson Brolin & Coba CPAs, LLC
● ClosedAnderson Brolin & Coba CPAs, LLC is a reputable accounting and finance firm located at 139 Barnhill Road in Fairfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting for businesses and individuals. Their commitment to excellence and personalized service sets them apart from others in the industry. Whether you need help with tax planning or financial analysis, Anderson Brolin & Coba CPAs, LLC is dedicated to helping you achieve your financial goals.
139 Barnhill Rd, Fairfield, CT 06825, United States -
Abrahms Russell L
● OpenAbrahms Russell L is a reputable accounting and finance institution located at 425 Kings Highway East in Fairfield, Connecticut, United States. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses. Their expertise in accounting and finance makes them a trusted partner for managing finances, taxes, and investments. Whether you need help with budgeting, tax planning, or financial analysis, Abrahms Russell L is dedicated to providing top-notch service and personalized solutions to meet your financial needs.
425 Kings Hwy E, Fairfield, CT 06825, United States -
Alpha Journal
● OpenAlpha Journal is a doctor and health institution located at 107 Newtown Road in Danbury, Connecticut, United States. Headed by Alpha B. Journal, who holds a B.S. in Physiology from Florida State University and a M.S. in Physician Assistant Studies from Keiser University, the institution is dedicated to providing quality healthcare services. Alpha is board certified by the NCCPA and is a member of the AAPA. In addition to his medical practice, Alpha is actively involved in the community, serving as a board member of the Lesage Foundation, a non-profit organization focused on child development. In his free time, Alpha enjoys spending time with his family, working out, and volunteering at local healthcare centers. The Danbury office of Alpha Journal is open for appointments and can be contacted at 203-790-0822. Additional locations in Danbury and New Fairfield offer convenient access to healthcare services for all ages.
107 Newtown Rd #1D, Danbury, CT 06810, United States
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