TOP 30 Financial audits in Brookfield, Connecticut
33 results found
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Edward Jones - Financial Advisor: Helen S Curtin
● ClosedEdward Jones - Financial Advisor: Helen S Curtin is a reputable finance institution located at 304 Federal Road in Brookfield, Connecticut. Helen S Curtin is a highly experienced and knowledgeable financial advisor dedicated to helping clients achieve their financial goals. With a personalized approach, she provides tailored financial planning and investment solutions to individuals and families. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Helen S Curtin can guide you every step of the way. Trust in her expertise and commitment to helping you secure a stable financial future.
304 Federal Rd STE 204, Brookfield, CT 06804, United States -
Frank Delucia - Prudential Financial
● OpenFrank Delucia - Prudential Financial is a well-established finance and insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. With a strong reputation for providing expert financial advice and a wide range of insurance products, the institution is committed to helping clients achieve their financial goals and protect their assets. The experienced team at Frank Delucia - Prudential Financial is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Frank Delucia - Prudential Financial is here to help you navigate the complexities of the financial world with confidence.
304 Federal Rd STE 319, Brookfield, CT 06804, United States -
Prudential | Paul Sedor | Life Insurance & Financial Services
● ClosedPrudential | Paul Sedor | Life Insurance & Financial Services is a trusted finance and insurance agency located at 246 Federal Road in Brookfield, Connecticut, United States. Specializing in life insurance and various financial services, our dedicated team is committed to helping clients protect their futures and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide peace of mind and financial security to individuals and families in the Brookfield area. Contact us today to learn more about our services and how we can assist you in planning for a secure financial future.
246 Federal Rd, Brookfield, CT 06804, United States -
Merrill Lynch Private Wealth Advisor Mark A Brookfield
● OpenMerrill Lynch Private Wealth Advisor Mark A Brookfield, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers industry-leading research and expert analysis to help clients stay ahead. The team at The Erdmann Group, including Erdmann, Giannetti, Brookfield, and Carpentieri, is dedicated to providing a personalized client experience focused on what matters most to families. With a commitment to putting the client first, the advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution has been recognized by Forbes and Barron's for their exemplary client service and expertise in wealth management. Additionally, they offer a range of banking products and services provided by Bank of America, N.A. Customers can expect proactive ideas, customized strategies, and meaningful conversations to help navigate their financial priorities.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Raymond James
● ClosedRaymond James is a finance institution located at 31 Old Route 7 in Brookfield, Connecticut, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers investment advice, wealth management, retirement planning, and more. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Raymond James is committed to providing personalized solutions tailored to your individual needs.
31 Old Rte 7 # 4, Brookfield, CT 06804, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 100 Federal Road, Brookfield, Connecticut, United States. At Merrill, they have the people, tools, and personalized advice to help you pursue your goals and plan for what matters most to you. Whether you are looking to invest, save, or plan for the future, a Merrill Advisor can help guide you through the process. You can search for an advisor's name or their parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks, and it is important to understand the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. For more information, please review the Client Relationship Summary and the Online Privacy Notice.
100 Federal Rd, Brookfield, CT 06804, United States -
Money Management LLC
● OpenMoney Management LLC is a financial institution located at 14 Cobblestone Court in Brookfield, Connecticut, United States. Specializing in accounting and finance, Money Management LLC offers a variety of services to help individuals achieve financial freedom. One of their main services is a debt management plan, which can consolidate debts and set clients on the path to becoming debt-free. This plan can be accessed online, making it convenient for clients to take control of their finances.
14 Cobblestone Ct, Brookfield, CT 06804, United States -
Raines & Company, CPAs
● ClosedRaines & Company, CPAs is a reputable accounting and finance institution located at 246 Federal Road in Brookfield, Connecticut, United States. With a team of experienced and skilled Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs. Contact Raines & Company, CPAs for expert financial guidance and support.
246 Federal Rd STE C24, Brookfield, CT 06804, United States -
Personal Tax Systems
● OpenPersonal Tax Systems is a reputable accounting and finance institution located at 1 Huckleberry Hill Road in Brookfield, Connecticut, United States. Our team of experienced professionals specializes in providing personalized tax solutions for individuals. Whether you need assistance with tax planning, preparation, or filing, our experts are here to help. With a commitment to accuracy and efficiency, Personal Tax Systems ensures that your financial needs are met with precision and care. Trust us to navigate the complexities of tax laws and regulations, and let us help you achieve your financial goals.
1 Huckleberry Hill Rd, Brookfield, CT 06804, United States -
Innovative Tax & Accounting Group, Inc.
● ClosedInnovative Tax & Accounting Group, Inc. is a leading accounting and finance institution located at 246 Federal Road in Brookfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of tax and accounting services to individuals and businesses. Their innovative approach and personalized solutions set them apart from traditional accounting firms, ensuring clients receive the highest level of expertise and customer service. Whether you need help with tax preparation, bookkeeping, or financial planning, Innovative Tax & Accounting Group, Inc. is dedicated to helping you achieve your financial goals.
246 Federal Rd ste d-24, Brookfield, CT 06804, United States -
DJ Ramey & Associates
● ClosedDJ Ramey & Associates is a reputable accounting and finance institution located at 2 Old New Milford Road in Brookfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, DJ Ramey & Associates has the expertise to help you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Contact them today to learn more about how they can assist you with your financial needs.
2 Old New Milford Rd, Brookfield, CT 06804, United States -
SBS Resources
● OpenSBS Resources is a finance institution located at 23 Old Bridge Road in Brookfield, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply need advice on managing your finances, SBS Resources is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
23 Old Bridge Rd, Brookfield, CT 06804, United States -
Alan Walp - Thrivent
● ClosedAlan Walp - Thrivent is a finance institution located at 16 Hollis Drive in Brookfield, Connecticut, United States. With a focus on helping individuals achieve financial security and peace of mind, the institution offers a range of services including financial planning, investment management, insurance solutions, and retirement planning. Alan Walp - Thrivent is committed to providing personalized and comprehensive financial guidance to help clients reach their goals and secure their financial future.
16 Hollis Dr, Brookfield, CT 06804, United States -
Christopher L. Dursi - Wilmington Advisors @ M&T
● ClosedChristopher L. Dursi - Wilmington Advisors @ M&T is a finance institution located at 143 Federal Road in Brookfield, Connecticut, United States. Specializing in financial advisory services, they offer personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert guidance on investments, retirement planning, estate planning, and more. Whether you are an individual looking to grow your wealth or a business seeking financial strategies, Christopher L. Dursi - Wilmington Advisors @ M&T is dedicated to helping you secure a prosperous future.
143 Federal Rd, Brookfield, CT 06804, United States -
Christopher Dursi
● ClosedChristopher Dursi is a reputable finance institution located at 143 Federal Road in Brookfield, Connecticut, United States. With a focus on providing personalized financial services and solutions, Christopher Dursi is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance in areas such as investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Christopher Dursi is committed to delivering exceptional service and results.
143 Federal Rd, Brookfield, CT 06804, United States -
AXA Advisors
● ClosedAXA Advisors is a finance and insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. We are dedicated to developing the first global B2B management and prevention platform, with a vision of sustainability that encompasses environmental, social, and economic concerns. Our team includes dedicated professionals like Maria, a doctor from Bogotá at Emermédica, who shows grit and empathy towards those in need. Employee shareholding is a key part of our culture, allowing our team to share in the value created by the Group. Our Chief Risk Officer and Risk Management Department play crucial roles in our strategy, fostering a common risk culture. Our Head of Communications, Brand, and Sustainability leads us in innovative collaborations like Healthanea, a new model for healthcare access. Stay updated on our progress with the 2023 Annual Report (Universal Registration Document).
304 Federal Rd # 304, Brookfield, CT 06804, United States -
SYFG
● ClosedSYFG is a reputable finance and insurance agency located at 14 Fairfield Drive in Brookfield, Connecticut, United States. With years of experience in the industry, SYFG offers a wide range of financial services and insurance products to meet the needs of individuals and businesses alike. Their team of knowledgeable professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for investment advice, retirement planning, or insurance coverage, SYFG is committed to helping you achieve your financial goals.
14 Fairfield Dr #107, Brookfield, CT 06804, United States -
Charles Schwab
● ClosedCharles Schwab is a leading financial institution located at 49 Federal Road in Brookfield, Connecticut, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment management, retirement planning, and wealth management. With a reputation for exceptional customer service and expert financial advice, Charles Schwab is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Charles Schwab is your trusted partner in finance.
49 Federal Rd, Brookfield, CT 06804, United States -
Ronald Molles
● OpenRonald Molles is an educational institution located at 304 Federal Road in Brookfield, Connecticut, United States. Our institution is dedicated to providing high-quality education and training programs in a variety of fields to help students achieve their academic and career goals. With experienced faculty, state-of-the-art facilities, and a supportive learning environment, Ronald Molles is committed to helping students succeed and excel in their chosen field. Whether you are looking to further your education, enhance your skills, or pursue a new career path, Ronald Molles is here to support you every step of the way. Join us and unlock your full potential today.
304 Federal Rd, Brookfield, CT 06804, United States -
SYFG, Beth Worthington
● ClosedSYFG, Beth Worthington is a finance institution located at 14 Fairfield Dr in Brookfield, Connecticut, United States. Led by financial expert Beth Worthington, this institution provides a wide range of financial services to individuals and businesses in the area. With a focus on personalized service and expert advice, SYFG, Beth Worthington is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, SYFG, Beth Worthington is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
14 Fairfield Dr #107, Brookfield, CT 06804, United States -
Bank of America (with Drive-thru ATM)
● ClosedBank of America in Brookfield, Connecticut offers convenient banking services with their drive-thru ATM located at 100 Federal Road. As a trusted financial institution, Bank of America provides a wide range of banking and finance services to meet the needs of their customers. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is dedicated to providing exceptional service and helping you achieve your financial goals. Visit their drive-thru ATM today for quick and easy access to your funds.
100 Federal Rd, Brookfield, CT 06804, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 100 Federal Road in Brookfield, Connecticut, United States, offers convenient and secure access to banking services for customers on-the-go. This drive-thru ATM allows customers to withdraw cash, check balances, and perform other financial transactions without leaving the comfort of their vehicle. With its convenient location and reliable service, the Bank of America ATM is a trusted resource for those in need of quick and easy access to their funds.
100 Federal Rd, Brookfield, CT 06804, United States -
ABCD PLLC
● ClosedABCD PLLC is a reputable accounting and finance institution located at 9 Laurel Drive in Brookfield, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or bookkeeping, ABCD PLLC is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
9 Laurel Dr, Brookfield, CT 06804, United States -
Frederick A Landwehr & Co
● OpenFrederick A Landwehr & Co is a reputable accounting and finance institution located at 246 Federal Road in Brookfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Frederick A Landwehr & Co for reliable and accurate financial advice to help them achieve their financial goals.
246 Federal Rd STE D21, Brookfield, CT 06804, United States -
MFL Accounting Services
● ClosedMFL Accounting Services is a professional accounting and finance institution located at 304 Federal Road in Brookfield, Connecticut, United States. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting services, we are here to assist you every step of the way. Trust MFL Accounting Services for all your financial needs and let us help you achieve your financial goals.
304 Federal Rd STE 214, Brookfield, CT 06804, United States -
Prime Accounting Services LLC
● ClosedPrime Accounting Services LLC is a trusted accounting and finance institution located at 300 Federal Road in Brookfield, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Prime Accounting Services LLC can help you manage your finances effectively.
300 Federal Rd, Brookfield, CT 06804, United States -
Robert Denicola CPA
● ClosedRobert Denicola CPA is a trusted accounting and finance institution located at 604 Federal Road in Brookfield, Connecticut, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and financial needs.
604 Federal Rd, Brookfield, CT 06804, United States -
Miller Kurt G CPA
● OpenMiller Kurt G CPA is a reputable accounting and finance institution located in Brookfield, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet their clients' specific needs. Trust Miller Kurt G CPA to handle all your accounting and finance needs with precision and professionalism.
STE CL-42, 246 Federal Road, Brookfield, CT 06804, United States -
Crowe & Associates
● ClosedCrowe & Associates is a reputable health insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. With years of experience in the industry, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of health insurance, ensuring they have access to quality coverage that fits their budget. Whether you are looking for individual or group health insurance, Medicare plans, or supplemental coverage, Crowe & Associates is here to help. Contact us today to learn more about how we can assist you in finding the right insurance plan for your needs.
304 Federal Rd STE 107, Brookfield, CT 06804, United States -
Merrill Lynch Private Wealth Advisor Joshua Carter
● OpenMerrill Lynch Private Wealth Advisor Joshua Carter, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead. The team at Merrill Lynch, including The ERDMANN GROUP - Erdmann, Giannetti, Brookfield, Carpentieri, is committed to putting clients first and offering personalized service tailored to individual needs. With a focus on meaningful conversations, customized strategies, and proactive ideas, the advisors at Merrill Lynch strive to provide the ultimate client experience. The institution is proud to have advisors recognized on prestigious lists such as Forbes "America's Top Wealth Advisors" and Barron's "Top 1,200 Financial Advisors: State-By-State." Merrill Lynch offers a range of services, including asset allocation, alternative investments, and access to banking products and services provided by Bank of America, N.A. Clients can trust in the expertise of the Merrill Lynch team, who do not provide legal, tax, or accounting advice, but recommend consulting with appropriate advisors before making financial decisions. With a focus on client service and a commitment to excellence, Merrill Lynch Private Wealth Advisor Joshua Carter is dedicated to helping clients achieve their financial goals.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States
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