TOP 10 Financial expert in Stratford, Connecticut
19 results found
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Financial Advisory Services
● ClosedFinancial Advisory Services is a reputable finance institution located at 959 Main Street in Stratford, Connecticut, United States. Our team of experienced professionals provides expert advice and guidance to individuals, businesses, and organizations seeking to make informed financial decisions. Whether you are looking to invest, plan for retirement, manage your assets, or navigate complex financial matters, our dedicated advisors are here to help. Trust Financial Advisory Services to provide personalized solutions tailored to your unique financial goals and needs.
959 Main St UNIT 112, Stratford, CT 06615, United States -
Michael Aloi, Certified Financial Planner
● ClosedLocated at 300 Harvest Ridge Road in Stratford, Connecticut, Michael Aloi, Certified Financial Planner is a respected finance institution specializing in investment management, retirement planning, and tax planning for clients. Recognized as one of Barron's 2023 Top RIA Firms, Michael Aloi and his team provide clear and concise solutions to complex financial problems. With over 15 years of experience, Michael has built strong relationships with his clients, offering objective, unbiased advice tailored to their individual needs. Testimonials from satisfied clients highlight his expertise in maximizing savings, planning for retirement, and ensuring diversified investments. The institution prides itself on outstanding customer service, proactive communication, and personalized attention to each client. With a team of experts and access to big firm capabilities, Michael Aloi, Certified Financial Planner is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals.
300 Harvest Ridge Rd, Stratford, CT 06614, United States -
Edward Jones - Financial Advisor: Brian E Moles, CFP®
● ClosedEdward Jones - Financial Advisor: Brian E Moles, CFP® is a reputable financial institution located at 6580 Main Street in Stratford, Connecticut, United States. As a Certified Financial Planner®, Brian E Moles offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian E Moles, CFP® is dedicated to helping clients navigate the complexities of the financial world with confidence.
6580 Main St Suite 103, Stratford, CT 06614, United States -
Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located on Ryders Lane in Stratford, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their financial advisors are equipped to provide expert advice and guidance to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their financial needs. Additionally, the institution offers specialized training for advisors serving military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. Clients can trust that the advisors at Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC are highly qualified and dedicated to providing top-notch financial advice and services.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
Edward Jones - Financial Advisor: Karl Moosburger
● OpenEdward Jones - Financial Advisor: Karl Moosburger is a trusted financial institution located at 6580 Main Street in Stratford, Connecticut, United States. As a dedicated finance professional, Karl Moosburger provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Karl Moosburger is committed to providing exceptional service and guidance every step of the way. Visit Edward Jones - Financial Advisor: Karl Moosburger today to start building a secure financial future.
6580 Main St Suite 103, Stratford, CT 06614, United States -
Williams Financial Group
● OpenWilliams Financial Group is a prestigious finance institution located at 3200 Main Street in Stratford, Connecticut, United States. With a strong reputation for providing expert financial services, Williams Financial Group offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Williams Financial Group is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial success.
3200 Main St #2, Stratford, CT 06614, United States -
Bellara & Associates L.L.C
● ClosedBellara & 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.
99 Hawley Ln, Stratford, CT 06614, United States -
Banks Wealth Management LLC
● ClosedBanks Wealth Management LLC is a premier finance and insurance agency located at 2268 Main Street in Stratford, Connecticut, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, protect your assets, or plan for the future, we are here to provide expert guidance and support. Trust Banks Wealth Management LLC to help you secure your financial future.
2268 Main St Suite 202, Stratford, CT 06615, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 1420 Barnum Avenue in Stratford, Connecticut, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial opportunities. Whether you need help with filing taxes, financial planning, or other accounting services, H&R Block is committed to providing top-notch expertise and personalized solutions to meet your needs.
1420 Barnum Ave, Stratford, CT 06614, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a trusted finance institution located at 2345 Barnum Avenue in Stratford, Connecticut, United States. Specializing in tax preparation and financial services, Jackson Hewitt Tax Service offers expert assistance to individuals and businesses looking to navigate the complexities of tax filing. With a team of experienced professionals, clients can expect personalized attention and guidance to ensure accurate and efficient tax returns. Whether you're looking to maximize your tax refund or minimize your tax liability, Jackson Hewitt Tax Service is dedicated to helping you achieve your financial goals.
2345 Barnum Ave, Stratford, CT 06615, United States -
Affordable Tax
● ClosedAffordable Tax is a reputable accounting and finance institution located at 187 Ferry Boulevard in Stratford, Connecticut. Our team of experienced professionals is dedicated to providing high-quality tax services at affordable rates. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Affordable Tax to help you navigate the complexities of tax laws and regulations, ensuring you receive the maximum deductions and credits you deserve. Contact us today to schedule a consultation and take control of your financial future.
187 Ferry Blvd, Stratford, CT 06615, United States -
Smimarter Bookkeeping Service, LLC
● OpenSmimarter Bookkeeping Service, LLC is a professional accounting and finance institution located at 2221 Barnum Avenue in Stratford, Connecticut, United States. With a team of experienced bookkeepers and financial experts, we offer a wide range of services to help businesses manage their financial records and stay on top of their finances. Whether you need assistance with payroll, tax preparation, or general bookkeeping, our dedicated team is here to provide reliable and accurate support. Trust Smimarter Bookkeeping Service, LLC to keep your financials in order and help your business thrive.
2221 Barnum Ave Unit B, Stratford, CT 06615, United States -
Bortolot Jeffrey A
● ClosedBortolot Jeffrey A is a reputable accounting and finance institution located at 3005 Main Street in Stratford, Connecticut, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses in the area. From tax preparation to financial planning, Bortolot Jeffrey A is dedicated to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
3005 Main St, Stratford, CT 06614, United States -
Rosenberg & Hite, LLC
● ClosedRosenberg & Hite, LLC is a respected law firm located at 2051 Main Street in Stratford, Connecticut, United States. Founded on the principles of family, respect, compassion, and diligence, our firm treats each client like a member of our own family. We understand the impact that legal matters can have on your life and we work tirelessly to fight for your rights. Our team prioritizes prompt responses to your calls, emails, and faxes, and we approach each case with a fresh and effective strategy. During the winter months in New England, weather conditions like rainstorms, snowfall, and fog can increase the risk of personal injury incidents. Driving in bad weather can also lead to a higher risk of car accidents, even on cleared and salted roads. It is important to take preventative measures to stay safe during these challenging conditions.
2051 Main St, Stratford, CT 06615, United States -
CT's Justice of the Peace, Sonia I. Lofton (Hablo Español)
● OpenCT's Justice of the Peace, Sonia I. Lofton (Hablo Español) is a reputable finance institution located at 1 Church Street in Stratford, Connecticut. With a focus on providing financial services to the local community, Sonia I. Lofton, a Justice of the Peace, offers expert advice and assistance in a variety of financial matters. Fluent in both English and Spanish, Sonia I. Lofton is dedicated to helping clients navigate the complexities of personal finance and achieve their financial goals. Whether you need assistance with budgeting, investments, or estate planning, CT's Justice of the Peace, Sonia I. Lofton is here to help.
1 Church St, Stratford, CT 06615, United States -
Victoria Carrasquillo Mobile Notary Public
● ClosedVictoria Carrasquillo Mobile Notary Public is a professional notary service located on Harding Avenue in Stratford, Connecticut. As a mobile notary, Victoria Carrasquillo offers convenient and efficient notarization services for a variety of financial documents. Whether you need to notarize loan documents, contracts, or other important paperwork, Victoria Carrasquillo is dedicated to providing reliable and accurate notary services at a location that is convenient for you. Trust Victoria Carrasquillo Mobile Notary Public for all your notarization needs in the Stratford area.
Harding Ave, Stratford, CT 06615, United States -
Thomas E. Brennan, Attorney-at-Law, LLC
● ClosedLocated at 3288 Main Street in Stratford, Connecticut, Thomas E. Brennan, Attorney-at-Law, LLC is a trusted institution specializing in estate planning and probate law. Attorney Thomas E. Brennan and his dedicated staff have been providing expert legal services since 2003, serving clients from Fairfield, Norwalk, Bethel, and Newtown. With a focus on personalized attention and results-driven representation, our firm assists clients with a variety of complex legal matters, including estate planning, probate litigation, civil litigation, and conservatorship cases. We understand the importance of thorough preparation and documentation, and we strive to guide our clients through the legal process with diligence and compassion.
3288 Main St Ste. 202, Stratford, CT 06614, United States -
Medicare Assurance Group
● ClosedMedicare Assurance Group, located at 7365 Main Street in Stratford, Connecticut, is an insurance agency specializing in Medicare plans tailored to fit your health and financial needs. Whether you are an individual seeking coverage or an employer looking to provide retiree Medicare benefits, our team of experts can guide you through the process. With satellite offices in Georgia and South Carolina, we are committed to providing innovative Medicare consulting and guidance to the Medicare-eligible population. Contact us today to learn more about how we can help you navigate the complex world of Medicare coverage.
7365 Main St, Stratford, CT 06614, United States -
Smart Start Ignition Interlock
● ClosedSmart Start Ignition Interlock, located at 134 Albion Street in Bridgeport, Connecticut, is a car repair institution that specializes in providing quick and easy IID installations. Our goal is to offer the cheapest Ignition Interlock Device in Bridgeport, Connecticut, because we understand that a DUI can be a financial burden. Our Interlock Devices are priced with you in mind, ensuring that cost doesn't hold you back from getting a reliable and discreet Interlock. At Smart Start, we have installation centers throughout the state, including our location in Bridgeport off Albion Street. Our technicians at Sounds Good are experts in IID installation and will provide hands-on training to ensure you understand how to use your device before leaving the service center.
134 Albion St, Bridgeport, CT 06605, United States
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