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TOP 30 Financial expertise in Putnam, CT
29 results found
Search for local businesses, places and services near you
Expertise Accelerated
Expertise Accelerated is a renowned institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we offer industry experience and best practices to drive process transformation for businesses. Our high-quality services are tailored to specific business needs at a fraction of the US cost, with a proven track record of savings for US CPG clients. As a partner of choice for small and mid-sized businesses, our mission is to boost results and drive performance to compete with multi-billion dollar brands. We provide offshore professional resources for accounting, finance, internal and external audit support, supply chain management, Trade Promotions Management, and business analysis services, among others.
Ian Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Ian Anderson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 158 South Main Street in Putnam, Connecticut, United States. Ian holds various certifications including the 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®, CFP®, 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 demonstrate Ian's expertise in asset management, retirement planning, estate planning, investments, and more. Ian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas holds various certifications including 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 demonstrate Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Ross Mannino holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, Ross Mannino provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Ross Mannino is dedicated to providing comprehensive and tailored financial services to meet your needs.
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC, is located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in asset management, retirement planning, estate planning, and investment strategies, Tier 4 Planning offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice tailored to the individual needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Tier 4 Planning's advisors have the knowledge and expertise to help clients navigate complex financial decisions. Additionally, certifications such as the AEP®, AIF®, and CFP® demonstrate the commitment to ethical practices and ongoing education in the field of financial planning. Whether you are a retiree, small business owner, or high net worth individual, Tier 4 Planning has the expertise to help you achieve your financial goals.
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Michael P DeVivo holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ certification, 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 demonstrate Michael P DeVivo's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment strategies, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Michael P DeVivo is dedicated to helping you achieve your financial goals.
Eric Kreuter - UBS Financial Services Inc.
Eric Kreuter - UBS Financial Services Inc. is a prestigious financial institution located in Greenwich, Connecticut. With a focus on providing top-notch financial services, Eric Kreuter and his team at UBS are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or retirement planning, Eric Kreuter - UBS Financial Services Inc. has the expertise and resources to meet your needs. Visit their office at 100 West Putnam Avenue to learn more about how they can help you reach your financial goals.
Frank St Amand - Financial Advisor, Ameriprise Financial Services, LLC
Frank St Amand is a financial advisor at Ameriprise Financial Services, LLC located at 500 West Putnam Avenue in Greenwich, Connecticut. As a member of FINRA and SIPC, Frank provides comprehensive financial planning services to help clients achieve their financial goals. The initial consultation offers an overview of financial planning concepts, although written recommendations are not provided. While Ameriprise Financial cannot guarantee future results, clients can trust in Frank's expertise and dedication to helping them make informed financial decisions. Clients can refer friends and family members to Frank for personalized financial guidance. The institution prioritizes privacy and security, adhering to strict rules and regulations to protect clients' information. Contact Frank St Amand today to start planning for a secure financial future.
Axiom Capital Services, Inc.
Axiom Capital Services, Inc. is a renowned finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services, Axiom Capital Services, Inc. is dedicated to helping clients achieve their financial goals and objectives. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Axiom Capital Services, Inc. is here to help. Trust in their expertise and commitment to excellence for all your financial needs.
Stone Key Group
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.
Strategic Value Partners
Strategic Value Partners is a finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in strategic value investing, the institution offers a range of financial services and expertise to help clients achieve their investment goals. With a focus on long-term value creation and a commitment to excellence, Strategic Value Partners is dedicated to providing innovative solutions and personalized advice to its clients.
Investment Management Institute
The Investment Management Institute, located at 165 West Putnam Avenue in Greenwich, Connecticut, is a prestigious finance institution dedicated to providing high-quality education and training in investment management. With a focus on developing the skills and knowledge needed to succeed in the fast-paced world of finance, the institute offers a range of programs and resources for professionals looking to enhance their expertise in investment management. Whether you are a seasoned finance professional or just starting out in the industry, the Investment Management Institute is the perfect place to further your career and achieve your financial goals.
Plan First Wealth LLC
Plan First Wealth LLC is a finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in providing peace of mind for British expats living in America, Plan First Wealth simplifies the complex world of cross-border retirement planning and US/UK wealth management. As a British expat in America, you have a unique opportunity to retire better in the US and make the most of your time in this new chapter of your life. With expertise in coordinating wealth between the US and the UK, Plan First Wealth ensures that your financial future is secure and well-planned. Testimonials from satisfied clients praise the professionalism, communication, and level of service provided by the team at Plan First Wealth. By focusing on long-term, goal-focused planning and rational investment strategies, Plan First Wealth helps clients achieve their most meaningful financial goals. Join the WealthHub community to protect and grow your life's work, retire with confidence, and leave a lasting legacy. Remember to consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Plan First Wealth is here to guide you towards a secure and successful financial future.
The Dowling Group
The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.
Kidd & Co LLC
Kidd & Co LLC is a finance institution located at 1455 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services to its clients, Kidd & Co LLC is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, our team of experienced professionals is here to help. Trust Kidd & Co LLC to provide you with the expertise and personalized attention you need to secure your financial future.
Naomi Bourque
Naomi Bourque is a reputable finance institution located at 119 East Putnam Avenue in Greenwich, Connecticut, United States. With a focus on providing personalized financial solutions, Naomi Bourque offers a range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Naomi Bourque today to explore their comprehensive financial services and expertise.
Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T
Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T is a finance institution located at 119 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial situations, Naomi Tanabe and the team at Wilmington Advisors are here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 48 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Fidelity Investments has the expertise and resources to guide you every step of the way. Trust in Fidelity Investments for all your financial needs.
Andersen Tax LLC
Andersen Tax LLC is a finance institution located at 1700 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services, Andersen Tax LLC is dedicated to helping individuals and businesses navigate complex financial matters with expertise and precision. Whether you are looking for tax planning, advisory services, or financial consulting, Andersen Tax LLC is committed to delivering exceptional results and personalized solutions to meet your financial needs. Trust Andersen Tax LLC to provide you with the financial guidance and support you need to achieve your goals.
Bassett James
Bassett James is a reputable accounting and finance institution located at 205 East Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced professionals, Bassett James provides top-notch financial services to individuals and businesses in the area. From tax preparation to investment advice, clients can trust Bassett James to handle their financial needs with expertise and precision. Visit us today to see how we can help you achieve your financial goals.
R B Steele & Co PC
R B Steele & Co PC is a reputable accounting and finance institution located at 211 Kennedy Drive in Putnam, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of professional services to individuals and businesses. Their team of skilled professionals is dedicated to helping clients manage their finances effectively and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other financial services, R B Steele & Co PC is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Steven S. Wortman, CPA
Steven S. Wortman, CPA is a reputable accounting and finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting-related services, Steven S. Wortman, CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust in their expertise to help you navigate the complexities of the financial world with confidence and peace of mind.
Salony & Larsen LLC
Salony & Larsen LLC is a leading accounting and finance institution located at 79 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, reliability, and integrity, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, Salony & Larsen LLC is here to provide personalized solutions tailored to your specific needs. Trust us to handle your finances with care and expertise.
Magnifico Frank CPA
Magnifico Frank CPA is a reputable accounting and finance institution located at 45 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Magnifico Frank CPA for all your accounting and finance needs in Greenwich.
Richard Paukner & Associates LLC
Richard Paukner & Associates LLC is a well-established accounting and finance institution located at 469 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in tax planning and preparation, the firm serves clients in lower Fairfield and Westchester counties of the New York Metropolitan area. With a commitment to providing personalized services and expert guidance, Richard Paukner & Associates helps clients navigate the complexities of financial and business needs. The team's expertise, experience, and thorough research ensure that clients can take advantage of financial opportunities within current tax laws. Trust Richard Paukner & Associates to help you minimize tax liabilities, maximize cash flow, and achieve your financial goals.
Chestnut Hill Insurance Group
Chestnut Hill Insurance Group, located at 197 Providence Street in Putnam, Connecticut, is a full-service insurance brokerage serving individuals and businesses in New England and Nationwide. Led by the renowned Greg Agnone, our team specializes in captive insurance, offering tailored programs to address the unique risks faced by businesses today. Our dedicated professionals work closely with clients to provide comprehensive commercial insurance options, safeguarding against property damage, liability claims, and business interruptions. For personal insurance needs, we offer a range of policies including auto, homeowners, and umbrella coverage, ensuring peace of mind and financial security for you and your loved ones.
The First Bank of Greenwich
The First Bank of Greenwich is a trusted financial institution located at 444 East Putnam Avenue in Greenwich, Connecticut. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and organizations in the local community. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial solutions to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, The First Bank of Greenwich is here to help. Visit us today to experience the difference that personalized service and local expertise can make in your financial journey.
IMAP of Greenwich LLC
IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.
Medico & Associates, LLC.
Medico & Associates, LLC. is a reputable law firm located at 777 West Putnam Avenue in Greenwich, Connecticut. Our team of skilled lawyers is dedicated to providing top-notch legal services to our clients in the United States. With a focus on professionalism and expertise, we strive to ensure that our clients receive the best possible representation in their legal matters. Trust Medico & Associates, LLC. to handle your legal needs with care and precision.
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