TOP 10 Financial goals consultation in West Hartford, Connecticut

CLA (CliftonLarsonAllen) is a leading accounting and finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a strong reputation for providing top-notch financial services, CLA offers a wide range of accounting solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you are looking for tax preparation, audit services, or financial consulting, CLA is committed to delivering exceptional results with personalized attention and expertise. Visit CLA in West Hartford for all your accounting and finance needs.

Giulio D Cessario PC is a reputable accounting and finance institution located at 97 South Street in West Hartford, Connecticut. With a team of experienced professionals, they offer a wide range of services to individuals and businesses seeking financial guidance. Whether you need help with tax preparation, auditing, financial planning, or other financial services, Giulio D Cessario PC is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Rize Mortgage is a finance institution located at 10 North Main Street, West Hartford, Connecticut, United States. Whether you are in the market for a new home or looking to refinance your existing mortgage, Rize Mortgage is here to help. Our experienced team of Mortgage Advisors will guide you through the buying or refinancing process quickly, efficiently, and confidently. We offer a free calculator to help you crunch the numbers and determine how much money you can save by refinancing. Browse today's rate comparisons to find the individual mortgage terms that make the most sense for you. As a Mortgage Brokerage, we will compare rates from various lenders on your behalf to find the terms that work best for you. Take advantage of today's great terms to significantly lower your monthly payment, the interest you pay over the life of your loan, or both. With our up-to-date property evaluation, you'll be better equipped to choose loan terms that fit your goals. Utilize your home's equity with a cash-out refinance or Home Equity Line of Credit. Get started by completing our simple online application, or call our office to speak with an expert for assistance. Your time and money matter to us, so let's not waste either. Speak with a professional at Rize Mortgage to discuss your specific scenario and determine what's best for you. We offer personalized mortgage solutions, fast customized quotes, great rates, and service with integrity.

Norman A. Nadeau, LUTCF is a reputable finance, health, and insurance agency located at 17 North Main Street in West Hartford, Connecticut, United States. With a strong focus on providing top-notch financial planning and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, health insurance coverage, or comprehensive insurance solutions, Norman A. Nadeau, LUTCF is committed to providing personalized and professional service to meet your needs. Contact us today to schedule a consultation and start securing your financial future.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.

Bank of America Private Client Advisor James W Fanelli is a premier finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team. We take the time to listen and understand your needs and goals before creating personalized strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized services and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, plan for the future, or build a philanthropic legacy, our priority is to make your goals a reality.

Bank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.

Bank of America Private Client Advisor Drew M Iacovazzi, located at 29 South Main Street, West Hartford, Connecticut, United States, offers personalized wealth management services. The team consists of experienced individuals dedicated to building strong client relationships based on trust. They take the time to understand your needs and goals before creating strategies to meet your best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources. They strive to anticipate and respond to evolving markets and financial landscapes to help clients achieve their financial objectives. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Additionally, investing involves risk and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.