Financial goals in Shelton, CT
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Daniel Ortoli
● OpenDaniel Ortoli is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. Dedicated to your financial well-being and helping you achieve your financial goals, Daniel Ortoli offers a wide array of financial products combined with first-class client service. The institution's founder transformed Barnum into what it is today, with a leadership team dedicated to achieving Barnum's mission. Creating a culture of belonging, respect, and opportunity for all, Daniel Ortoli is committed to making a difference in the communities in which they work and live. With a focus on managing risks, growing wealth strategically, and planning for the future, Daniel Ortoli provides educational opportunities to maximize financial opportunities and overcome financial challenges. The institution's Financial Advisor, Financial Services Executive, and Investment Advisor Representative partner with Barnum Financial Group to offer personalized attention reflecting on clients' personal values, objectives, and goals. With over 28 years of experience in the Finance Industry, the institution's representative holds various securities registrations and licenses and is dedicated to guiding clients towards financial independence and security. Services offered include life and health insurance, property and casualty insurance, as well as financial planning and investment advice. Daniel Ortoli is licensed and registered to offer products and services in Connecticut, with a focus on long-term relationships, service, integrity, and uncompromising quality.
6 Corporate Dr, Shelton, CT 06484, United States -
Frederick N. Parmalee MBA, CPA, LLC
● OpenFrederick N. Parmalee MBA, CPA, LLC is a reputable accounting and finance institution located at 1000 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of highly qualified professionals, including Frederick N. Parmalee who holds an MBA and CPA certification, the institution offers top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or accounting services, Frederick N. Parmalee MBA, CPA, LLC is dedicated to providing expert advice and assistance to help you achieve your financial goals.
1000 Bridgeport Ave #2d, Shelton, CT 06484, United States -
Venman & Co LLC
● OpenVenman & Co LLC is a leading accounting and finance institution located at 375 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the rest. Whether you are an individual or a business, Venman & Co LLC is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you.
375 Bridgeport Ave, Shelton, CT 06484, United States -
Ritch Greenberg & Hassan
● OpenRitch Greenberg & Hassan is a reputable accounting and finance institution located at 70 Platt Road in Shelton, 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, financial planning, or investment management, the experts at Ritch Greenberg & Hassan are dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you with your financial needs.
70 Platt Rd, Shelton, CT 06484, United States -
Jeanne A. Galvin, CPA LLC
● OpenJeanne A. Galvin, CPA LLC is a reputable accounting and finance institution located at 680 Bridgeport Avenue in Shelton, Connecticut, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Jeanne A. Galvin, CPA LLC is dedicated to helping you achieve your financial goals. Their team of professionals is committed to providing personalized service and tailored solutions to meet your specific needs. Trust Jeanne A. Galvin, CPA LLC for all your accounting and finance needs.
680 Bridgeport Ave 2nd Fl, Shelton, CT 06484, United States -
Valentino, Reich and Associates LLC
● OpenValentino, Reich and Associates LLC is a reputable accounting and finance institution located at 2 Corporate Drive in Shelton, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Valentino, Reich and Associates LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
2 Corporate Dr Suite 920, Shelton, CT 06484, United States -
Essential Numbers LLC
● ClosedEssential Numbers LLC is a reputable accounting and finance institution located at 95 Hillside Avenue in Shelton, Connecticut, United States. With a team of experienced professionals, Essential Numbers LLC provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust Essential Numbers LLC to provide accurate and reliable financial guidance to help them achieve their financial goals.
95 Hillside Ave 1st Floor, Shelton, CT 06484, United States -
Peter Greco
● OpenPeter Greco is a leading finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, Peter Greco offers a wide range of financial services to individuals and businesses. From investment management to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Peter Greco is committed to providing personalized solutions tailored to your unique needs. Contact them today to learn more about how they can help you navigate the complex world of finance.
6 Corporate Dr, Shelton, CT 06484, United States -
Consebido Tax, LLP
● OpenConsebido Tax, LLP is a reputable accounting and finance institution located at 34 Milne Avenue in Shelton, 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. Whether you are an individual or a business owner, Consebido Tax, LLP is dedicated to helping you manage your finances effectively and achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
34 Milne Ave, Shelton, CT 06484, United States -
Weinstien David
● OpenWeinstien David is a reputable accounting and finance institution located at 25 Weybosset Street in Shelton, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Weinstien David is dedicated to helping their clients achieve their financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
25 Weybosset St, Shelton, CT 06484, United States -
The Levy Group
● OpenThe Levy Group is a prestigious institution located at 4 Research Drive in Shelton, Connecticut, United States. Specializing in accounting, finance, and legal services, The Levy Group is known for its expertise in providing top-tier financial and legal advice to clients. With a team of experienced professionals, The Levy Group offers a wide range of services to meet the diverse needs of individuals and businesses. Whether you are seeking assistance with tax planning, financial analysis, or legal representation, The Levy Group is dedicated to providing personalized solutions to help you achieve your goals.
4 Research Dr Suite 402, Shelton, CT 06484, United States -
Stephen J. Tiberio CPA, LLC
● OpenStephen J. Tiberio CPA, LLC is a reputable accounting and finance institution located in Shelton, Connecticut, United States. With a team of experienced and qualified professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Stephen J. Tiberio CPA, LLC to provide accurate and reliable financial advice to help them achieve their goals.
Shelton, CT 06484, United States -
EVB Certified Public Accountant P.C.
● OpenEVB Certified Public Accountant P.C. is a reputable accounting and finance institution located at 5 Commerce Drive in Shelton, Connecticut, United States. Our team of experienced professionals provides a wide range of services including tax preparation, auditing, financial consulting, and more. We are dedicated to helping individuals and businesses achieve their financial goals with precision and expertise. Trust EVB Certified Public Accountant P.C. for all your accounting needs.
5 Commerce Dr #4, Shelton, CT 06484, United States -
DiMatteo Group Tax & Accounting
● OpenDiMatteo Group Tax & Accounting is a reputable institution located at 1000 Bridgeport Avenue in Shelton, Connecticut, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, financial planning, and bookkeeping services to individuals and businesses alike. With a commitment to excellence and personalized attention to each client's unique needs, DiMatteo Group Tax & Accounting is a trusted partner in helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you succeed.
1000 Bridgeport Ave Suite 507, Shelton, CT 06484, United States -
Aszzan & Associates LLC
● OpenAszzan & Associates LLC is a family-owned accounting and finance institution located at 3 Armstrong Road in Shelton, Connecticut, United States. For the past 8 years, we have been dedicated to serving our community and helping individuals and businesses achieve financial freedom. Our team consists of experienced EA's and support personnel who offer a range of personal and professional financial services. Whether you need important documents notarized, help with filing paperwork, guidance on choosing between an LLC and Corporation, assistance obtaining an EIN number or setting up a business account, or support with bookkeeping and managing receipts and ledger balances, we are here to help. We can also provide guidance on using QuickBooks or hiring an accountant. At Aszzan & Associates LLC, we are committed to changing family trees and helping our clients achieve their financial goals.
3 Armstrong Rd, Shelton, CT 06484, United States -
blumshapiro
● OpenBlumShapiro is a leading accounting and finance institution located at 2 Enterprise Drive in Shelton, Connecticut, United States. As a member of the CLA Global network, BlumShapiro offers a wide range of financial services, including investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC. This SEC-registered investment advisor provides expert guidance to help clients achieve their financial goals. Please note that CLA Global Limited, the international organization of independent accounting and advisory firms, does not provide direct services to clients. BlumShapiro is committed to upholding the highest standards of professionalism and integrity in all aspects of their work.
2 Enterprise Dr, Shelton, CT 06484, United States -
Ragonese Thomas CPA
● OpenRagonese Thomas CPA is a reputable accounting and finance institution located at 680 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Ragonese Thomas CPA is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
680 Bridgeport Ave, Shelton, CT 06484, United States -
Glazer Accounting Services
● OpenGlazer Accounting Services is a trusted accounting and finance institution located at 525 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of experienced professionals, they offer a wide range of accounting services including tax preparation, bookkeeping, payroll, and financial consulting. Whether you are an individual or a business owner, Glazer Accounting Services is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with all your accounting needs.
525 Bridgeport Ave # 204, Shelton, CT 06484, United States -
Apicella Achille A CPA
● OpenApicella Achille A CPA is a reputable accounting and finance institution located at 680 Bridgeport Avenue in Shelton, Connecticut, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing professional and personalized services to individuals and businesses alike. Whether you need assistance with tax filing or financial consulting, Apicella Achille A CPA is committed to helping you achieve your financial goals.
680 Bridgeport Ave, Shelton, CT 06484, United States -
Cornerstone Accounting Group, LLC
● OpenCornerstone Accounting Group, LLC is a premier accounting and finance institution located at 525 Bridgeport Avenue in Shelton, Connecticut, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. We are dedicated to helping individuals and businesses achieve their financial goals with personalized solutions and expert advice. Whether you need help with your taxes or want to improve your financial strategy, Cornerstone Accounting Group, LLC is here to help you every step of the way.
525 Bridgeport Ave, Shelton, CT 06484, United States -
Hassan Michael CPA
● OpenHassan Michael CPA is a reputable accounting and finance institution located at 70 Platt Road in Shelton, Connecticut, United States. With years of experience and expertise in the field, our team of 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, Hassan Michael CPA is here to assist you every step of the way. Trust us to help you navigate the complexities of finance and achieve your financial goals.
70 Platt Rd, Shelton, CT 06484, United States -
Accavallo & Company, LLC
● OpenAccavallo & Company, LLC is a reputable accounting and finance institution located at 1000 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and business consulting. Accavallo & Company, LLC is dedicated to helping individuals and businesses achieve their financial goals through personalized and expert guidance.
1000 Bridgeport Ave, Shelton, CT 06484, United States -
Karpinski & Associates
● OpenKarpinski & Associates is a leading accounting and finance institution located at 1 Corporate Drive in Shelton, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
1 Corporate Dr #202, Shelton, CT 06484, United States -
CLA (CliftonLarsonAllen)
● OpenCLA (CliftonLarsonAllen) is a leading accounting and finance institution located at 2 Enterprise Drive in Shelton, Connecticut, United States. With a strong reputation for providing expert financial services, CLA offers a wide range of accounting solutions to help businesses and individuals manage their finances effectively. Their team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of each client. Whether you are looking for tax planning, audit services, or financial consulting, CLA is committed to helping you achieve your financial goals.
2 Enterprise Dr, Shelton, CT 06484, United States -
SMG Corporate Services
● OpenSMG Corporate Services is a leading institution located at 25 Controls Drive in Shelton, Connecticut, United States. With a strong reputation for excellence, SMG offers a wide range of corporate services to help businesses thrive and succeed in today's competitive market. From financial consulting to strategic planning, SMG provides expert guidance and support to help companies achieve their goals. With a dedicated team of professionals and a commitment to client satisfaction, SMG Corporate Services is the go-to institution for all your business needs.
25 Controls Dr, Shelton, CT 06484, United States -
Sam & Sons, LLC Driving & Delivery
● OpenSam & Sons, LLC Driving & Delivery is a reputable finance institution located at 5 Lynnwood Court in Shelton, Connecticut, United States. Specializing in driving and delivery services, we provide top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and customer satisfaction, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with transportation or logistics, Sam & Sons, LLC Driving & Delivery is here to serve you with integrity and expertise.
5 Lynnwood Ct, Shelton, CT 06484, United States -
Kim LoCicero - State Farm Insurance Agent
● OpenKim LoCicero - State Farm Insurance Agent is a trusted insurance agency located at 1516 Barnum Ave, Stratford, Connecticut. Our mission is to help individuals manage everyday risks, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services in a personal and professional manner, ensuring that our customers are protected in times of prosperity and need. Our office serves the Valley area, including Shelton, Oxford, Derby, Seymour, and Ansonia. At Kim LoCicero - State Farm Insurance Agent, we are committed to providing the best protection for our customers. Whether you need life insurance, annuities, or pet insurance, we have you covered. Our team is dedicated to helping you meet your long-term financial goals while safeguarding your current obligations.
1516 Barnum Ave Ste 2, Stratford, CT 06614, United States -
Priority Lending LLC
● OpenPriority Lending LLC is a finance institution located at 181 Nichols Avenue in Shelton, Connecticut, United States. We specialize in providing personalized lending solutions to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to offering top-notch customer service and competitive rates. Whether you are looking to purchase a home, refinance your current mortgage, or secure a loan for your business, Priority Lending LLC is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you reach your financial priorities.
181 Nichols Ave, Shelton, CT 06484, United States -
PrimeLending, A PlainsCapital Company - Milford
● OpenPrimeLending, A PlainsCapital Company in Milford is a leading financial institution located in Shelton, Connecticut. As a trusted provider of financial services, they offer a wide range of loan products to help individuals and families achieve their homeownership goals. With a team of experienced mortgage professionals, PrimeLending is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client. Whether you're looking to purchase a new home, refinance an existing mortgage, or explore other financial options, PrimeLending in Milford is committed to helping you navigate the lending process with ease and confidence. Visit their office at 112 Huntington Street to learn more about how they can assist you in achieving your financial goals.
112 Huntington St, Shelton, CT 06484, United States -
The Lisa and Michelle Team
● OpenThe Lisa and Michelle Team is a finance institution located at 112 Huntington Street in Shelton, Connecticut, United States. With a strong focus on providing personalized financial services, our team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our experienced team is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
112 Huntington St, Shelton, CT 06484, United States
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