The 30 Best Financial institution in Oxford, Connecticut

15 results found

Heritage Financial Group of CT, LLC is a reputable finance institution located at 785 Oxford Road in Oxford, Connecticut, United States. With a strong commitment to providing personalized financial services, they offer a wide range of financial solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or mortgage services, Heritage Financial Group of CT, LLC has a team of experienced professionals ready to assist you in achieving your financial goals.Visit them today and experience the difference that personalized financial services can make in your life.

Opus: Advice First - Ameriprise Financial Services, LLC is a finance institution located at 90 Oxford Road, Oxford, Connecticut, United States. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. With a focus on enhancing the financial and emotional well-being of clients and their families, Opus: Advice First provides education and guidance on important life decisions. The institution offers comprehensive financial planning services and wealth management, working in harmony with clients to achieve their unique goals. With offices in Oxford, CT, Palo Alto, CA, and Westchester, NY, Opus: Advice First serves clients in 20 states using technology to maintain deep relationships and help clients pursue their dreams. The institution's advisors, including Nancy Daoud, provide insights on market trends and offer strategies for navigating difficult markets and achieving financial success. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and clients can find background and qualification information on FINRA's BrokerCheck website.

Philip Bensley - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 90 Oxford Road in Oxford, Connecticut. With a focus on providing personalized financial planning and investment services, Philip Bensley helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Philip Bensley offers expert advice and tailored solutions to meet your individual needs. With a commitment to transparency, integrity, and client satisfaction, Philip Bensley - Financial Advisor is dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA® is a reputable finance institution located at 314 Center Rock Green in Oxford, Connecticut, United States. Kristina J Matwijec is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) who provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Kristina helps clients navigate the complexities of investing, retirement planning, estate planning, and more. Whether you are looking to build wealth, preserve assets, or plan for the future, Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA® is dedicated to providing top-notch financial guidance and support.

Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Albertine Gibbs holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and a focus on client needs, Albertine Gibbs is dedicated to helping clients achieve their financial goals.

Eager Financial is a reputable finance and insurance agency located at 441 Oxford Road in Oxford, Connecticut, United States. With a team of experienced professionals, Eager Financial offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Our institution is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Contact us today to learn more about how Eager Financial can assist you in reaching financial success.

Miller Investment is a reputable finance institution located in Oxford, Connecticut, United States. With a prime location at 315 Center Rock Green, our team of experienced professionals is dedicated to providing top-notch investment services to our clients. Whether you are looking to grow your wealth, plan for retirement, or diversify your portfolio, Miller Investment is here to help you achieve your financial goals. Trust us to guide you through the complexities of the financial world and make informed decisions that will secure your future. Visit us today to learn more about our services and how we can assist you in reaching financial success.

Scott Freeman Retirement is a trusted financial institution located at 57 Oxford Court in Groton, Connecticut, United States. Specializing in retirement planning and wealth management, our team of experienced professionals is dedicated to helping individuals secure their financial future. With personalized strategies and expert guidance, we strive to provide our clients with peace of mind and financial security during their retirement years. Contact us today to learn more about how we can help you achieve your retirement goals.

Chinavestor is a finance institution located at 660 Roosevelt Drive in Oxford, Connecticut, United States. Specializing in investment opportunities in China, Chinavestor provides expert financial advice and services to help clients navigate the complexities of the Chinese market. With a team of experienced professionals, Chinavestor offers personalized investment strategies tailored to each client's needs and goals. Whether you are looking to diversify your portfolio or capitalize on emerging opportunities in China, Chinavestor is committed to helping you achieve financial success.

Market 32 is a one-stop shop located at 140 Main Street in Oxford, Connecticut, United States. This institution offers a wide range of services including an ATM, bakery, finance options, grocery and supermarket items, making it a convenient destination for all your shopping needs. With a variety of fresh food options and a well-stocked store, Market 32 is a go-to spot for locals and visitors alike.

Strategic Tax Solutions is a leading accounting and finance institution located at 441 Oxford Road in Oxford, Connecticut, United States. Our team of experienced professionals specializes in providing strategic tax solutions to individuals and businesses alike. Whether you need help with tax planning, preparation, or representation, we are here to assist you every step of the way. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to learn more about how Strategic Tax Solutions can help you navigate the complex world of taxation.

Rydzik & Rydzik is a reputable accounting and finance institution located at 350 Center Rock Green in Oxford, Connecticut, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses alike. From tax preparation to financial planning, Rydzik & Rydzik is dedicated to helping clients achieve their financial goals.

Robert J. Clark LLC is a reputable accounting and finance institution located at 573 Inverness Court in Oxford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Robert J. Clark LLC to help you navigate the complexities of the financial world and achieve your financial goals.

Balanced Books Plus, LLC is a trusted institution located at 61 Captain Wooster Road in Oxford, Connecticut. Specializing in accounting and finance services, we offer small business and personal bookkeeping, tax preparation, and assistance with business form and tax ID filing for both Federal and State requirements. Our team is experienced in QuickBooks startup, support, review, and cleanup, as well as full-service bookkeeping. We provide personal and business tax preparation with e-filing included, as well as payroll processing using QuickBooks Payroll and Payroll Tax Return filing services. Additionally, we offer preparation and filing/payment of State Sales Tax Returns on a monthly, quarterly, or annual basis. Trust Balanced Books Plus, LLC for all your financial needs.

MBS Tax & Accounting Services, LLC is a reputable finance institution located at 7 Captain Wooster Road in Oxford, Connecticut, United States. They offer a wide range of tax and accounting services to individuals and businesses, helping clients navigate the complexities of financial management with ease. With a team of experienced professionals, MBS Tax & Accounting Services, LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust MBS Tax & Accounting Services, LLC to provide reliable and efficient services.