TOP 30 Financial management services in Stamford, Connecticut

268 results found

Jeffrey Ferraro is a dedicated TD Wealth Relationship Manager located at 1625 Summer Street in Stamford, Connecticut. With a focus on providing high-quality financial services, Jeffrey Ferraro offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Jeffrey Ferraro is committed to delivering exceptional service and expert advice. Trust in Jeffrey Ferraro to guide you towards a secure financial future.

De Vita & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. They offer a range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced financial advisors, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, De Vita & Associates - Ameriprise Financial Services, LLC can provide personalized solutions to meet your needs.

Doug Henderson - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut. As a seasoned financial advisor, Doug Henderson provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Doug Henderson and his team strive to create customized investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Doug Henderson - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Catherine M Tanzilli is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a strong focus on providing personalized financial advice and solutions, Catherine M Tanzilli and her team strive to help clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Catherine M Tanzilli offers expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Marlon Varsace is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing expert financial advice and services, Marlon Varsace and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Marlon Varsace offers personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.

Katherine Condy - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut. As a dedicated financial advisor, Katherine Condy provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, clients can rely on Katherine Condy for professional advice and support. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Katherine Condy is committed to providing top-notch service and expertise. Visit us today to start your journey towards financial success.

Dodd Koeckert - RBC Wealth Management Financial Advisor is a leading finance institution located at 3 Landmark Square, Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Dodd Koeckert - RBC Wealth Management Financial Advisor is dedicated to providing personalized solutions tailored to your individual needs. Contact them today to learn more about how they can help you secure your financial future.

Merrill Lynch Financial Advisor Elizabeth M Maccarone, located at 301 Tresser Boulevard in Stamford, Connecticut, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the institution is supported by the global resources of Merrill Lynch, with a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Merrill Lynch Wealth Management focuses on understanding the things that matter most to you - your family, goals, and priorities. By developing personalized financial plans tailored to your needs and goals, the institution helps you pursue financial success while managing investment risk.

Merrill Lynch Financial Advisor Justin A Stevens is a leading finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. Specializing in personalized financial planning and investment management services, Justin A Stevens and his team provide expert guidance and strategies to help clients achieve their financial goals. With a wealth of experience and a commitment to excellence, Merrill Lynch Financial Advisor Justin A Stevens is dedicated to helping individuals and families build and preserve their wealth for the future.

Samuel Gilliland - RBC Wealth Management Financial Advisor is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut. As a trusted advisor, Samuel Gilliland provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, Samuel Gilliland offers expert guidance and support to individuals and families seeking to build and preserve their wealth. With a commitment to excellence and a dedication to client satisfaction, Samuel Gilliland - RBC Wealth Management Financial Advisor is a top choice for those looking for comprehensive financial services in the Stamford area.

Merrill Lynch Financial Advisor Colleen M Sharkey is located at 301 Tresser Boulevard in Stamford, Connecticut, United States. The institution, part of The Smiles Group team, prioritizes putting you at the center of the financial planning process. With access to global investing capabilities from Merrill and banking solutions from Bank of America, the team helps identify and prioritize personal goals such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. They develop personalized financial strategies aligned with your aspirations, believing that the best approach is one that helps you pursue your goals. Through conversations and the Investment Personality Assessment, the team gets to know you better as an investor, refining your investing preferences to create a customized financial approach. They offer tools to help track changes in your life and goals, ensuring your financial approach reflects your evolving needs. The team is committed to helping you achieve your goals by building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're planning for retirement, buying a home, or funding a child's education, the team is dedicated to helping you make investment-related decisions that align with your meaningful goals. Merrill Lynch Wealth Management Advisors are there to help you navigate the financial complexities of life, building a customized investment approach to address your needs and pursue your goals. With a focus on personalized service and building a strong client-advisor relationship, Merrill Lynch Financial Advisor Colleen M Sharkey is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies. Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.

Greenwich Creek Capital Management is a finance institution located at 131 Highline Trail in Stamford, Connecticut, United States. Specializing in investment management and financial planning, their team of experienced professionals offers personalized services to help clients achieve their financial goals. With a focus on transparency, integrity, and innovation, Greenwich Creek Capital Management is dedicated to providing top-quality financial solutions tailored to each individual's needs.

Robert Lenihan - UBS Financial Services Inc. is a leading financial institution located in Stamford, Connecticut. With a strong reputation for excellence in the finance industry, our team of experienced professionals provides a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our experts are here to guide you every step of the way. Visit us at 600 Washington Boulevard to learn more about how we can help you secure your financial future.

Loretta Lang Finck - UBS Financial Services Inc. is a reputable finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a focus on providing high-quality financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. The team of professionals at Loretta Lang Finck - UBS Financial Services Inc. offers personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Loretta Lang Finck - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.

LPL Financial is a leading finance institution located at 6 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, LPL Financial is committed to helping you succeed.

Frank Lockwood - UBS Financial Services Inc. is a renowned finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or estate planning, the experienced team at Frank Lockwood - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Visit their office today to learn more about the personalized services they offer.

Matthew Terry - UBS Financial Services Inc. is a leading finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing top-notch advice and solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in Matthew Terry - UBS Financial Services Inc. for all your financial needs.

Merrill Lynch Financial Advisor Andrew Martinez is a leading financial institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a team of experienced and knowledgeable advisors, they provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Andrew Martinez is dedicated to providing top-notch financial advice and guidance. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Abundant Wealth Management, LLC is a premier finance institution located at 700 Canal Street in Stamford, Connecticut, United States. With a team of experienced financial advisors, they offer personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Abundant Wealth Management, LLC provides expert guidance and support every step of the way. Trust in their expertise to help you build and preserve your wealth for a secure financial future.

Christopher Doherty - UBS Financial Services Inc. is a reputable finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong focus on providing top-notch financial services to its clients, this institution offers a wide range of investment and wealth management solutions. The team at Christopher Doherty - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Trustworthy and reliable, this institution is committed to delivering the highest level of service and expertise to its clients.

Merrill Lynch Financial Advisor Michael C Maresca is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing personalized financial advice and guidance, Michael C Maresca and his team offer a range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michael C Maresca is dedicated to providing expert financial solutions tailored to your individual needs.

Basso Capital Management is a finance institution located at 1266 East Main Street in Stamford, Connecticut, United States. Specializing in investment management, Basso Capital Management offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals and a commitment to excellence, Basso Capital Management is dedicated to providing top-tier financial solutions to individuals and institutions alike.

The RBC Wealth Management Branch in Stamford, Connecticut, is a leading finance institution located at 3 Landmark Square. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, the experts at RBC Wealth Management Branch in Stamford are dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start building a secure financial future.

Merrill Lynch Financial Advisor Gregory C Smith, located at 301 Tresser Boulevard in Stamford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Gain valuable insights on market trends and the global economy to help you make informed decisions. By understanding your financial goals and priorities, Gregory C Smith can create a personalized wealth management strategy tailored to your needs. With access to the expertise of Merrill and the banking services of Bank of America, you can navigate today's ever-changing market conditions with confidence. Trust in Gregory C Smith to provide fresh perspectives on your financial life and help you pursue your goals effectively. As a Merrill advisor, Gregory C Smith goes beyond the traditional role to provide comprehensive financial guidance. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions. Contact Merrill Lynch Financial Advisor Gregory C Smith for expert advice on brokerage, investment advisory, and other financial services.

Merrill Lynch Financial Advisor William T Tassinaro is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. With a focus on managing your wealth, William Tassinaro creates flexible strategies tailored to your financial goals in today's ever-changing market conditions. By combining the investment insights of Merrill and the banking solutions of Bank of America, he provides personalized wealth management strategies to help you pursue your goals. William Tassinaro follows the Merrill tradition of community involvement, volunteering with organizations in the community. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and priorities. By starting with a conversation to understand your aspirations and priorities, he helps you make investment decisions that align with your goals.

Rockefeller Capital Management is a prestigious finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. With a rich history and a reputation for excellence, Rockefeller Capital Management offers a wide range of financial services to high-net-worth individuals, families, and institutions. Their team of experienced professionals is dedicated to providing personalized investment strategies and wealth management solutions tailored to each client's unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rockefeller Capital Management is committed to helping you achieve financial success.

Summer Associates Tax Services is a leading accounting and finance institution located at 48 Union Street in Stamford, Connecticut, United States. With a team of experienced professionals, we offer comprehensive tax services to individuals and businesses during the summer months. Our services include tax preparation, planning, and compliance to help our clients navigate the complex tax landscape. Whether you are looking to maximize your tax savings or ensure compliance with regulations, our experts are here to assist you. Trust Summer Associates Tax Services for all your tax needs this summer.

Vante Tax Services LLC is a leading accounting and finance institution located at 456 Glenbrook Road in Stamford, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to guide you every step of the way. Trust Vante Tax Services LLC for all your financial needs.