Financial management services in Stamford, Connecticut
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Savings Bank of Danbury
Savings Bank of Danbury, located at 154 Federal Road in Brookfield, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, Savings Bank of Danbury offers a wide range of banking services including ATM access, loans, savings, and retirement accounts. With 16 branch offices in various locations, including Stamford and Waterbury, Savings Bank of Danbury is committed to providing convenient and personalized banking solutions to meet your financial needs. Whether you are an individual looking for a savings account or a business seeking loan options, Savings Bank of Danbury is here to help. With a focus on community impact and customer satisfaction, Savings Bank of Danbury is dedicated to simplifying your banking experience through electronic services and innovative solutions. Visit us today to learn more about how we can help you achieve your financial goals. Member FDIC, Equal Housing Lender.
Heide & Co LLC
Heide & Co LLC is a reputable financial institution located at 115 Carriage Drive South in Stamford, Connecticut, United States. With a focus on providing top-notch financial services, Heide & Co LLC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized financial advice and solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Heide & Co LLC is committed to providing you with the expertise and support you need to secure your financial future.
Rellevate, Inc.
Rellevate, Inc. is a bank and finance institution located at 700 Canal Street in Stamford, Connecticut, United States. At the forefront of accessing, using, and moving money anytime, Rellevate offers digital banking services that allow customers to get paid every day. With a focus on trust, security, and data protection, Rellevate provides transparent and accessible information for customers to manage their finances, account balances, and transactions from anywhere, at any time. Rellevate deeply understands the needs of the communities it serves and tailors its services to support financial wellness. Products like the Pay Any-Day solutions are designed to help employees access their earned wages when needed. By developing products and services that meet the specific needs of its target customers, Rellevate is committed to helping consumers achieve financial wellness.
Berger Associates PC
Berger Associates PC is a well-established accounting and finance institution located in Stamford, Connecticut. With a prime location at 1700 Bedford Street, this institution offers a wide range of financial services to individuals and businesses in the area. The team of experienced professionals at Berger Associates PC is dedicated to providing top-notch financial advice, tax planning, and accounting services to help clients achieve their financial goals. Whether you need help with tax preparation, investment strategies, or budgeting, Berger Associates PC is here to help you navigate the complex world of finance with confidence and ease.
D. F. McGuire & Associates, LLC
D. F. McGuire & Associates, LLC is a reputable law firm located at 1266 East Main Street in Stamford, Connecticut. Specializing in various legal services, the team of skilled lawyers at this institution is dedicated to providing top-notch representation and personalized solutions for their clients. With a strong commitment to professionalism and integrity, D. F. McGuire & Associates, LLC is known for their expertise in handling a wide range of legal matters. Whether you are in need of legal advice, representation in court, or assistance with complex legal issues, you can trust this firm to deliver exceptional service and achieve the best possible outcomes for your case.
Residences on Bedford
Residences on Bedford is a prestigious finance institution located at 1425 Bedford Street in Stamford, Connecticut, United States. Our dedicated team of financial experts provides top-notch services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and unparalleled customer service, Residences on Bedford is the go-to institution for all your financial needs. Visit us today and experience the difference our expertise can make in your financial success.
KPMG
KPMG is a renowned accounting and finance institution located at 677 Washington Boulevard, Stamford, Connecticut, United States. With a global presence, KPMG offers a wide range of services to clients around the world. For more information about the structure of the KPMG global organization, please visit https://kpmg.com/governance.
Robert W Baird & Co
Robert W. Baird & Co is a renowned finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Baird & Co offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Robert W. Baird & Co is a trusted partner you can rely on.
Deloitte
Deloitte, located at 695 East Main Street, Stamford, Connecticut, United States, is a renowned institution in the accounting and finance industry. With a focus on front-office transformation, Deloitte helps clients gain a competitive edge in their respective industries. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contribution to the workplace. By joining Deloitte's Talent Network, individuals can access career resources and explore job opportunities. With a team of over 80,000 professionals, Deloitte is committed to serving clients and solving complex problems. The institution's culture is inclusive, collaborative, and focused on high performance, providing employees with opportunities to excel. Deloitte is part of a global network of member firms, each operating independently to serve clients effectively. Learn more about Deloitte and its services at www.deloitte.com/about.
NYCTaxguys, Inc
NYCTaxguys, Inc is a renowned accounting and finance institution located at 6 Landmark Square in Stamford, 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, NYCTaxguys, Inc is dedicated to helping their clients achieve their financial goals. Whether you need assistance with tax filing or investment strategies, this institution is committed to providing top-notch services tailored to your specific needs. Trust NYCTaxguys, Inc for all your accounting and finance needs.
STRICTLY ACCOUNTING: CPA David Devin
STRICTLY ACCOUNTING: CPA David Devin is a reputable accounting and finance institution located at 12 Long Ridge Road in Stamford, Connecticut, United States. Led by Certified Public Accountant David Devin, the institution offers a wide range of professional accounting services to individuals and businesses. With a focus on accuracy and precision, STRICTLY ACCOUNTING provides expert financial advice and assistance to help clients effectively manage their finances. Whether you need help with tax preparation, bookkeeping, or financial planning, CPA David Devin and his team are dedicated to providing top-notch service and ensuring your financial success.
Women's Business Development Council
The Women's Business Development Council is a non-profit organization located at 184 Bedford Street in Stamford, Connecticut. Our mission is to empower women entrepreneurs through education, resources, and networking opportunities. We offer a variety of programs and services to help women start and grow their businesses, including workshops, mentoring, and access to funding. Whether you are just starting out or looking to expand your existing business, the Women's Business Development Council is here to support you every step of the way. Join us and connect with a community of like-minded women who are passionate about achieving success in the business world.
Morrow Sodali
Morrow Sodali is a leading finance institution located at 333 Ludlow Street, Stamford, Connecticut, United States. The institution offers strategic advice and services to corporate boards and executives in areas such as investor engagement, corporate governance, mergers and acquisitions, and shareholder activism. With headquarters in New York, London, and Sydney, and offices and partners in major capital markets worldwide, Morrow Sodali serves over 2,000 clients in 70 countries, including multinational corporations, financial institutions, mutual funds, ETFs, stock exchanges, and membership associations. The institution is at the forefront of exploring the rising significance of social impact and stakeholder engagement in corporate sustainability, with a focus on the Asia-Pacific region.
Barry Gould CPA
Barry Gould CPA is a reputable accounting and finance institution located at 478 Newfield Avenue in Stamford, Connecticut, United States. With over 30 years of experience, we specialize in tax compliance and planning for businesses and individuals in the local area. Our diverse client base includes small business owners, medium-sized businesses, contractors, lawyers, industrial companies, and financial firms. We pride ourselves on working closely with our clients at their own pace and comfort level. At Barry Gould CPA, we value our long-standing relationships with clients and always welcome new ones. Whether you need help with bookkeeping, payroll services, or tax preparation, we are here to assist you. Our personalized approach sets us apart from national tax preparation chains, as we strive to provide top-notch tax advice and optimization for our neighbors in Stamford and the surrounding area.
New York Life
New York Life, located at 715 Stillwater Road in Stamford, Connecticut, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, education expense coverage, income solutions, estate planning guidance, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, the institution is committed to providing tailored solutions to meet the diverse needs of their customers. They have been in business since 1845 and have a strong focus on diversity, responsibility, and service.
N S Davis Agency
N S Davis Agency is a reputable institution located at 680 East Main Street in Stamford, Connecticut. As a versatile establishment, we offer a range of services in finance, insurance, and real estate. Our dedicated team of professionals is committed to providing top-notch services and personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, financial planning, or assistance in buying/selling property, N S Davis Agency is your one-stop destination for all your needs. Contact us today to learn more about how we can assist you in achieving your goals.
Charles Schwab
Charles Schwab is a renowned financial institution located at 300 Atlantic Street in Stamford, Connecticut, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help individuals and businesses achieve their financial goals. With a reputation for excellence and a commitment to customer service, Charles Schwab is a trusted partner for those looking to grow and protect their wealth.
RSM US LLP
RSM US LLP is a leading accounting and finance institution located at 200 Elm Street in Stamford, Connecticut, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients implement strategic changes that align with their business goals and industry trends. With a team of experienced advisors, RSM offers a wide range of services and global technical resources to support clients in driving their businesses forward. At RSM, we value diversity and empowerment, encouraging our team members to take ownership of their work and personal lives. We invest in digital tools to enhance the client experience and provide innovative solutions for business growth. Our advisors are committed to understanding client needs and navigating uncertainty to help them make confident decisions.
Tweedy, Browne Company
Tweedy, Browne Company is a renowned finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a long history of providing top-notch financial services, Tweedy, Browne Company is known for their expertise in investment management and wealth advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and sound investment advice. Whether you are looking to grow your wealth or plan for the future, Tweedy, Browne Company is committed to delivering exceptional service and results.
American Modern Insurance Group
American Modern Insurance Group is a reputable insurance agency located at 76 Progress Drive in Stamford, Connecticut, United States. With a focus on providing modern and comprehensive insurance solutions, this institution is dedicated to protecting individuals and businesses from unexpected financial losses. Whether you are looking for coverage for your home, vehicle, or business, American Modern Insurance Group offers a wide range of insurance products tailored to meet your specific needs. Trust in their expertise and experience to provide you with peace of mind and security for the future.
TaxNet Global
TaxNet Global is a leading accounting and finance institution located at 112 Hoyt Street in Stamford, Connecticut, United States. Our team of expert professionals provides comprehensive tax services, financial planning, and consulting to individuals and businesses. With a commitment to excellence and personalized attention, TaxNet Global is dedicated to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, retirement planning, or investment strategies, our experienced team is here to help you achieve your financial goals. Visit us today to learn more about how TaxNet Global can support your financial success.
Med Bills Assist
Med Bills Assist is a comprehensive finance, health, and insurance agency located at 1127 High Ridge Road in Stamford, Connecticut. Our dedicated team specializes in assisting individuals and families with managing and navigating medical bills. We offer expert guidance and support to ensure that our clients receive the best possible healthcare coverage while minimizing financial burdens. Trust Med Bills Assist to provide personalized and reliable assistance in all aspects of medical billing and insurance coordination.
Benkura Corporation
Benkura Corporation is a leading accounting and finance institution located at 24 Sweet Briar Lane in Stamford, Connecticut, United States. With a team of experienced professionals, Benkura Corporation offers a wide range of financial services, including tax preparation, auditing, and financial consulting. Clients can trust Benkura Corporation to provide accurate and reliable financial advice to help them achieve their goals.
Pleasant Street Wealth Advisors
Pleasant Street Wealth Advisors is a premier financial institution located at 111 Morgan Street in Stamford, Connecticut. Our team of experienced wealth advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a brighter financial future.
Holbrook Wealth Advisors
Holbrook Wealth Advisors is a leading finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, we strive to provide exceptional service and guidance to our clients. Trust Holbrook Wealth Advisors to help you navigate the complexities of the financial world and secure your financial future.
The Connecticut Yankee Group - Morgan Stanley
The Connecticut Yankee Group - Morgan Stanley is a prominent finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at The Connecticut Yankee Group - Morgan Stanley are dedicated to helping you navigate the complex world of finance with confidence and expertise.
Premier Trust Advisors
Premier Trust Advisors is a leading finance institution located at 350 Hycliff Terrace in Stamford, Connecticut. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust Premier Trust Advisors to provide you with the guidance and expertise needed to secure your financial future.
Scholtz and Company
Scholtz and Company is a leading finance institution located in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, Scholtz and Company offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals provides personalized advice and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Scholtz and Company is dedicated to helping you succeed.
EWM LLC
EWM LLC is a prestigious finance institution located at 1177 Summer Street in Stamford, Connecticut, United States. With a reputation for excellence and expertise in financial services, EWM LLC offers a wide range of investment and wealth management solutions to meet the needs of their clients. Their team of experienced professionals provide personalized guidance and strategic advice to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, EWM LLC is dedicated to helping you succeed.
XLerant
XLerant is a finance institution located at 500 Summer Street in Stamford, Connecticut, United States. With a focus on providing innovative financial solutions, XLerant offers a range of services to help clients manage their finances effectively. Whether you are looking for budgeting assistance, financial planning, or investment advice, XLerant has a team of experts ready to assist you. With a commitment to excellence and a dedication to client satisfaction, XLerant is the go-to institution for all your financial needs.
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