The 30 Best Financial organization in Connecticut

GenM Healthcare Consulting Group is a leading consulting firm located at 110 South Turnpike Road in Wallingford, Connecticut, United States. We specialize in providing expert guidance and support to healthcare organizations looking to improve their operations, increase efficiency, and enhance patient care. Our team of experienced consultants offers a wide range of services including strategic planning, revenue cycle management, compliance assistance, and more. With a strong focus on client satisfaction and results-driven solutions, GenM Healthcare Consulting Group is dedicated to helping our clients achieve their goals and succeed in today's rapidly evolving healthcare industry.

The Lovins Group is a renowned institution located at 65 Marshall Avenue in Guilford, Connecticut, United States. Specializing in providing expert consulting services in the fields of sustainability, energy efficiency, and renewable energy, The Lovins Group is committed to helping organizations and businesses achieve their environmental goals. With a team of experienced professionals and a track record of successful projects, The Lovins Group is a trusted partner for those looking to make a positive impact on the planet. Visit their office in Guilford to learn more about their services and how they can help you make a difference.

Internal Controls is an accounting and finance institution located at 490 D Connecticut 184 in North Stonington, Connecticut, United States. This institution specializes in implementing and monitoring internal controls within organizations to ensure compliance with regulations, safeguard assets, and prevent fraud. With a team of experienced professionals, Internal Controls offers services such as risk assessment, process improvement, and internal audit to help businesses maintain financial integrity and operational efficiency. Whether you are a small business or a large corporation, Internal Controls is dedicated to providing tailored solutions to meet your specific needs and objectives.

PKF O'Connor Davies is a leading accounting and finance institution located at 4 Corporate Drive in Shelton, Connecticut, United States. With a strong reputation for excellence and expertise in financial services, PKF O'Connor Davies provides top-notch accounting and finance solutions to clients in various industries. Their team of professionals is dedicated to delivering high-quality services and helping clients achieve their financial goals. Whether you need assistance with tax planning, auditing, or financial consulting, PKF O'Connor Davies is the institution to trust for all your accounting and finance needs.

MAWC, LLC is a reputable accounting and finance institution located in Shelton, Connecticut. With a prime location at 1000 Bridgeport Avenue, MAWC, LLC offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, MAWC, LLC is your go-to institution for all your accounting and finance needs.

Tangible Analytics Consulting, LLC is a local government office located at 55 Merritt Boulevard in Trumbull, Connecticut, United States. Our institution specializes in providing data-driven solutions and consulting services to help local government agencies make informed decisions. With a team of experienced analysts and consultants, we offer a wide range of services including data analysis, performance evaluation, and strategic planning. Our goal is to help our clients optimize their operations and improve outcomes for the communities they serve. Contact us today to learn more about how Tangible Analytics Consulting, LLC can support your organization.

JDL Consultants is a reputable institution located at 290 Harbor Drive in Stamford, Connecticut, United States. With a team of experienced consultants, they offer a wide range of services including business consulting, financial planning, and strategic management. Their dedication to providing high-quality solutions tailored to each client's unique needs sets them apart in the industry. Whether you are a small business looking to grow or a large corporation seeking to streamline operations, JDL Consultants is committed to helping you achieve your goals. Visit their office today to learn more about how they can support your success.

The Leapley Group at Morgan Stanley is a leading finance institution located in Westport, Connecticut. With a prime address at 500 Post Road East, this renowned institution offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized investment strategies, wealth management solutions, and financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, The Leapley Group at Morgan Stanley is committed to delivering exceptional service and expertise to meet your financial needs.

SRC, Certified Public Accountants, PC is a full-service financial advisory firm located at 655 Winding Brook Drive in Glastonbury, Connecticut, United States. We pride ourselves on our ability to cater to the diverse needs of all our clients with timely service and high-quality work. Our team of experienced professionals, including James J. Bascetta, Bruce S. Filingeri, Mark A. Osora, Mary-Jean K. Parnell, and John A. Patoka, are not just "number crunchers" - we are dedicated to helping you understand your past financial performance while working closely with you to achieve your future financial goals. In addition to our general accounting and finance services, we specialize in providing audits for applicants of the Connecticut Digital Media & Motion Picture Tax Credit Program, construction contractors, and employee benefit plans. Whether you are a business owner, individual, or organization, we are here to help you navigate the complexities of financial management and planning.

Private Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.

Cansun Consulting is a leading institution located at 30 Old Kings Highway South in Darien, Connecticut, United States. We specialize in providing expert consulting services in a wide range of industries, including finance, technology, healthcare, and more. Our team of experienced professionals is dedicated to helping our clients achieve their business goals through strategic planning, market research, and innovative solutions. With a commitment to excellence and a track record of success, Cansun Consulting is the trusted partner for companies looking to drive growth and maximize their potential. Contact us today to learn more about how we can help your business thrive.

Jabrem Consulting LLC is a renowned consulting firm located at 130 West Haviland Lane in Stamford, Connecticut, United States. With a team of experienced professionals, we provide top-notch consulting services in various areas such as business strategy, marketing, operations, and more. Our goal is to help businesses achieve their full potential and navigate the ever-changing market landscape successfully. Contact us today to learn more about how we can assist your organization in reaching its goals.

Perfect Credit Consulting, LLC is a top-rated finance institution located at 50 Washington Street in Norwalk, Connecticut. Led by Mr. Cutler, a seasoned professional with a MBA in Finance and extensive experience in the banking industry, including roles at J.P. Morgan Chase & Co. and Mastercard, Perfect Credit Consulting is dedicated to helping individuals improve their credit scores. Accredited by the National Association of Credit Services Organizations, Perfect Credit Consulting is one of only two credit score repair companies accredited in Connecticut. With 68 million Americans struggling with bad credit, you are not alone. Let Perfect Credit Consulting help you get back on track and improve your credit score, leading to a brighter financial future. Contact us at hcutler@perfectcreditconsulting.com or (203) 291-9465 to start establishing robust credit today.

Pentegra Retirement Services is a leading finance institution located at 2 Enterprise Drive in Shelton, Connecticut, United States. Specializing in retirement planning and investment management, Pentegra offers a wide range of services to help individuals and organizations secure their financial futures. With a team of experienced professionals and a commitment to personalized service, Pentegra is dedicated to helping clients achieve their retirement goals with confidence and peace of mind.

BDO, located at 1055 Washington Boulevard in Stamford, Connecticut, is a leading accounting and finance institution. At BDO, businesses can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to enable new growth and competitive advantage. The institution offers valuable data to energize business strategy, lead organizations towards stability and growth, and navigate risks and opportunities in 2024. With a comprehensive AI Strategy Playbook for internal audit, BDO helps businesses embrace the future and align their purpose-driven strategy with their employees' passions. Located in the heart of Stamford, home to several Fortune 500 companies, BDO's downtown office provides local expertise and insight to businesses in the Tri-state area. Partner-led teams of professionals offer assurance, tax, and business advisory services tailored to industries such as manufacturing, distribution, retail, technology, and private equity. BDO's global resources help businesses chart strategies for success and future-proof their operations.

On-Demand Bookkeeping and Accounting Services is a professional institution located at 50 Washington Street in Norwalk, Connecticut, United States. Specializing in accounting and finance, our team of experts offers a wide range of services to meet the bookkeeping and accounting needs of businesses of all sizes. From managing financial transactions to preparing financial statements, we are dedicated to providing accurate, reliable, and timely services to help our clients make informed business decisions. Contact us today to learn more about how our on-demand services can benefit your organization.

Stag Lane Bookkeeping, LLC is a professional accounting and finance institution located at 40 Stag Lane in Trumbull, Connecticut, United States. Our team of experienced bookkeepers and financial experts are dedicated to providing top-notch services to help individuals and businesses manage their finances effectively. From basic bookkeeping to complex financial analysis, we offer a wide range of services tailored to meet our clients' specific needs. Trust Stag Lane Bookkeeping, LLC to handle all your financial needs with precision and professionalism.

AMS Planning & Research is a leading consulting firm located at 107 John Street in Fairfield, Connecticut, United States. Specializing in urban planning and research, AMS works with clients to develop innovative solutions for a wide range of community development projects. With a team of experienced professionals, AMS is dedicated to providing high-quality services that help shape the future of cities and towns across the country. Whether you are looking to revitalize a downtown area, improve transportation infrastructure, or enhance public spaces, AMS Planning & Research has the expertise and resources to make your vision a reality. Contact us today to learn more about how we can help you achieve your planning goals.

Doherty, Beals & Banks, P.C. is a full-service accounting and finance firm located at 187 Williams Street in New London, Connecticut, United States. We also have a location in Mystic at 60 Willow Street, Unit 102A. Our team specializes in auditing, non-profit accounting, payroll, taxation, bookkeeping, reviews, and more. With years of experience, our professionals are equipped to handle challenging and complex accounting situations for both businesses and individuals.

Primzer is a business consulting institution located at 34 Thames Height Lane, Groton, Connecticut, United States. We cater to a wide range of industries, with a focus on public and retail sectors. Our services include proposal bidding/writing, financial and inventory management, warehousing, IT, social, insurance, budgetary administration, and more. At Primzer, we specialize in improving Enterprise Resource Planning (ERP) for our clients, utilizing cutting-edge technologies such as Oracle ERP, SAP, and PeopleSoft ERP. Our goal is to help organizations grow and thrive while reducing costs.

Cotiviti LLC, formerly known as Connolly Inc, is a leading provider of payment accuracy solutions located at 10 Westport Road in Wilton, Connecticut. With a focus on healthcare and retail industries, Cotiviti LLC helps organizations identify and recover overpayments, reduce waste, and improve financial performance. Their innovative technology and expert team ensure accurate and efficient solutions for their clients.

Dorothy C. McLaughlin, BS is a health, pharmacy, and store institution located at 153 Hazard Avenue in Enfield, Connecticut, United States. Our team of specialists is ready to listen and help you take the first step towards better health. With over 80 programs offered across 32 locations, we provide tailored and effective solutions for our clients. Conveniently, we also offer online bill payment options for our services. Our Chief Financial Officer, Michele Gaudet, and our organization as a whole have been recognized for our commitment to providing quality behavioral healthcare services. We are accredited by the Joint Commission and are dedicated to helping our clients achieve their health goals.

Allison Mislow is a renowned finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a reputation for excellence in financial services, Allison Mislow offers a wide range of investment, wealth management, and advisory services to clients. The institution's team of experienced professionals provides personalized solutions tailored to meet the unique needs and goals of each individual or organization. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Allison Mislow is committed to helping you achieve your financial objectives with confidence and peace of mind.

Richard H. Streisfeld - Morgan Stanley is a finance institution located at 90 Grove Street in Ridgefield, Connecticut, United States. This reputable institution offers a wide range of financial services and solutions to individuals, businesses, and organizations. With a team of experienced professionals and a commitment to excellence, Richard H. Streisfeld - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, wealth management, or any other financial need, you can trust Richard H. Streisfeld - Morgan Stanley to provide expert guidance and personalized solutions.

Knights of Columbus Asset Advisors, located at 1 Columbus Plaza in New Haven, Connecticut, is a finance institution dedicated to helping individuals and families secure their financial futures through faith-based investing. With over $28 billion in investments, we follow the socially responsible guidelines set by the USCCB to ensure that our clients' funds are invested ethically and responsibly. We offer a range of investment products that align with Catholic values, providing clients with the opportunity to grow their wealth while staying true to their faith. As the investment arm of the world's largest Catholic lay organization, we are committed to providing "value with values" to our clients.

Bank of America Private Client Advisor Maureen Zavatone, located at 185 Asylum Street in Hartford, Connecticut, is a finance institution offering personalized wealth management services. Maureen Zavatone, a Senior Vice President and Private Client Advisor, works closely with individuals, families, and organizations to simplify their financial lives and design wealth management plans tailored to their priorities. With extensive experience and resources from Bank of America, Maureen helps clients pursue their goals through investment management, private banking strategies, trust and estate planning, and philanthropic services. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. Their commitment is to make clients' financial goals a priority, whether it's preserving wealth, planning for growth, or building philanthropic legacies. The institution values innovation and disciplined financial strategies to help clients navigate evolving markets and complexities in the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions.

Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.

Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.

Associates Planning Services is a leading accounting and finance institution located at 295 Long Hill Road in Groton, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including financial planning, tax preparation, investment management, and retirement planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can assist you in planning for a secure financial future.

Goldman Sachs is a renowned finance institution located at 20 Glover Avenue in Norwalk, Connecticut, United States. With a history of excellence in the financial industry, Goldman Sachs offers a wide range of services including investment banking, asset management, and securities trading. Known for its innovative approach to finance and commitment to client success, Goldman Sachs is a trusted partner for individuals, businesses, and organizations seeking expert financial guidance.