The 30 Best Financial organization in Connecticut

OakTrust CT LLC, located at 49 Saddle Ridge Road in Wilton, Connecticut, is a finance institution specializing in investment management and retirement planning. Managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA, OakTrust provides comprehensive wealth management services to individuals and businesses. As an independent company, OakTrust focuses solely on meeting the unique needs of their clients. They strive to build trusting relationships by understanding each client's financial goals and providing ongoing communication and support. Their services include organizing assets, developing asset allocation strategies, insurance planning, and creating financial and estate plans to simplify and integrate every aspect of their clients' financial futures.

Topside Capital Advisors, LLC is a finance institution located at 8 Wright Street in Westport, Connecticut, United States. Specializing in providing expert financial advice and investment strategies, Topside Capital Advisors, LLC is dedicated to helping individuals and organizations achieve their financial goals. With a team of experienced professionals, they offer personalized services tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Topside Capital Advisors, LLC is committed to delivering top-notch financial solutions.

Price Chopper is a one-stop destination for all your grocery and household needs. Located at 675 Poquonock Avenue in Windsor, Connecticut, this institution offers a wide range of products including fresh produce, meats, bakery items, and household essentials. In addition, Price Chopper also provides financial services such as an ATM for your convenience. Whether you're looking to stock up on groceries or simply grab a quick snack, Price Chopper has everything you need in one convenient location. Visit us today for a seamless shopping experience!

Carla's Supermarket is a one-stop shop located at 662 Blue Hills Avenue in Hartford, Connecticut. This institution offers a wide range of products and services including groceries, fresh produce, household items, and financial services such as an ATM. With a convenient location and a diverse selection of goods, Carla's Supermarket is a go-to destination for all your shopping needs. Visit us today and experience the convenience and quality that Carla's Supermarket has to offer.

H&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.

Price Chopper is a one-stop shop for all your grocery and household needs, conveniently located at 855 Washington Street in Middletown, Connecticut. This institution offers a wide range of products and services including an ATM, bakery, finance services, and a variety of fresh food items. With a focus on quality and affordability, Price Chopper is your go-to supermarket for all your shopping needs. Visit us today and experience the convenience and value that Price Chopper has to offer.

The Merrill Lynch Private Wealth Advisor Edward J Wahlberg is located at 185 Asylum Street in Hartford, Connecticut. This institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The team at Merrill Private Wealth Management helps wealthy individuals get financially organized to ensure their assets and aspirations have a generational impact. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Wahlberg Team understands the demands of managing wealth on a larger scale and has helped clients streamline their financial affairs. The team works closely with prominent families, business owners, and executives to develop strategies designed to achieve their financial goals.

Katz & Co PC is a reputable accounting and finance institution located at 10 North Main Street in West Hartford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Our commitment to excellence and personalized service sets us apart from our competitors, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.

Jeanne 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.

Live Life Bookkeeping LLC, located at 15 South Pond Road in Bloomfield, Connecticut, is your go-to institution for all your accounting and finance needs. Are you tired of spending hours on paperwork and bookkeeping? Let us help by managing your books and providing the necessary reports for your tax advisor. Our remote bookkeeping services can be done from anywhere in the world, saving you the hassle of providing office space or a desk. We meet via zoom or in person if you're local, and take care of your books and payroll remotely. With our after-the-fact bookkeeping services, you can have clean books and accurate reports, allowing you to make informed business decisions and face tax time with confidence. Let Live Life Bookkeeping LLC take the bookkeeping tasks off your plate, so you can focus on what truly matters to you. Click the link to schedule a 15 minute discovery call today!

Kenneth W Burgess CPA is a reputable accounting and finance institution located at 266 Broad Street in Milford, Connecticut, United States. With years of experience and expertise in the field, Kenneth W Burgess CPA offers a wide range of services to help individuals and businesses with their financial needs. From tax preparation and planning to financial consulting and auditing, their team of professionals is dedicated to providing top-notch services to their clients. Whether you need help with your personal finances or your business accounting, Kenneth W Burgess CPA is here to assist you every step of the way.

Jackson Hewitt Tax Service is a finance institution located at 876 Park Street in Hartford, Connecticut, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended for this year. Our services are perfect for those with busy lives - simply drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in Spanish and are ready to assist Spanish-speaking clients. We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. Whether you prefer to book an appointment online or walk in without one, our team at 876 Park St is here to help.

Blumshapiro is a reputable accounting and finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. They offer a wide range of services including investment advisory through their affiliate, CliftonLarsonAllen Wealth Advisors, LLC. As a member of the CLA Global network, Blumshapiro is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, the UK-based entity, does not provide direct services to clients. Blumshapiro operates independently and is solely responsible for its own actions. The institution is committed to providing high-quality financial services to meet the needs of their clients.

Andre J. Messier Jr., CPA, LLC is a reputable accounting and finance institution located at 12 Case Street in Norwich, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and personalized solutions tailored to meet your specific needs. Trust Andre J. Messier Jr., CPA, LLC for all your accounting and finance needs.

Green & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.

Doherty, Beals & Banks, P.C. is a full-service accounting and finance firm located at 60 Willow Street in Stonington, Connecticut, with additional offices in New London and Mystic. Specializing in auditing, non-profit accounting, payroll, taxation, bookkeeping, reviews, and more, our team of professionals is experienced in handling challenging and complex accounting situations. We are committed to providing our clients with the service they deserve, helping them achieve their financial goals with less stress and greater comfort. Our dedicated staff can guide individuals and businesses through the tax preparation process, advising on ways to save on tax liabilities. We understand the importance of tax accounting and can help clients organize and file their returns with the IRS and state tax authorities. Our online file sharing site allows clients to securely upload documents, and we offer after-hours drop-off options for added convenience. Whether you need personal or commercial financial services, Doherty, Beals & Banks is here to work with you. Contact us today to learn more about our services and schedule a consultation.

Andrew L Cushman - Morgan Stanley is a reputable finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment opportunities and wealth management solutions to its clients. With a team of experienced professionals, Andrew L Cushman - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, this institution is committed to providing personalized and strategic financial advice to help you succeed.

Bank of America Private Client Advisor Elizabeth Cahill is a Managing Director and Private Client Advisor located at 55 Railroad Avenue in Greenwich, Connecticut. With over 30 years of experience in corporate banking and wealth management, Liz specializes in advising ultra-high-net-worth families, CEOs, private business owners, institutional foundations, and endowments. She works closely with a team of specialists to provide personalized advice on investment management, customized credit, and estate planning. Liz is a member of various professional organizations and actively volunteers with nonprofit organizations in Fairfield County. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized services and innovative strategies to meet financial objectives. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Reginensi Consulting is a leading accounting and finance institution located at 5 Old Rock Lane in Norwalk, Connecticut, United States. Our team of experienced professionals provides expert financial guidance and strategic advice to individuals and businesses alike. Whether you need help with tax planning, financial analysis, or investment management, Reginensi Consulting is here to help you achieve your financial goals. Trust us to deliver personalized solutions tailored to your specific needs and objectives. Contact us today to schedule a consultation and take the first step towards financial success.

Bank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.

Bookkeeping Solution is a trusted accounting and finance institution located at 101 Park Lane Road in New Milford, Connecticut. We specialize in providing top-notch bookkeeping services to businesses and individuals, helping them manage their finances efficiently and accurately. Our team of experienced professionals is dedicated to ensuring that all financial transactions are recorded and organized in a timely manner, allowing our clients to focus on running their businesses smoothly. Whether you need help with payroll, taxes, or general ledger maintenance, Bookkeeping Solution is here to provide expert assistance tailored to your specific needs. Contact us today to learn more about how we can help streamline your financial processes and improve your bottom line.

The Innovative CPA Group, LLC, located at 6 Berkshire Boulevard in Bethel, Connecticut, is a cutting-edge accounting and finance institution that goes above and beyond to help clients succeed. Whether it's tax season or not, they are always ahead of the game and ready to connect you to success. Their commitment to using the latest technology ensures optimal efficiency and powerful tools to enhance both their clients' processes and their own. With a focus on collaboration, transparency, and common goals, their team of accountants works closely with clients to achieve their objectives. Plus, they offer a library of FREE Excel Tools to help keep finances organized. Clients rave about their professionalism, responsiveness, and knowledge, making them a top choice for tax preparation and financial services. Let The Innovative CPA Group make your financial success count.

My Office LLC is a professional accounting and finance institution located at 149 East Pearl Street in Torrington, Connecticut. Our mission is to provide comprehensive financial record keeping services to allow business owners to focus on their core activities while we handle their financial needs. At My Office, we offer friendly, prompt, and professional services to our customers, along with access to our equipment and meeting space. We also provide miscellaneous administrative assistance to cater to all your needs.

Ann M Salamon, CPA is a reputable accounting and finance institution located at 45 Bristol Drive in Canton, Connecticut, United States. With years of experience in the industry, Ann M Salamon offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need help with tax filing or strategic financial planning, Ann M Salamon, CPA is the go-to institution for all your accounting and finance needs.

BXT Associates & Group LLC in Danbury, Connecticut is a reputable accounting and finance institution located at 23 Padanaram Road. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, BXT Associates & Group LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Greenhaus Riordan & Co LLP is a reputable accounting and finance institution located at 6 Walnut Street in Danbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals, businesses, and organizations. Their expertise includes tax planning, auditing, financial consulting, and more. Clients can trust Greenhaus Riordan & Co LLP for reliable and personalized financial solutions to help them achieve their goals.

A Tax Center LLC is an accounting and finance institution located at 10 Old Shelter Rock Road in Danbury, Connecticut, United States. The center specializes in helping clients with new businesses determine the best way to file their business tax returns and set up their records. With over 25 years of experience, Amy and Rochelle have been providing professional and efficient tax preparation services. They offer services for Individual returns, schedule C for small business owners, and schedule E for landlords. A Tax Center LLC is a home-based business where clients can visit and even meet the resident cats, or they can provide information for distance customers via e-mail, fax, and postal services. The institution also offers Daily Money Management services to help clients manage their finances and alleviate the stress of tax burdens. Whether you are an elderly individual, adult child, busy professional, or small business owner, A Tax Center LLC is here to help with bill paying, checkbook balancing, financial organization, and more. Connect with them on LinkedIn to learn more about their services.

Professional Bookkeeping Services is a trusted institution located at 241 Main Street in Danbury, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch bookkeeping services for businesses of all sizes. With a focus on accuracy, efficiency, and confidentiality, we strive to help our clients maintain organized financial records and make informed business decisions. Whether you need help with payroll, tax preparation, or general ledger maintenance, Professional Bookkeeping Services is here to support your financial needs. Contact us today to learn more about how we can assist in managing your finances effectively.

Keeping Balanced Bookkeeping Services, LLC is a reputable accounting and finance institution located at 35 Johnson Street in Ansonia, Connecticut, United States. With a team of experienced professionals, we provide top-notch bookkeeping services to help businesses stay organized and financially sound. Our services include financial statement preparation, payroll management, budgeting, and more. Trust Keeping Balanced Bookkeeping Services, LLC to keep your financial matters in order and your business on track.

AccounTax LLC, located at 79 Botsford Road in Seymour, Connecticut, is a well-established accounting firm specializing in tax planning and preparation, automated accounting, bookkeeping, and payroll services. With a history dating back to 1986, AccounTax LLC has a proven track record of delivering accurate, reliable, and secure financial services tailored to individual and business needs. With over 225 clients across the United States, AccounTax LLC processes a high volume of tax returns annually for both individuals and businesses. Their comprehensive bookkeeping and payroll services are designed to streamline financial operations using top accounting software such as QuickBooks Online and Patriot Software.