Financial planning and organization in Hartford, Connecticut
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Globe Life American Income Division: Moore Organization
The Globe Life American Income Division: Moore Organization is an insurance agency located at 111 Founders Plaza in East Hartford, Connecticut, United States. With a focus on providing quality insurance products and services, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, annuities, or supplemental health insurance, the knowledgeable team at Moore Organization is committed to guiding you through the process and finding the right coverage for your needs. Contact them today to learn more about their offerings and how they can help you secure peace of mind for the future.
GYL Financial Synergies
GYL Financial Synergies is a leading finance institution located at 75 Isham Road in West Hartford, Connecticut, United States. With a commitment to providing top-notch financial services, GYL Financial Synergies offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how GYL Financial Synergies can help you secure a brighter financial future.
Merrill Lynch Financial Advisor Gregory S Grande
Merrill Lynch Financial Advisor Gregory S Grande, located at 185 Asylum Street in Hartford, Connecticut, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Grande can help you navigate today's changing market conditions. Gregory Grande follows the Merrill tradition of community service, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your aspirations and focused on achieving what matters most to you. By understanding your goals and priorities, Gregory Grande can help you pursue financial success through a customized approach.
Merrill Lynch Financial Advisor Douglas Beerbower
Merrill Lynch Financial Advisor Douglas Beerbower is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, Investment Personality Assessment, and Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch focus on understanding your goals, priorities, and family dynamics to create a customized investment approach tailored to your needs. They provide insights, resources, and regular check-ins to ensure your financial plan evolves with your changing life circumstances. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to help clients manage, grow, and preserve their wealth today and for the future. The advisors at Merrill Lynch prioritize understanding your unique needs and financial situation to design a personalized approach that helps you achieve your goals. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Additionally, the institution holds certifications from reputable organizations such as the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Academy of Certified Portfolio Managers. Merrill Lynch Financial Advisor Douglas Beerbower strives to provide comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals.
Law Offices of Neil Crane, LLC
The Law Offices of Neil Crane, LLC is a reputable institution located in Hartford, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and solutions for our clients. With a focus on excellence and integrity, we are committed to helping individuals and businesses navigate complex legal issues and financial matters with confidence and success. Contact us today to learn more about how we can assist you in achieving your goals.
Jackson Hewitt Tax Service
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.
Finex Credit Union
Finex Credit Union, located at 616 Burnside Avenue in East Hartford, Connecticut, is a full-service financial institution offering ATM and finance services. As a cooperative, not-for-profit organization owned by its members, Finex Credit Union is committed to providing affordable products and services that exceed expectations. With High-Yield Checking and Savings Accounts, members can watch their money grow faster while working towards their financial goals. Through the Finex Mobile Banking App, members can access real-time support, securely pay friends or bills with just an email address or mobile number, and easily lock and unlock misplaced debit cards. The Credit Trends Tool allows members to track their credit score quarterly, empowering them to make informed financial decisions.
Crowe LLP
Crowe LLP is a leading accounting and finance institution located at 62 Memorial Road in West Hartford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Crowe LLP offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, auditing, or financial consulting, Crowe LLP is committed to delivering exceptional service and expertise to meet your needs.
Barney Graduate Consulting Services
Barney Graduate Consulting Services is a renowned institution located at 200 Bloomfield Avenue in West Hartford, Connecticut, United States. Known for its top-notch consulting services, the institution provides hands-on experience and real-world solutions for businesses in need of expert advice. With a team of skilled graduate students from Barney School of Business, clients can expect innovative strategies and tailored recommendations to help them achieve their goals. Whether it's market research, financial analysis, or strategic planning, Barney Graduate Consulting Services is dedicated to delivering exceptional results for every project.
Carla's Supermarket
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.
Katz & Co PC
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.
Ross Tax Services
Ross Tax Services is a reputable accounting and finance institution located at 656 Blue Hills Avenue in Hartford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. Trust Ross Tax Services for all your accounting and finance needs.
KPMG
KPMG is a global institution located at 50 Prospect Street in Hartford, Connecticut, United States. Specializing in accounting and finance, KPMG is known for creating a caring, inclusive, Purpose-led, and Values-driven culture. They work with a variety of clients, from asset management firms to banks and fintech companies, helping them navigate the complex landscape of regulatory changes, customer demands, and technological advancements. KPMG also provides services to the energy sector, public sector, biotechnology, pharmaceutical, and medical device corporations, as well as insurers. They are committed to providing objective assurance and helping businesses transform and adapt to the challenges of today and tomorrow. With a global network of professionals, KPMG offers personalized content, expert viewpoints, and support for entrepreneurs at every stage of their business journey.
Comprehensive Business Solutions
Comprehensive Business Solutions is a leading accounting and finance institution located at 901 Wethersfield Avenue in Hartford, Connecticut, United States. We specialize in providing a wide range of comprehensive business services to help companies achieve their financial goals. Our team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking for assistance with tax preparation, financial planning, or bookkeeping, Comprehensive Business Solutions is here to help you succeed. Contact us today to learn more about how we can support your business.
Bennett & Company, NP
Bennett & Company, NP is a reputable finance institution located at 880 Asylum Avenue in Hartford, Connecticut, United States. With a strong commitment to providing top-notch financial services, Bennett & Company, NP offers a wide range of investment and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to each client, ensuring their financial well-being and success. Visit Bennett & Company, NP today to experience excellence in finance.
SBS TOSH ENTERPRISE
SBS Tosh Enterprise is a well-known home goods store located at 92 Weston Street in Hartford, Connecticut, United States. Our store offers a wide variety of high-quality home goods and decor items to help you create the perfect living space. From stylish furniture to trendy home accessories, we have everything you need to make your house feel like a home. Visit us today and let our friendly staff help you find the perfect pieces to elevate your living space.
HEDCO INC.
HEDCO INC. is a leading institution located at 207 Main Street in Hartford, Connecticut, United States. We specialize in providing innovative solutions and resources to help businesses thrive and succeed. Our team of experts is dedicated to helping our clients achieve their goals and maximize their potential. Whether you are a small start-up or a large corporation, HEDCO INC. is here to support you every step of the way. Contact us today to learn more about how we can help your business grow and prosper.
AHM Youth & Family Services
AHM Youth & Family Services is a health institution located at 25 Pendleton Drive in Hebron, Connecticut, United States. Recently selected by the Hartford Foundation for Public Giving as one of only 8 nonprofits to develop an earned income venture business plan, AHM is dedicated to promoting and supporting the health and well-being of children, youth, and families in the community. Through the Therapist Mentorship Program, AHM aims to expand its mental health clinical services to meet the growing needs of those seeking support. With the support of experts from No Margin, No Mission and the Sara Leonard Group, AHM is working towards financial sustainability and organizational growth. The Hartford Foundation for Public Giving has issued a matching challenge, offering to match dollar for dollar up to $30,000 in start-up capital raised by AHM. Established in 1983, AHM provides a range of services to the communities of Andover, Hebron, Marlborough, and Columbia, including diversion programs for teens, drug and alcohol prevention activities, mental health counseling, and positive youth and family programs. With a Youth Service Bureau and Family Resource Center, AHM offers intervention, prevention, and positive youth development programs. In addition to the main office in Hebron, AHM has satellite offices and programs in local schools within the region. AHM also offers music classes for children and adults, as well as community events like the Spring Clean-Up Walk in partnership with the Hebron Green Committee. Support AHM's mission by visiting their donation page and help them reach new heights in serving the community.
Trinity College: Friends of Trinity Rowing Boathouse
Trinity College: Friends of Trinity Rowing Boathouse is a vibrant institution located at 55 Riverside Drive in East Hartford, Connecticut, United States. The institution serves as a hub for students and alumni alike, fostering a sense of community and support for the Trinity College rowing team. The spirit of Trinity College is exemplified by students like Tasha Casey ’23, who pursued majors in music and psychology while continuing to perform with her family band, the KC Sisters. Joshua Jacoves ’23 expanded his horizons by studying in Nepal, immersing himself in a new culture and language.
Connecticut Small Business Development Center
The Connecticut Small Business Development Center, located at 222 Pitkin Street in East Hartford, Connecticut, is a finance institution that offers no-cost advisory services to small businesses in all industries and stages of development. Their trained and experienced advisors work with entrepreneurs to provide guidance on various aspects of starting and growing a business. In celebration of National SBDC Day on March 20th, the institution recognizes the important role that SBDCs play in supporting small businesses across the country. They offer live webinar events on topics such as accessing capital, compliance requirements, and preparing for opportunities.
Bank of America (with Drive-thru ATM)
Bank of America is a leading financial institution located at 243 Hartford Turnpike in Vernon, Connecticut. Offering a convenient drive-thru ATM service, customers can easily access their accounts and conduct transactions without leaving the comfort of their vehicle. As a trusted bank with a strong reputation for providing excellent financial services, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. With a range of banking products and services available, customers can rely on Bank of America for all their banking needs.
The Village for Families & Children, Inc.
The Village for Families & Children, Inc. is a comprehensive institution located at 1680 Albany Avenue in Hartford, Connecticut, United States. As a multi-faceted organization, we provide a range of services in the fields of doctor, finance, health, and school. Our dedicated team is committed to supporting families and children in need, offering a holistic approach to wellness and education. Whether you require medical care, financial assistance, mental health support, or educational resources, The Village is here to help. Visit us today to learn more about our services and how we can make a positive impact on your life.
Jim Hallinan Pension Consulting
Jim Hallinan Pension Consulting is a renowned institution located at 77 South Main Street in West Hartford, Connecticut, United States. With years of experience in the field of pension consulting, they provide expert advice and guidance to individuals and organizations looking to plan for their retirement. Their team of professionals are committed to helping clients navigate the complexities of pension plans and make informed decisions for a secure financial future. Whether you are an individual looking to maximize your retirement savings or a company seeking to offer competitive pension benefits to employees, Jim Hallinan Pension Consulting is dedicated to providing personalized solutions to meet your needs.
OneDigital
OneDigital is a leading health insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a focus on providing innovative and personalized insurance solutions, OneDigital is dedicated to helping individuals and organizations navigate the complex world of healthcare. Their team of experienced professionals is committed to delivering exceptional service and expertise to ensure that clients receive the coverage they need to stay healthy and protected. Whether you are looking for individual health insurance or group benefits for your business, OneDigital is here to help you find the right plan for your needs.
Kyle W. Egress - Morgan Stanley
Kyle W. Egress - Morgan Stanley is a prestigious financial institution located in West Hartford, Connecticut. As a branch of the renowned Morgan Stanley, they provide expert financial advice and services to individuals, businesses, and organizations. With a prime location on South Main Street, Kyle W. Egress offers a wide range of financial solutions tailored to meet the unique needs and goals of their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Kyle W. Egress - Morgan Stanley is dedicated to helping you achieve financial success.
UBS AgriVest LLC
UBS AgriVest LLC is a finance institution located at 10 State House Square in Hartford, Connecticut, United States. Specializing in agricultural investments, UBS AgriVest LLC provides financial services and support to farmers, agribusinesses, and other stakeholders in the agriculture industry. With a focus on sustainable and responsible investing, UBS AgriVest LLC helps clients navigate the complexities of the agricultural market and make informed financial decisions.
Bank of America Private Client Advisor Maureen Zavatone
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.
Merrill Lynch Private Wealth Advisor Edward J Wahlberg
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.
Louis George
Louis George is a reputable institution located at 945 Hopmeadow Street in Simsbury, Connecticut, United States. At Hassett & George, the team of trusted advisors works with individuals and organizations to address all of their legal needs, allowing clients to stay focused on what matters most to them. The institution specializes in representing municipalities and public officials, using their experience and knowledge to tackle a variety of legal problems. The team at Hassett & George understands that issues affecting health, family, finances, business, and future can be complex and require the advice of experienced attorneys. Whether you are dealing with a car accident, child custody dispute, commercial property purchase, or DUI charges, the firm is dedicated to providing effective and efficient legal solutions. The practice areas include personal injury, car accidents, truck accidents, criminal law, and family law, with each attorney offering personalized and tailored representation.
Met Life Auto & Home Insurance
Met Life Auto & Home Insurance, located at 1052 New Britain Avenue in West Hartford, Connecticut, is your one-stop shop for all your insurance needs. Our top priority is protecting your information, so you can trust that your personal and financial data is safe with us. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and promoting financial well-being. Our dental network options cater to your specific needs, whether you prefer a preferred dental program, a Dental Health Maintenance Organization (HMO), or coverage for Federal government employees.
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