TOP 10 Best Financial planning and wealth management company in Waterbury, Connecticut

Tashalee White-Simms: Primerica - Financial Services is a reputable finance and insurance agency located at 207 Bank Street in Waterbury, Connecticut, United States. They offer a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Tashalee White-Simms: Primerica - Financial Services is dedicated to providing personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, they are committed to helping you make informed decisions and build a solid financial foundation. Visit their office today to learn more about how they can assist you in achieving financial success.

The Law Offices of Raymond J. Antonacci, LLC is a reputable finance and legal institution located at 301 Highland Avenue in Waterbury, Connecticut, United States. Specializing in various areas of law, including finance, Raymond J. Antonacci and his team provide expert legal services to individuals and businesses alike. With a strong track record of success and a commitment to client satisfaction, this institution is dedicated to providing top-notch legal representation and financial guidance to help clients navigate complex legal issues and achieve their goals.

Emelia Mensa, CPA is a reputable accounting, finance, and insurance agency located at 272 Meriden Road in Waterbury, Connecticut, United States. With a team of experienced professionals led by Emelia Mensa, a certified public accountant, the institution provides a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and insurance solutions, Emelia Mensa, CPA is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, this institution is a trusted partner in navigating the complexities of the financial world.

The Law Offices of George C. Tzepos, located at 444 Middlebury Road in Middlebury, Connecticut, is a trusted institution specializing in finance and legal services. With a focus on bankruptcy, personal injury law, and real estate law, our experienced team has been assisting clients since 1986. Whether you are facing overwhelming financial challenges, need assistance with a complex real estate transaction, or have been injured in an accident, our dedicated Waterbury bankruptcy lawyer is here to provide you with effective representation and personalized guidance. If you are struggling with debt, we can help you navigate the process of filing for Chapter 7 or Chapter 13 bankruptcy to achieve a fresh start and a clean financial slate. We will assess your eligibility, explain the types of debt that can be eliminated, and guide you through every step of the filing process. Our goal is to help you make informed decisions and achieve your financial goals.

Charles Hoffler Associates is a reputable accounting and finance institution located at 195 Grove Street in Waterbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Charles Hoffler Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.

The Law Offices of Neil Crane LLC is a renowned institution located at 58 Holmes Avenue in Waterbury, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch legal representation and financial guidance to our clients. With a strong track record of success and a commitment to excellence, we strive to meet the unique needs of each individual or business that walks through our doors. Trust The Law Offices of Neil Crane LLC for all your legal and financial needs.

Rekaby & Associates is a trusted accounting and finance institution located at 140 Homer Street in Waterbury, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how Rekaby & Associates can assist you with all of your accounting and finance needs.

Grady & Riley, LLP is a reputable accounting, finance, and legal firm located at 86 Buckingham Street in Waterbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, investment management, and legal representation. Whether you need assistance with your personal finances or business matters, Grady & Riley, LLP is dedicated to helping clients achieve their financial goals and navigate legal challenges with expertise and professionalism.

Colonial-Fountain LLC is a prestigious institution located at 50 Wacona Avenue in Waterbury, Connecticut. Our company specializes in providing top-notch financial services and investment opportunities to our clients. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Colonial-Fountain LLC is here to assist you every step of the way. Visit us today to learn more about our services and how we can help you reach your financial aspirations.

Charles Heaven & Co: Bachinsky Roy G CPA is a reputable accounting and finance institution located in Waterbury, Connecticut. With a prime location at 207 Bank Street, this institution offers a wide range of financial services to individuals and businesses alike. Led by CPA Bachinsky Roy G, the team at Charles Heaven & Co is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, you can trust Charles Heaven & Co to provide expert guidance and support. Visit them today to see how they can help you take control of your finances.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.