The 30 Best Financial planning consultant in Connecticut

Patricia J. Foley, CPA is a reputable accounting firm located at 51 Crown Ridge in Newington, Connecticut. With years of experience and a dedicated team of professionals, we provide a wide range of accounting services to individuals and businesses in the United States. Our firm is committed to delivering accurate and reliable financial solutions to help our clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Patricia J. Foley, CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

Dalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.

Page Operations, LLC is a finance institution located at 567 Vauxhall Street in Waterford, Connecticut, United States. Specializing in financial operations and services, Page Operations, LLC is dedicated to providing top-notch financial solutions to their clients. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan assistance, or financial planning, Page Operations, LLC is here to help you achieve your financial goals. Visit their office in Waterford or contact them today to learn more about how they can assist you with your financial needs.

David Lima is a renowned health institution located at 6 Woodland Road in Madison, Connecticut, United States. Specializing in providing top-notch medical care and treatment, Dr. Lima and his team are dedicated to promoting health and wellness for all patients. With a focus on personalized care and cutting-edge medical practices, David Lima is a trusted destination for those seeking expert healthcare services.

Oluwatosin Adeyemo is a doctor specializing in obstetrics and gynecology, located at 55 Lock Street in New Haven, Connecticut, United States. Dr. Adeyemo is a graduate of Yale Medical School and completed her residency at Harvard. She has received numerous teaching awards and recently completed a Master of Public Health degree at the Yale School of Public Health. Dr. Adeyemo is dedicated to providing excellent care to women and is passionate about addressing women's health disparities through research, education, and clinical care. She also provides education and training to health workers in local and global settings, and is committed to empowering communities to improve health outcomes.

Steven Kukolla is a health institution located at 3 West Street in Litchfield, Connecticut, United States. This institution provides high-quality healthcare services to patients in the local community. With a team of experienced medical professionals, Steven Kukolla is dedicated to ensuring the well-being and health of all patients who walk through its doors. From primary care services to specialized treatments, this institution is committed to providing compassionate and personalized care to meet the unique needs of each individual. Visit Steven Kukolla for comprehensive and reliable healthcare services in a welcoming and comfortable environment.

Afab, LLC is a reputable institution located at 36 Longview Avenue in Watertown, Connecticut, United States. Specializing in providing top-notch services, Afab, LLC is known for its commitment to excellence and customer satisfaction. With a team of experienced professionals, they offer a wide range of services tailored to meet the needs of their clients. Whether you are looking for financial advice, consulting services, or business solutions, Afab, LLC is the go-to institution for all your needs. Visit them today to experience their exceptional services firsthand.

Vitesse Worldwide, located at 25 Crescent Street in Stamford, Connecticut, is a transportation company that prioritizes reliability, excellence, luxury, and trustworthiness. With a focus on providing a personalized experience for each client, Vitesse pays attention to every detail of your transportation and travel needs. From helping you locate your chauffeur on their app to offering expert consultation on private air charter travel, Vitesse ensures that your experience is seamless and stress-free. Their advanced technology platforms allow clients to access up-to-the-minute pricing and easily book, track, and manage their travel arrangements. Whether you need Corporate Executive Vehicles for important business meetings or concierge services for last-minute event tickets, Vitesse has you covered.

Lee Randolph M is a renowned health institution located at 300 Summit Street in Hartford, Connecticut, United States. With a team of highly skilled and compassionate healthcare professionals, Lee Randolph M is dedicated to providing top-notch medical care and services to patients in need. Specializing in a wide range of health services, from primary care to specialized treatments, the institution prides itself on delivering personalized and effective care to improve the health and well-being of all patients. With a commitment to excellence and a patient-centered approach, Lee Randolph M is a trusted healthcare provider in the community.

IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.

Wright Investors' Service, Inc. is a finance institution located at 2 Corporate Drive in Shelton, Connecticut, United States. With a focus on providing expert financial services, Wright Investors' Service, Inc. offers a range of investment solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, their team of experienced professionals is dedicated to helping you achieve your financial goals.

Fernando Rivadeneira - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals provide personalized advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fernando Rivadeneira - Morgan Stanley is dedicated to helping you succeed.

Tammi Lauder, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients navigate the complexities of wealth management. Our team is committed to providing tailored solutions to meet the unique needs of each individual or family, ensuring stability for today and the future. From expert guidance to seamless financial management, we offer a comprehensive suite of services for holistic financial planning. Our bespoke investment strategies, aligned with your financial objectives, provide access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective and relevant advice. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. At Tammi Lauder, we are confidantes, counselors, and navigators dedicated to managing the complexities of family and wealth.

Laidlaw & Co is a reputable finance institution located at 750 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing personalized financial solutions to clients, Laidlaw & Co offers a wide range of services including wealth management, investment banking, and asset management. The team of experienced professionals at Laidlaw & Co are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Laidlaw & Co is committed to providing expert guidance and support every step of the way.

Bank of America Private Client Advisor Bryan Smith is a trusted financial institution located at 1 Gorham Island Road in Westport, Connecticut. As a private client advisor, Bryan Smith provides personalized financial solutions and expert advice to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Bryan Smith offers comprehensive wealth management services, investment strategies, and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bank of America Private Client Advisor Bryan Smith is committed to helping you achieve your financial objectives.

Located at 300 First Stamford Place in Stamford, Connecticut, the Landmark Group is a finance institution that is dedicated to empowering clients with expert guidance for their financial decisions. With a focus on meeting the dynamic needs of each client, the team at Landmark Group provides seamless financial management for families and individuals, ensuring stability for today and the future. They offer bespoke investment strategies aligned with clients' financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services and fiduciary oversight, along with access to exclusive experiences through their curated Rockefeller Lifestyle Advisory partners. Led by a dedicated team of professionals, the Landmark Group is committed to serving clients as confidantes, counselors, and navigators in managing the complexities of family and wealth.

Wells Fargo Advisors is a finance institution located at 450 Post Road East in Westport, Connecticut, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Wells Fargo Advisors is committed to helping you make informed decisions and build a secure financial future.

Black Diamond Capital Management LLC is a leading finance institution located at 2187 Atlantic Street in Stamford, Connecticut, United States. With a strong focus on investment management, Black Diamond Capital Management LLC offers a range of financial services to help clients achieve their goals. Their team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Black Diamond Capital Management LLC is committed to helping you succeed.

Columbus Circle Investors is a finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a focus on investment management, Columbus Circle Investors provides expert financial services to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and personalized investment strategies. Trust Columbus Circle Investors to provide you with the guidance and expertise needed to navigate the complex world of finance.

Bank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Rockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.

Investment Capital Partners is a leading finance institution located at 2425 Post Road in Fairfield, Connecticut, United States. With a strong focus on providing strategic investment solutions for clients, Investment Capital Partners offers a wide range of services including asset management, wealth planning, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their investment potential. Whether you are an individual looking to grow your wealth or a business in need of capital, Investment Capital Partners is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Marissa Rella is a finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing personalized financial services, Marissa Rella offers a range of investment options and financial planning solutions to help clients achieve their financial goals. The institution prides itself on its knowledgeable staff and commitment to excellent customer service, making it a trusted partner for individuals and businesses looking to secure their financial future.

Daniel Holzer - Morgan Stanley is a prestigious financial institution located at 1229 Post Road in Fairfield, Connecticut, United States. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services to our clients, including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Daniel Holzer - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor James W Fanelli is a premier finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team. We take the time to listen and understand your needs and goals before creating personalized strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized services and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, plan for the future, or build a philanthropic legacy, our priority is to make your goals a reality.

Bank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.

Conifer Investments is a finance institution located at 100 Pearl Street in Hartford, Connecticut, United States. Specializing in investment management and financial services, Conifer Investments offers a wide range of solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to personalized service, Conifer Investments is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified portfolio, Conifer Investments can provide the expertise and guidance you need to succeed.

Valerie B. Dugan - Morgan Stanley is a reputable finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a focus on providing top-notch financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering high-quality advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Valerie B. Dugan - Morgan Stanley is committed to helping you succeed.

Jonathan Frucce - Morgan Stanley is a prestigious finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, the team at Jonathan Frucce - Morgan Stanley offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management solutions, or retirement planning, the professionals at Jonathan Frucce - Morgan Stanley are dedicated to providing personalized and comprehensive financial guidance. Trust in their experience and knowledge to help you navigate the complexities of the financial world and secure your financial future.