Financial planning expert in New London, CT
20 results found
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Lichtenstein Financial LLC
● ClosedLichtenstein Financial LLC is a reputable accounting and finance institution located at 25 New London Turnpike in Glastonbury, Connecticut, United States. With a team of experienced professionals, Lichtenstein Financial LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking to manage your personal finances or a business in need of expert financial advice, Lichtenstein Financial LLC is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals and secure their financial future.
25 New London Turnpike, Glastonbury, CT 06033, United States -
Doherty Financial Services LLC
● OpenDoherty Financial Services LLC is a reputable finance institution located at 860 Norwich-New London Turnpike in Montville, Connecticut, United States. With a strong focus on providing top-notch financial services, Doherty Financial Services LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, the experienced team at Doherty Financial Services LLC is here to provide expert guidance and support. Trust Doherty Financial Services LLC to help you navigate the complexities of the financial world and secure a prosperous future.
860 Norwich-New London Turnpike, Uncasville, CT 06382, United States -
Adams Wealth Management - UBS Financial Services Inc.
● OpenAdams Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. Specializing in wealth management, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, Adams Wealth Management - UBS Financial Services Inc. offers personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are dedicated to helping clients secure their financial future.
2 Union St, New London, CT 06320, United States -
Rogers Financial Services
● ClosedRogers Financial Services is a reputable finance institution located at 112 New London Road in Groton, Connecticut. With a strong commitment to providing high-quality financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rogers Financial Services is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
112 New London Rd # B, Groton, CT 06340, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 31 Norwich-New London Turnpike in Waterford, Connecticut, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James provides personalized investment advice, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Raymond James Financial Services is dedicated to providing expert guidance and support.
31 Norwich-New London Turnpike, Waterford, CT 06385, United States -
Susan M. Dowling, CFP - UBS Financial Services Inc.
● OpenSusan M. Dowling, CFP - UBS Financial Services Inc. is a renowned financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in providing comprehensive financial planning services, Susan M. Dowling and her team of Certified Financial Planners are dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and expert advice, this institution is committed to delivering top-notch financial solutions to individuals, families, and businesses. Trust Susan M. Dowling, CFP - UBS Financial Services Inc. to guide you towards financial success.
2 Union St, New London, CT 06320, United States -
Humphrey & Roccon Wealth Management - UBS Financial Services Inc.
● OpenHumphrey & Roccon Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. With a strong focus on wealth management, our dedicated team of professionals provides personalized financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, we are here to provide expert guidance and support. Trust in our expertise and experience to help secure your financial future.
2 Union St, New London, CT 06320, United States -
Peter S. Humphrey - UBS Financial Services Inc.
● OpenPeter S. Humphrey - UBS Financial Services Inc. is a prestigious finance institution located at 2 Union Street in New London, Connecticut, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to guide you every step of the way. Trust in Peter S. Humphrey - UBS Financial Services Inc. for all your financial needs.
2 Union St, New London, CT 06320, United States -
Adeletti & Dowling Financial Group - UBS Financial Services Inc.
● OpenAdeletti & Dowling Financial Group - UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your individual needs. Trust Adeletti & Dowling Financial Group - UBS Financial Services Inc. to help you secure a stable financial future.
2 Union St, New London, CT 06320, United States -
Alex Demetrio CFP® CEPA® - UBS Financial Services Inc.
● OpenAlex Demetrio CFP® CEPA® - UBS Financial Services Inc. is a finance institution located at 2 Union Street in New London, Connecticut, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Alex Demetrio provides expert financial services to clients looking to secure their financial future and plan for their retirement. With a focus on personalized financial planning and wealth management, Alex Demetrio and his team at UBS Financial Services Inc. work closely with clients to create customized investment strategies tailored to their individual goals and risk tolerance. Whether you're looking to grow your wealth, protect your assets, or plan for the future, Alex Demetrio CFP® CEPA® - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
2 Union St, New London, CT 06320, United States -
James A. Crawford, CFP - UBS Financial Services Inc.
● OpenJames A. Crawford, CFP - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. As a Certified Financial Planner, James A. Crawford and his team provide expert financial services to help individuals and businesses achieve their financial goals. With a focus on personalized planning and investment strategies, clients can trust in the expertise and experience of the professionals at UBS Financial Services Inc. Visit their office today to start planning for a secure financial future.
2 Union St, New London, CT 06320, United States -
Glenn Hamler - UBS Financial Services Inc.
● OpenGlenn Hamler - UBS Financial Services Inc. is a reputable finance institution located at 2 Union Street in New London, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team at Glenn Hamler - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Glenn Hamler - UBS Financial Services Inc. is here to assist you every step of the way.
2 Union St, New London, CT 06320, United States -
Jim Balesano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJim Balesano - Financial Advisor, Ameriprise Financial Services, LLC, located at 224 New London Turnpike in Glastonbury, Connecticut, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Balesano is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. With a commitment to ethics and continuing education, Jim Balesano is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
224 New London Turnpike, Glastonbury, CT 06033, United States -
Ms. Bizu Irving
● OpenMs. Bizu Irving is a reputable dentist located at 1 Shaws Cove in New London, Connecticut, United States. With a focus on providing high-quality dental care, Ms. Irving and her team are dedicated to helping patients achieve optimal oral health. From routine cleanings to more complex procedures, patients can trust in the expertise and professionalism of Ms. Irving and her staff. Experience top-notch dental care in a welcoming and comfortable environment at Ms. Bizu Irving's practice.
1 Shaws Cove, New London, CT 06320, United States -
B&R Wealth Management
● OpenB&R Wealth Management is a leading finance institution located at 35 Huntington Street in New London, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust B&R Wealth Management to help you secure your financial future.
35 Huntington St, New London, CT 06320, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1100 Norwich-New London Turnpike in Montville, 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 or a business owner, H&R Block provides expert advice and assistance to help you navigate the complexities of the financial world. Trust H&R Block to help you achieve your financial goals and secure a stable financial future.
1100 Norwich-New London Turnpike, Montville, CT 06382, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 290 South Frontage Road in New London, 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 taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
290 S Frontage Rd, New London, CT 06320, United States -
Jon Lesisko CPA LLC
● ClosedJon Lesisko CPA LLC is a reputable accounting and finance institution located at 41 B New London Turnpike in Glastonbury, Connecticut. With a team of experienced professionals led by Jon Lesisko, a certified public accountant, the institution offers a wide range of services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Jon Lesisko CPA LLC is dedicated to providing personalized and efficient solutions to meet the unique needs of their clients. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Jon Lesisko CPA LLC is the trusted partner you can rely on for expert financial guidance.
41 B New London Turnpike STE 6, Glastonbury, CT 06033, United States -
Exceptional Expectations LLC
● OpenExceptional Expectations LLC is a finance institution located at 45 Cole Street in New London, Connecticut, United States. At Exceptional Expectations LLC, we are dedicated to helping our clients achieve their financial goals. Whether you are looking to invest, save, or plan for the future, our team of experts is here to assist you every step of the way. We understand that each individual has unique needs and expectations, and we are committed to finding personalized solutions that work for you. Contact us today to discuss how we can help you reach your financial aspirations.
45 Cole St, New London, CT 06320, United States -
Law Offices of Miriam Gardner-Frum
● ClosedThe Law Offices of Miriam Gardner-Frum, located at 6 Elm Street in Deep River, Connecticut, offers expert legal services in family law, specializing in divorce mediation in New London and Middlesex Counties. With 28 years of experience, Miriam Gardner-Frum focuses on helping clients resolve issues related to divorce, custody, and financial matters in a private and cost-effective manner, avoiding the need for litigation. In addition to divorce mediation, the firm also offers a wide range of mediation services for businesses, families with elder and probate concerns, and family partnerships. Miriam Gardner-Frum holds degrees in law (J.D.) and social work (M.S.W.) and has practiced law in New London and Middlesex Counties for 25 years. She is a Special Master in New London County and Regional Family Trial Docket, as well as a member of The Governor’s Task Force on Justice for Abused Children. Miriam Gardner-Frum has testified before a US Senate Subcommittee and the Connecticut Legislature and is a professor of Children’s Rights and Public Policy at Connecticut College. She is also a member of the Connecticut Counsel for Non-Adversarial Divorce and has served as President and board member of Safe Futures. Miriam Gardner-Frum is a Harvard-trained mediator and former Child and Family Therapist.
6 Elm St, Deep River, CT 06417, United States
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