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TOP 30 Financial planning for business owners in Stamford, CT
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Search for local businesses, places and services near you
Sharon Kaplove - Financial Advisor, Ameriprise Financial Services, LLC
Sharon Kaplove - Financial Advisor at Ameriprise Financial Services, LLC, located at 2777 Summer Street in Stamford, Connecticut, United States, offers a wide range of financial services to individuals and small business owners. Sharon Kaplove holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Additionally, Sharon Kaplove is trained in behavioral finance to help clients make better financial decisions. With a focus on client assessment, risk management, and investment performance, Sharon Kaplove provides personalized financial advice to meet the unique needs of each client. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Sharon Kaplove is dedicated to helping you achieve your financial goals. Contact Sharon Kaplove today to learn more about how she can help you secure your financial future.
Merrill Lynch Financial Advisor Bryan M Fox
At Merrill Lynch Financial Advisor Bryan M Fox, located at 301 Tresser Boulevard in Stamford, Connecticut, you will find a dedicated team committed to understanding your values and helping you achieve your financial goals. Through one-on-one conversations and personalized communication, they aim to get to know you and your family, and what you want to accomplish with your assets. Whether you are planning for retirement, saving for a home, funding education, or considering wealth transfer, the team is here to assist you every step of the way. With over 40 years of experience, The Fox Group at Merrill Lynch Wealth Management provides personalized wealth management advice and guidance tailored to high net-worth individuals and successful business owners. By focusing on your individual goals and priorities, they create customized investment strategies to help you achieve both financial and personal success.
Barry Gould CPA
Barry Gould CPA is a reputable accounting and finance institution located at 478 Newfield Avenue in Stamford, Connecticut, United States. With over 30 years of experience, we specialize in tax compliance and planning for businesses and individuals in the local area. Our diverse client base includes small business owners, medium-sized businesses, contractors, lawyers, industrial companies, and financial firms. We pride ourselves on working closely with our clients at their own pace and comfort level. At Barry Gould CPA, we value our long-standing relationships with clients and always welcome new ones. Whether you need help with bookkeeping, payroll services, or tax preparation, we are here to assist you. Our personalized approach sets us apart from national tax preparation chains, as we strive to provide top-notch tax advice and optimization for our neighbors in Stamford and the surrounding area.
Savings Bank of Danbury
The Savings Bank of Danbury, located at 12 Hayestown Avenue in Danbury, Connecticut, is a trusted institution offering a range of financial services. With assets exceeding $1.4 billion, this mutual savings bank has been serving the community since 1849. Whether you need a loan, savings account, or retirement plan, Savings Bank of Danbury has the right banking solution for you. With 16 branch offices in various locations, including Stamford and Waterbury, this bank is committed to providing convenient and personalized service. Additionally, their Electronic Services make banking easier than ever before. If you're a business owner looking for a loan, Savings Bank of Danbury offers competitive solutions tailored to your needs. As a member of FDIC and an Equal Housing Lender, you can trust Savings Bank of Danbury to help you achieve your financial goals. Visit them today to experience the difference in community banking.
Savings Bank of Danbury
Savings Bank of Danbury, located at 90 Mill Plain Road in Danbury, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, this mutual savings bank is dedicated to providing personalized banking solutions to its customers. Whether you need a savings account, a loan, or assistance with retirement planning, Savings Bank of Danbury has the products and services to meet your needs. With 16 branch offices across various locations, including Stamford and Waterbury, this institution is committed to making banking convenient and accessible for all.
New York Life
New York Life, located at 715 Stillwater Road in Stamford, Connecticut, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, education expense coverage, income solutions, estate planning guidance, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, the institution is committed to providing tailored solutions to meet the diverse needs of their customers. They have been in business since 1845 and have a strong focus on diversity, responsibility, and service.
List of local businesses, places and services in Connecticut
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