TOP 20 Best Financial services for employees in Stamford, Connecticut
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Merrill Lynch Financial Advisor Arisleyda D Riehl
● Closedom the start, we work to get to know you and understand what matters most to you. As a Vice President Wealth Management Advisor at Merrill Lynch Financial Advisor Arisleyda D Riehl, located at 301 Tresser Boulevard in Stamford, Connecticut, I am committed to helping clients navigate the complex world of finance and achieve their most cherished financial goals. With over 25 years of experience in the industry, I have a deep understanding of the challenges and opportunities that come with different market conditions. I specialize in working with a diverse clientele, including professional women who are increasingly becoming a stronger financial force. I understand the unique financial needs of women, especially in terms of retirement planning, healthcare costs, and inflation. I strive to help my clients achieve greater financial security and build a life in retirement around what matters most to them.
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Merrill Lynch Financial Advisor Marlon Varsace
● ClosedMerrill Lynch Financial Advisor Marlon Varsace is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing expert financial advice and services, Marlon Varsace and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Marlon Varsace offers personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
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Merrill Lynch Financial Advisor Christopher W. Smiles
● ClosedMerrill Lynch Financial Advisor Christopher W. Smiles, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial planning services through the Smiles Group team. With a focus on putting clients at the center of the planning process, the team provides access to global investing capabilities from Merrill and banking solutions from Bank of America. They assist clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. The team believes in developing a personalized financial strategy aligned with each client's unique goals and aspirations. By starting with a conversation to understand what matters most to the client, they can tailor their approach to help them pursue their financial objectives. Utilizing the Investment Personality Assessment, the team gains insights into each client's investing preferences and develops a customized financial plan to align with their goals.
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UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for excellence and expertise in financial services, UBS offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for financial planning, asset management, or retirement planning, UBS is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized service and tailored solutions to meet the unique needs of each client. Trust UBS Financial Services Inc. to guide you towards a secure financial future.
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Stamford Healthcare CU
● ClosedStamford Healthcare Credit Union is a financial institution located at 4 Hospital Plaza in Stamford, Connecticut, United States. We specialize in providing financial services to healthcare professionals and employees in the Stamford area. Our mission is to help our members achieve their financial goals and secure their financial futures. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.
Tandet Center, 4 Hospital Plaza Suite 103, Stamford, CT 06902, United States -
Gedeon Agency & Multiple Services
● ClosedGedeon Agency & Multiple Services is a reputable insurance agency located at 832 Bedford Street in Stamford, Connecticut. With a commitment to providing top-notch insurance solutions and excellent customer service, our agency caters to individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, our team of experienced agents is dedicated to finding the best coverage options to meet your specific needs. Visit us today to experience the personalized service and peace of mind that comes with having reliable insurance coverage.
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Stamford Postal Employees Federal Credit Union
● ClosedStamford Postal Employees Federal Credit Union is a financial institution located at 2001 West Main Street in Stamford, Connecticut, United States. As a credit union, it is dedicated to serving the financial needs of postal employees and their families. With a focus on providing personalized service and competitive rates, Stamford Postal Employees Federal Credit Union offers a range of financial products and services including savings accounts, loans, and online banking. Visit us today to learn more about how we can help you achieve your financial goals.
2001 W Main St #165, Stamford, CT 06902, United StatesAdvertisements -
William Pitt Insurance Services
● ClosedWilliam Pitt Insurance Services, located at 60 Long Ridge Road in Stamford, Connecticut, is an independent insurance agency established in 1987. Our mission is to protect the things that are important to you by offering personalized insurance coverage from a variety of reputable insurance companies. Our experienced sales professionals are dedicated to finding the best coverage at the best price for each individual client. We understand that everyone's insurance needs are unique, which is why we work closely with our clients to provide customized insurance policies tailored to their specific requirements. Contact us today to discuss your insurance needs and let us help you secure the protection you deserve.
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Merrill Lynch Financial Advisor Benjamin C Smiles
● Closedhave about your financial future, Merrill Lynch Financial Advisor Benjamin C Smiles is here to provide personalized guidance and support. Located at 301 Tresser Boulevard in Stamford, Connecticut, our team at The Smiles Group is dedicated to putting you at the center of the planning process, offering access to global investing capabilities from Merrill and banking solutions from Bank of America. Whether you're planning for your children's education, ensuring income lasts through retirement, covering healthcare costs, or preserving wealth, our team can assist you in identifying and prioritizing your personal goals. We believe in developing a personalized financial strategy aligned with your aspirations to help you manage, grow, and preserve your wealth today and for the future.
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Pitney Bowes Employees Federal Credit Union
● ClosedPitney Bowes Employees Federal Credit Union is a financial institution located at 2777 Summer Street in Stamford, Connecticut, United States. As an ATM and finance provider, the credit union serves the employees of Pitney Bowes and their families, offering a range of financial services such as savings accounts, loans, and investment opportunities. With a focus on member satisfaction and financial well-being, Pitney Bowes Employees Federal Credit Union is committed to providing convenient and reliable banking solutions to its members.
2777 Summer St #208a, Stamford, CT 06905, United StatesAdvertisements -
New Canaan Group
● OpenThe New Canaan Group is a reputable finance and insurance agency located at 1266 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing top-notch financial and insurance services to individuals and businesses, the New Canaan Group is dedicated to helping clients achieve their financial goals and protect their assets. Our experienced team of professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, insurance coverage, or retirement planning, the New Canaan Group is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you in securing your financial future.
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BDO
● ClosedBDO, located at 1055 Washington Boulevard in Stamford, Connecticut, is a leading accounting and finance institution. At BDO, businesses can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to enable new growth and competitive advantage. The institution offers valuable data to energize business strategy, lead organizations towards stability and growth, and navigate risks and opportunities in 2024. With a comprehensive AI Strategy Playbook for internal audit, BDO helps businesses embrace the future and align their purpose-driven strategy with their employees' passions. Located in the heart of Stamford, home to several Fortune 500 companies, BDO's downtown office provides local expertise and insight to businesses in the Tri-state area. Partner-led teams of professionals offer assurance, tax, and business advisory services tailored to industries such as manufacturing, distribution, retail, technology, and private equity. BDO's global resources help businesses chart strategies for success and future-proof their operations.
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Arista Payroll
● OpenArista Payroll is a leading accounting and finance institution located at 106 Redmont Road in Stamford, Connecticut, United States. With a focus on providing top-notch payroll services, Arista Payroll is dedicated to helping businesses streamline their financial processes and ensure accurate and timely payments to employees. Their team of experienced professionals is committed to delivering exceptional service and expertise in all aspects of payroll management. Whether you are a small business or a large corporation, Arista Payroll is your trusted partner for all your accounting and finance needs.
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Pay USA
● ClosedPay USA, located at 1200 High Ridge Road in Stamford, Connecticut, is a leading institution in the field of accounting and finance, specializing in Human Capital Management. As a full-service payroll and HR outsourcing company, Pay USA works closely with clients to provide flexible and customized solutions for their business needs. With over 30 years of experience, Pay USA offers high-quality HCM solutions at affordable prices. Their cloud-based software includes a comprehensive set of tools and resources to help businesses grow and thrive. The team at Pay USA is dedicated to ensuring client satisfaction and goes above and beyond to provide exceptional service.
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EisnerAmper
● ClosedEisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
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Wofsey Rosen Kweskin Kuriansky, LLP
● OpenWofsey Rosen Kweskin Kuriansky, LLP is a prestigious law firm located at 600 Summer Street in Stamford, Connecticut, United States. With a rich history and a legacy of serving clients and the community, our firm is dedicated to providing sophisticated and tailored legal services to meet our clients' needs. Our team of experienced attorneys specializes in various areas of law, including litigation, corporate law, employment law, real estate, personal injury, family law, and estate planning. We are known for our high-quality work, aggressive advocacy, and commitment to professional excellence and public service. Our attorneys work collaboratively in teams to provide clients with a broad base of legal talent and experience. We pride ourselves on our dedication to professional excellence and responsive client service, ensuring that our clients' interests are aggressively pursued in a cost-effective manner. Contact us at 203-327-2300 or info@wrkk.com to learn more about our capabilities and discuss your specific legal needs with one of our attorneys.
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New York Life
● OpenNew 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.
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Rellevate, Inc.
● OpenRellevate, Inc. is a bank and finance institution located at 700 Canal Street in Stamford, Connecticut, United States. At the forefront of accessing, using, and moving money anytime, Rellevate offers digital banking services that allow customers to get paid every day. With a focus on trust, security, and data protection, Rellevate provides transparent and accessible information for customers to manage their finances, account balances, and transactions from anywhere, at any time. Rellevate deeply understands the needs of the communities it serves and tailors its services to support financial wellness. Products like the Pay Any-Day solutions are designed to help employees access their earned wages when needed. By developing products and services that meet the specific needs of its target customers, Rellevate is committed to helping consumers achieve financial wellness.
700 Canal St 1st Floor, Stamford, CT 06902, United States -
360 Risk Management Associates, LLC
● Closed360 Risk Management Associates, LLC is a leading insurance agency located at 2777 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they specialize in providing comprehensive risk management solutions tailored to meet the unique needs of their clients. From property and casualty insurance to employee benefits and cyber liability coverage, 360 Risk Management Associates, LLC offers a wide range of insurance products to protect individuals and businesses from unforeseen risks. Trustworthy, reliable, and dedicated to customer satisfaction, they are committed to providing top-notch service and personalized guidance to ensure peace of mind for their clients.
2777 Summer St, Stamford, CT 06903, United StatesAdvertisements -
Legal & General Retirement America
● ClosedLegal & General Retirement America is a finance and insurance agency located at 750 Washington Boulevard in Stamford, Connecticut, United States. As a leading provider of retirement solutions, we offer a range of products and services to help individuals plan for a secure financial future. Our dedicated team of professionals is committed to helping clients navigate the complexities of retirement planning and ensure they have the resources they need to enjoy their golden years with peace of mind. Whether you are looking for annuities, life insurance, or other retirement products, Legal & General Retirement America is here to help you achieve your financial goals.
750 Washington Blvd Suite 901, Stamford, CT 06901, United States -
Wiggin and Dana LLP
● ClosedWiggin and Dana LLP is a prestigious full-service law firm located at 281 Tresser Boulevard in Stamford, Connecticut. Our team of highly talented, creative, and experienced lawyers are dedicated to exceeding our clients' expectations on a daily basis. With additional offices in New York, Philadelphia, Washington, DC, and Palm Beach, we provide legal representation to clients across the United States and internationally on a wide range of sophisticated and complex matters. Whether we are defending a Fortune 500 company in high-stakes litigation, assisting innovative inventors in bringing new technologies to market, or preserving the wealth of a family business, we are committed to offering value-driven solutions and achieving successful outcomes for our clients.
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