TOP 10 Financial strategies in Connecticut

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Merrill Lynch Financial Advisor Stephen N Wolanske is a trusted financial institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Specializing in finance, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Merrill Lynch Financial Advisor Stephen N Wolanske is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact them today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Michael R. Sullivan, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial services to affluent clients facing complex wealth accumulation, retirement income distribution, and generational planning challenges. Sullivan and Associates work collaboratively with clients, their tax and legal advisors, and Merrill Lynch Private Wealth Management Specialists to create customized wealth management plans. By utilizing the Merrill Personal Wealth Analysis™ tool, Sullivan helps clients prioritize their goals and develop tailored financial strategies. With a focus on building strong client relationships based on trust and personalized service, Sullivan's team is dedicated to helping clients pursue their financial objectives and adapt to life changes. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Michael Sullivan is committed to providing investment insights, tips, and strategies to help clients achieve their financial goals. With access to the global resources of Merrill and Bank of America, Sullivan offers comprehensive financial solutions to address clients' evolving needs and market fluctuations.

Fairlead Strategies is a finance institution located at 19 East Elm Street in Greenwich, Connecticut. Specializing in providing strategic financial advice and guidance, Fairlead Strategies offers comprehensive services to help clients navigate the complexities of the financial world. With a team of experienced professionals, Fairlead Strategies is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Fairlead Strategies is committed to providing personalized solutions tailored to meet your specific needs. Visit us today to learn more about how Fairlead Strategies can help you achieve financial success.

Merrill Lynch Financial Advisor Frank C Rogers III is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. As a trusted financial advisor, Frank C Rogers III provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong reputation for integrity and professionalism, clients can rely on Merrill Lynch Financial Advisor Frank C Rogers III for sound financial advice and strategies tailored to their individual needs.

Merrill Lynch Financial Advisor Wei Chen is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a team of experienced professionals led by Wei Chen, clients can expect personalized financial advice and guidance tailored to their unique needs and goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Wei Chen offers a wide range of services to help you achieve financial success. With a commitment to excellence and a focus on client satisfaction, this institution is dedicated to helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor Richard C Sinclair is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing personalized financial advice and guidance, Richard C Sinclair and his team offer a range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Richard C Sinclair can provide the expertise and support you need. Contact them today to schedule a consultation and start building a solid financial plan for your future.

Voya Financial Advisors is a leading finance institution located in Stamford, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our advisors are here to provide expert guidance and support every step of the way. Trust Voya Financial Advisors to help you navigate the complexities of the financial world and secure a brighter financial future.

Merrill Lynch Financial Advisor Ian Bass is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a team of experienced professionals led by Ian Bass, they provide personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Merrill Lynch Financial Advisor Ian Bass offers tailored solutions to meet your needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Valuation & Transition Strategies, LLC is a reputable institution located at 17 Pondview Drive in Cromwell, Connecticut, United States. They specialize in providing expert valuation services and strategic transition planning for businesses and individuals. With a team of experienced professionals, they offer comprehensive solutions tailored to meet the unique needs of their clients. Whether you are looking to determine the value of your business or need assistance with transitioning to a new phase, Valuation & Transition Strategies, LLC is dedicated to providing top-notch services to help you achieve your goals.

risk, including the possible loss of principal. Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation. Forrest Close and his team at Merrill Lynch Financial Advisor Forrest Close in Stamford, Connecticut, offer personalized financial planning and investment management services to help clients achieve their financial goals. With nearly 30 years of experience in the financial industry and a focus on multigenerational families, Forrest is dedicated to providing a truly personal client experience based on trust.

Merrill Lynch Financial Advisor Mark H. Thompson is a finance institution located at 1020 Boston Post Road, Darien, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and several US territories, the institution is dedicated to helping clients achieve their financial goals. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. While investing involves risk, the institution strives to provide clients with the information and resources needed to make informed financial decisions. With a focus on building relationships and providing personalized financial planning services, Merrill Lynch Financial Advisor Mark H. Thompson is committed to helping clients secure their financial future.

Merrill Lynch Financial Advisor Kelsey Regan, located at 301 Tresser Boulevard in Stamford, Connecticut, is dedicated to building and maintaining strong relationships with clients. With a bachelor's degree in International Relations and an MBA in Finance from the University of Rochester, Kelsey Regan has been in the financial services industry since 2009 and joined Merrill in 2015. Kelsey offers access to Merrill's investment resources and Bank of America's banking convenience to help clients address various aspects of their financial lives. By understanding each client's unique goals, priorities, and personal investment style, Kelsey designs customized financial strategies to help clients pursue their financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, Kelsey helps clients build personalized plans centered on their goals. As an advisor, Kelsey believes in getting to know clients personally to better understand their financial situation and create a financial approach that reflects their unique needs. With a focus on creating comprehensive strategies and adapting to changes in clients' lives and the financial markets, Kelsey helps clients stay on track to achieve their goals. As a Certified Financial Planner, Kelsey Regan is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a commitment to putting clients first, Merrill Lynch Financial Advisor Kelsey Regan provides personalized guidance and support to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Michael J Sweeney, located at 1020 Boston Post Road in Darien, Connecticut, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, Michael Sweeney provides access to investment insights from Merrill and banking solutions from Bank of America. He believes in building relationships with clients by understanding their goals and priorities, and offers a personalized approach to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment and staying connected with clients to adapt to changes in their lives and the financial markets, Michael Sweeney aims to help clients achieve their financial goals. As a Certified Financial Planner, he is registered in multiple states and offers a range of services to address the individual needs of his clients. With a commitment to putting clients first and providing ongoing support and guidance, Michael Sweeney works to help clients live their best financial lives.

ACT Financial and Tax Services, LLC is a leading accounting and finance institution located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals by providing personalized and reliable services. Contact us today to schedule a consultation and see how we can help you with your financial needs.

Merrill Lynch Financial Advisor Dominick A DeRosa is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. Managing your wealth with a deep understanding of your financial picture is our priority. We create flexible strategies to adapt to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are tailored to help you achieve your goals. We are deeply rooted in the communities we serve, often volunteering with local organizations. Our Merrill Personal Wealth Analysis™ helps us build a plan centered on your goals. We focus on what matters most to you - family, goals, and priorities - as they evolve over time. By starting with a conversation, we identify and prioritize your goals to create a financial approach that aligns with your aspirations. Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that suits your needs. We believe in building a plan that helps you manage, grow, and preserve your wealth while considering the impact for future generations.

Merrill Lynch Financial Advisor Ed Hynes, located at 253 Post Road West in Westport, Connecticut, offers insights, observations, and ideas to help you achieve your financial goals. With a deep understanding of your financial picture, Ed can create a flexible strategy tailored to your needs, providing access to the investment insights of Merrill and banking solutions from Bank of America. Ed focuses on personalized wealth management strategies through Merrill Personal Wealth Analysis™, centered on your goals and priorities. With over 30 years of experience in the financial services industry, Ed believes in a Goals Based Wealth Management approach, where your personal goals drive investment recommendations. By listening to your concerns and questions, Ed aims to help you make better financial decisions with confidence. As a Chartered Financial Analyst (CFA) charterholder, Ed is registered to do business in multiple states and is dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Ed Hynes to start building a customized investment approach to address your needs and pursue your goals.

Essex Financial - The Southport Group is a renowned finance institution located at 30 Jelliff Lane in Fairfield, Connecticut, United States. With a strong focus on providing top-notch financial services, they cater to a wide range of clients and offer expert advice on investments, wealth management, retirement planning, and more. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth or secure your financial future, Essex Financial - The Southport Group is committed to providing exceptional service and guidance every step of the way.

GYL Financial Synergies is a premier financial institution located at 55 Post Road West in Westport, Connecticut. Specializing in finance, our team of experts provides personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on synergy and collaboration, we work closely with our clients to develop customized strategies that align with their unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, GYL Financial Synergies is here to help. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Victor H. Pena, located at 1499 Post Road in Fairfield, Connecticut, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Victor Pena and his team are committed to building strong client relationships based on trust and personalized service. By understanding your priorities and aspirations, they can help you create a financial approach designed to address your needs and pursue your long-term goals. Whether you're planning for retirement, saving for a major purchase, or considering wealth transfer to future generations, Victor Pena can help you navigate the complexities of the financial markets and make informed decisions. With certifications from leading financial institutions, Victor Pena is equipped to provide expert advice and guidance to help you achieve your financial objectives. Contact Merrill Lynch Financial Advisor Victor H. Pena to start building a personalized wealth management plan that aligns with your unique needs and aspirations.

Merrill Lynch Financial Advisor Jonathan Wolfe, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a trusted institution in the finance industry. Jonathan has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in both 2022 and 2023, showcasing his commitment to exemplary client service. With over two decades of experience in wealth management, Jonathan focuses on building strong relationships with high net worth individuals to help them achieve their financial goals. He collaborates with clients' tax and legal advisors to develop personalized wealth management plans that aim to maximize wealth growth and preservation. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with a background in finance from Georgetown University. He is dedicated to giving back to the community and volunteers with local organizations. Jonathan's team at Merrill Lynch is committed to providing personalized service and building trust with clients. By understanding each client's goals, priorities, and investment preferences, Jonathan creates tailored financial approaches to help clients navigate life's changes and achieve their aspirations. With access to resources from Merrill and Bank of America, Jonathan helps clients manage, grow, and preserve their wealth for the future. Whether planning for retirement, education, or legacy goals, Jonathan works closely with clients to ensure their financial success. By regularly reviewing progress and adjusting strategies as needed, Jonathan helps clients stay on track to reach their objectives. Partner with Jonathan Wolfe at Merrill Lynch to create a personalized financial plan that aligns with your life priorities and empowers you to achieve your goals.

Merrill Lynch Financial Advisor Theodore S Roman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a seasoned professional with over 30 years of experience in the financial services industry. Specializing in working with high net worth individuals and privately-owned businesses, Ted provides access to a wide range of investment products from Merrill and banking solutions from Bank of America. With a background in economics and an MBA from Harvard Business School, Ted holds several FINRA registrations and is a member of prestigious accounting organizations. He is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Ted can tailor a financial approach to suit your needs. By understanding your unique goals and priorities, he aims to provide guidance and support to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and communication, Ted is committed to helping you achieve financial success. Contact Merrill Lynch Financial Advisor Theodore S Roman to start planning for your financial future.

Zeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Rob Blosio, Jr. is a finance institution located at 2 Pickwick Plaza, Greenwich, Connecticut, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Rob Blosio, Jr. can help create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Rob Blosio, Jr. follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. The team at Merrill Lynch Wealth Management, led by Rob Blosio, Jr., is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Michael Pearson, located at 301 Tresser Boulevard in Stamford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution provides timely insights on market trends and global economy to help clients stay on track with their financial goals. The Linke-Pearson Group in Stamford, led by Michael Pearson, is dedicated to serving top business leaders in the northeast region. The team of advisors offers tailored advice on various financial matters, including Private Wealth Management, Institutional Retirement, and Endowments/Foundations/Non-Profits. With a team-based approach, clients can expect personalized service and strategies that align with their goals and needs. The advisors focus on building trust and long-term relationships with clients, helping them navigate through market conditions and achieve financial clarity. By asking better questions and understanding the unique priorities of each client, the team at Merrill Lynch Financial Advisor Michael Pearson aims to provide personalized financial plans that help clients pursue their goals and adapt to life changes. With access to Merrill's investing insights and Bank of America's credit and lending solutions, clients can receive comprehensive financial plans that are transparent and flexible to meet their evolving needs. The institution also offers tools and resources to help clients track their progress and adjust their strategies over time. As life expectancy increases and retirement planning becomes more crucial, the team at Merrill Lynch Financial Advisor Michael Pearson can assist clients in customizing and implementing retirement strategies that support their lifestyle and financial goals. By connecting life and finances, the advisors at Merrill provide a holistic approach to financial planning, bringing fresh perspectives and informed decision-making to help clients build a secure future for themselves and their families.

Merrill Lynch Financial Advisor James C Steele, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to clients. With over 60 years of combined experience, the Hoelzer Steele Group provides a holistic approach to financial planning, taking into account clients' goals, risk tolerance, and investment objectives. The team focuses on frequent communication, honesty, and transparency to build trust with clients. The institution offers customizable wealth management services to affluent individuals, families, and professionals, guiding clients through various life events such as career changes, education savings, retirement planning, and legacy planning. The team at Merrill Lynch aims to create a customized financial strategy tailored to each client's unique needs and goals. They utilize resources from Bank of America and Merrill to address all aspects of a client's financial life.

Personal Financial Planning is a finance institution located at 31 Southwood Drive in New Canaan, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping individuals and families create customized plans to achieve their financial goals. From retirement planning to investment strategies, we offer a wide range of services to meet the unique needs of each client. Whether you are saving for the future or preparing for a major life event, Personal Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Brian D. Ceglarski, located at 1020 Boston Post Road in Darien, Connecticut, offers a wide range of investment solutions from Merrill Lynch and banking products from Bank of America. Brian Ceglarski, a Senior Vice President and Senior Financial Advisor, works with multi-generational families, executives, and privately-held business owners to create tailored wealth strategies. With access to the investment insights of Merrill Lynch and banking convenience of Bank of America, Brian helps clients address various aspects of their financial lives. From insurance needs to home financing, investment allocations, and estate planning, Brian coordinates a team of specialists to provide comprehensive financial solutions. With a focus on understanding clients' goals and aspirations, Brian helps design and implement personalized plans to help manage investment risk and pursue financial objectives. Through thoughtful conversations and a deep understanding of clients' needs, Brian aims to turn goals into reality by providing advice and guidance to help clients stay informed and make informed financial decisions. As a member of the Darien Chamber of Commerce, Brian is actively involved in the community and is dedicated to helping clients achieve financial success.

Merrill Lynch Financial Advisor Dan Anderson is a finance institution located at 1020 Boston Post Road, Darien, Connecticut, United States. The institution focuses on building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to help identify and prioritize your financial goals. By understanding your aspirations and concerns, they can create a personalized financial approach tailored to your needs. The institution offers a range of services, including personalized investment strategies, financial planning, and access to banking solutions from Bank of America. Their team of experienced advisors is committed to helping you achieve your financial goals and stay on track, regardless of market fluctuations.

Merrill Lynch Financial Advisor Scott B. Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team based in Stamford, works with a select group of clients nationwide, offering customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team focuses on understanding each client's unique goals and priorities to create a customized financial strategy. They believe in open communication, respect, and personalized advice to help clients achieve their long-term objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop a tailored approach to address their financial needs. The team is committed to creating value for clients by tackling difficult questions, anticipating issues, and providing a unified service model to keep clients informed and up-to-date. Merrill advisors strive to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.

Saugatuck Financial - Northwestern Mutual is a reputable finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a strong focus on providing personalized financial planning and insurance solutions, their team of experienced professionals are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Saugatuck Financial - Northwestern Mutual is committed to providing top-notch service and support to meet your individual needs.