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TOP 30 Financial strategy development in Connecticut
149 results found
Search for local businesses, places and services near you
Oldham Resource Group Inc
Oldham Resource Group Inc is a finance institution located at 70 New Canaan Avenue, Norwalk, Connecticut, United States. With a strong focus on providing financial services and resources to individuals and businesses, Oldham Resource Group Inc is dedicated to helping clients achieve their financial goals. Whether it's investment advice, financial planning, or wealth management, our team of experts is committed to providing personalized solutions tailored to each client's needs. Trust Oldham Resource Group Inc to help you navigate the complex world of finance and secure your financial future.
AXA Advisors
AXA Advisors is a finance and insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. We are dedicated to developing the first global B2B management and prevention platform, with a vision of sustainability that encompasses environmental, social, and economic concerns. Our team includes dedicated professionals like Maria, a doctor from Bogotá at Emermédica, who shows grit and empathy towards those in need. Employee shareholding is a key part of our culture, allowing our team to share in the value created by the Group. Our Chief Risk Officer and Risk Management Department play crucial roles in our strategy, fostering a common risk culture. Our Head of Communications, Brand, and Sustainability leads us in innovative collaborations like Healthanea, a new model for healthcare access. Stay updated on our progress with the 2023 Annual Report (Universal Registration Document).
Ryan Bango
Ryan Bango is a prominent health institution located at 4083 Main Street in Bridgeport, Connecticut, United States. This institution offers a wide range of health services including pharmacy and a store for all your health needs. With a team of dedicated professionals, Ryan Bango is committed to providing top-quality care and products to its customers. Visit us today for all your health and wellness needs.
Stewardship Capital Ltd
Stewardship Capital Ltd, located at 720 Hopmeadow Street, Simsbury, Connecticut, United States, is a Registered Investment Advisor Firm that prioritizes building lasting relationships with clients to help them achieve their life goals. Specializing in wealth management solutions such as personalized consultation, retirement planning, employee retirement programs, investment strategies, and insurance products, Stewardship Capital has been serving the community since 1997. As an independent and locally owned institution, they have received numerous awards and recognition in the financial services industry. Their team works diligently to develop financial planning and investment solutions tailored to individual situations, whether it be planning for a child's education or building a nest egg for the future. With a focus on getting to know clients and their priorities, Stewardship Capital creates customized financial plans that are regularly assessed and adjusted based on feedback. Their goal is to help hardworking individuals simplify and clarify their financial lives, enabling wise stewardship and instilling confidence in the future.
Kingston Wealth Management Group
Kingston Wealth Management Group, located at 152 Deming Street in South Windsor, Connecticut, is a leading institution in the fields of accounting, finance, and insurance. Our team is dedicated to providing exceptional service that sets us apart from the competition. We specialize in offering holistic and comprehensive wealth management services, tailored to meet the individual needs of our clients at every stage of life. In today's fast-paced financial world, it can be challenging to develop a solid financial strategy that can adapt to your changing needs over time. That's where Kingston Wealth Management Group comes in. As an independent financial services firm, we are committed to helping our clients navigate their financial concerns with confidence. From investment management to unbiased advice and recommendations, we strive to create customized strategies that align with our clients' goals and aspirations.
Coastal Bridge Advisors
Coastal Bridge Advisors is a distinguished finance institution located at 54 Wilton Road in Westport, Connecticut, United States. With a commitment to providing personalized financial solutions, Coastal Bridge Advisors offers a range of services to help clients achieve their financial goals. Their team of experienced advisors works closely with each client to develop tailored investment strategies and wealth management plans. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Coastal Bridge Advisors is dedicated to delivering expert guidance and support. Visit their office in Westport to learn more about how they can help you secure your financial future.
Peter Nikitaidis
Peter Nikitaidis is a well-established finance institution located at 856 Cromwell Avenue in Rocky Hill, Connecticut, United States. With a strong reputation for providing expert financial services, Peter Nikitaidis offers a wide range of financial solutions to individuals and businesses. From investment advice to retirement planning, the institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, Peter Nikitaidis is committed to delivering personalized and reliable financial guidance to each and every client.
Edward Rando
Edward Rando is a reputable insurance agency located at 172 Boston Post Road in East Lyme, Connecticut, United States. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Their team of knowledgeable agents are dedicated to providing personalized and reliable coverage options to ensure their clients are protected in any situation. Whether you are looking for auto, home, life, or business insurance, Edward Rando is committed to finding the right policy for you. Visit their office today to discuss your insurance needs and receive top-notch customer service.
The Tazza Rountos Group - Morgan Stanley
The Tazza Rountos Group at Morgan Stanley is a renowned finance institution located at 90 Grove Street in Ridgefield, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, the group provides a wide range of services including investment management, wealth planning, and retirement strategies. Their team of experienced professionals work closely with clients to develop personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, The Tazza Rountos Group at Morgan Stanley is dedicated to helping you achieve your financial objectives.
Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC is a finance institution located at 220 Elm Street in New Canaan, Connecticut, United States. We specialize in providing personalized investment management services to individuals, families, and institutions. Our team of experienced professionals work closely with clients to develop customized financial strategies that align with their unique goals and objectives. With a focus on long-term growth and preservation of capital, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can help you reach your financial goals.
Mutual of Omaha® Advisors - Trumbull
Mutual of Omaha® Advisors - Trumbull is a finance and insurance agency located at 101 Merritt Boulevard in Trumbull, Connecticut, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide advanced curriculum, marketing strategies, and tools to help our advisors confidently begin their careers as Mutual of Omaha financial advisors. We offer a world-class CRM, extensive material library, and resources to help build your digital brand and grow your business. Our work environment takes into consideration your life as much as the lives of your clients, with future growth opportunities within the company. As you progress, you may have the chance to manage and grow your own team, among other career paths.
Garett C. Ceraso - Wilmington Advisors @ M&T
Garett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
Merrill Lynch Private Wealth Advisor William J Donnell
Merrill Lynch Private Wealth Advisor William J Donnell, located at 2 Pickwick Plaza, Greenwich, Connecticut, United States, offers personalized, boutique-like services and goals-based wealth management strategies for individuals and families. With a focus on trust and personalized service, the private wealth advisors are trained to meet specialized needs and provide industry-leading research and expert analysis to help clients stay ahead. The institution believes in building lasting relationships with a limited number of clients, taking the time to understand their most important priorities for today, tomorrow, and their long-term future. With access to services and resources typically reserved for large institutions, Merrill Private Wealth Management works with clients to create customized goals-based financial strategies that reflect their unique aspirations and priorities.
The Eder Group
The Eder Group is a finance institution located at 8 Sound Shore Drive, Greenwich, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client at every stage of wealth, providing bespoke investment strategies and expert guidance. We offer a comprehensive suite of solutions for holistic financial planning for individuals and institutions, including trust management and fiduciary oversight. Our clients gain access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences through our Rockefeller Lifestyle Advisory partners. Led by your private advisor, our team is here to help you achieve your financial objectives and create a legacy for yourself and your family. With a focus on understanding your individual goals, we develop customized wealth management solutions to maximize your success.
Oaktrust CT LLC
OakTrust CT LLC, located at 49 Saddle Ridge Road in Wilton, Connecticut, is a finance institution specializing in investment management and retirement planning. Managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA, OakTrust provides comprehensive wealth management services to individuals and businesses. As an independent company, OakTrust focuses solely on meeting the unique needs of their clients. They strive to build trusting relationships by understanding each client's financial goals and providing ongoing communication and support. Their services include organizing assets, developing asset allocation strategies, insurance planning, and creating financial and estate plans to simplify and integrate every aspect of their clients' financial futures.
The Eder Group
The Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning. Our team offers tailored solutions to meet the dynamic needs of each client at every stage of wealth accumulation. With locations in Stamford and Greenwich, we empower decision-making with expert guidance, providing seamless financial management for families and individuals. Our network of professionals delivers a full suite of financial solutions to ensure stability for today and future generations. From intelligent community investments to bespoke strategies aligned with financial objectives, we offer a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a comprehensive financial plan designed to grow with you. Our services cater to various trusts and include fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Eder Group is committed to understanding individual objectives and developing customized wealth management solutions. With a focus on interpreting data differently and maximizing success through innovative strategies, we strive to help clients achieve their financial goals and leave a lasting legacy for generations to come.
The Highlander Group
The Highlander Group is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the finance industry, The Highlander Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on building long-term relationships, The Highlander Group is a trusted partner for all your financial needs.
Merrill Lynch Private Wealth Advisor Edward J Wahlberg
The Merrill Lynch Private Wealth Advisor Edward J Wahlberg is located at 185 Asylum Street in Hartford, Connecticut. This institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The team at Merrill Private Wealth Management helps wealthy individuals get financially organized to ensure their assets and aspirations have a generational impact. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Wahlberg Team understands the demands of managing wealth on a larger scale and has helped clients streamline their financial affairs. The team works closely with prominent families, business owners, and executives to develop strategies designed to achieve their financial goals.
David Eder
David Eder is a prestigious finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our dedicated team is committed to meeting the unique and dynamic needs of each client, providing tailored solutions at every stage of wealth accumulation. With additional locations in Greenwich, CT, we offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. At David Eder, we believe in creating bespoke investment strategies aligned with your financial objectives, offering access to a diverse range of traditional and alternative investment opportunities. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as specialized trust management solutions.
Archer Solutions LLC
Archer Solutions LLC is a leading finance institution located at 224 Farmington Avenue in Hartford, Connecticut. With a strong presence in the United States, Archer Solutions LLC offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Archer Solutions LLC is a trusted partner for all your financial needs.
Ptcfo Inc.
PTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.
Liberty Tax
Liberty Tax is a finance institution located at 1027 Boston Post Road in West Haven, Connecticut, United States. It offers a range of financial services including tax preparation, planning, and consulting. With experienced professionals and a commitment to providing excellent customer service, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, Liberty Tax is here to help.
AVEIGA'S MULTI- SERVICE LLC
AVEIGA'S MULTI-SERVICE LLC is a versatile institution located at 88 White Street in Danbury, Connecticut. Specializing in accounting, finance, real estate agency, and travel agency services, we offer a wide range of professional services to meet all your needs. Our experienced team is dedicated to providing top-notch assistance and guidance in all aspects of these industries. Whether you need help with your taxes, investments, property transactions, or travel arrangements, AVEIGA'S MULTI-SERVICE LLC is here to help you every step of the way. Visit us today and let us take care of all your financial and travel needs.
Elzholz Steven J CPA
Elzholz Steven J CPA is a trusted accounting and finance institution located at 54 Deforest Drive in North Branford, Connecticut, United States. With expertise in tax preparation, financial planning, and business consulting, our team is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with filing your taxes or developing a financial strategy, Elzholz Steven J CPA is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
Bizz R Us
Bizz R Us is a leading accounting and finance institution located at 55 West Main Street in Meriden, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Bizz R Us is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Shakun & Co
Shakun & Co is a reputable accounting and finance institution located at 34 Jerome Avenue in Bloomfield, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, and financial planning to individuals and businesses. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for all your accounting and financial needs. Visit us today to see how we can help you achieve your financial goals.
Bottom Line LLC
Bottom Line LLC is an accounting and finance institution located at 112 Main Street in Putnam, Connecticut, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Bottom Line LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
Nova Solution LLC
Nova Solution LLC is a leading accounting and finance institution located at 18 Wall Street in Norwalk, Connecticut, United States. Our team of dedicated professionals is committed to providing top-notch financial services and solutions to our clients. With a focus on accuracy, efficiency, and transparency, we strive to help businesses and individuals achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Nova Solution LLC is here to support you every step of the way. Trust us to handle your financial needs with expertise and care.
Gannon Martin C CPA
Gannon Martin C CPA is a reputable accounting and finance institution located at 569 U.S. 1 in Orange, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services to individuals and businesses including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Trust Gannon Martin C CPA for all your accounting and finance needs.
Accounting & Consulting Group
Accounting & Consulting Group is a professional institution located at 86 Cherry Street in Milford, Connecticut, United States. Our team consists of three Certified Public Accountants (CPAs) and a business consultant dedicated to providing personalized financial and business services to clients. We offer accounting and business consulting services to businesses in 19 states across the U.S. Our website provides information about the services we offer, including accounting, tax, and financial services. We also provide online resources such as financial calculators, tax news, and downloadable tax forms to assist clients in their financial decision-making. Our goal is to meet each client's specific needs and help them plan for the future in a constantly changing financial and regulatory environment. Our services include tax preparation, financial planning, and business consulting. We are here to help individuals and businesses in various industries achieve their financial goals. Contact us today for personalized and professional financial services.
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