TOP 10 Financial wellness in Fairfield, Connecticut

Morgan Stanley Financial Advisors is a leading finance institution located at 1229 Post Road in Fairfield, Connecticut, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, wealth management, and financial planning services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Keith Somers - Financial Advisor at Ameriprise Financial Services, LLC, located at 1495 Black Rock Turnpike in Fairfield, Connecticut, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning and investment strategies, Keith Somers offers personalized advice and guidance to ensure a secure financial future. As a member of Ameriprise Financial Services, LLC, Keith Somers provides clients with access to a wide range of investment products and services. With a background in finance and a commitment to ongoing education, Keith Somers is well-equipped to assist clients in navigating the complexities of the financial markets.

Matthew Kennelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 2425 Post Road in Fairfield, Connecticut, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matthew Kennelly provides expert financial advice and specializes in asset management, retirement planning, estate planning, investment strategies, and more for individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and providing comprehensive financial planning services to meet the diverse needs of his clients.

Patrick Henehan - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. The institution offers a range of certifications and designations for financial advisors to ensure they have the expertise and knowledge to provide high-quality financial advice to their clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to provide comprehensive and specialized advice to their clients.

Merrill Lynch Financial Advisor Bruce S. Manasevit, located at 1499 Post Road in Fairfield, Connecticut, is a finance institution dedicated to creating personalized financial strategies to help clients pursue their long-term goals. The Manasevit Group goes above and beyond to provide meaningful client experiences, taking the time to understand each individual's unique needs and aspirations. By listening attentively and crafting personalized strategies, they aim to simplify complex financial challenges and bring clarity to life's most significant transitions. With a focus on wealth and wellness, the team at The Manasevit Group is committed to educating clients and helping them plan for the future. By offering access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team of talented and experienced individuals at The Manasevit Group is dedicated to building strong client relationships based on trust and personalized service. With a focus on helping clients achieve their goals and navigate the financial landscape, Merrill Lynch Financial Advisor Bruce S. Manasevit is committed to putting clients first and providing them with the tools and insights needed to pursue financial success.

BrightView Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are dedicated to helping individuals achieve their financial goals. We offer initial consultations to discuss your priorities and goals, and value the opportunity to assist your friends and family as well. Please visit our website for important disclosures and information on privacy and security. Contact us today to schedule a meeting and start planning for your financial future.

David Davidson - Morgan Stanley Financial Advisor is a trusted financial institution located at 1229 Post Road in Fairfield, Connecticut, United States. As a finance institution, they offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, David Davidson - Morgan Stanley Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Neighborhood Studios of Fairfield County, located at 150 Elm Street in Bridgeport, Connecticut, is dedicated to transforming the lives of children through arts education. This institution empowers students to make a difference in their community by providing high quality instruction in art, music, theater, and dance. Neighborhood Studios offers inclusive programming for children of all abilities and backgrounds, including those with special needs. Through partnerships with schools and nonprofits, as well as after school, Saturday, and summer programs, students have the opportunity to reach their fullest potential through the power of the arts. Additionally, Neighborhood Studios provides performance opportunities and financial assistance to ensure that all children have access to arts education. As a registered 501(c)(3) non-profit organization, Neighborhood Studios relies on the generosity of donors to continue their important work in the community. Make a difference by supporting Neighborhood Studios of Fairfield County.

Fairfield County Bank Insurance Services: Ridgefield is a trusted health insurance agency located at 401 Main Street in Ridgefield, Connecticut, United States. With a commitment to providing personalized service and comprehensive coverage options, our experienced team of insurance professionals is dedicated to helping individuals and families find the right health insurance plans to meet their needs. Whether you are looking for individual coverage or group plans, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Dr. Caroline Shenker is a highly reputable dentist located at 60 Katona Drive in Fairfield, Connecticut. At Perfect Smiles of Fairfield, Dr. Shenker and her team offer a comprehensive range of high-quality dental services for the entire family. With a focus on maintaining optimal oral health and achieving smile goals, Dr. Shenker provides skilled and compassionate care tailored to each patient's individual needs. Whether you are in need of a dental checkup, cosmetic smile makeover, tooth replacement, or emergency dental care, you can trust that you are in good hands at Perfect Smiles of Fairfield. Dr. Shenker works with most dental insurances and offers financial arrangements to ensure that you can begin your care without delay.

Mark A. Breiner, DDS is a reputable dental institution located at 501 Kings Highway East in Fairfield, Connecticut, United States. Dr. Breiner and his team provide top-quality dental care services to patients of all ages. With a focus on holistic and preventive dentistry, they offer a wide range of treatments to promote oral health and overall well-being. Whether you need a routine cleaning, cosmetic procedure, or restorative treatment, the experienced staff at Mark A. Breiner, DDS is dedicated to providing personalized care in a comfortable and welcoming environment. Visit their office today for a healthy and beautiful smile.

Edward Jones is a reputable finance institution located at 1700 Post Road in Fairfield, Connecticut, United States. With a focus on personalized financial services, Edward Jones offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced financial advisors provide tailored advice and guidance to help individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edward Jones is committed to providing top-notch service and support to help you succeed financially.

Greenridge Capital Advisors is a leading finance institution located at 271 High Meadow Road in Fairfield, Connecticut, United States. Specializing in providing expert financial advice and services, Greenridge Capital Advisors is committed to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals and a strong track record of success, Greenridge Capital Advisors is dedicated to delivering top-notch financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Greenridge Capital Advisors is here to guide you every step of the way.

Coll-Edge Partners, LLC is a leading financial institution located at 105 Homefair Drive in Fairfield, Connecticut. Our team of experienced professionals provides a wide range of financial services including investment management, wealth planning, and retirement solutions. We are committed to helping our clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Coll-Edge Partners, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

William R. Helmrich - Wilmington Advisors @ M&T is a finance institution located at 1055 Post Road in Fairfield, Connecticut, United States. With a team of experienced advisors, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, the professionals at William R. Helmrich - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in helping clients navigate the complexities of the financial world.

H&R Block is a well-established accounting and finance institution located at 1 Brush Hill Road in New Fairfield, Connecticut. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal 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. Visit us today to learn more about how we can help you manage your finances effectively.

Christie & Coghlan Investment Management is a finance institution located at 1300 Post Road in Fairfield, Connecticut, United States. This institution offers securities-related services to residents of select states in the U.S., as well as investment products and services through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information provided on social media platforms may not necessarily reflect the views of the institution. It is important to review the terms and conditions of any third-party websites that may be visited through links provided by Christie & Coghlan Investment Management.

Richard Paukner & Associates LLC is a well-established accounting and finance institution located at 469 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in tax planning and preparation, the firm serves clients in lower Fairfield and Westchester counties of the New York Metropolitan area. With a commitment to providing personalized services and expert guidance, Richard Paukner & Associates helps clients navigate the complexities of financial and business needs. The team's expertise, experience, and thorough research ensure that clients can take advantage of financial opportunities within current tax laws. Trust Richard Paukner & Associates to help you minimize tax liabilities, maximize cash flow, and achieve your financial goals.

Prestige ProSERVE LLC is a reputable accounting and finance institution located at 161 Kings Highway East in Fairfield, Connecticut, United States. Specializing in providing accounting and tax services to individuals and small to midsize businesses, Prestige ProSERVE is committed to staying current with IRS tax codes and regulations. The professionals at Prestige ProSERVE are dedicated to continuous self-education and are always striving to stay informed about the evolving landscape of the industry. They work diligently to educate clients and help them optimize their financial strategies for success. Known for their reliability, proactivity, and "get-it-done" mentality, the associates at Prestige ProSERVE are highly praised by their clients.

Welcome to the Bill Bergner State Farm Agency located at 76 Elm Street in New Canaan, Connecticut. With over 20 years of experience, we have been dedicated to serving families in various communities in Connecticut, as well as Westchester County and all of New York State. Our team, led by Bill Bergner, is committed to providing quality insurance services to meet your needs. Bill Bergner himself has a strong educational background, with an undergraduate degree from St. Lawrence University and an MBA from Duke University. He has been a resident of Fairfield County since 1988 and has been working with State Farm since 2003. Bill is actively involved in the community and is a member of various professional organizations.

Cornerstone Community Credit Union is a trusted financial institution located at 1515 Black Rock Turnpike in Fairfield, Connecticut. As a member-owned credit union, we prioritize our members' financial well-being and offer a wide range of services including ATM access, loans, savings accounts, and personalized financial advice. Our friendly staff is dedicated to helping our members achieve their financial goals and build a strong financial foundation. Visit us today to experience the difference of banking with Cornerstone Community Credit Union.

Welcome to Edgar Almanzar - State Farm Insurance Agent located at 765 Post Road in Fairfield, Connecticut, United States. We are a bilingual insurance agency serving the entire states of Connecticut and New York, with a focus on towns such as Fairfield, Norwalk, Westport, Bridgeport, and Stamford. Our mission is to provide you and your family with the right protection at a competitive price, whether in English or Spanish. With over 25 years of experience in the insurance industry, including 11 years representing State Farm, we are dedicated to ensuring your financial future is secure.

Senior Insurance Benefits Ted Peiffer is an independent insurance agency located at 18 Newell Place in Fairfield, Connecticut, United States. Specializing in helping seniors in the northeast region enroll in the right insurance plans for their needs, the agency offers services such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, Final Expense Insurance, Dental Insurance, and Vision Insurance. The agency serves seniors, families, and individuals in the northeast, as well as in Virginia, North Carolina, and Florida. Their team of licensed agents provides education and assistance to help clients make informed decisions about their insurance coverage, taking into consideration their long-term financial, lifestyle, and healthcare goals.