TOP 30 Financial wellness in New Haven, Connecticut

29 results found

Peter Goletz, a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Peter is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Peter Goletz has the knowledge and expertise to help you achieve your financial goals. Contact Peter today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor John C. Campeau, Jr. is located at 157 Church Street in New Haven, Connecticut, United States. With over 35 years of experience, John and his team specialize in goal-based wealth management and legacy planning. They take a holistic approach to advising clients, creating personalized wealth management strategies that include asset allocations, investment recommendations, and financial plans. John's client base includes entrepreneurs, corporations, CEOs, medical practitioners, and entertainment professionals in the NY & Los Angeles entertainment communities. He is known for his expertise in the field, having been the financial expert for ABC News Channel 8 and a panelist on MSNBC's Buchanan & Press. John is also an adventurer at heart, with interests in design, film, photography, and surfing. He is dedicated to serving the community through volunteering and believes in building personalized financial plans centered on clients' goals and priorities. With the Merrill Personal Wealth Analysis™ tool, John helps clients document and achieve their financial goals, adapting their approach as life changes. By understanding clients' investing preferences through the Investment Personality Assessment, John tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to develop an approach designed to address their financial needs and achieve their goals. Through regular check-ins and reviews, John helps clients stay on track and adjust their financial approach as needed. The Merrill Lynch Wealth Management team is committed to providing personalized investment strategies and comprehensive financial solutions to help clients reach their goals.

The New Haven Financial Empowerment Center is a leading finance institution located at 316 Dixwell Avenue in New Haven, Connecticut, United States. Our center is dedicated to providing comprehensive financial education and resources to empower individuals and families to take control of their finances and achieve their financial goals. Our team of experienced financial advisors offer personalized guidance on budgeting, saving, investing, and debt management to help our clients build a secure financial future. Visit us today to start your journey towards financial empowerment and stability.

Jason Macaluso - UBS Financial Services Inc. is a reputable financial institution located at 265 Church Street in New Haven, Connecticut, United States. Specializing in finance, the institution offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, Jason Macaluso - UBS Financial Services Inc. provides personalized financial planning, investment management, and wealth management solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing expert guidance and support every step of the way.

PWI Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution has been recognized as a recipient of the Ameriprise Client Experience Award for 2023. They offer personalized financial advice and exceptional client service, providing investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their financial goals securely. The team at PWI Wealth Partners is dedicated to providing a great experience for their clients every day. They offer complimentary initial consultations to discuss financial planning concepts and personalized recommendations for a diversified portfolio. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution prioritizes privacy and security for their clients and adheres to strict website rules and regulations. Feel free to refer friends or family members to PWI Wealth Partners for assistance in achieving their financial goals.

National Financial Network, Inc. is a leading finance and insurance agency located at 555 Long Wharf Drive in New Haven, Connecticut, United States. With a strong reputation for providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, National Financial Network, Inc. has a team of experienced professionals ready to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

Walker Heagney - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They offer a range of financial services and hold various certifications to ensure they provide expert advice to their clients. Some of the certifications held by the advisors at Walker Heagney include 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®. These certifications cover a wide range of financial planning topics and demonstrate the commitment of the advisors at Walker Heagney to providing top-notch financial advice to their clients.

Wells Fargo Advisors is a leading financial institution located at 555 Long Wharf Drive in New Haven, Connecticut, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized financial planning, investment management, retirement planning, and wealth management services to clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Holton Goward Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 265 Church Street in New Haven, Connecticut, United States. With a strong focus on providing personalized wealth management services, the team at Holton Goward is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, they offer a comprehensive range of services to meet the unique needs of each individual. With a reputation for excellence and a commitment to client satisfaction, Holton Goward Wealth Management Group is a trusted partner in financial success.

Dr. Michael Pawlowski is a reputable healthcare institution located at 991 State Street in New Haven, Connecticut. Specializing in dental and medical services, Dr. Pawlowski and his team are dedicated to providing top-quality care to their patients. With a focus on preventative care and patient education, they strive to help individuals achieve and maintain optimal health. Whether you are in need of a routine dental check-up or a medical consultation, Dr. Michael Pawlowski is committed to providing personalized and compassionate care to all.

SKP Accountants and Advisors, CPA's is a trusted institution located at 47 Middletown Avenue in North Haven, Connecticut. With almost 25 years of experience, we specialize in providing expert advice and solutions for small and medium-sized business owners, entrepreneurs, and individuals in the realms of accounting and finance. Our team focuses on handling the regulatory and financial aspects of your business or estate, allowing you to concentrate on what you are truly passionate about. Clients rely on us for competent guidance and prompt, accurate responses to aid them in making well-informed business decisions. At SKP, we are always seeking to expand our team with CPAs or individuals in the process of becoming CPAs who are interested in working with a forward-thinking firm. We offer opportunities to learn more about our culture and what it would be like to be a part of our team.

Smart Taxes is an accounting and finance institution located at 296 Grand Avenue, New Haven, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, Smart Taxes guarantees the maximum refund possible and the lowest tax liability while ensuring compliance with all laws. They specialize in the Premium Tax Credit (PTC), which helps individuals with low to moderate incomes pay for health insurance through the Health Insurance Marketplace. The institution also offers personalized tax services to maximize refunds and ensure full compliance with tax laws.

Smart Taxes is a financial institution located at 447 Campbell Avenue, West Haven, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, Smart Tax guarantees the highest possible refund and the lowest tax to pay, always in compliance with the law. We specialize in maximizing your tax refund while ensuring full compliance with tax laws. Our personalized tax services are designed to meet your specific needs, whether you are an individual navigating the complexities of the tax system for the first time or a seasoned entrepreneur looking to maximize your benefits.

Krauszer's Food Store is a convenient one-stop shop located at 25 Townsend Avenue in New Haven, Connecticut. With a wide range of food and grocery items available, as well as an ATM for your convenience, Krauszer's is the perfect place to pick up everything you need in one quick trip. Whether you're looking for a quick snack, a full meal, or even some financial services, Krauszer's has you covered. Visit us today to experience top-notch customer service and a diverse selection of products.

A1 Tax Service is a finance institution located at 610 Ferry Street in New Haven, Connecticut, United States. We specialize in providing expert tax services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and regulations to ensure compliance and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or resolution, A1 Tax Service is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your tax needs.

American Diamond Exchange, Inc. is a renowned finance and jewelry store located at 1280 Whalley Avenue in New Haven, Connecticut. With a reputation for excellence and quality, this institution offers a wide range of exquisite diamond jewelry, as well as expert financial services tailored to meet the needs of their clients. Whether you are looking for a stunning engagement ring or seeking financial advice, American Diamond Exchange, Inc. is the perfect destination for all your jewelry and financial needs. Visit them today and experience the luxury and expertise that sets them apart from the rest.

Branford College is a prestigious university located at 74 High Street in New Haven, Connecticut, United States. Known for its rich history and academic excellence, Branford College offers a wide range of programs and courses to its students. The institution prides itself on its strong sense of community and commitment to providing a well-rounded education to its students. With state-of-the-art facilities and dedicated faculty members, Branford College is a top choice for those seeking a quality higher education experience.

Benjamin Franklin College is a prestigious university located at 90 Prospect Street in New Haven, Connecticut, United States. Known for its academic excellence and innovative programs, the college offers a wide range of undergraduate and graduate degrees in various fields of study. The campus is equipped with state-of-the-art facilities and resources to support students in their educational journey. With a strong focus on research and experiential learning, Benjamin Franklin College is committed to providing a well-rounded education that prepares students for success in their careers and beyond. Come join our vibrant community of scholars and thinkers at Benjamin Franklin College.

Located in North Haven, Connecticut, the Quinnipiac University School of Law offers a unique interprofessional campus experience in the heart of the bustling power corridor between New York City and Boston. With a high concentration of private law firms, corporate headquarters, and financial institutions nearby, students have access to a wealth of opportunities for hands-on learning and networking. The school boasts small class sizes and accessible faculty members who foster engaging classroom discussions and the sharing of diverse perspectives. Students have the opportunity to participate in guaranteed clinic and externship experiences, with a high percentage of the Class of 2023 taking advantage of these valuable learning opportunities.

The Yale Graduate School of Arts and Sciences, located at 1 Hillhouse Avenue in New Haven, Connecticut, is the largest school at the university after Yale College. Offering MA, MS, MPhil, and PhD degrees, it stands out as the only school at Yale to provide such a wide range of graduate programs. With over 70 departments and programs spanning various disciplines, including humanities, social sciences, biological sciences, physical sciences, and engineering, students have a diverse array of academic opportunities to explore. Prospective students can learn about the faculty, course offerings, and resources available within the Graduate School, as well as research publications to identify potential mentors. The admissions process typically begins nearly a year before matriculation, with some programs requiring GRE scores and English language proficiency tests for non-native speakers.

Truman School is a highly regarded primary school located at 114 Truman Street in the vibrant city of New Haven, Connecticut, United States. Our school is committed to providing a top-notch education for students in a safe and nurturing environment. With a dedicated team of educators and staff, Truman School offers a well-rounded curriculum that focuses on academic excellence, character development, and individual growth. We pride ourselves on fostering a sense of community and collaboration among students, parents, and teachers. At Truman School, we strive to inspire a lifelong love of learning and prepare our students for success in their future endeavors.

APT FOUNDATION Legion CLINIC, located at 495 Congress Avenue in New Haven, Connecticut, is a renowned institution dedicated to providing comprehensive healthcare services. Specializing in substance use treatment, APT is committed to the well-being of its patients, offering a range of programs and services to support their recovery journey. The clinic operates on an Open Access Model, ensuring rapid access to treatment options regardless of one's financial situation. With services available six days a week, individuals can receive evaluations and start treatment on the same day. APT's residential program caters to men, women, and women with small children, providing a safe and supportive environment for recovery.

Ed Merklen - State Farm Insurance Agent is located at 1460 Meriden-Waterbury Turnpike in Southington, Connecticut. This insurance agency offers a wide range of services including Auto, Home, Life, Health, Business, Motorcycles & Boats insurance throughout the state, with a focus on Hartford & New Haven Counties. They provide free insurance quotes and work with small business owners to meet their insurance needs. The team at Ed Merklen State Farm Agency is dedicated to providing personalized policies and products based on individual needs and circumstances. They are committed to helping customers protect their assets, recover from losses, and secure their financial well-being. The agency has a group of experienced insurance professionals who strive to create a warm and professional environment for customers. Whether you are a lifelong resident of Connecticut or new to the area, Ed Merklen - State Farm Insurance Agent is ready to assist you with all your insurance needs.

Nicholson Associates Inc is a reputable health and insurance agency located at 395 New Haven Avenue in Milford, Connecticut. With a commitment to providing top-notch service and personalized insurance solutions, Nicholson Associates Inc is a trusted partner for individuals and families looking to protect their health and financial well-being. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options to meet their needs. Whether you are looking for health insurance, life insurance, or any other type of coverage, Nicholson Associates Inc is here to help you every step of the way. Contact them today to learn more about their services and how they can help you secure your future.

Chris Raffone - State Farm Insurance Agent is a trusted insurance agency located at 35 Foxon Boulevard in East Haven, Connecticut, United States. Specializing in a wide range of insurance products including home, renters, auto, life, and business insurance, as well as financial services, Chris Raffone and his dedicated team of professionals are committed to providing personalized coverage plans tailored to individual needs and budgets. With a focus on customer satisfaction and community support, the agency serves residents of East Haven and New Haven county, welcoming customers from diverse backgrounds and offering services in both English and Spanish. Whether you are a university student, a young family, or a long-time resident, Chris Raffone - State Farm Insurance Agent is here to help you protect what matters most and plan for a successful future. Contact the office during regular business hours for assistance, or reach out via text or email at any time. Your needs come first, and the team is ready to assist you with all your insurance and financial service needs.

MetLife is an insurance agency located at 129 Church Street in New Haven, Connecticut, United States. We are dedicated to providing you with everything you need to protect yourself and your family. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting customers of financial services companies. We offer a variety of dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs), to ensure you have access to quality care at affordable prices. Our Health Savings Accounts (HSAs) are also a valuable benefit for employee retention and financial well-being.

M&M Pawn & Check Cashing is a financial institution and home goods store located at 32 Howe Street in New Haven, Connecticut, United States. We provide a variety of financial services including pawn loans and check cashing, as well as a selection of quality home goods for purchase. Our friendly and knowledgeable staff are here to assist you with all of your financial and shopping needs. Visit us today to see how we can help you!

The Quinnipiac University School of Law Library is located at 370 Bassett Road in North Haven, Connecticut, United States. This library is part of a scenic, interprofessional campus that is strategically positioned between New York City and Boston, offering students access to a wide range of private law firms, corporate headquarters, and financial institutions. The institution prides itself on its small class sizes, accessible faculty, and emphasis on diverse perspectives in classroom discussions. Students have the opportunity to participate in guaranteed clinic and externship experiences, providing them with real-world legal education. The programs and concentrations offered at the library aim to provide students with a well-rounded legal education that focuses on the human side of lawyering. With a student-centered approach, outstanding teaching faculty, and collaborative mentoring opportunities, the Quinnipiac University School of Law Library offers a comprehensive legal education experience. Please note that the mailing address for the library is different from its physical address, and all mail should be sent to 275 Mount Carmel Avenue in Hamden, CT.

Orange Street Historic District is a charming park located at 165 Church Street in the heart of New Haven, Connecticut, United States. This institution is a designated historic district, showcasing the rich history and architectural beauty of the area. Visitors can stroll through the tree-lined streets and admire the well-preserved buildings that date back to the 19th century. The park offers a peaceful retreat from the hustle and bustle of the city, making it a perfect spot for a leisurely afternoon walk or a picnic with family and friends. Immerse yourself in the history and charm of Orange Street Historic District during your visit to New Haven.