High net worth in New Haven, Connecticut

The McConnell Family Law Group is a prestigious institution located at 638 Prospect Avenue in Hartford, Connecticut, United States. Specializing in family law and divorce cases, our experienced attorneys provide legal representation for divorce proceedings, dissolution of marriage, and family court matters. With a focus on guiding clients through the emotional and challenging process of divorce, our team is dedicated to protecting your rights and securing the best possible outcome for your family. Our services include divorce mediation, collaborative divorce, and representation in family court. With offices in Hartford, New Haven, and Fairfield Counties, we offer comprehensive legal assistance throughout Connecticut. Whether you are facing a custody dispute, alimony issues, or property division, our skilled attorneys are here to help.

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.

Eng Zorena Wealth Consulting Group - UBS Financial Services Inc. is a leading finance institution located at 265 Church Street in New Haven, Connecticut, United States. Specializing in wealth management and financial consulting, our team of experts provide personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, we strive to deliver exceptional service and expertise to our clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Eng Zorena Wealth Consulting Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

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.

Noble Wealth Advisors of Janney Montgomery Scott is a prestigious financial institution located at 321 Whitney Avenue in New Haven, Connecticut. As a leading provider of financial services, they offer expert advice and guidance to help clients achieve their wealth management goals. With a focus on personalized solutions and exceptional customer service, Noble Wealth Advisors is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, investing for the future, or managing your assets, their team of experienced professionals is committed to providing you with the tools and resources you need to succeed. Contact Noble Wealth Advisors of Janney Montgomery Scott today to learn more about how they can help you reach your financial goals.

Makwasi Financial Services is a trusted accounting and finance institution located at 1423 Quinnipiac Avenue in New Haven, Connecticut. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals, businesses, and organizations. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. With our commitment to excellence and personalized service, you can trust Makwasi Financial Services to help you achieve your financial goals.

The Law Offices of Charles L. Kurmay, located at 61 Cherry Street in Milford, Connecticut, is a reputable institution specializing in estate planning, probate, complex litigation, and criminal defense. With over 100 years of combined experience, our team is dedicated to serving as zealous advocates for our clients. Led by attorney Charles L. Kurmay, who has more than two decades of legal expertise in state, federal, and international law, our firm is committed to providing top-notch legal services. Mr. Kurmay, the son of renowned probate judge F. Paul Kurmay, works closely with his father, who continues to offer valuable insights and advice on probate-related matters.

Snowden Lane Partners is a finance institution located at 265 Church Street in New Haven, Connecticut, United States. As a leading wealth management firm, Snowden Lane Partners provides personalized financial services to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and a commitment to excellence, Snowden Lane Partners offers tailored investment strategies and comprehensive financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, Snowden Lane Partners is dedicated to providing top-tier financial advice and guidance.

LifePlan Wealth Management Group is a premier finance institution located at 151 East Street in New Haven, Connecticut, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to provide expert guidance and support every step of the way. Trust LifePlan Wealth Management Group to help you secure your financial future and create a plan that aligns with your unique needs and aspirations.

Merrill Lynch Financial Advisor Norman N Forrester is a reputable finance institution located at 157 Church Street in New Haven, Connecticut, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide 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 Norman N Forrester is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help secure your financial future.

The Snetro Group at Morgan Stanley is a leading financial institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. With a strong reputation for excellence in the finance industry, The Snetro Group offers a wide range of financial services to individual and institutional clients. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, The Snetro Group at Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and success.

Tidewater Wealth Management is a leading financial institution located at 157 Church Street in New Haven, Connecticut, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help you every step of the way. At Tidewater Wealth Management, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey. Contact us today to learn more about how we can help you secure your financial future.

Michael Asmerom - TD Wealth Financial Advisor is a premier financial institution located at 466 Foxon Boulevard in New Haven, Connecticut. As a trusted financial advisor, Michael Asmerom provides expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael Asmerom is dedicated to providing top-notch service and support. With a focus on building long-term relationships and delivering exceptional results, Michael Asmerom - TD Wealth Financial Advisor is the go-to destination for all your financial needs.

Robert Ceccarelli is a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. He holds various certifications, including 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®, CFP®, 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 demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Robert Ceccarelli is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Christopher M Ratineri is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They believe in starting every relationship with a conversation to understand your goals and priorities. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to customize a financial approach that aligns with your preferences. With a team of experienced advisors, they provide personalized service and strive to help you achieve your financial goals. Recognized for exemplary client service by Forbes and Barron's, they offer a range of services including wealth management, retirement planning, and investment strategies. The institution aims to help you navigate the complexities of your financial life and stay on track to achieve what matters most to you. With access to the resources of Merrill and Bank of America, they can assist you in managing, growing, and preserving your wealth for the future. Let Merrill Lynch Financial Advisor Christopher M Ratineri help you create a financial approach tailored to your unique needs and priorities.

Cedric Hankerson - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. Specializing in investment services, financial planning, and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and top-notch customer service, we strive to provide our clients with the best possible financial solutions. Contact us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.

Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.

Michael Linder - Morgan Stanley is a prestigious financial institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. As a branch of the renowned Morgan Stanley firm, they offer a wide range of financial services including investment banking, wealth management, and advisory services. With a team of experienced professionals, Michael Linder - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are a seasoned investor or just starting out, you can trust in their expertise and commitment to excellence.

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.

John Rhee is a reputable doctor's office located at 20 York Street in New Haven, Connecticut, United States. With a focus on providing high-quality healthcare services, the institution is dedicated to promoting the well-being and health of its patients. The experienced medical professionals at John Rhee strive to deliver personalized and compassionate care to each individual who walks through their doors. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, John Rhee is committed to helping you achieve optimal health and wellness.