TOP 30 Individual financial services in Westport, Connecticut

129 results found

Bank of America Private Client Advisor Mark Fitzgerald is a prestigious financial institution located at 1 Gorham Island Road in Westport, Connecticut, United States. As a trusted advisor, Mark Fitzgerald provides personalized financial guidance and wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and understanding each client's unique financial goals, the institution offers tailored solutions to help clients achieve their financial aspirations. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets for future generations, Bank of America Private Client Advisor Mark Fitzgerald is committed to providing expert advice and exceptional service to help you navigate the complexities of the financial world.

Collier Tax & Accounting PC is a reputable accounting and finance institution located at 431 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, accounting, bookkeeping, and financial planning. Whether you are an individual or a business owner, Collier Tax & Accounting PC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Jay B. Chadwick, CPA is a reputable accounting and finance institution located at 431 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Jay B. Chadwick, CPA for accurate and reliable financial guidance to help them achieve their goals.

BMO Capital Markets is a prestigious financial institution located at 225 Main Street in Westport, Connecticut, United States. Known for its expertise in providing financial solutions and investment services, BMO Capital Markets is a trusted partner for businesses and individuals alike. With a strong reputation for excellence and a commitment to client satisfaction, this institution is a leader in the financial industry.

Bernhardt CPA is a reputable accounting and finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, Bernhardt CPA offers a wide range of services including tax preparation, financial planning, audit representation, and more. Whether you are an individual or a business owner, Bernhardt CPA is dedicated to providing personalized and high-quality financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Abby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.

Meeks McCormick Evanchik - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Meeks McCormick Evanchik - Morgan Stanley is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Robert E. Hill - Morgan Stanley is a prestigious financial institution located at 500 Post Road East in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, this institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at Robert E. Hill - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert E. Hill - Morgan Stanley is the trusted partner you need.

The Shoreview Group - Morgan Stanley is a prestigious finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a part of the renowned Morgan Stanley brand, The Shoreview Group offers a wide range of financial services and investment opportunities to individuals and businesses. With a team of experienced and knowledgeable professionals, they strive to provide top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Shoreview Group - Morgan Stanley is dedicated to providing personalized and comprehensive financial services to meet your needs.

Bank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.

RMJR Tax and Accounting is a reputable institution located at 181 Post Road West in Westport, Connecticut, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax and accounting solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to help. Trust us to handle your financial needs with expertise and reliability. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Saugatuck Tax Group, Inc is a reputable accounting and finance institution located at 53 Saugatuck Avenue in Westport, Connecticut, United States. With a team of experienced professionals, they specialize in providing comprehensive tax services and financial solutions to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, Saugatuck Tax Group, Inc is dedicated to helping you navigate the complexities of the financial world with ease. Trustworthy, reliable, and knowledgeable, they are committed to delivering top-notch service to meet all your accounting and finance needs.

Dougherty John T CPA is a trusted accounting and finance institution located at 265 Post Road West in Westport, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses manage their finances effectively and achieve their financial goals. Whether you need assistance with tax filing or financial analysis, Dougherty John T CPA is committed to providing top-notch service tailored to meet your specific needs.

Foundation Tax LLC is a leading accounting and finance institution located at 9 West Parish Road in Westport, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to see how we can assist you in achieving your financial goals.

Stanley Glick CPA LLC is a reputable accounting and finance institution located at 10 Bay Street in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and auditing, our firm is dedicated to providing top-notch services tailored to meet our clients' needs. Trust Stanley Glick CPA LLC for all your accounting and finance needs.

Bernstein & Bernstein LLP is a reputable accounting and finance institution located at 129 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to investment advice, Bernstein & Bernstein LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Johanna Straczek & Co is a reputable accounting and finance institution located at 48 Railroad Place in Westport, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Our dedication to excellence and personalized service sets us apart in the industry, making us a trusted partner for all your financial needs. Visit us today to see how we can help you achieve your financial goals.

Cohen & Associates LLC is a reputable accounting and finance institution located at 19 Ludlow Road in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Cohen & Associates LLC today to discover how they can help you achieve your financial goals.

Janet Amadio is a reputable accounting and finance institution located at 3 Carriage Lane in Westport, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized and efficient solutions to their financial needs. Janet Amadio is dedicated to providing top-notch service and helping individuals and businesses achieve their financial goals.

The NEST Agency, located at 163 Main Street in Westport, Connecticut, is a comprehensive accounting, finance, and insurance agency. Our dedicated financial team offers a wide range of solutions to meet the needs and lifestyles of individuals and businesses. At The NEST Agency, our clients' bottom line is our top priority. We maintain open communication with those we serve and are committed to addressing their immediate needs and desires. Our team works tirelessly to provide the necessary services and support that each client requires.

Support Plus LLC is a leading accounting and finance institution located at 95 Post Road West in Westport, Connecticut. Our team of experienced professionals is dedicated to providing top-notch financial services and support to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Support Plus LLC to handle all of your accounting and finance needs with expertise and efficiency.

The Counting House LLC is a reputable accounting and finance institution located at 9 Quarter Mile Road in Westport, Connecticut, United States. Our team of experienced professionals provides top-notch financial services to individuals and businesses, helping them manage their finances efficiently and effectively. With a strong commitment to accuracy and integrity, we strive to deliver exceptional results and exceed our clients' expectations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, The Counting House LLC is here to help you achieve your financial goals.

Ashling Soares Law, located at 500 Post Road East in Westport, Connecticut, is a dedicated law firm that focuses on empowering individuals to make the best decisions for themselves and their families. Unlike other law firms, at Ashling Soares Law, you are not just a case file - you are a real person with real legal issues that have likely impacted various aspects of your life. The team at Ashling Soares Law is here to alleviate your stress and instill optimism as you navigate through your challenges. With over a decade of experience, Ashling has successfully represented numerous clients in a variety of legal matters. The firm is committed to providing high-quality, efficient, and empathetic services to all individuals in need of professional legal assistance, regardless of their financial situation. At Ashling Soares Law, you can trust that they have your back every step of the way.

The Hirsch Law Firm, located at 20 Saugatuck Avenue in Westport, Connecticut, has been serving clients for over 30 years. With experienced attorneys specializing in estate planning, probate, and aggressive foreclosure defense, the firm is dedicated to providing individualized attention and large law firm sophistication. Partners Harry Hirsch and Adam J. Hirsch, both highly respected in their field, offer top-notch service and expertise to clients throughout Fairfield and beyond. Clients praise the firm for their responsiveness, professionalism, and knowledge, making the real estate experience as stress-free as possible. Whether you are facing financial hardship or need assistance with a real estate deal, the Hirsch Law Firm is there to guide you every step of the way. Contact them today for a free consultation at 203-336-3584.

Affinity Federal Credit Union, located at 250 Westport Avenue in Norwalk, Connecticut, is a trusted institution offering ATM, banking, and financial services. Please be aware of fraudulent scam calls impersonating Affinity—remember, we will never ask for your login credentials or one-time access code over the phone. Our Norwalk branch is conveniently located near U.S. Highway 1, making it easily accessible for residents of Fairfield County. Our mission is to enhance the financial health of our members and the communities we serve, helping them achieve their individual financial goals. Visit us today or contact us at 800.571.6984 for more information.

Savings Bank of Danbury is a trusted financial institution located at 295 Westport Avenue in Norwalk, Connecticut. As a full-service bank, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our dedicated team of professionals is committed to providing personalized service and innovative solutions to meet the unique needs of our customers. Whether you're looking to open a savings account, apply for a loan, or invest for the future, Savings Bank of Danbury is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution.

Dalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.

Howard & Gay Insurance is an insurance agency located at 979 Post Road East in Westport, Connecticut, United States. Specializing in home, auto, flood, valuable items, and high net worth insurance, Howard & Gay Insurance, LLC offers property and casualty insurance brokerage services and risk management advice to successful individuals and families across the country. With a focus on educating clients about insurance, upgrading carriers, and structuring policies for maximum protection, Howard & Gay Insurance aims to create a more protected community. Clients of Howard & Gay Insurance have achieved significant financial success and have assets to protect, and the agency helps them leverage their financial flexibility and risk tolerance to minimize expenses while maximizing coverage. The core culture of Howard & Gay Insurance is one of expert advice and unmatched service.

Bank of America Private Client Advisor Bryan Smith is a trusted financial institution located at 1 Gorham Island Road in Westport, Connecticut. As a private client advisor, Bryan Smith provides personalized financial solutions and expert advice to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Bryan Smith offers comprehensive wealth management services, investment strategies, and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bank of America Private Client Advisor Bryan Smith is committed to helping you achieve your financial objectives.

Bank of America Private Client Advisor Brian Fink is a renowned financial institution located at 1 Gorham Island Road in Westport, Connecticut, United States. As a private client advisor, Brian Fink offers personalized financial services and wealth management solutions to high-net-worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Brian Fink provides expert guidance and tailored strategies to help clients achieve their financial objectives. Trustworthy, experienced, and dedicated, Bank of America Private Client Advisor Brian Fink is committed to delivering exceptional service and financial expertise to clients in the Westport area.