TOP 30 Individualized finance in New Haven, Connecticut
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Adelio Gallucci - Morgan Stanley
● OpenAdelio Gallucci - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Adelio Gallucci - Morgan Stanley is a trusted partner for all your financial needs.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, United States -
Wendy C. Wheeler - Morgan Stanley
● OpenWendy C. Wheeler - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. With a strong reputation for providing top-notch financial services, Wendy C. Wheeler - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering personalized advice and expert guidance to individuals, families, and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for education, or building a diversified investment portfolio, Wendy C. Wheeler - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 157 Church Street in New Haven, Connecticut, is a trusted institution providing a wide range of banking and financial services to individuals and businesses. With a strong reputation for reliability and customer service, this branch offers a convenient location for all your financial needs. Whether you're looking to open a savings account, apply for a loan, or seek investment advice, the knowledgeable staff at Bank of America are ready to assist you. Visit the Financial Center today to experience the convenience and expertise that comes with banking at one of the largest financial institutions in the United States.
157 Church St, New Haven, CT 06510, United States -
The Coastal Group - Morgan Stanley
● OpenThe Coastal Group - Morgan Stanley is a finance institution located at 545 Long Wharf Drive in New Haven, Connecticut, United States. As a part of the prestigious Morgan Stanley brand, The Coastal Group offers a wide range of financial services to clients in the area. With a team of experienced professionals, they provide personalized investment strategies, wealth management, and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Coastal Group - Morgan Stanley is dedicated to providing top-notch service and expertise to meet your needs.
545 Long Wharf Dr 7th Fl, New Haven, CT 06511, United States -
Patrick Duff - UBS Financial Services Inc.
● OpenPatrick Duff - UBS Financial Services Inc. is a renowned financial institution located at 265 Church Street in New Haven, Connecticut, United States. With a focus on providing top-notch financial services, Patrick Duff - UBS Financial Services Inc. offers a wide range of investment solutions and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Patrick Duff - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 1100 New Haven Road in Naugatuck, Connecticut, United States. Our tax advance loans may have ended this year, but our Tax Pros are here to help you maximize your refund. Drop off your tax documents and let our experts take care of the rest, including a quick review and convenient e-signing. Located in Walmart, you can get your taxes done while you shop, with the guarantee of your biggest refund. Refund Advance loans, repaid with your tax refund, were available at select locations until February 11, 2024. We offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. Book online or call us to reserve time with a Tax Pro. Our experts speak English and are ready to help you get the most out of your tax return. Trust Jackson Hewitt Tax Service when every dollar matters.
1100 New Haven Rd, Naugatuck, CT 06770, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 774 State Street in New Haven, Connecticut, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Whether you prefer in-person tax preparation or drop-off services, we have you covered. Our Tax Pros are fluent in both English and Spanish, ensuring that all clients are able to receive the assistance they need. We offer appointment options for your convenience, but walk-ins are also welcome at our office. When it comes to your taxes, trust Jackson Hewitt to make every dollar count. Contact us at (203) 498-1805 to schedule an appointment or for more information.
774 State St, New Haven, CT 06511, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 822 State Street in New Haven, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive accounting solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to learn how we can help you achieve your financial goals.
822 State St Unit 4, New Haven, CT 06511, United States -
Tax Services of Milford
● OpenTax Services of Milford is a trusted accounting and finance institution located at 479 New Haven Avenue in Milford, Connecticut. Our experienced team of professionals is dedicated to providing top-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Tax Services of Milford is your go-to destination for all your tax needs. Contact us today to schedule an appointment and let us help you navigate the complexities of tax season.
479 New Haven Ave, Milford, CT 06460, United States -
Miller Mary J CPA
● ClosedMiller Mary J CPA is a reputable accounting and finance institution located at 75 New Haven Avenue in Milford, Connecticut. With years of experience in the industry, Mary J Miller offers expert financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or accounting services, Miller Mary J CPA is dedicated to providing top-notch, personalized assistance to meet your specific needs. Trust in their expertise and professionalism to help you navigate the complexities of finance and achieve your financial goals.
75 New Haven Ave, Milford, CT 06460, United States -
SKP Accountants and Advisors, CPA's
● ClosedSKP 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.
47 Middletown Ave, North Haven, CT 06473, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 376 Whalley Avenue in New Haven, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your 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.
376 Whalley Ave, New Haven, CT 06511, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 374 Whalley Avenue in New Haven, Connecticut. With a commitment to providing expert tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their refunds. Their team of professionals offer personalized assistance and guidance to ensure accurate and efficient tax filing. Visit Liberty Tax for reliable and trustworthy financial services in the heart of New Haven.
374 Whalley Ave, New Haven, CT 06511, United States -
Smith & Pavano: Smith Brian F CPA
● ClosedSmith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
47 Middletown Ave, North Haven, CT 06473, United States -
Dominique Thompson CPA, LLC
● ClosedDominique Thompson CPA, LLC is a reputable accounting and finance institution located at 157 Church Street in New Haven, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized attention to each client sets them apart in the industry. Whether you are an individual or a business owner, Dominique Thompson CPA, LLC is dedicated to helping you achieve your financial goals.
157 Church St 19th Fl, #378, New Haven, CT 06510, United States -
Green & Sklarz, LLC
● ClosedGreen & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.
One Audubon St 3rd floor, New Haven, CT 06511, United States -
Mid America Tax Planners
● ClosedMid America Tax Planners is a leading accounting and finance institution located at 50 Nash Street in New Haven, Connecticut, United States. Our team of expert tax planners is dedicated to providing personalized financial solutions and tax planning services to individuals and businesses in the Mid America region. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and maximize their financial success. Contact us today to schedule a consultation and take control of your financial future with Mid America Tax Planners.
50 Nash St, New Haven, CT 06511, United States -
Whitt-Accounts LLC
● OpenWhitt-Accounts LLC, located at 30 Fountain Street in New Haven, Connecticut, is a leading accounting and finance institution dedicated to helping individuals and businesses achieve their financial goals. With the expertise and guidance of our experienced team, we can assist you in creating a solid wealth strategy that will secure your future. Whether you need help with investments, taxes, or financial planning, Whitt-Accounts is here to provide personalized solutions tailored to your specific needs. Don't let the uncertainty of the economy hold you back - let us help you navigate the financial landscape with confidence and peace of mind. Contact us today to start planning for a successful and prosperous future with Whitt-Accounts LLC.
30 Fountain St, New Haven, CT 06515, United States -
Instant Tax Service
● OpenInstant Tax Service is a renowned institution located at 463 Winthrop Avenue in New Haven, Connecticut. Specializing in accounting and finance services, we are dedicated to providing our clients with fast and efficient tax solutions. Our team of experienced professionals is committed to helping individuals and businesses navigate the complexities of tax laws and regulations. With a focus on accuracy and personalized attention, Instant Tax Service is the go-to destination for all your tax and financial needs.
463 Winthrop Ave, New Haven, CT 06511, United States -
Connecticut Accounting & Tax
● ClosedConnecticut Accounting & Tax is a reputable institution located at 1240 New Haven Road in Naugatuck, Connecticut. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses in managing their financial affairs. With a team of skilled professionals, they offer a wide range of services including tax planning, bookkeeping, payroll, and more. Whether you need help with tax preparation or financial consulting, Connecticut Accounting & Tax is dedicated to providing top-notch service to meet your needs. Contact them today to schedule a consultation and take control of your finances.
1240 New Haven Rd, Naugatuck, CT 06770, United States -
Ben-Dery Tax Service
● OpenBen-Dery Tax Service is a trusted accounting and finance institution located at 171 County Street in New Haven, Connecticut, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses in the area. Our personalized approach ensures that each client receives the attention and expertise needed to navigate the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or representation, Ben-Dery Tax Service is here to help you achieve financial success. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
171 County St, New Haven, CT 06511, United States -
Creando Progreso en Casa, LLC
● ClosedCreando Progreso en Casa, LLC is a leading accounting and finance institution located at 42 Whittlesey Avenue in New Haven, Connecticut, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial success and stability. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to provide personalized and reliable services. Trust Creando Progreso en Casa, LLC to help you navigate the complexities of accounting and finance, and take the necessary steps towards a prosperous future.
42 Whittlesey Ave, New Haven, CT 06511, United States -
Colman Bookkeeping Services
● ClosedColman Bookkeeping Services is a professional accounting and finance institution located at 904 Whalley Avenue in New Haven, Connecticut. Our team of experienced bookkeepers and financial experts are dedicated to providing top-notch services to individuals and businesses in need of accurate and efficient financial management. Whether you need help with bookkeeping, payroll, tax preparation, or financial consulting, we are here to support you every step of the way. Trust Colman Bookkeeping Services to handle all of your financial needs with precision and expertise.
904 Whalley Ave, New Haven, CT 06515, United States -
Las Americas Tax & Financial Agency Llc.
● ClosedLas Americas Tax & Financial Agency LLC is a trusted accounting and finance firm located at 129 Church Street in New Haven, Connecticut. Our team of experienced professionals provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. As a local government office, we are dedicated to helping our clients navigate the complexities of the tax and financial system with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
129 Church St #420, New Haven, CT 06510, United States -
Rivera & Rivera Associates
● ClosedRivera & Rivera Associates is a trusted accounting and finance institution located at 690 Washington Avenue in New Haven, 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 commitment to excellence and personalized approach sets us apart, making us a top choice for all your accounting and finance needs. Contact us today to see how we can help you achieve your financial goals.
690 Washington Ave, New Haven, CT 06519, United States -
Makwasi Financial Services
● OpenMakwasi 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.
1423 Quinnipiac Ave UNIT 515, New Haven, CT 06513, United States -
Beers, Hamerman, Cohen & Burger, PC
● ClosedBeers, Hamerman, Cohen & Burger, PC is a reputable accounting and finance firm located in New Haven, Connecticut. With expertise in various financial services, this institution serves as a trusted advisor to individuals, businesses, and local government offices. Their team of experienced professionals at 234 Church Street is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you need tax planning, auditing, or financial consulting, Beers, Hamerman, Cohen & Burger, PC is committed to delivering excellence in every aspect of their work.
234 Church St, New Haven, CT 06510, United States -
Smart Taxes
● OpenSmart 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.
296 Grand Ave, New Haven, CT 06513, United States -
Meyers, Harrison & Pia, LLC
● OpenMeyers, Harrison & Pia, LLC is a top-rated accounting and finance firm located at 1 Audubon Street in New Haven, Connecticut. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help 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.
1 Audubon St #3, New Haven, CT 06511, United States -
First Choice Tax Services & Institute
● OpenFirst Choice Tax Services & Institute is a leading institution located at 332 Main Street in East Haven, Connecticut, offering expert tax preparation and planning services for individuals and businesses. Our experienced team of tax professionals stays current with the latest tax laws and regulations to provide accurate and reliable tax advice to our clients. We specialize in tax preparation, tax planning, and tax resolution services, with the goal of minimizing tax liability and maximizing tax savings for our clients. Our year-round support ensures that our clients remain compliant with tax laws at all times.
332 Main St, East Haven, CT 06512, United States
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