TOP 30 Best Individualized financial planning in New Milford, Connecticut

Edward Jones - Financial Advisor: Lou Abella is a trusted financial institution located at 2A Main Street in New Milford, Connecticut, United States. As a dedicated finance professional, Lou Abella provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lou Abella is committed to providing exceptional service and guidance to individuals and families seeking to secure their financial future.

Edward Jones - Financial Advisor: Ivan Shiffman is a reputable finance institution located at 329 Danbury Road in New Milford, Connecticut, United States. Ivan Shiffman, a seasoned financial advisor, provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ivan Shiffman and Edward Jones strive to empower individuals and families to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ivan Shiffman is dedicated to helping you navigate the complexities of the financial world with confidence.

Tax 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.

Community Credit Union of New Milford, Inc. is a trusted financial institution located at 145 Danbury Road in New Milford, Connecticut. As a member-owned credit union, we are committed to serving the financial needs of our community by providing a wide range of banking services and products. Our dedicated team of professionals is here to help you achieve your financial goals and make sound decisions for your future. Whether you're looking for a checking account, savings account, loan, or investment services, we have you covered. Join us today and experience the benefits of banking with a local, community-focused credit union.

The Plan is a community-focused institution located at 255 Kent Road in New Milford, Connecticut, United States. Our mission is to provide support and resources for individuals and families in need, offering a range of services such as counseling, education assistance, and access to basic necessities. Through our dedicated team of staff and volunteers, we aim to empower and uplift our community, fostering a sense of unity and well-being for all who walk through our doors. Join us in making a positive impact and shaping a brighter future for New Milford.

Falkowski Financial Inc is a leading finance institution located at 433 New Haven Avenue in Milford, Connecticut, United States. With a strong reputation for providing expert financial services, Falkowski Financial Inc offers a wide range of solutions to meet the needs of individual and corporate clients alike. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Falkowski Financial Inc are here to help. Trust in their expertise and dedication to help you reach your financial goals.

Help to Retire | Medicare Plans CT is a finance and insurance agency located at 53 South Main Street in New Milford, Connecticut. Our experienced professionals are dedicated to helping individuals navigate the complex world of Medicare plans and retirement planning. Whether you are approaching retirement age or already retired, we are here to provide personalized guidance and support to ensure you have the coverage and financial security you need. Contact us today to learn more about how we can help you plan for a secure and comfortable retirement.

Barnum Financial Group is an insurance agency located at 46 Danbury Road in New Milford, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We focus on creating a culture of belonging, respect, and opportunity for all, and we are actively involved in making a difference in the communities where we work and live. Our team of financial representatives is here to assist you every step of your financial journey, from managing risks to growing your wealth strategically. We offer educational opportunities, insightful guidance, and personalized solutions to help you meet your needs and achieve your goals. Contact us today to schedule an appointment with a financial professional and start planning for your financial future.

Bankers Life, located at 185 Plains Road in Milford, Connecticut, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as products from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedule can set you up for success. Join us at Bankers Life and achieve more in your career. Visit our branch office in New Rochelle, NY for more information.

H&R Block is a trusted accounting and finance institution located at 30 Bank Street in New Milford, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management with personalized solutions and expert advice. Visit us today to learn more about how we can assist you in achieving your financial goals.

Rosemary Butler - State Farm Insurance Agent is a trusted insurance agency located at 56 Danbury Road in New Milford, Connecticut. Owned by Rosemary Butler, who has over 23 years of experience in the insurance industry, the agency is committed to helping clients manage the risks of everyday life and achieve their goals. The team at Rosemary Butler State Farm Agency provides personalized service to ensure that clients understand their coverage and receive the best possible insurance plans. Located in the Red 2 story building next to McDonald's, the agency offers a wide range of insurance services including car insurance, home insurance, renters insurance, business insurance, pet insurance, and financial services. Customers can call or visit the office for a free quote tailored to their individual needs.

Bakewell & Mulhare LLC is a reputable accounting and finance firm located at 19 Main Street in New Milford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

Connecticut Tax Resolution Service is a finance institution located at 122 Danbury Road in New Milford, Connecticut. Our team of experienced professionals specializes in helping individuals and businesses navigate complex tax issues and find solutions to their tax problems. Whether you are facing IRS audits, back taxes, or other tax-related challenges, we are here to provide expert guidance and support. Trust Connecticut Tax Resolution Service to help you achieve financial peace of mind and resolve your tax issues effectively.

Eleny & Sons Tax Services is a reputable accounting and finance institution located in New Milford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Eleny & Sons Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Trustworthy and reliable, they are committed to delivering personalized and high-quality service to every client.

Parker Dawn R CPA is a reputable accounting and finance institution located at 56 Danbury Road in New Milford, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Their dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals. Contact Parker Dawn R CPA today for all your accounting and finance needs.

Helping Hand Multi Services is a trusted institution located at 337 Danbury Road in New Milford, Connecticut. Specializing in accounting and finance, our dedicated team of professionals is committed to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, financial planning, or other financial matters, Helping Hand Multi Services is here to lend a helping hand. Our personalized approach and attention to detail set us apart, ensuring that our clients receive the expert guidance and support they need to achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

Malkin & Daigle is a reputable accounting and finance institution located at 461 Danbury Road in New Milford, Connecticut, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Malkin & Daigle is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can help you manage your finances effectively.

Cohen, Kaufman, & Associates LLC is a reputable accounting and finance institution located at 318 New Haven Avenue in Milford, 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 personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with managing your finances or navigating complex tax laws, Cohen, Kaufman, & Associates LLC is committed to helping you achieve your financial goals.

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.

Anderson Accounting & Finance LLC is a reputable institution located at 21 Executive Center Drive in New Milford, Connecticut. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing high-quality financial solutions for individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients achieve their financial goals and maximize their success. Whether you need assistance with tax preparation, financial planning, or investment management, Anderson Accounting & Finance LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Litchfield Tax Service is a trusted finance institution located at 56 Danbury Road in New Milford, Connecticut, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or resolution, we are here to help you navigate the complex world of taxes with ease and efficiency. Trust Litchfield Tax Service to handle all of your financial needs with professionalism and expertise.

Webster Bank is a leading financial institution located at 53 Main Street in New Milford, Connecticut. As a full-service bank, Webster Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With a strong focus on customer service and community involvement, Webster Bank is committed to helping individuals and businesses achieve their financial goals. Whether you need to withdraw cash from their convenient ATM or speak with a financial advisor, Webster Bank is here to help you every step of the way.

The United Bank Building is a prominent financial institution located at 19-21 Main Street in the heart of New Milford, Connecticut. With its grand facade and central location, the bank is a cornerstone of the community, providing a wide range of banking services to residents and businesses alike. The building's historic charm and modern amenities make it a trusted and convenient destination for all banking needs. Whether you're looking to open a savings account, apply for a loan, or simply deposit a check, the United Bank Building is a reliable and welcoming institution for all your financial needs.

Bank of America is a renowned financial institution located at 55 Main Street in the charming town of New Milford, Connecticut. This branch offers a convenient drive-thru ATM service for customers on-the-go, making banking transactions quick and hassle-free. With a wide range of financial services available, including savings accounts, checking accounts, loans, and investment options, Bank of America is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience top-notch customer service and cutting-edge banking technology.

DJ Ramey & Associates is a reputable accounting and finance institution located at 2 Old New Milford Road in Brookfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, DJ Ramey & Associates has the expertise to help you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Contact them today to learn more about how they can assist you with your financial needs.

Greenhaus Riordan & Co LLP is a renowned accounting and finance institution located at 3 Aspetuck Avenue in New Milford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Greenhaus Riordan & Co LLP is committed to helping their clients achieve their financial goals. Their dedication to excellence and customer satisfaction sets them apart as a trusted partner in financial management.

DeLeo & Company is a reputable accounting and finance institution located at 12 Aspetuck Avenue in New Milford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, DeLeo & Company is committed to providing top-notch service and expertise to help clients achieve their financial goals. Whether you need assistance with bookkeeping, payroll, or investment management, you can trust DeLeo & Company to deliver personalized solutions tailored to your specific needs.

Miller 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.

Allingham & Company, P.C. is a reputable accounting and finance institution located at 54 Bridge Street in New Milford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Allingham & Company, P.C. is committed to helping you achieve your financial goals.

Bakewell Cheryl A CPA is a reputable accounting and finance institution located at 28 Old Park Lane Road in New Milford, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Bakewell Cheryl A CPA to help you navigate the complexities of the financial world with confidence and ease.