The 30 Best Individualized financial plans in Connecticut

Bank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Rockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.

Investment Capital Partners is a leading finance institution located at 2425 Post Road in Fairfield, Connecticut, United States. With a strong focus on providing strategic investment solutions for clients, Investment Capital Partners offers a wide range of services including asset management, wealth planning, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their investment potential. Whether you are an individual looking to grow your wealth or a business in need of capital, Investment Capital Partners is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Marissa Rella is a finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing personalized financial services, Marissa Rella offers a range of investment options and financial planning solutions to help clients achieve their financial goals. The institution prides itself on its knowledgeable staff and commitment to excellent customer service, making it a trusted partner for individuals and businesses looking to secure their financial future.

Daniel Holzer - Morgan Stanley is a prestigious financial institution located at 1229 Post Road in Fairfield, Connecticut, United States. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services to our clients, including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Daniel Holzer - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor James W Fanelli is a premier finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team. We take the time to listen and understand your needs and goals before creating personalized strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized services and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, plan for the future, or build a philanthropic legacy, our priority is to make your goals a reality.

Bank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.

Conifer Investments is a finance institution located at 100 Pearl Street in Hartford, Connecticut, United States. Specializing in investment management and financial services, Conifer Investments offers a wide range of solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to personalized service, Conifer Investments is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified portfolio, Conifer Investments can provide the expertise and guidance you need to succeed.

Valerie B. Dugan - Morgan Stanley is a reputable finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a focus on providing top-notch financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering high-quality advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Valerie B. Dugan - Morgan Stanley is committed to helping you succeed.

Four Corners Private Wealth is a premier financial institution located at 115 Glastonbury Boulevard in Glastonbury, Connecticut, United States. We specialize in providing personalized wealth management services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored investment strategies, retirement planning, estate planning, and more to help our clients achieve their financial goals. With a commitment to excellence and integrity, Four Corners Private Wealth is dedicated to providing top-tier financial solutions for our clients.

Sarpu Cardinal Wealth Management Group is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Sarpu Cardinal Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to schedule a consultation and take the first step towards financial success.

KERG Consulting LLC is a reputable finance institution located on Winfred Drive in Stratford, Connecticut, United States. With a team of experienced professionals, KERG Consulting LLC provides top-notch financial services and consulting to individuals and businesses alike. Whether you need assistance with financial planning, investment management, or any other financial needs, KERG Consulting LLC is here to help you achieve your financial goals. Trustworthy, reliable, and dedicated, KERG Consulting LLC is your go-to partner for all things finance.

Wanda Phillips is a reputable finance institution located at 487 North Main Street in Winsted, Connecticut, United States. With a strong commitment to providing top-notch financial services, Wanda Phillips caters to individuals and businesses alike, offering a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at Wanda Phillips is dedicated to helping you achieve your financial goals. Trust Wanda Phillips for all your finance needs in Winsted and beyond.

Connelly Law Office, Ltd. is a well-established finance and law firm located at 47 Water Street in Groton, Connecticut, United States. With a team of experienced lawyers specializing in various legal matters, including estate planning, real estate law, and business law, our institution provides expert advice and representation to individuals and businesses alike. Our dedicated team is committed to providing personalized and professional services to meet the unique needs of our clients. Whether you are looking for legal guidance in navigating complex financial transactions or need assistance with estate planning, Connelly Law Office, Ltd. is here to help.

David Mello is a reputable finance institution located at 23 Broadway Avenue in Stonington, Connecticut, United States. With a strong focus on providing top-notch financial services to individuals and businesses, David Mello prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at David Mello are here to help. Trust in their expertise and dedication to help you achieve your financial goals.

Sound Portfolio Advisors, LLC is a finance institution located at 28 Cottrell Street in Stonington, Connecticut, United States. Specializing in sound investment strategies and portfolio management, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sound Portfolio Advisors, LLC offers personalized solutions tailored to your individual needs. Trust us to provide expert guidance and support as you navigate the complex world of finance.

Bellucci William CPA is a renowned accounting and finance institution located at 139 Liberty Street in Stonington, Connecticut, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and audit support. Their dedication to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with tax filing or strategic financial advice, Bellucci William CPA is committed to helping you achieve your financial goals.

Therapist Solutions is a unique institution located at 808 Stonington Road in Stonington, Connecticut, United States. Specializing in both finance and health, our team of expert therapists provide comprehensive solutions for individuals seeking financial and emotional well-being. Whether you are looking for assistance with budgeting and financial planning, or seeking therapy and counseling services for mental health concerns, Therapist Solutions is here to help. Our holistic approach combines financial expertise with therapeutic support to help you achieve a balanced and fulfilling life. Visit us today and take the first step towards a brighter future.

Yale Medicine Fertility Center, located at 125A Kings Highway North in Westport, Connecticut, is a leading health institution that specializes in helping individuals and couples overcome obstacles on their journey toward parenthood. Our dedicated team offers a wide range of treatment options for those experiencing infertility or needing third-party assistance to have a baby. Our clinicians provide compassionate care to all patients, including same-sex couples, individuals without partners, and transgender individuals. We also offer fertility preservation techniques for those looking to delay pregnancy for future planning. Our personalized approach to treatment increases the likelihood of achieving the goal of parenthood for each patient.

Legal & General Retirement America is a finance and insurance agency located at 750 Washington Boulevard in Stamford, Connecticut, United States. As a leading provider of retirement solutions, we offer a range of products and services to help individuals plan for a secure financial future. Our dedicated team of professionals is committed to helping clients navigate the complexities of retirement planning and ensure they have the resources they need to enjoy their golden years with peace of mind. Whether you are looking for annuities, life insurance, or other retirement products, Legal & General Retirement America is here to help you achieve your financial goals.

Oleg Kushnir, Mobile Notary Public is a trusted finance institution located at 323 Honeyspot Road in Stratford, Connecticut, United States. As a mobile notary public, Oleg Kushnir offers convenient and reliable notary services to individuals and businesses in the area. Whether you need documents notarized for real estate transactions, legal matters, or other financial transactions, Oleg Kushnir is dedicated to providing efficient and professional services. With years of experience in the industry, clients can trust Oleg Kushnir to handle their notarization needs with precision and confidentiality. Contact Oleg Kushnir, Mobile Notary Public today for all your notary needs.

Daniel M. McCabe, LLC is a reputable financial advisory firm located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, they provide personalized financial planning and investment management services to individuals and businesses. Their mission is to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Daniel M. McCabe, LLC can provide the guidance and expertise you need. Contact them today to schedule a consultation and take the first step towards financial success.

McCarter & English, LLP is a law firm located in Stamford, Connecticut, United States. Our team of interdisciplinary lawyers offers a wide range of services to assist clients with various legal needs. Please note that the contents of our website may contain attorney advertising and results may vary depending on individual circumstances. We pride ourselves on our cohesive team, united by our dedication to client service and practical, down-to-earth approach. At McCarter & English, we strive to deliver innovative solutions and exceptional value to our clients through the collaboration of our highly skilled lawyers and staff.

Crescent Pine Family Office Group is a prestigious finance institution located at One Greenwich Plaza in Greenwich, Connecticut, United States. The institution offers a comprehensive range of financial services tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced professionals, Crescent Pine Family Office Group provides personalized wealth management, investment advisory, and estate planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Crescent Pine Family Office Group is dedicated to providing expert guidance and support every step of the way.

Skyworks Capital is a premier finance institution located at 283 Greenwich Avenue in Greenwich, Connecticut, United States. Specializing in providing cutting-edge financial solutions, Skyworks Capital offers a wide range of services to meet the unique needs of their clients. With a team of experienced professionals and a commitment to excellence, Skyworks Capital is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, asset management, or financing options, Skyworks Capital is the trusted partner you need for success.

Walter, Berlingo & Co. is a reputable accounting and finance institution located at 280 Tokeneke Road in Darien, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, auditing, financial consulting, and more. Clients can trust Walter, Berlingo & Co. for reliable and personalized financial solutions tailored to their specific needs.

Chestnut Advisory Group is a prestigious financial institution located at 57 Greens Farms Road in Westport, Connecticut, United States. Specializing in providing expert financial advice and investment solutions, Chestnut Advisory Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Chestnut Advisory Group to provide sound financial guidance and support. Whether you are planning for retirement, saving for college, or growing your investments, Chestnut Advisory Group is here to help you navigate the complex world of finance with confidence.

Bank of America Private Client Advisor Eric P. Gies is a prestigious financial institution located at 55 Railroad Avenue in Greenwich, Connecticut, United States. As a private client advisor, Eric P. Gies 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 the unique needs of each client, Bank of America Private Client Advisor Eric P. Gies offers comprehensive financial planning, investment strategies, and tailored solutions to help clients achieve their financial goals. Trusted and experienced, this institution is dedicated to providing top-notch service and expertise in the world of finance.

John Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.

Fifth Street is a renowned finance institution located at 777 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Fifth Street offers a wide range of investment options, wealth management solutions, and strategic financial planning services to its clients. The institution's team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or optimize your financial portfolio, Fifth Street is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs. Visit Fifth Street today and take the first step towards a more secure and prosperous financial future.