TOP 20 Best Investment management company in New Haven, Connecticut

Robert C. White & Company: Residential Property Management is a reputable real estate agency located at 57 Dodge Avenue in North Haven, Connecticut, United States. Specializing in managing residential properties, they offer top-notch services to property owners and tenants alike. With a commitment to excellence and a team of experienced professionals, Robert C. White & Company ensures that all properties under their care are well-maintained and managed efficiently. Whether you are a property owner looking for reliable management services or a tenant in search of a new home, you can trust Robert C. White & Company to meet your needs with professionalism and expertise.

Oakbridge Management Inc is a leading financial institution located at 39 New Haven Road in Seymour, Connecticut. With a team of experienced professionals, Oakbridge Management Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment management, retirement planning, or estate planning, Oakbridge Management Inc is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure your financial future.

Elm City Management is a reputable institution located at 645 Whitney Avenue in New Haven, Connecticut, United States. They specialize in providing top-notch property management services for residential and commercial properties in the area. With a team of experienced professionals, Elm City Management is dedicated to ensuring the satisfaction of their clients by offering efficient and reliable services. Whether you are a property owner looking for a management company or a tenant in need of a rental property, Elm City Management is the go-to institution for all your property management needs.

Washington Trust Wealth Management is a leading financial institution located at 265 Church Street in New Haven, Connecticut. With a strong reputation for providing personalized and comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Washington Trust Wealth Management offers tailored solutions to meet your unique needs. Trust us to guide you towards a secure financial future.

C.A. White is a reputable real estate agency located at 1211 Chapel Street in New Haven, Connecticut, United States. With a strong commitment to providing exceptional service and expertise in the real estate market, C.A. White is dedicated to helping clients buy, sell, and rent properties in the New Haven area. Their team of experienced agents are knowledgeable about the local market trends and are committed to helping clients achieve their real estate goals. Whether you are looking to buy your dream home, sell your current property, or find the perfect rental, C.A. White is here to help every step of the way.

Bill Schmauch - State Farm Insurance Agent is located at 1374 East Putnam Avenue in Greenwich, Connecticut. This insurance agency offers a wide range of coverage options, including Auto, RV, Home, Business, Health, Motorcycle, Homeowners, Life, Renters, Condo, and Boat Insurance. The team at Bill Schmauch State Farm is dedicated to providing personalized and dependable insurance services to the community. They are licensed in both Connecticut and New York, serving areas such as Rye Brook County, Litchfield County, Fairfield County, Riverside, Mianus, Oneida, and surrounding communities. The agency's mission is to be the go-to for all insurance needs, whether it's protecting your vehicle, home, or future. The team at Bill Schmauch State Farm is committed to helping clients navigate their coverage options and providing exceptional customer service. They stand out with their array of coverage options and are available to assist in both English and Spanish.

Colliers is a reputable real estate agency located at 135 New Road in Madison, Connecticut, United States. With a strong presence in the local market, Colliers offers a wide range of real estate services including property sales, leasing, and management. Their team of experienced agents are dedicated to providing top-notch customer service and helping clients achieve their real estate goals. Whether you are looking to buy, sell, or rent a property, Colliers is the go-to agency for all your real estate needs in Madison and beyond.

Carrington Financial Services LLC is a reputable accounting and finance institution located at 419 Whalley Avenue in New Haven, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you need help with your personal finances or want to grow your business, Carrington Financial Services LLC is dedicated to helping you achieve your financial goals.

Austro Financial Services is a leading finance institution located at 1 Church Street in New Haven, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Austro Financial Services can help you reach your financial objectives.

Zee Holdings is a trusted real estate agency located at 540 Ella T Grasso Boulevard in New Haven, Connecticut. With over 5000 homeowners choosing Zee Holdings to sell their properties, you can expect the highest cash offer possible and a hassle-free selling experience. We buy houses directly with our own cash, eliminating the middleman and covering all costs to maximize your offer. You can choose your own closing date that works for you and your family, and we handle all repairs, buying your house in its current condition. Our dedicated Transaction Coordination Team will guide you through the process from start to finish, making it as smooth as possible. Whether you're looking to sell due to financial distress, inheritance, relocation, divorce, or any other reason, Zee Holdings is here to provide exceptional service and competitive cash offers. We charge no hidden fees or commissions, offering a fair all-cash offer for your property. Sell your house in just a few days with Zee Holdings, the #1 cash home buyer in Connecticut. Contact us today to get started on selling your property quickly and easily.

Zachary Racow - State Farm Insurance Agent is a reputable insurance agency located at 230 East Main Street in Branford, Connecticut. The large blue building is easily recognizable, situated across from Mill Pond Veterinary Hospital and Cumberland Farms. The agency serves a wide range of areas including Branford, North Branford, East Haven, New Haven, Guilford, Madison, Clinton, Killingworth, and New Haven County, offering services such as Auto, Homeowners Insurance, Financial Services, commercial auto, and business insurance. As a second-generation State Farm Agent, Zachary Racow is dedicated to providing exceptional service to all customers. With a team that aims to create a great experience for every client, the agency offers State Farm Discounts in Guilford, Auto Insurance Quotes in Madison, Home Insurance in East Haven, Renters Insurance in New Haven, Car Insurance in North Branford, and more. Additionally, the agency provides life insurance protection for residents in Connecticut and New Haven County.

ADH Wealth Solutions is a reputable insurance agency located at 66 Orange Street in the bustling city of New Haven, Connecticut, United States. Our team of experienced professionals are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, health insurance, or any other type of coverage, we are here to help you navigate the complex world of insurance and find the right policy for you. Trust ADH Wealth Solutions to protect what matters most to you.

Spring Realty LLC is a premier real estate agency located at 317 West Spring Street in the charming town of West Haven, Connecticut. Our experienced team of agents is dedicated to helping clients buy, sell, and rent properties in the area. With a focus on providing personalized service and expert knowledge of the local market, we strive to make the real estate process smooth and stress-free for our clients. Whether you are looking for your dream home, an investment property, or a rental, Spring Realty LLC is here to help you every step of the way. Contact us today to see how we can assist you with all of your real estate needs.

Welcome to Jennifer Draney State Farm! Our office is located in Monroe, Connecticut, and serves customers in Fairfield and New Haven Counties, including Trumbull, Newtown, Oxford, and Seymour. We are open Monday through Friday from 9 a.m. to 5 p.m and are happy to assist outside of business hours if that works better for you. We have been proudly serving State Farm customers since 2006. The dedicated team at Jennifer Draney State Farm is here to help with all your insurance needs, including auto, home, life, and business needs. If you are moving to the Monroe area, we are happy to help with your relocation, so be sure to give us a call. We love meeting our new neighbors!

PMC Property Group is a leading real estate agency located at 70 Church Street in New Haven, Connecticut. With a focus on providing top-notch service and exceptional properties, PMC Property Group is committed to helping clients find their perfect home or investment property. Whether you are looking to buy, sell, or rent, our team of experienced professionals is here to assist you every step of the way. Contact us today to see how we can help you achieve your real estate goals.

Raffone Realty is a reputable real estate agency located at 1399 State Street in New Haven, Connecticut. With a team of experienced and dedicated professionals, Raffone Realty specializes in helping clients buy, sell, and rent properties in the New Haven area. Whether you are looking for your dream home, an investment property, or a rental, Raffone Realty is committed to providing exceptional service and guidance throughout the entire real estate process. Contact us today to learn more about how we can help you achieve your real estate goals.

Kirk Knudsen, CFP - UBS Financial Services Inc. is a financial institution located at 265 Church Street in New Haven, Connecticut, United States. Specializing in financial planning and investment services, Kirk Knudsen and his team provide personalized strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and asset allocation, they offer expert advice and guidance to individuals and businesses looking to secure their financial future. Trust in Kirk Knudsen, CFP - UBS Financial Services Inc. for all your financial needs.

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.

EBC MultiServices LLC is a comprehensive financial institution located at 325 Ferry Street in New Haven, Connecticut, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized and professional assistance to meet all of your financial needs. Whether you require assistance with tax preparation, investment management, or insurance coverage, EBC MultiServices LLC is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial future.

ALC Freight, Inc. is a trusted FedEx contract service provider located at 475B Washington Avenue in North Haven, Connecticut, United States. Specializing in fast-transit and economical LTL delivery, ALC Freight is dedicated to providing superior service, innovation, and speed advantage to meet the evolving needs of customers in today's competitive marketplace. With a focus on e-commerce and ongoing investment in new technology and equipment, ALC Freight differentiates itself by delivering the service and quality that customers expect. Contact us at (475) 219-2800 for all your freight delivery needs.

Index Universal Life Insurance Hector Zayas Jr. is a trusted insurance agency located at 19-C Liberty Street in New Haven, Connecticut. Specializing in index universal life insurance, this institution offers comprehensive coverage and financial protection for individuals and families. With a commitment to personalized service and tailored solutions, Hector Zayas Jr. and his team strive to help clients secure their financial future. Whether you are looking for retirement planning, wealth accumulation, or estate protection, Index Universal Life Insurance Hector Zayas Jr. is dedicated to providing you with the peace of mind and security you deserve. Contact them today to learn more about their services and how they can help you achieve your insurance goals.