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TOP 30 Investment management in Connecticut
2172 results found
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Landmark Group
Located at 300 First Stamford Place in Stamford, Connecticut, the Landmark Group is a finance institution that is dedicated to empowering clients with expert guidance for their financial decisions. With a focus on meeting the dynamic needs of each client, the team at Landmark Group provides seamless financial management for families and individuals, ensuring stability for today and the future. They offer bespoke investment strategies aligned with clients' financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services and fiduciary oversight, along with access to exclusive experiences through their curated Rockefeller Lifestyle Advisory partners. Led by a dedicated team of professionals, the Landmark Group is committed to serving clients as confidantes, counselors, and navigators in managing the complexities of family and wealth.
Martin Paul Mclaughlin - UBS Financial Services Inc.
Martin Paul McLaughlin - UBS Financial Services Inc. is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong focus on providing high-quality financial services to clients, the institution offers a wide range of investment options and wealth management solutions. The team at Martin Paul McLaughlin - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and professionalism, this institution is a trusted partner for individuals and businesses seeking expert financial advice and guidance.
Wells Fargo Advisors
Wells Fargo Advisors is a finance institution located at 450 Post Road East in Westport, Connecticut, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Wells Fargo Advisors is committed to helping you make informed decisions and build a secure financial future.
Paul Phillip Saitta - Ameriprise Financial Services, LLC
Paul Phillip Saitta - Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street in Westport, Connecticut, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and other financial services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Paul Phillip Saitta - Ameriprise Financial Services, LLC is dedicated to helping you secure a stable financial future.
Columbus Circle Investors
Columbus Circle Investors is a finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a focus on investment management, Columbus Circle Investors provides expert financial services to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and personalized investment strategies. Trust Columbus Circle Investors to provide you with the guidance and expertise needed to navigate the complex world of finance.
Bank of America Private Client Advisor Robert (Bob) A. Haskins
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.
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.
Merrill Lynch Financial Advisor G Michael O'Neil
Merrill Lynch Financial Advisor G Michael O'Neil is a finance institution located at 1020 Boston Post Road in Darien, Connecticut, United States. The institution focuses on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to help identify and prioritize the goals that matter most to each individual. The team at Merrill believes that financial success can be achieved through personalized investment strategies that align with the client's unique needs and priorities. Mike O'Neil, a qualified Portfolio Manager with over 30 years of experience, leads the team at Merrill. He is dedicated to helping clients pursue their objectives by building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mike and his team are committed to providing exemplary client service, as evidenced by their recognition in financial industry publications.
Daniel Holzer - Morgan Stanley
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
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
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.
Bank of America Private Client Advisor Drew M Iacovazzi
Bank of America Private Client Advisor Drew M Iacovazzi, located at 29 South Main Street, West Hartford, Connecticut, United States, offers personalized wealth management services. The team consists of experienced individuals dedicated to building strong client relationships based on trust. They take the time to understand your needs and goals before creating strategies to meet your best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources. They strive to anticipate and respond to evolving markets and financial landscapes to help clients achieve their financial objectives. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Additionally, investing involves risk and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
The Cyphers Dubey & Domian Group - UBS Financial Services Inc.
The Cyphers Dubey & Domian Group - UBS Financial Services Inc. is a leading financial institution located in Hartford, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team at The Cyphers Dubey & Domian Group 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 protect your assets, The Cyphers Dubey & Domian Group - UBS Financial Services Inc. is here to guide you every step of the way.
Valerie B Dugan - Morgan Stanley
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.
Jonathan Frucce - Morgan Stanley
Jonathan Frucce - Morgan Stanley is a prestigious finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, the team at Jonathan Frucce - Morgan Stanley offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management solutions, or retirement planning, the professionals at Jonathan Frucce - Morgan Stanley are dedicated to providing personalized and comprehensive financial guidance. Trust in their experience and knowledge to help you navigate the complexities of the financial world and secure your financial future.
Steven Greco, CIMA - UBS Financial Services Inc.
Steven Greco, CIMA - UBS Financial Services Inc. is a reputable finance institution located in Hartford, Connecticut, United States. Specializing in wealth management and financial planning, Steven Greco, CIMA and his team at UBS Financial Services Inc. provide personalized investment strategies tailored to each client's unique financial goals and objectives. With a commitment to excellence and a focus on building long-term relationships, they strive to help clients achieve financial success and security.
Greater New England Market - UBS Financial Services Inc.
Greater New England Market - UBS Financial Services Inc. is a leading financial institution located at One State Street in Hartford, Connecticut. As a part of the UBS network, this institution offers a wide range of financial services to clients in the Greater New England region. With a strong reputation for expertise and reliability, UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning. Whether you are looking for investment advice, wealth management, or retirement planning, the professionals at UBS Financial Services Inc. are committed to providing top-notch financial solutions tailored to your specific needs.
Four Corners Private Wealth
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.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can help you plan for a successful financial future.
Independent Realty Group - Ellen Cavallo Buccitti
Independent Realty Group - Ellen Cavallo Buccitti is a reputable real estate agency located at 11 Sawmill Road in New Fairfield, Connecticut, United States. With a strong commitment to providing personalized service and expert guidance to clients looking to buy or sell property in the area, Ellen Cavallo Buccitti and her team offer a wealth of experience and knowledge in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Independent Realty Group is dedicated to helping you achieve your real estate goals with professionalism and integrity. Contact them today to learn more about their services and how they can assist you in your real estate journey.
Berkshire Hathaway HomeServices New England Properties
Berkshire Hathaway HomeServices New England Properties is a prestigious real estate agency located at 88 Main Street South in Southbury, Connecticut, United States. With a reputation for excellence and a commitment to providing top-notch service to clients, this institution is a trusted partner for those looking to buy or sell property in the area. Their team of experienced agents are dedicated to helping clients navigate the real estate market with ease and achieve their goals. Whether you are looking for your dream home or trying to sell your current property, Berkshire Hathaway HomeServices New England Properties is the place to turn for all your real estate needs.
Stuff Estate Services LLC
Stuff Estate Services LLC is a multi-faceted institution located at 38 Center Street in Wallingford, Connecticut, United States. As a finance company, they offer a range of services to help individuals and families manage their assets and investments. Additionally, they operate as a home goods store, providing a wide variety of products to enhance and beautify your living space. Whether you're looking for financial advice or shopping for home décor, Stuff Estate Services LLC has you covered. Visit their store today to see what they have to offer!
KERG Consulting LLC
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.
Signature Properties of New England
Signature Properties of New England is a premier real estate agency located at 512 Norwich Road in Plainfield, Connecticut. Our team of experienced agents is dedicated to helping clients find their dream homes in the beautiful New England region. Whether you are looking to buy, sell, or rent a property, our knowledgeable staff is here to assist you every step of the way. We pride ourselves on providing personalized service and attention to detail to ensure a smooth and successful real estate transaction. Contact us today to start your journey towards finding the perfect home in New England.
Sovereign Property Associates
Sovereign Property Associates is a reputable general contractor located at 181 Main Street in Killingly, Connecticut. With a proven track record of delivering high-quality construction and renovation services, our team of skilled professionals is dedicated to exceeding our clients' expectations. From residential projects to commercial developments, Sovereign Property Associates is committed to providing exceptional craftsmanship and attention to detail. Contact us today to discuss your next construction project and experience the difference of working with a trusted industry leader.
David Mello
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
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.
ProActive Computer Services LLC
ProActive Computer Services LLC is a technology institution located at 609 Putnam Pike in Killingly, Connecticut, United States. With expertise in various operating systems, networks, and databases, we specialize in assisting small businesses with their technology needs. Whether you need help with a small project or a mid-sized implementation, our experienced team is here to support you. If you find that your IT budget is being consumed by constant maintenance, consider outsourcing your IT management to us. This will allow you to focus on running your business while we take care of your technology needs. We understand that the world of technology is constantly evolving, which is why our goal is to provide you with an experience that aligns with your company's requirements. We will work with you to plan for your technology needs and make strategic investments in your infrastructure. Let us help you navigate the fast-paced world of technology and ensure that your business stays ahead of the curve.
Joshua D Brown - Ameriprise Financial Services, Inc.
Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.
Connecticut Business Centers
Connecticut Business Centers is a premier real estate agency located at 6 Landmark Square in Stamford, Connecticut. Our experienced team specializes in providing top-notch commercial real estate services, including leasing, sales, and property management. Whether you are looking to rent office space, purchase a new property, or need assistance managing your current investment, our dedicated staff is here to help. With a prime location in the heart of Stamford, Connecticut Business Centers is the perfect choice for all your real estate needs. Contact us today to learn more about how we can assist you in achieving your business goals.
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