Investment management services in Westport, CT
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CFIG Wealth Management, LLC
● ClosedCFIG Wealth Management, LLC is a reputable finance and insurance agency located at 1555 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, CFIG Wealth Management, LLC offers personalized solutions tailored to your unique needs. Trustworthy and dedicated, they are committed to helping you secure your financial future.
1555 Post Rd E Suite 206, Westport, CT 06880, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 965 Post Road East in Westport, Connecticut, offers a unique approach to wealth management. They believe that there comes a point in life where the hard work and success you've achieved should be enjoyed, not just built upon. The firm provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, ensuring that all aspects of your financial life are taken care of. Their team of talented wealth advisors in the Westport area, including Robert, Gregg, Eric, Nadia, Roain, Brian, and Timothy, have years of experience in providing comprehensive financial planning and investment advisory services. They are dedicated to helping clients achieve their financial goals and enjoy the fruits of their labor.
965 Post Rd E, Westport, CT 06880, United States -
Michael Fulton - RBC Wealth Management Financial Advisor
● OpenMichael Fulton - RBC Wealth Management Financial Advisor is a reputable finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted financial advisor, Michael Fulton provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Michael Fulton offers a comprehensive range of services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Michael Fulton is dedicated to providing you with the expertise and support you need to secure your financial future.
285 Riverside Ave Suite 335, Westport, CT 06880, United States -
Stratos Wealth Partners - Katherine Fibiger, CFP - Westport CT
● OpenStratos Wealth Partners - Katherine Fibiger, CFP in Westport, CT is a leading financial institution located at 8 Wright Street. As a Certified Financial Planner, Katherine Fibiger provides expert financial advice and personalized wealth management services to clients in the Westport area and beyond. With a focus on building long-term relationships and helping clients achieve their financial goals, Stratos Wealth Partners is dedicated to providing top-tier financial planning and investment solutions. Contact Katherine Fibiger today to start planning for a secure financial future.
8 Wright St Suite 107, Westport, CT 06880, United States -
Principle Wealth Partners - Westport
● ClosedPrinciple Wealth Partners - Westport is a leading finance institution located at 20 Bay Street in the picturesque town of Westport, Connecticut. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and professionalism, we provide comprehensive financial planning services to individuals, families, and businesses in the Westport area. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Principle Wealth Partners - Westport is here to help you navigate the complexities of the financial world with confidence and peace of mind.
20 Bay St, Westport, CT 06880, United States -
Unified Wealth Management
● ClosedUnified Wealth Management, located at 180 Post Road East in Westport, Connecticut, is a finance institution that believes in the importance of maximizing and preserving your wealth for future generations. They understand that true value lies in looking at your financial situation as a whole, rather than as individual pieces. Their services include income planning and strategies to help you achieve the lifestyle you deserve, as well as powerful succession and exit strategies for your successful enterprise. Unified Wealth Management also focuses on aligning your corporate benefits and overall financial plan to maximize your wealth.
180 Post Rd E #200, Westport, CT 06880, United States -
RC Wealth Management - UBS Financial Services Inc.
● OpenRC Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, RC Wealth Management - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized investment strategies, wealth management solutions, and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, RC Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed financially.
8 Wright St 3rd Floor, Westport, CT 06880, United States -
Suarez Wealth Management - Alliance Global Partners
● ClosedSuarez Wealth Management - Alliance Global Partners is a leading finance institution located at 88 Post Road West in Westport, Connecticut, United States. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Trust Suarez Wealth Management - Alliance Global Partners to provide expert financial guidance and support every step of the way.
88 Post Rd W 2nd Floor, Westport, CT 06880, United States -
Riverside Wealth Management - UBS Financial Services Inc.
● OpenRiverside Wealth Management - UBS Financial Services Inc. is a finance institution located at 8 Wright Street in Westport, Connecticut, United States. Our team of experienced professionals offers a wide range of wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the tools and resources they need to navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Riverside Wealth Management is here to help you every step of the way.
8 Wright St 3rd Floor, Westport, CT 06880, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. The branch offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at Merrill Lynch Wealth Management go beyond wealth planning advice, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill clients have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to pursue their financial and life goals.
253 Post Rd W, Westport, CT 06880, United States -
MNS Wealth Management, LLC
● OpenMNS Wealth Management, LLC is a finance institution located at 55 Greens Farms Road in Westport, Connecticut, United States. Specializing in wealth management, our team of experienced professionals provides comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, MNS Wealth Management, LLC is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
55 Greens Farms Rd #1, Westport, CT 06880, United States -
Thomas Locastro - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Locastro - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Thomas Locastro holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Thomas Locastro is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services for clients facing life-changing events. With a commitment to ethics and continuing education, Thomas Locastro is dedicated to helping clients achieve their financial goals and secure their financial future.
10 Wright St FL 1st, Westport, CT 06880, United States -
Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedArnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, investment management, estate planning, and specialized areas such as military financial advising. Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, tailored to their specific needs and goals.
10 Wright St FL 1st, Westport, CT 06880, United States -
Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a wide range of services and certifications to cater to the diverse financial needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at Nicholas Difalco are well-equipped to provide expert financial advice and planning. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, the team at Nicholas Difalco is dedicated to helping you achieve your financial goals. Their commitment to upholding ethical standards and staying up-to-date with the latest industry trends ensures that clients receive the highest level of service and expertise. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is the institution to trust for all your financial needs.
10 Wright St FL 1st, Westport, CT 06880, United States -
Scott Zingone - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Zingone is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Scott is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
10 Wright St FL 1st, Westport, CT 06880, United States -
Scott James Mastocciolo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott James Mastocciolo is a reputable financial advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut. With years of experience in the finance industry, Scott provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Scott James Mastocciolo is dedicated to providing expert guidance and tailored solutions to meet your needs. Contact him today to schedule a consultation and take the first step towards securing your financial future.
10 Wright St FL 1st, Westport, CT 06880, United States -
Arnel Gonzales - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedArnel Gonzales is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States. Arnel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Arnel's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Arnel Gonzales is dedicated to providing clients with comprehensive and personalized financial advice and services.
10 Wright St, Westport, CT 06880, United States -
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoss Mannino is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, United States. Ross holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ross is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross is committed to helping clients achieve their financial goals.
10 Wright St FL 1st, Westport, CT 06880, United States -
Richard Cacciapaglia - RBC Wealth Management Financial Advisor
● ClosedRichard Cacciapaglia - RBC Wealth Management Financial Advisor is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Richard Cacciapaglia provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Richard Cacciapaglia - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
285 Riverside Ave Suite 335, Westport, CT 06880, United States -
Stuart Gollomp - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStuart Gollomp is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Stuart Gollomp holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Stuart Gollomp is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Stuart Gollomp for personalized financial advice tailored to your unique needs and goals.
10 Wright St FL 1st, Westport, CT 06880, United States -
Marco Ventrella - RBC Wealth Management Financial Advisor
● ClosedMarco Ventrella - RBC Wealth Management Financial Advisor is a renowned financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Marco Ventrella offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marco Ventrella provides expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect top-notch service and tailored solutions to meet their unique financial needs.
285 Riverside Ave Suite 335, Westport, CT 06880, United States -
Seamus Monschein - RBC Wealth Management Financial Advisor
● ClosedSeamus Monschein - RBC Wealth Management Financial Advisor is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Seamus Monschein offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can trust in the expertise and professionalism of Seamus Monschein and his team. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Seamus Monschein - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.
285 Riverside Ave Suite 335, Westport, CT 06880, United States -
Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKaren Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
10 Wright St FL 1st, Westport, CT 06880, United States -
Jeffrey Ferraro - TD Wealth Relationship Manager
● ClosedJeffrey Ferraro - TD Wealth Relationship Manager is a finance institution located at 185 Main Street, Westport, Connecticut, United States. As a dedicated relationship manager at TD Wealth, Jeffrey Ferraro offers personalized financial services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert advice, Jeffrey Ferraro assists clients with wealth management, investment strategies, retirement planning, and more. Trustworthy and knowledgeable, Jeffrey Ferraro is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future.
185 Main St, Westport, CT 06880, United States -
Patrick Morrow - RBC Wealth Management Branch Director
● ClosedPatrick Morrow - RBC Wealth Management Branch Director is a leading financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As the branch director, Patrick Morrow oversees a team of wealth management professionals dedicated to providing personalized financial solutions for individuals and businesses. With a focus on wealth preservation and growth, Patrick Morrow and his team offer expert advice and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Patrick Morrow - RBC Wealth Management Branch Director is committed to delivering exceptional service and results.
285 Riverside Ave Suite 335, Westport, CT 06880, United States -
Cedar Point Financial Services LLC
● ClosedCedar Point Financial Services LLC is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Contact us today to learn more about how we can help you secure your financial future.
8 Wright St 2nd Floor, Westport, CT 06880, United States -
UBS Financial Services Inc.
● ClosedUBS Financial Services Inc. is a leading finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized advice and innovative strategies. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, UBS Financial Services Inc. is committed to providing exceptional service and expertise to meet your needs.
8 Wright St, Westport, CT 06880, United States -
Jim Iseman - UBS Financial Services Inc.
● OpenJim Iseman - UBS Financial Services Inc. is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment advisory, and financial planning. Clients can expect personalized guidance and tailored solutions to help them achieve their financial goals. With a strong commitment to excellence and a track record of success, Jim Iseman - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice.
8 Wright St 3rd Floor, Westport, CT 06880, United States -
LCR Wealth Management LLC
● ClosedLCR Wealth Management LLC is a Registered Investment Advisor located at 518 Riverside Avenue in Westport, Connecticut. With a focus on providing independent and personalized financial advice, LCR Wealth Management prioritizes the interests of their clients above all else. The team at LCR Wealth Management brings a wealth of experience in finance, investment management, and private wealth, ensuring that each client receives tailored guidance to meet their specific needs. As a Registered Investment Advisor, LCR Wealth Management operates with transparency and a commitment to avoiding conflicts of interest. The team believes in listening to each client's individual needs and collaborating to create a customized financial plan. By utilizing cutting-edge technology tools, LCR Wealth Management is able to monitor investments in real time and provide ongoing support to help clients achieve their financial goals.
518 Riverside Ave Bldg A Ste 2, Westport, CT 06880, United States -
coelho capital management
● OpenCoelho Capital Management is a leading finance institution located at 5 Old Mill Road in Westport, Connecticut, United States. Our team of experienced professionals specializes in providing expert financial advice and management services to help individuals and businesses achieve their financial goals. With a focus on personalized service and strategic investment strategies, we are dedicated to helping our clients build and preserve their wealth. Visit us today to learn more about how Coelho Capital Management can help you secure your financial future.
5 Old Mill Rd, Westport, CT 06880, United States
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