Investment portfolio in Connecticut
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The Dowling Group
● ClosedThe Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.
1171 E Putnam Ave, Riverside, CT 06878, United States -
Josh Miles - Raymond James
● OpenJosh Miles - Raymond James is a finance institution located at 433 South Main Street in West Hartford, Connecticut, United States. Specializing in wealth management and investment services, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Josh Miles - Raymond James is here to help you every step of the way.
433 S Main St, West Hartford, CT 06110, United States -
riverside financial group
● OpenRiverside Financial Group is a leading finance institution located at 15 Wilmot Lane in Greenwich, Connecticut, United States. With a reputation for excellence in financial services, Riverside Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverside Financial Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
15 Wilmot Ln, Riverside, CT 06878, United States -
Christopher Farroni
● OpenChristopher Farroni is a health institution located at 163 Mountain Road in Suffield, Connecticut, United States. This facility offers a range of services including pharmacy and store amenities. Whether you're in need of prescription medications, over-the-counter remedies, or health and wellness products, Christopher Farroni is here to provide top-quality care and support for all your healthcare needs. Visit us today to experience excellent service and personalized care from our dedicated team of professionals.
163 Mountain Rd, Suffield, CT 060782005, United States -
Greenwich Soundview Group - Morgan Stanley
● OpenGreenwich Soundview Group - Morgan Stanley is a renowned finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and advisory services. Known for their expertise and professionalism, Greenwich Soundview Group - Morgan Stanley is dedicated to providing top-notch financial solutions to their clients.
One Fawcett Pl 3rd Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Peter E. Davies
● ClosedMerrill Lynch Financial Advisor Peter E. Davies, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their team of advisors provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By working closely with clients to understand their objectives and preferences, they use modern portfolio theory and behavioral finance to create personalized wealth management strategies. The goal is to provide honest and intelligent financial guidance with a high level of customer service. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Peter E. Davies is committed to helping clients make informed decisions to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop customized approaches to address each client's unique financial needs. Their focus is on building long-term relationships and providing ongoing support to help clients navigate life's changes and reach their financial milestones.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
FactSet
● ClosedFactSet is a leading global provider of financial information and analytical software for investment professionals. Located at 45 Glover Avenue in Norwalk, Connecticut, FactSet offers a comprehensive suite of tools and data that help clients make informed decisions in the fast-paced world of finance. With a reputation for accuracy, reliability, and innovation, FactSet is trusted by top financial institutions around the world.
45 Glover Ave 7th Floor, Norwalk, CT 06851, United States -
Christopher Dursi
● ClosedChristopher Dursi is a reputable finance institution located at 143 Federal Road in Brookfield, Connecticut, United States. With a focus on providing personalized financial services and solutions, Christopher Dursi is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance in areas such as investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Christopher Dursi is committed to delivering exceptional service and results.
143 Federal Rd, Brookfield, CT 06804, United States -
Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC
● OpenRoot, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC is a leading finance institution located at 30 Peck Road in Torrington, Connecticut, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing exceptional service, we strive to empower our clients to make informed decisions about their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our team is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
30 Peck Rd, Torrington, CT 06790, United States -
Bluebird Wealth Advisors - Ameriprise Financial Services, LLC
● OpenBluebird Wealth Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 57 North Street, Danbury, Connecticut, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors will work with you to create a comprehensive investment strategy, regularly reviewing and adjusting your portfolio as needed. With access to your accounts and progress tracking tools, you can stay informed and in control of your financial future.
57 North St #208, Danbury, CT 06810, United States -
Edward Jones - Financial Advisor: Beth L Duffy, AAMS™
● ClosedEdward Jones - Financial Advisor: Beth L Duffy, AAMS™ is a reputable financial institution located at 285 Albany Turnpike in Canton, Connecticut, United States. With a focus on providing personalized financial advice and guidance, Beth L Duffy, AAMS™ helps clients navigate their financial goals and create a secure future. Whether you are planning for retirement, saving for college, or investing for the future, Beth L Duffy, AAMS™ offers expert advice and tailored solutions to meet your individual needs. Trustworthy and dedicated, this institution is committed to helping you achieve financial success and peace of mind.
285 Albany Turnpike, Canton, CT 06019, United States -
James Schmiedel Money Concepts Financial Planning
● ClosedJames Schmiedel Money Concepts Financial Planning is a reputable finance institution located at 22 Independence Circle in Middlebury, Connecticut, United States. With a team of experienced financial planners, they provide personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, James Schmiedel Money Concepts Financial Planning can help you create a customized financial plan tailored to your specific needs. Visit their office today to start planning for a secure financial future.
22 Independence Cir, Middlebury, CT 06762, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a reputable finance institution located at 100 Mill Plain Road in Danbury, Connecticut, United States. With a strong presence in the financial industry, Oppenheimer & Co. Inc. offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital markets services, Oppenheimer & Co. Inc. is committed to delivering exceptional results and building long-lasting relationships with their clients.
100 Mill Plain Rd 2nd floor, Danbury, CT 06811, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a reputable financial institution located at 2030 Straits Turnpike in Middlebury, Connecticut, United States. Specializing in finance, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, insurance, and more. With a team of experienced financial advisors, Ameriprise Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit them today to learn more about their services and how they can help you plan for a successful financial future.
2030 Straits Turnpike, Middlebury, CT 06762, United States -
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice and planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Patrick J Shannon is equipped to address the diverse needs of individuals. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. With a team of professionals holding designations such as CFA, CFP®, and CIMA®, clients can trust that they are receiving advice from highly qualified experts in the field. Whether it's retirement planning, investment management, or tax planning, Patrick J Shannon - Private Wealth Advisor is dedicated to helping clients achieve their financial goals.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
Sam Grosso - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSam Grosso - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Corporate Drive in Shelton, Connecticut, offers personalized financial advice to help clients build their portfolios and confidence for the long term. As part of the R. Miller & Associates team, recognized on the 2023 Best-in-State Wealth Management Teams list, Sam Grosso provides comprehensive financial advice to help clients achieve their unique goals. Schedule a complimentary initial consultation to discuss your financial future and learn about the positive backdrop for stock prices. Remember that investment products involve risks, and Ameriprise Financial Services, LLC, a registered investment adviser, cannot guarantee future financial results. Securities are offered through Ameriprise Financial Services, LLC, and Sam Grosso may only conduct securities business with residents of certain states. Contact Sam Grosso for more information on financial planning and investment advisory services.
2 Corporate Dr Ste 743, Shelton, CT 06484, United States -
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Broder, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, is a trusted institution specializing in finance. With a focus on providing personalized financial planning and wealth management services, Joshua Broder and his team strive to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Ameriprise Financial Services, LLC is a reliable partner in navigating the complexities of financial planning and investment management.
37 Broadway, North Haven, CT 06473, United States -
Christopher Maciejak - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Maciejak is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, United States. With a focus on individual goals and risk tolerance, Christopher provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial aspirations. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. To learn more about how Christopher can assist you, schedule a complimentary initial consultation. The institution offers insights on stock prices and the potential extension of the current bull market rally. Retirement planning is a key focus, addressing common concerns such as income sustainability, market fluctuations, and inflation impact. Clients can explore the Retirement InteractiveSM tool to better understand potential challenges to their retirement income.
250 State St Unit E1, North Haven, CT 06473, United States -
Chinavestor
● ClosedChinavestor is a finance institution located at 660 Roosevelt Drive in Oxford, Connecticut, United States. Specializing in investment opportunities in China, Chinavestor provides expert financial advice and services to help clients navigate the complexities of the Chinese market. With a team of experienced professionals, Chinavestor offers personalized investment strategies tailored to each client's needs and goals. Whether you are looking to diversify your portfolio or capitalize on emerging opportunities in China, Chinavestor is committed to helping you achieve financial success.
660 Roosevelt Dr, Oxford, CT 06478, United States -
Kurt Earl Wischow - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKurt Earl Wischow is a financial advisor at Ameriprise Financial Services, LLC located at 4 Corporate Drive in Shelton, Connecticut, United States. With a focus on your individual goals and risk tolerance, Kurt provides investment recommendations and portfolio management to help you achieve financial success. Regular meetings and progress reviews ensure that your financial plan is always up to date and aligned with your changing life circumstances. You can easily track your investments and goals online from any device, and scheduling a complimentary initial consultation is the first step towards securing your financial future. Kurt is registered to conduct securities business in certain states, and you can find more information about his background and qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC prioritizes privacy and security, and guarantees to provide you with the best financial advice possible.
4 Corporate Dr #480, Shelton, CT 06484, United States -
LPL Financial - Milford, CT
● OpenLPL Financial in Milford, CT is a leading finance institution located at 472 Wheelers Farm Road. As a trusted partner in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LPL Financial provides personalized investment advice, retirement planning, and wealth management solutions. Whether you are looking to grow your portfolio or plan for the future, LPL Financial in Milford is dedicated to providing top-notch financial services to meet your needs.
472 Wheelers Farm Rd Suite 305, Milford, CT 06461, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 160 Highland Avenue in Cheshire, Connecticut, United States. With a strong presence in the financial industry, Raymond James offers a wide range of financial services to its clients, including investment advisory, wealth management, retirement planning, and more. The institution prides itself on providing personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing top-notch service and expertise to its clients.
160 Highland Ave, Cheshire, CT 06410, United States -
Paul Matthew Rohner - Ameriprise Financial Services, LLC
● OpenPaul Matthew Rohner - Ameriprise Financial Services, LLC is a finance institution located at 324 Wolcott Road in Bristol, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations for those interested in learning more about their services. They also offer insights on stock prices and market trends. Ameriprise Financial Services, LLC is a registered investment adviser and offers securities through their platform. Clients can rest assured that their financial information is protected by strict privacy and security measures. Referrals are welcomed and will be contacted promptly by a financial advisor.
324 Wolcott Rd, Bristol, CT 06010, United States -
The Ferris Financial Group
● OpenThe Ferris Financial Group is a leading finance institution located at 40 High Street in Bristol, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.
40 High St STE 1, Bristol, CT 06010, United States -
Leigh King - Ameriprise Financial Services, Inc.
● ClosedLeigh King - Ameriprise Financial Services, Inc. is a finance institution located at 963 Hopmeadow Street, Simsbury, Connecticut, United States. They offer a wide range of services and certifications to provide expert financial advice to individuals and businesses. Some of the certifications they offer include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. Their team is dedicated to providing specialized financial advice to meet the unique needs of their clients.
963 Hopmeadow St, Simsbury, CT 06070, United States -
Linda Tarbox - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLinda Tarbox, a financial advisor at Ameriprise Financial Services, LLC located in Simsbury, Connecticut, offers personalized financial advice to help clients build their portfolios and confidence for the long term. As a trusted company named one of the Most Trustworthy Companies in America 2023 by Newsweek, Linda Tarbox focuses on creating a plan that aligns with each client's financial goals and risk tolerance. With a focus on market volatility and potential returns, Linda Tarbox helps clients navigate the complexities of investing to achieve their financial objectives. Schedule a complimentary initial consultation to discuss your financial goals and learn more about how Linda Tarbox can help you on your financial journey. Please refer to FINRA's BrokerCheck website for more information on Linda Tarbox's background and qualifications.
963 Hopmeadow St, Simsbury, CT 06070, United States -
William Joseph Capital Management, LLC
● OpenWilliam Joseph Capital Management, LLC is a reputable financial institution located at 210 Redstone Hill Road in Bristol, Connecticut, United States. With a team of experienced professionals, they provide comprehensive wealth management services to individuals and businesses. Their personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, William Joseph Capital Management, LLC is dedicated to helping you build and preserve your wealth.
210 Redstone Hill Rd Suite 5, Bristol, CT 06010, United States -
Karl M Anderson - Morgan Stanley
● OpenKarl M Anderson - Morgan Stanley is a finance institution located at 90 Grove Street in Ridgefield, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Karl M Anderson - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution provides personalized solutions to meet your needs.
90 Grove St, Ridgefield, CT 06877, United States -
Adam Swiger - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam Swiger, a financial advisor at Ameriprise Financial Services, LLC, located at 835 Straits Turnpike in Middlebury, Connecticut, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Adam Swiger is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are looking for help with portfolio management, retirement income planning, or navigating complex financial situations, Adam Swiger has the knowledge and expertise to guide you towards your financial goals. Contact Adam Swiger at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
Forrest Financial Partners
● ClosedForrest Financial Partners is a finance institution located at 10 Rexinger Lane in Avon, Connecticut, United States. Our advisors are dedicated to providing bespoke advice, fair costs, and differentiated investment strategies to help you grow and preserve your wealth for generations. Led by accomplished investment manager Chris Stevenson, who has over a decade of experience managing complex portfolios, we offer customized financial plans tailored to meet your unique needs. As a CFA Charterholder, Mr. Stevenson upholds the highest standards of ethics and professional excellence. We believe in transparency and low costs, with all client assets held in custodial accounts at Charles Schwab. Contact us today to experience the Forrest Financial Partners difference and put your interests first.
10 Rexinger Ln, Avon, CT 06001, United States
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List of local businesses, places and services in Connecticut
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