TOP 10 Legacy planning in Connecticut
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Legacy Family Dental
● ClosedLegacy Family Dental, located at 1761 West Broad Street in Stratford, Connecticut, is a trusted and family-friendly dental practice. Established in 1950 by Dr. Daniel Gabriele, our practice has been known for its welcoming atmosphere and genuine care for patients. With three generations of dentists and hygienists, we continue to provide compassionate and honest dental services. In a time where many dental offices are driven by corporate quotas, Legacy Family Dental remains true to its roots of ethical diagnoses and conservative treatment plans. Our services include teeth whitening, cleanings, implant dentistry, and cosmetic procedures, all performed with the latest in dental technology and techniques.
1761 W Broad St, Stratford, CT 06615, United States -
Joby Joseph, DDS (@ Legacy Family Dental)
● OpenLegacy Family Dental, located at 1761 West Broad Street in Stratford, Connecticut, is a trusted institution led by Dr. Joby Joseph, DDS. With a rich history dating back to 1950 when Dr. Daniel Gabriele first opened the practice, Legacy Family Dental has been providing top-notch dental care in a warm and welcoming environment. At Legacy Family Dental, genuine care for patients is at the core of everything we do. Our team of experienced dentists and hygienists, now in its third generation, is dedicated to serving our patients with compassion and honesty. Unlike many corporate-owned dental offices, we prioritize honest diagnoses and conservative treatment plans over aggressive and unnecessary procedures.
1761 W Broad St, Stratford, CT 06615, United States -
Summit Planning Group LLC
● OpenSummit Planning Group LLC is a finance institution located at 333 East River Drive in East Hartford, Connecticut, United States. Our team of experienced financial professionals provides comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Summit Planning Group LLC can help you create a customized financial strategy that meets your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
333 E River Dr # 410, East Hartford, CT 06108, United States -
Golden Legacy Financial
● OpenGolden Legacy Financial is a reputable finance institution located at 12 Camelot Drive in Norwalk, Connecticut, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure a prosperous future. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to provide personalized solutions tailored to your individual needs. Trust Golden Legacy Financial to guide you towards a golden financial future.
12 Camelot Dr, Norwalk, CT 06850, United States -
Plan First Wealth LLC
● ClosedPlan First Wealth LLC is a finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in providing peace of mind for British expats living in America, Plan First Wealth simplifies the complex world of cross-border retirement planning and US/UK wealth management. As a British expat in America, you have a unique opportunity to retire better in the US and make the most of your time in this new chapter of your life. With expertise in coordinating wealth between the US and the UK, Plan First Wealth ensures that your financial future is secure and well-planned. Testimonials from satisfied clients praise the professionalism, communication, and level of service provided by the team at Plan First Wealth. By focusing on long-term, goal-focused planning and rational investment strategies, Plan First Wealth helps clients achieve their most meaningful financial goals. Join the WealthHub community to protect and grow your life's work, retire with confidence, and leave a lasting legacy. Remember to consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Plan First Wealth is here to guide you towards a secure and successful financial future.
500 West Putnam Avenue Suite 400, Greenwich, CT 06830, United States -
Legacy Retirement Group
● OpenLegacy Retirement Group is a finance institution located at 9 Tenedine Drive in North Haven, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping our clients plan for their retirement and secure their financial future. We offer a range of services including retirement planning, investment management, and estate planning. At Legacy Retirement Group, we strive to provide personalized solutions tailored to each client's individual needs and goals. Contact us today to start planning for your legacy.
9 Tenedine Dr, North Haven, CT 06473, United States -
OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning
● ClosedOneNorthStar is a leading financial institution located in Stamford, Connecticut, United States. We specialize in providing comprehensive financial planning services, investment management, tax efficiency strategies, legacy creation, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us at 80 4th Street to learn more about how we can help you navigate the complex world of finance and build a strong financial foundation for generations to come.
80 4th St, Stamford, CT 06905, United States -
Legacy Law Partners, PLLC
● ClosedLegacy Law Partners, PLLC is a reputable law firm located at 336 State Street in North Haven, Connecticut, United States. Specializing in various legal matters, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of estate planning, probate administration, or business law services, Legacy Law Partners, PLLC is committed to helping you navigate the legal process with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
336 State St Suite 1, North Haven, CT 06473, United States -
Estate Planning Law Center, LLC
● ClosedThe Estate Planning Law Center, LLC is a reputable law firm located at 543 Prospect Avenue in Hartford, Connecticut. Specializing in estate planning services, their team of experienced lawyers provide expert guidance and support to clients looking to secure their assets and plan for the future. Whether you need help with wills, trusts, or probate matters, the Estate Planning Law Center, LLC is dedicated to helping you navigate the complexities of estate law with professionalism and care. Contact them today to schedule a consultation and protect your legacy for generations to come.
543 Prospect Ave, Hartford, CT 06105, United States -
Smith Legacy Law
● ClosedSmith Legacy Law is a prestigious law firm located in Greenwich, Connecticut, United States. Specializing in estate planning, elder law, and probate, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on leaving a lasting legacy for future generations, we provide personalized legal solutions tailored to each client's unique needs. Trust Smith Legacy Law to guide you through the complexities of estate planning and administration with professionalism and compassion. Contact us at 3 Greenwich Office Park to schedule a consultation today.
3 Greenwich Office Park Ste 150, Greenwich, CT 06831, United States -
Legacy Counsellors, P.C.
● OpenLegacy Counsellors, P.C. is a trusted estate planning law firm located at 699 Bloomfield Avenue in Bloomfield, Connecticut, United States. Specializing in protecting and preserving assets for future generations, Legacy Counsellors, P.C. serves clients in Massachusetts, Connecticut, and the surrounding areas. With a focus on helping individuals and families navigate the complexities of estate planning, the firm offers personalized services to ensure that clients' legacies are safeguarded. Whether you are a married couple like James & Patti, a successful business owner like Annabel, or someone like Thomas & Gloria who have inherited substantial wealth, Legacy Counsellors, P.C. is dedicated to providing comprehensive estate planning solutions tailored to your unique needs. From asset protection to retirement planning and home buyer programs, the firm offers a wide range of services to help clients secure their financial future.
699 Bloomfield Ave #2, Bloomfield, CT 06002, United States -
Plumtrees Animal Hospital: Baff Wesley A DVM
● ClosedPlumtrees Animal Hospital: Baff Wesley A DVM is a trusted veterinary care institution located at 65 Newtown Road in Danbury, Connecticut, United States. Since 1981, the community of Danbury has relied on us for exceptional veterinary care. As a family owned and operated practice, we are dedicated to upholding our legacy by continuously improving and growing. In 2013, we renovated our facility to provide pets and their owners with a truly outstanding experience, utilizing cutting-edge technology and offering a wide range of veterinary services, including overnight care. Our team of Doctors have post doctorate training and emergency experience, ensuring that your pet receives top-notch care. We strive to bring world-class capabilities to our community, and our talented staff combined with advanced technology allows us to provide exceptional care for both routine wellness visits and complex cases that other veterinary practices may refer out to specialists.
65 Newtown Rd, Danbury, CT 06810, United States -
DiVestea Wealth Partners of Raymond James
● ClosedDiVestea Wealth Partners of Raymond James is a finance institution located at 4 Prospect Street in Ridgefield, Connecticut, United States. With a focus on wealth management and financial planning, they provide personalized services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, DiVestea Wealth Partners is dedicated to helping you secure your financial future.
4 Prospect St, Ridgefield, CT 06877, 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 -
Barnum Financial Group: Eric M. Gerhard
● ClosedBarnum Financial Group: Eric M. Gerhard is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a focus on providing comprehensive financial planning and investment services, this institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced financial advisor Eric M. Gerhard, clients can expect personalized guidance and tailored solutions to help them build and protect their wealth for the future. Whether you are planning for retirement, saving for college, or investing for the long term, Barnum Financial Group: Eric M. Gerhard is committed to providing expert advice and support every step of the way.
6 Corporate Dr, Shelton, CT 06484, United States -
Ed Barry - Raymond James
● OpenEd Barry - Raymond James is a finance institution located at 40 Tower Lane in Avon, Connecticut, United States. With a focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide you with the expertise and guidance you need. Visit us today to see how we can help you secure your financial future.
40 Tower Ln, Avon, CT 06001, United States -
Barnum Financial Group
● ClosedBarnum Financial Group is a finance institution located at 273 North Colony Road in Wallingford, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team focused on achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of financial representatives who can assist you in every step of your financial journey. Our institution is recognized for our commitment to our clients' financial success, and our knowledge and resources have been leveraged by national and local media outlets.
273 N Colony Rd # 1, Wallingford, CT 06492, United States -
Connect Financial Group LLC
● OpenConnect Financial Group LLC is a reputable finance institution located at 30 Suffield Street in Windsor Locks, Connecticut, United States. Specializing in a wide range of financial services, including investments, retirement planning, and wealth management, our experienced team is dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and tailored solutions, Connect Financial Group LLC is committed to providing top-notch financial guidance and support to individuals and businesses alike. Trust us to help you navigate the complexities of the financial world and secure a stable financial future.
30 Suffield St, Windsor Locks, CT 06096, United States -
TDG Financial LLC
● OpenTDG Financial LLC, located at 360 Bloomfield Avenue in Windsor, Connecticut, is a finance institution dedicated to helping individuals create a strong and prosperous legacy for themselves and their families. Inspired by the Latin word for legacy, the name Legatum Financial reflects the belief that careful planning and intentionality can lead to a lasting impact on future generations. Led by licensed agent Sofia Dumansky, who is affiliated with New York Life Insurance Company, Legatum Financial offers insurance and investment advisory services in various states including CO, CT, DC, FL, GA, IA, MA, MI, NC, NY, and TN. As a Registered Representative of NYLIFE Securities LLC, Sofia provides securities products and services in states such as CT, DC, FL, GA, IA, MA, NC, TX, and VA.
360 Bloomfield Ave #402, Windsor, CT 06095, United States -
Fezza Wealth Management LLC
● ClosedFezza Wealth Management LLC is a finance institution located at 2351 Boston Post Road in Guilford, Connecticut, United States. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investment portfolio, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to learn more about how Fezza Wealth Management LLC can help you secure your financial future.
2351 Boston Post Rd Building 3, Unit 303, Guilford, CT 06437, United States -
S.E. Bohan Financial Group, LLC.
● ClosedS.E. Bohan Financial Group, LLC. is a reputable finance institution located at 34 York Street in Guilford, Connecticut, United States. With a strong focus on providing top-notch financial services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to offer personalized solutions tailored to your specific needs. Trust S.E. Bohan Financial Group, LLC. to guide you towards a secure financial future.
34 York St SUITE #1, Guilford, CT 06437, United States -
WPI Financial Services
● OpenWPI Financial Services is a leading finance institution located at 45 Railroad Avenue in West Haven, Connecticut, United States. We offer a wide range of financial services including investment management, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, WPI Financial Services is committed to providing top-notch financial guidance and support to individuals and businesses alike. Visit us today to see how we can help you take control of your finances and build a strong financial foundation for the future.
45 Railroad Ave, West Haven, CT 06516, United States -
Altium Wealth
● OpenAltium Wealth is a finance institution located at 1291 Boston Post Road in Madison, Connecticut, United States. With additional offices at 2500 Westchester Avenue in Purchase, New York, Altium Wealth offers a range of financial services to help clients achieve their wealth management goals. As a SEC registered investment adviser, Altium Wealth provides personalized financial planning and investment strategies tailored to each client's unique needs. Contact Altium Wealth today to learn more about how they can help you secure your financial future.
1291 Boston Post Rd Suite 201, Madison, CT 06443, United States -
Acorn Financial Services
● OpenAcorn Financial Services is a leading financial institution located at 2 Essex Square in Essex, Connecticut, United States. As a trusted provider of finance services, Acorn Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Acorn Financial Services is dedicated to providing personalized and reliable financial advice to help clients navigate the complexities of the financial world. Whether you are looking to invest, save for the future, or plan for retirement, Acorn Financial Services is committed to helping you secure your financial future.
2 Essex Sq, Essex, CT 06426, United States -
Maffe Financial Group
● ClosedMaffe Financial Group is a reputable finance institution located at 119c Griswold Street in Glastonbury, Connecticut, United States. With a strong focus on providing personalized financial solutions, Maffe Financial Group offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Maffe Financial Group today to take the first step towards financial success.
119c Griswold St, Glastonbury, CT 06033, United States -
Barnum Financial Group, Glastonbury CT
● ClosedBarnum Financial Group in Glastonbury, CT is a finance institution dedicated to your financial well-being and helping you achieve your goals. Located at 45 Glastonbury Boulevard in Connecticut, United States, we offer a complete list of financial representatives ready to assist you. Our leadership team is committed to creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities we work and live in. We provide educational opportunities to help you maximize financial opportunities and overcome challenges, with a focus on managing risks and growing wealth strategically. Our services include legacy planning, retirement planning, insurance solutions, and more. Our goal is to deliver insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
45 Glastonbury Blvd, Glastonbury, CT 06033, United States -
Strata Wealth Partners
● ClosedStrata Wealth Partners is a boutique wealth management practice located at 55 Main Street in Norwich, Connecticut. Since 1983, we have been serving successful entrepreneurs, families, and institutions by providing comprehensive financial planning and sophisticated portfolio management. Our team works closely with small and mid-sized businesses at every stage of their journey, as well as offering guidance and planning for boards and not-for-profits. We believe in creating personalized strategies to help our clients shape a legacy and achieve their financial goals. As a part of Hightower Advisors, LLC, a SEC registered investment adviser, we adhere to the highest standards of professionalism and expertise. Contact us at (860) 407-2392 to share your story with us and let us help you accomplish your financial goals.
55 Main St Suite 370, Norwich, CT 06360, United States -
Barnum Financial Group, New London CT
● ClosedBarnum Financial Group in New London, CT is dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of every financial representative working with us and are proud to be recognized for our commitment to our clients' success. We provide educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to growing your wealth strategically. We offer insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
3 Shaws Cove UNIT 204, New London, CT 06320, United States -
Bellara & Associates L.L.C
● ClosedBellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.
99 Hawley Ln, Stratford, CT 06614, United States -
Merrill Lynch Financial Advisor Timothy H Orr
● ClosedMerrill Lynch Financial Advisor Timothy H Orr, located at 2 Pine Street in New Canaan, Connecticut, offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. With a background in risk management and hedging solutions, Tim leverages his experience to assist individuals and families navigate the complexities of substantial wealth. As a dedicated member of the New Canaan community, Tim is actively involved in charitable endeavors and has a strong commitment to client service. Through Merrill Personal Wealth Analysis™, Tim can build a personalized plan centered on your goals and priorities. Supported by the global resources of Merrill, Tim's team is committed to building strong client relationships based on trust and personalized service. By taking the time to understand what's important to you, Tim provides thoughtful advice and guidance to help you achieve your financial goals and secure a legacy that can last beyond your lifetime. With tools like the Investment Personality Assessment, Tim can customize a financial approach tailored to your unique situation and help you stay on track to achieve what matters most to you. As a Merrill Lynch Wealth Management Advisor, Tim is dedicated to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. Whether you're looking for investment insights, tips, or strategies, Tim is here to help you live your best financial life.
2 Pine St, New Canaan, CT 06840, United States
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