TOP 10 Legacy planning services in Connecticut
81 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Spain
- France
- Germany
Wills On Your Time
Wills On Your Time is a trusted institution located at 315 Highland Avenue in Cheshire, Connecticut, United States. We specialize in providing efficient and convenient services to help individuals create or update their wills. Our team of experienced professionals is dedicated to ensuring that your wishes are legally documented and protected for the future. Whether you need assistance with estate planning or probate matters, Wills On Your Time is here to provide personalized and comprehensive solutions. Contact us today to schedule a consultation and take the first step towards securing your legacy.
Wofsey Rosen Kweskin Kuriansky, LLP
Wofsey Rosen Kweskin Kuriansky, LLP is a prestigious law firm located at 600 Summer Street in Stamford, Connecticut, United States. With a rich history and a legacy of serving clients and the community, our firm is dedicated to providing sophisticated and tailored legal services to meet our clients' needs. Our team of experienced attorneys specializes in various areas of law, including litigation, corporate law, employment law, real estate, personal injury, family law, and estate planning. We are known for our high-quality work, aggressive advocacy, and commitment to professional excellence and public service. Our attorneys work collaboratively in teams to provide clients with a broad base of legal talent and experience. We pride ourselves on our dedication to professional excellence and responsive client service, ensuring that our clients' interests are aggressively pursued in a cost-effective manner. Contact us at 203-327-2300 or info@wrkk.com to learn more about our capabilities and discuss your specific legal needs with one of our attorneys.
Barnum Financial Group, Headquarters
Barnum Financial Group, headquartered at 6 Corporate Drive in Shelton, Connecticut, is an insurance agency dedicated to your financial well-being and helping you achieve your financial goals. The institution's leadership team is committed to creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities they serve. The institution offers a wide range of financial services, including legacy planning, retirement planning, and risk management. Barnum Financial Group is known for its commitment to clients and their financial success, as well as its educational opportunities and insightful guidance. The institution also offers personalized solutions tailored to meet individual needs and goals. With a focus on providing relevant, practical, and educational content, Barnum Financial Group aims to help individuals navigate their financial journey successfully. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, ensuring a high level of expertise and professionalism.
Met Life
MetLife, located at 6 Corporate Drive in Shelton, Connecticut, is an insurance agency dedicated to your financial well-being and helping you achieve your financial goals. From legacy planning to retirement preparation, MetLife offers a wide range of services to assist you in every step of your financial journey. Their leadership team is committed to creating a culture of belonging, respect, and opportunity for all clients. With a focus on community involvement and recognition for their commitment to client success, MetLife is a trusted institution with a strong reputation. Whether you are looking to protect your assets, plan for retirement, or navigate a career change, MetLife has the knowledge and resources to help you achieve your goals. Contact them today to schedule an appointment with a financial professional and start planning for your future.
Southport Compass
Southport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.
Dustin Tuthill - Prudential Financial
Dustin Tuthill - Prudential Financial is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Dustin Tuthill - Prudential Financial is committed to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
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.
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.
Sarpu Cardinal Wealth Management Group
Sarpu Cardinal Wealth Management Group is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Sarpu Cardinal Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to schedule a consultation and take the first step towards financial success.
Bank of America Private Client Advisor Raymond M Piacentini
Bank of America Private Client Advisor Raymond M Piacentini, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution dedicated to providing personalized wealth management services. The team of talented and experienced individuals at this institution are committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank prioritizes their goals. They pride themselves on their history of serving clients' best interests and value innovation in a constantly evolving world. The institution provides disciplined financial strategies and a bridge across generations to help clients anticipate and respond to changing financial landscapes. It is important to note that by visiting their website, clients may be directed to FINRA’S BrokerCheck and should review separate terms and privacy policies. The institution strives to provide information about products and services that clients may find useful, with the option to opt-out of online behavioral advertising. It is essential to understand that investing involves risk and it is recommended 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, and fiduciary standards do not apply in certain situations.
Merrill Lynch Financial Advisor Frank A Federici
Merrill Lynch Financial Advisor Frank A Federici, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to get to know you and your family's unique needs and aspirations. They offer personalized financial planning services to help you manage, grow, and preserve your wealth, while also considering your legacy and future generations. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a customized financial approach tailored to your individual goals and priorities. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
Steven Cangialosi
Steven Cangialosi, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on meeting the dynamic needs of each client, the team at Steven Cangialosi provides expert guidance and seamless financial management for individuals and institutions. They offer bespoke investment strategies aligned with each client's financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services, fiduciary oversight, and assistance with distributions and bill-pay services. Led by a dedicated team of professionals, Steven Cangialosi aims to empower clients to make informed decisions about their finances, ensuring stability for today and for future generations. Through their curated Rockefeller Lifestyle Advisory partners, clients have access to exclusive experiences and concierge services, allowing them to focus on what matters most to them.
Bank of America Private Client Advisor Carolyn L Westerberg
Bank of America Private Client Advisor Carolyn L Westerberg, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution specializing in serving high- and ultra-high-net-worth individuals and families. Carolyn Westerberg, Managing Director, works with a team of specialists to create tailored wealth management strategies in various disciplines such as credit and banking, investment management, trust and estate planning, and wealth transfer. With a background in the arts, Carolyn also advises clients on managing art assets and consults with multi-generational families on philanthropic giving and long-term planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's unique needs and goals before creating strategies to meet them both now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth by offering personalized approaches and utilizing the resources of Bank of America.
Richard Hassan
Richard Hassan is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. Our team is dedicated to empowering your decision-making with expert guidance, providing seamless financial management for your family and future, and ensuring stability for today and generations to come. We offer bespoke investment strategies tailored to your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Our services cater to individuals and institutions, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. As confidantes, counselors, and navigators, we are committed to managing the complexities of family and wealth for our clients. Additionally, we provide access to exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners. At Richard Hassan, our mission is to serve you and your family, helping you achieve your financial goals and leave a lasting legacy.
Christian A Templeman - Morgan Stanley
Christian A Templeman - Morgan Stanley is a renowned finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, they provide expert advice and support to clients looking to grow and manage their wealth. Whether you are seeking investment opportunities, retirement planning, or wealth management services, Christian A Templeman - Morgan Stanley offers personalized solutions tailored to meet your individual needs and goals. Trust in their experienced team of professionals to help you navigate the complexities of the financial world and achieve your financial objectives.
St Joseph's Catholic Cemetery
Welcome to St Joseph's Catholic Cemetery, a serene and sacred resting place located in the heart of Canaan, Connecticut. Nestled on Cemetery Road, St Joseph's Catholic Cemetery offers a tranquil environment for reflection and remembrance amidst the natural beauty of the area. Our cemetery is dedicated to providing a respectful and peaceful setting for honoring loved ones, with well-maintained grounds that reflect the dignity and reverence of our Catholic faith. At St Joseph's, we understand the importance of creating a lasting tribute to those who have passed. We offer a variety of burial options to meet the needs of our community, ensuring each service is conducted with compassion and respect. Our caring staff is here to assist families in making arrangements and to provide support during times of loss.
Carl Great Barrington Memorial
Welcome to Carl Great Barrington Memorial, a distinguished local business located at 104 Lower Road, North Canaan, Connecticut. Serving the community with dedication and compassion, we are committed to honoring the lives and legacies of your loved ones with dignity and respect. Our experienced and empathetic team is here to provide personalized memorial services and support, ensuring that every detail is handled with care and sensitivity. Whether you are planning in advance or need immediate assistance, Carl Great Barrington Memorial is here to guide you through every step of the process. We take pride in creating meaningful tributes that celebrate life and provide comfort to families in their time of need. Visit us today to learn more about our comprehensive services and how we can assist you in creating a lasting memory for your loved one.
The Freedom Trail
Welcome to The Freedom Trail, a serene and respectful resting place located at 59 Old Colony Road, Connecticut 06058. As a distinguished cemetery, The Freedom Trail is dedicated to honoring the lives and legacies of those who have passed. Nestled in a peaceful setting, our grounds offer a tranquil environment for reflection and remembrance, surrounded by the natural beauty of Connecticut. At The Freedom Trail, we are committed to providing compassionate and personalized services to meet the needs of families during their time of loss. Our well-maintained cemetery offers a variety of burial and memorial options, ensuring that each individual is commemorated in a manner that reflects their unique life and values.
Louis E Allyn & Sons Inc
Welcome to Louis E. Allyn & Sons Inc., your trusted general contractor in Canaan, Connecticut. Located at 38 Allyndale Road, we are proud to serve the local community and surrounding areas with top-notch construction and renovation services. With a legacy of excellence, our family-owned business has been dedicated to delivering quality craftsmanship and unparalleled customer service for generations. At Louis E. Allyn & Sons Inc., we specialize in a wide range of services, including residential and commercial construction, remodeling, and custom projects tailored to meet your specific needs. Our experienced team is committed to guiding you through every step of your project, ensuring a seamless and stress-free experience from concept to completion.
Newkirk-Palmer Funeral Homes
Welcome to Newkirk-Palmer Funeral Homes, a compassionate and dedicated funeral service provider located in the heart of Canaan, Connecticut. Situated at 118 Main Street, our funeral home is committed to offering support and guidance to families during their most difficult times. With a deep understanding of the importance of honoring and celebrating the lives of loved ones, we provide a range of personalized funeral and memorial services tailored to meet the unique needs and wishes of each family we serve. At Newkirk-Palmer Funeral Homes, we pride ourselves on our professionalism, attention to detail, and respectful care for both the deceased and their families. Our experienced and empathetic staff are here to assist you every step of the way, ensuring that every aspect of the service is handled with dignity and compassion. Whether you are planning a traditional funeral, a contemporary memorial, or exploring pre-planning options, we are here to help you create a meaningful tribute that reflects the life and legacy of your loved one.
- Legacy planning services in Avon
- Legacy planning services in Bloomfield
- Legacy planning services in Bristol
- Legacy planning services in Canaan
- Legacy planning services in Cheshire
- Legacy planning services in Colchester
- Legacy planning services in Danbury
- Legacy planning services in Darien
- Legacy planning services in East Hartford
- Legacy planning services in Essex
- Legacy planning services in Fairfield
- Legacy planning services in Farmington
- Legacy planning services in Glastonbury
- Legacy planning services in Greenwich
- Legacy planning services in Guilford
- Legacy planning services in Hartford
- Legacy planning services in Madison
- Legacy planning services in New Canaan
- Legacy planning services in New Haven
- Legacy planning services in New London
- Legacy planning services in North Haven
- Legacy planning services in Ridgefield
- Legacy planning services in Shelton
- Legacy planning services in South Windsor
- Legacy planning services in Southbury
- Legacy planning services in Stamford
- Legacy planning services in Stratford
- Legacy planning services in Suffield
- Legacy planning services in Torrington
- Legacy planning services in Wallingford
- Legacy planning services in West Hartford
- Legacy planning services in West Haven
- Legacy planning services in Westport
- Legacy planning services in Wilton
- Legacy planning services in Windsor
- Legacy planning services in Windsor Locks
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos