![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- 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
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Long term investments in Stamford, CT
32 results found
Search for local businesses, places and services near you
Genworth - Stamford
Genworth - Stamford is a reputable insurance agency located at 3001 Summer Street in Stamford, Connecticut. With a commitment to providing top-notch insurance products and services, Genworth - Stamford is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are in need of life insurance, long-term care insurance, or mortgage insurance, the knowledgeable team at Genworth - Stamford is here to guide you through the process and find the best coverage options for your unique needs. Trust Genworth - Stamford to provide you with peace of mind and financial security for years to come.
Stephen Pendergast - RBC Wealth Management Financial Advisor
Stephen Pendergast - RBC Wealth Management Financial Advisor is a reputable financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. As a trusted advisor, Stephen Pendergast offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships, Stephen Pendergast provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. With a commitment to excellence and a deep understanding of the financial markets, Stephen Pendergast - RBC Wealth Management Financial Advisor is dedicated to helping clients navigate the complexities of wealth management with confidence and peace of mind.
Greenwich Financial Advisors, LLC
Greenwich Financial Advisors, LLC is a finance institution located at 1177 High Ridge Road in Stamford, Connecticut, United States. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Premier Trust Advisors
Premier Trust Advisors is a leading finance institution located at 350 Hycliff Terrace in Stamford, Connecticut. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust Premier Trust Advisors to provide you with the guidance and expertise needed to secure your financial future.
Merrill Lynch Financial Advisor Wei Chen
Merrill Lynch Financial Advisor Wei Chen is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a team of experienced professionals led by Wei Chen, clients can expect personalized financial advice and guidance tailored to their unique needs and goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Wei Chen offers a wide range of services to help you achieve financial success. With a commitment to excellence and a focus on client satisfaction, this institution is dedicated to helping individuals and families secure their financial future.
Merrill Lynch Financial Advisor Richard C Sinclair
Merrill Lynch Financial Advisor Richard C Sinclair is a reputable finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on providing personalized financial advice and guidance, Richard C Sinclair and his team offer a range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Richard C Sinclair can provide the expertise and support you need. Contact them today to schedule a consultation and start building a solid financial plan for your future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.
Merrill Lynch Financial Advisor Michael Pearson
Merrill Lynch Financial Advisor Michael Pearson, located at 301 Tresser Boulevard in Stamford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution provides timely insights on market trends and global economy to help clients stay on track with their financial goals. The Linke-Pearson Group in Stamford, led by Michael Pearson, is dedicated to serving top business leaders in the northeast region. The team of advisors offers tailored advice on various financial matters, including Private Wealth Management, Institutional Retirement, and Endowments/Foundations/Non-Profits. With a team-based approach, clients can expect personalized service and strategies that align with their goals and needs. The advisors focus on building trust and long-term relationships with clients, helping them navigate through market conditions and achieve financial clarity. By asking better questions and understanding the unique priorities of each client, the team at Merrill Lynch Financial Advisor Michael Pearson aims to provide personalized financial plans that help clients pursue their goals and adapt to life changes. With access to Merrill's investing insights and Bank of America's credit and lending solutions, clients can receive comprehensive financial plans that are transparent and flexible to meet their evolving needs. The institution also offers tools and resources to help clients track their progress and adjust their strategies over time. As life expectancy increases and retirement planning becomes more crucial, the team at Merrill Lynch Financial Advisor Michael Pearson can assist clients in customizing and implementing retirement strategies that support their lifestyle and financial goals. By connecting life and finances, the advisors at Merrill provide a holistic approach to financial planning, bringing fresh perspectives and informed decision-making to help clients build a secure future for themselves and their families.
Merrill Lynch Financial Advisor Scott B. Linke
Merrill Lynch Financial Advisor Scott B. Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team based in Stamford, works with a select group of clients nationwide, offering customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team focuses on understanding each client's unique goals and priorities to create a customized financial strategy. They believe in open communication, respect, and personalized advice to help clients achieve their long-term objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop a tailored approach to address their financial needs. The team is committed to creating value for clients by tackling difficult questions, anticipating issues, and providing a unified service model to keep clients informed and up-to-date. Merrill advisors strive to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.
Harbor Asset Private Wealth
Harbor Asset Private Wealth is a finance institution located at 40 Signal Road in Stamford, Connecticut, United States. At Harbor Asset Private Wealth, your wealth is managed with the goal of making a greater impact on your life, your family, your world, and your legacy. With over three decades of industry experience, founder Marti Marache and her team are dedicated to providing sound and objective advice tailored to each client's unique situation and long-term goals. Recognized by Forbes and Working Mother Magazine for their excellence in wealth management, Harbor Asset Private Wealth offers a family office approach to guide clients in fulfilling their financial ambitions. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, Harbor Asset Private Wealth is committed to helping clients live their best lives and plan for a successful financial future. Contact us today to start your enriched, exciting, and rewarding financial journey with Harbor Asset Private Wealth.
George Kursar - RBC Wealth Management Financial Advisor
George Kursar - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. As a reputable finance advisor, George Kursar provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, George Kursar and his team strive to provide expert guidance and support to individuals and families seeking to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, George Kursar - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and achieve financial success.
Adam Morton - RBC Wealth Management Financial Advisor
Adam Morton - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut. As a dedicated financial advisor, Adam Morton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Adam Morton offers a wide range of financial services including investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Adam Morton - RBC Wealth Management Financial Advisor can help you navigate the complexities of the financial world with confidence and peace of mind.
Nina Caufield - RBC Wealth Management Financial Advisor
Nina Caufield - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. Specializing in wealth management services, Nina Caufield offers personalized financial advice and strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing top-notch customer service, Nina Caufield is dedicated to helping clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Nina Caufield - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.
Garett C. Ceraso - Wilmington Advisors @ M&T
Garett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
Vincent De Vita is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2777 Summer Street in Stamford, Connecticut. Vincent De Vita holds multiple 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®. Vincent De Vita is dedicated to providing comprehensive financial planning and wealth management services to individuals and families, with expertise in areas such as retirement planning, investment strategies, estate planning, and insurance products. Vincent De Vita is committed to upholding the highest standards of professionalism and ethics in order to best serve his clients' needs.
Financial Advisors Diddel
Financial Advisors Diddel is a renowned finance institution located at 102 Southfield Avenue in Stamford, Connecticut, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment advice to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, our experts are here to help. With a focus on building long-term relationships based on trust and transparency, Financial Advisors Diddel is committed to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Edward Jones - Financial Advisor: Chris Manimbo
Edward Jones - Financial Advisor: Chris Manimbo is a reputable finance institution located at 1111 Summer Street in Stamford, Connecticut, United States. Chris Manimbo is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Chris Manimbo offers comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Chris Manimbo is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Northwestern Mutual Financial
Northwestern Mutual Financial is a leading finance and insurance agency located at 60 Long Ridge Road in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to guiding you towards a secure financial future.
Doug Henderson - RBC Wealth Management Financial Advisor
Doug Henderson - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut. As a seasoned financial advisor, Doug Henderson provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Doug Henderson and his team strive to create customized investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Doug Henderson - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Michael J Iacobelli
Merrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies. Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.
The Highlander Group
The Highlander Group is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the finance industry, The Highlander Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on building long-term relationships, The Highlander Group is a trusted partner for all your financial needs.
Cowen Group
Cowen Group, located at 262 Harbor Drive in Stamford, Connecticut, United States, is a leading full-service investment bank specializing in global M&A advisory, capital markets, equity execution, and industry-leading research. With expertise in key growth sectors, TD Cowen and TD Securities prioritize an entrepreneurial, client-focused mindset. The institution values a culture of respect, collaboration, and ethical solutions, aiming to provide clients with differentiated insights and outperformance. Cowen Group strives to create an inclusive environment where all colleagues are supported and valued, focusing on delivering real value and solutions to meet client needs. With a commitment to long-term success and growth, Cowen Group aims to outlast for the next century and beyond. To protect against recruitment fraud, all communication regarding the interview process will come from official @cowen.com or @greenhouse.io email addresses, and candidates will never be asked for payment or personal information during the hiring process.
THE WOOD GROUP - Morgan Stanley
THE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.
The Connecticut Lighthouse Group - Morgan Stanley
The Connecticut Lighthouse Group - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution provides expert financial services and guidance to clients in the area. With a focus on building long-term relationships and helping clients achieve their financial goals, The Connecticut Lighthouse Group is a trusted partner for individuals and businesses alike. The experienced team of professionals at this institution offers a wide range of financial services, including investment management, retirement planning, and wealth management. Visit The Connecticut Lighthouse Group - Morgan Stanley today to start planning for a secure financial future.
EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
New York Life
New York Life, located at 715 Stillwater Road in Stamford, Connecticut, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, education expense coverage, income solutions, estate planning guidance, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, the institution is committed to providing tailored solutions to meet the diverse needs of their customers. They have been in business since 1845 and have a strong focus on diversity, responsibility, and service.
First County Bank
First County Bank is a trusted financial institution located at 2950 Summer Street in Stamford, Connecticut. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing personalized service and innovative solutions, First County Bank is dedicated to helping our customers achieve their financial goals.
Sustainable Growth Advisers
Sustainable Growth Advisers is a finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. Our team of experienced advisors specializes in providing sustainable investment strategies for individuals and businesses looking to achieve long-term growth while also making a positive impact on the environment and society. We offer personalized financial solutions tailored to each client's unique goals and values, helping them navigate the complex world of sustainable investing with confidence and expertise. Trust Sustainable Growth Advisers to help you build a secure financial future while also contributing to a more sustainable world.
Aea Investors LP
Aea Investors LP is a finance institution located at 263 Tresser Boulevard in Stamford, Connecticut, United States. With a focus on private equity investments, Aea Investors LP is dedicated to partnering with businesses to help them achieve long-term growth and success. Their team of experienced professionals provides strategic guidance and financial support to companies in a wide range of industries. Aea Investors LP is committed to delivering value to their investors and fostering innovation and growth in the businesses they work with.
Joshua D Brown - Ameriprise Financial Services, Inc.
Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos