Management consulting in Wallingford, CT
37 results found
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Allegiant Wealth Management, LLC
β ClosedAllegiant Wealth Management, LLC is a leading financial institution located at 61 North Plains Industrial Road in Wallingford, Connecticut, United States. Specializing in accounting, finance, and insurance services, Allegiant Wealth Management provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution offers a wide range of services tailored to meet the unique needs of each individual or business. Whether you are looking for assistance with investment strategies, retirement planning, tax preparation, or insurance coverage, Allegiant Wealth Management is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.
61 N Plains Industrial Rd #314, Wallingford, CT 06492, United States -
Toomey Investment Management Inc.
β ClosedToomey Investment Management Inc. is a finance institution located at 420 Center Street in Wallingford, Connecticut, United States. With a focus on providing personalized investment solutions for individuals and businesses, Toomey Investment Management Inc. offers a range of financial services including portfolio management, retirement planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complex world of finance and investments.
420 Center St, Wallingford, CT 06492, United States -
Sentinel Asset Management, LLC
β ClosedSentinel Asset Management, LLC is a finance institution located at 1062 Barnes Road in Wallingford, Connecticut, United States. With a focus on providing expert asset management services, Sentinel Asset Management, LLC offers personalized financial solutions to help clients achieve their investment goals. The institution prides itself on its commitment to excellence, integrity, and professionalism in guiding clients through the complexities of the financial market. Contact Sentinel Asset Management, LLC today to learn more about how they can help you secure your financial future.
1062 Barnes Rd # 107, Wallingford, CT 06492, United States -
Sinclair Risk & Financial Management
β ClosedSinclair Risk & Financial Management is a leading finance and insurance agency located at 35 Thorpe Avenue in Wallingford, Connecticut. With a dedicated team of experts, we provide a wide range of financial services and insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for investment advice, risk management strategies, or comprehensive insurance coverage, our experienced professionals are here to help you achieve your financial goals. Trust Sinclair Risk & Financial Management to provide top-notch service and personalized solutions to safeguard your assets and secure your future.
35 Thorpe Ave #200, Wallingford, CT 06492, United States -
Lobo & Pascale Wealth Management, LLC
β OpenLobo & Pascale Wealth Management, LLC is a leading finance institution located at 1062 Barnes Road in Wallingford, Connecticut, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Lobo & Pascale Wealth Management, LLC to help you secure a prosperous financial future.
1062 Barnes Rd #201, Wallingford, CT 06492, United States -
GenM Healthcare Consulting Group
β OpenGenM Healthcare Consulting Group is a leading consulting firm located at 110 South Turnpike Road in Wallingford, Connecticut, United States. We specialize in providing expert guidance and support to healthcare organizations looking to improve their operations, increase efficiency, and enhance patient care. Our team of experienced consultants offers a wide range of services including strategic planning, revenue cycle management, compliance assistance, and more. With a strong focus on client satisfaction and results-driven solutions, GenM Healthcare Consulting Group is dedicated to helping our clients achieve their goals and succeed in today's rapidly evolving healthcare industry.
110 S Turnpike Rd, Wallingford, CT 06492, United States -
Just Right Bookkeeping & Consulting Service
β ClosedJust Right Bookkeeping & Consulting Service is a trusted institution located at 5 Spice Hill Drive, Wallingford, Connecticut, United States. Specializing in accounting and finance, we offer a range of services including bill pay, customer invoicing, payroll, and sales tax management. Whether you need weekly, monthly, or quarterly support, we can handle all your bookkeeping needs both on-site and off-site. Our team is led by Janice Barsalou, an Advanced Certified Quickbooks Pro Advisor with over 20 years of experience in the industry. From training sessions to file conversions, we are here to ensure your financial records are accurate and up-to-date. We also offer great deals on Quickbooks products, including software, merchant services, and payroll services. Contact us today at janice@justrightbookkeepingct.com for personalized assistance with your bookkeeping needs.
5 Spice Hill Dr, Wallingford, CT 06492, United States -
Advantage Financial Group, LLC
β ClosedAdvantage Financial Group, LLC is a finance institution located at 1062 Barnes Road in Wallingford, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Advantage Financial Group, LLC can help you reach your financial objectives.
1062 Barnes Rd Suite 303, Wallingford, CT 06492, United States -
Barnum Financial Group
β 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 -
JJN Financial Network Llc
β OpenJJN Financial Network LLC is a renowned finance institution located at 6 North Main Street in Wallingford, Connecticut, United States. With a strong reputation for providing top-notch financial services, JJN Financial Network LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, their team of experienced professionals is ready to assist you every step of the way. Trust JJN Financial Network LLC to provide you with expert financial advice and personalized solutions tailored to your specific needs.
6 N Main St #204, Wallingford, CT 06492, United States -
Tribute Financial
β ClosedTribute Financial is a finance institution located at 85 Barnes Road in Wallingford, Connecticut. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for assistance with investments, retirement planning, or managing your finances, Tribute Financial is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
85 Barnes Rd #212, Wallingford, CT 06492, United States -
MONECO Advisors - Colleen Galushko
β ClosedMONECO Advisors - Colleen Galushko is a reputable finance institution located at 40 Country Way in Wallingford, Connecticut, United States. Specializing in financial advisory services, Colleen Galushko and her team provide personalized and strategic financial planning to help clients achieve their financial goals. With a strong focus on building long-term relationships, MONECO Advisors offers expertise in investment management, retirement planning, and estate planning. Trustworthy, experienced, and dedicated, MONECO Advisors is committed to providing top-notch financial guidance to individuals and families in the Wallingford area and beyond.
40 Country Way, Wallingford, CT 06492, United States -
Rob Cassella- Prudential Financial Planner WMCP LUTCF
β ClosedRob Cassella- Prudential Financial Planner WMCP LUTCF is a trusted financial institution located at 185 Center Street in Wallingford, Connecticut, United States. Specializing in finance, they offer expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and a commitment to excellence, Rob Cassella and his team provide tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, you can rely on Rob Cassella- Prudential Financial Planner WMCP LUTCF for professional guidance and support.
185 Center St STE B, Wallingford, CT 06492, United States -
Jerry Oliano
β OpenJerry Oliano is a reputable finance institution located at 265 North Main Street in Wallingford, Connecticut, United States. With a focus on providing top-notch financial services to individuals and businesses, Jerry Oliano is known for its expertise in investment management, financial planning, and wealth preservation. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Jerry Oliano can help you navigate the complexities of the financial world.
265 N Main St, Wallingford, CT 06492, United States -
Vilece Technology Services
β ClosedVilece Technology Services is a leading provider of IT solutions located at 15 Brockett Road in Wallingford, Connecticut. With a strong reputation for excellence in technology services, Vilece offers a wide range of services including IT consulting, network security, cloud computing, and managed services. Our team of experienced professionals is dedicated to providing innovative and reliable solutions to help businesses stay ahead in today's rapidly evolving digital landscape. Contact us today to learn how Vilece Technology Services can help your business thrive in the digital age.
15 Brockett Rd, Wallingford, CT 06492, United States -
Walgreens Pharmacy
β ClosedWalgreens Pharmacy is a trusted healthcare institution located at 284 South Colony Street in Wallingford, Connecticut. As a well-known pharmacy and store, Walgreens offers a wide range of health and wellness products, prescription medications, and over-the-counter remedies. With a team of knowledgeable pharmacists and staff, Walgreens provides quality care and services to help customers manage their health effectively. Whether you need medication refills, health advice, or convenient shopping for everyday essentials, Walgreens Pharmacy is here to serve the community with excellence.
284 S Colony St, Wallingford, CT 06492, United States -
CT Pharmacy Specialty Solutions
β ClosedCT Pharmacy Specialty Solutions, located at 10 Fairfield Boulevard in Wallingford, Connecticut, is a health institution that offers specialized pharmacy services. As part of your complete healthcare team, we provide convenient communication through a secure, HIPPA compliant messaging app. Our pharmacy interfaces with multiple eMAR systems and offers various compliant packaging options for medication. We provide ongoing staff training, in-services, and consultant pharmacist assistance for medication QA and record changeover. Our goal is to offer a streamlined approach to medication management and ensure regulation compliance. With our commitment to quality service, we are available 24/7 throughout Connecticut.
10 Fairfield Blvd Suite C, Wallingford, CT 06492, United States -
Brian Marois - Financial Advisor - Ion Investments
β ClosedBrian Marois - Financial Advisor - Ion Investments is a reputable finance institution located at 665 North Colony Road, Wallingford, Connecticut, United States. Our team of financial professionals is highly skilled in financial planning, risk management, and wealth management. We offer personalized service and a unique 5 Step Process to help you achieve your financial goals. As a part of Ion Bank's relationship with Osaic Institutions Inc., we provide access to a wide range of products and services typically found at larger banks, but with a personal touch. Our advisors are experienced and dedicated to keeping you informed with economic insights and market alerts. Whether you are a family, business, nonprofit, or individual, we have the tools and expertise to help you meet your financial goals. Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Consult with us to learn more about how we can help you secure your financial future.
665 N Colony Rd, Wallingford, CT 06492, United States -
Porter Financial Strategies
β ClosedPorter Financial Strategies is a leading finance institution located at 300 Church Street in Wallingford, Connecticut, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Porter Financial Strategies offers comprehensive financial planning, retirement planning, investment management, and estate planning services. Contact us today to schedule a consultation and take the first step towards securing your financial future.
300 Church St Suite 301, Yalesville, CT 06492, United States -
Gerta Xhelaj - TD Wealth Financial Advisor
β ClosedGerta Xhelaj - TD Wealth Financial Advisor is a trusted financial institution located at 928 North Colony Road in Wallingford, Connecticut, United States. As a dedicated financial advisor, Gerta Xhelaj provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Gerta Xhelaj is committed to providing top-notch financial advice and services. With a focus on building long-term relationships based on trust and integrity, Gerta Xhelaj - TD Wealth Financial Advisor is the go-to institution for all your financial needs.
928 N Colony Rd, Wallingford, CT 06492, United States -
4T Financial
β Closed4T Financial is a reputable finance institution located at 11 Dana Boulevard in Wallingford, Connecticut, United States. With a strong focus on providing top-notch financial services, 4T Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at 4T Financial is dedicated to providing personalized and expert advice to help you secure your financial future. Visit us today to see how we can help you reach your financial aspirations.
11 Dana Blvd, Wallingford, CT 06492, United States -
Raymond James Financial Services
β OpenRaymond James Financial Services is a finance institution located at 909 North Colony Road in Wallingford, Connecticut, United States. They provide a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide the expertise and guidance you need.
909 N Colony Rd, Wallingford, CT 06492, United States -
Carson Wealth
β ClosedCarson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.
10 Melrose Dr, Farmington, CT 06032, United States -
Carson Wealth
β OpenCarson Wealth, located at 35 Thorpe Avenue in Wallingford, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Their team of financial advisors specializes in providing comprehensive services such as financial planning, estate planning, tax planning, portfolio management, business planning, and private client services. They work with clients to create sustainable investment strategies aligned with specific goals and objectives, while also preparing for potential pitfalls and challenges that may arise. Carson Wealth emphasizes the importance of estate planning and ensuring that clients are enjoying the life they have saved for. They also help wealthy baby boomers transition into retirement by imparting strong financial values to the next generation. The institution's primary service areas include Farmington, New Haven, Middlesex, Fairfield, Hartford, and more.
35 Thorpe Ave, Wallingford, CT 06492, United States -
KLS-Books: Accounting
β OpenKLS-Books: Accounting is a reputable institution located at 1267 South Broad Street in Wallingford, Connecticut, United States. Specializing in accounting and finance, KLS-Books offers a range of professional services to help individuals and businesses manage their financial records and make informed decisions. With a team of experienced and knowledgeable professionals, KLS-Books is committed to providing top-notch accounting solutions tailored to meet the unique needs of each client. Whether you need assistance with bookkeeping, tax preparation, or financial consulting, KLS-Books: Accounting is here to help you achieve your financial goals.
1267 S Broad St, Wallingford, CT 06492, United States -
Joseph A Miranda PC
β ClosedJoseph A Miranda PC is a reputable accounting and finance institution located at 300 Church Street in Wallingford, Connecticut. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Joseph A Miranda PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
300 Church St # 303, Wallingford, CT 06492, United States -
Anthony J De Filio
β OpenAnthony J De Filio is a reputable accounting and finance institution located at 329 Main Street in Wallingford, Connecticut, United States. With a strong focus on providing top-notch financial services, their team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and financial management. Whether you are a small business owner or an individual looking for financial guidance, Anthony J De Filio is committed to delivering personalized solutions tailored to your specific needs. Trust in their expertise to help you achieve your financial goals and secure a stable future.
329 Main St STE 108, Wallingford, CT 06492, United States -
Phoenix Bookkeeping CT LLC
β ClosedPhoenix Bookkeeping CT LLC is a trusted accounting and finance institution located at 2 Fern Avenue in Wallingford, Connecticut. Our team of experienced professionals provides comprehensive bookkeeping services to help small businesses and individuals manage their finances effectively. With a commitment to accuracy and efficiency, we strive to ensure our clients' financial records are organized and up-to-date. Contact us today to learn more about how we can support your financial needs.
2 Fern Ave, Wallingford, CT 06492, United States -
GDCTM LLC
β ClosedGDCTM LLC is a leading accounting and finance institution located at 322 Main Street in Wallingford, Connecticut. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, we are here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted partner in financial success. Visit us today to see how GDCTM LLC can help you achieve your financial goals.
322 Main St, Wallingford, CT 06492, United States -
De Angelo Anthony V CPA
β OpenDe Angelo Anthony V CPA is a reputable accounting and finance institution located at 15 South Elm Street in Wallingford, Connecticut, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you need help with tax filing or strategic financial advice, De Angelo Anthony V CPA is dedicated to helping you achieve your financial goals.
15 S Elm St #3, Wallingford, CT 06492, United States
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