TOP 30 Personalized finance solutions in Manchester, Connecticut
24 results found
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Waypoint Wealth Solutions - Ameriprise Financial Services, LLC
● OpenWaypoint Wealth Solutions - Ameriprise Financial Services, LLC is a finance institution located at 945 Main Street in Manchester, Connecticut, United States. Our Ameriprise financial advisors are individually registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website for important disclosures, rules, and regulations. We are a member of FINRA and SIPC, ensuring the security and protection of your investments. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.
945 Main St STE 305, Manchester, CT 06040, United States -
Coconut Point Finance
● OpenCoconut Point Finance is a leading financial institution located at 867 Main Street in Manchester, Connecticut, United States. Specializing in a wide range of financial services, Coconut Point Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Coconut Point Finance offers personalized solutions to meet the unique needs of each client. Whether you are looking to invest, save, or manage your finances, Coconut Point Finance is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure a brighter financial future.
867 Main St #2, Manchester, CT 06040, United States -
Demarco Consulting
● ClosedDemarco Consulting is a trusted finance institution located at 152 Leland Drive in Manchester, Connecticut, United States. With years of experience in the financial industry, our team of experts provides personalized consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, financial planning, or budgeting, Demarco Consulting is dedicated to providing top-notch guidance and support. Visit us today to see how we can help you secure a brighter financial future.
152 Leland Dr, Manchester, CT 06040, United States -
Stephen Strand - Thrivent
● ClosedStephen Strand - Thrivent is a finance institution located at 113 Kimberly Drive, Manchester, Connecticut, United States. They are dedicated to helping clients achieve their financial goals through personalized advice tailored to their needs. With a team of experienced professionals, they offer comprehensive financial strategies that prioritize the best interests of their clients. From managing wealth to planning for the future, Stephen Strand - Thrivent provides guidance every step of the way. As part of Thrivent, a Fortune 500 company with a long history of financial strength, clients can trust in their expertise and commitment to making a positive impact in the communities they serve. Membership with Thrivent offers access to a range of financial solutions and resources to help individuals live more meaningful and generous lives. Whether it's understanding tax efficiency or finding answers to financial questions, Stephen Strand - Thrivent is there to support clients on their financial journey. Visit their website for more information on their services and professional designations.
113 Kimberly Dr, Manchester, CT 06040, United States -
Matthew Peak
● ClosedMatthew Peak is a reputable finance institution located at 243 Main Street in Manchester, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we are dedicated to providing personalized solutions to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.
243 Main St #3, Manchester, CT 06042, United States -
Policastro & Associates
● ClosedPolicastro & Associates is a leading finance institution located at 60 Tufts Drive in Manchester, Connecticut, United States. Founded by President Mike Policastro, the institution offers a wide range of financial services and expertise. Vice President and Partner Joe Wik, who holds an MBA and CM&AA certification, is a key member of the team. With a strong focus on providing personalized financial solutions, Policastro & Associates is committed to helping clients achieve their financial goals.
60 Tufts Dr, Manchester, CT 06042, United States -
Merrill & Brousseau, P.C.
● ClosedMerrill & Brousseau, P.C. is a reputable accounting and finance institution located at 193 East Center Street in Manchester, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Merrill & Brousseau, P.C. for expert advice and personalized solutions to meet their financial needs.
193 E Center St, Manchester, CT 06040, United States -
Borgida & Company, P.C.
● ClosedBorgida & Company, P.C. is a leading accounting and finance institution located at 360 East Center Street in Manchester, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
360 E Center St, Manchester, CT 06040, United States -
MMNT Certified Public Accountants
● ClosedMMNT Certified Public Accountants is a reputable institution located at 160 Chapel Road in Manchester, Connecticut. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, integrity, and personalized service, MMNT Certified Public Accountants is your trusted partner in navigating the complexities of financial management. Whether you need assistance with tax preparation, auditing, or financial planning, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that MMNT Certified Public Accountants can make for your financial success.
160 Chapel Rd Suite 301, Manchester, CT 06042, United States -
Accurate CPA Associates LLC
● ClosedAccurate CPA Associates LLC is a reputable accounting and finance institution located at 222 McKee Street in Manchester, Connecticut, United States. With a team of highly skilled and experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to accuracy and attention to detail make them a trusted partner for individuals and businesses seeking professional financial guidance. Whether you need help with your personal taxes or are looking to improve your company's financial health, Accurate CPA Associates LLC is committed to providing top-notch service tailored to meet your specific needs.
222 McKee St, Manchester, CT 06040, United States -
Matthew Ellis - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Ellis - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 945 Main Street in Manchester, Connecticut, United States. Matthew Ellis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. The institution offers a range of services to help individuals with their financial needs, including retirement planning, investment opportunities, insurance products, and estate planning. With a focus on ethical practices and comprehensive knowledge, Matthew Ellis aims to provide personalized financial solutions for retirees, small business owners, and high net worth clients.
945 Main St STE 305, Manchester, CT 06040, United States -
Echn Financial Services
● ClosedEchn Financial Services is a leading finance institution located at 320 Main Street in Manchester, Connecticut, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Echn Financial Services is here to provide you with personalized and comprehensive financial solutions. Contact us today to schedule a consultation and take the first step towards a secure financial future.
320 Main St, Manchester, CT 06040, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 27 Kennedy Road in Manchester, Connecticut, United States. Specializing in long-term care planning, our team of experts is dedicated to helping individuals and families navigate the complex world of insurance and financial planning. With a focus on providing personalized solutions tailored to each client's unique needs, LTC Financial Partners is committed to ensuring peace of mind and security for the future. Contact us today to learn more about our comprehensive services and how we can help you plan for your long-term care needs.
27 Kennedy Rd, Manchester, CT 06042, United States -
Wolff Financial Group, LLC
● ClosedWolff Financial Group, LLC, located at 201 East Center Street in Manchester, Connecticut, is a finance and insurance agency that specializes in helping clients protect their wealth and plan for their family's future. With a wide range of products and services tailored to each client's individual needs, Wolff Financial Group is a third generation family business with expertise in business and estate planning. Licensed to sell insurance and securities in multiple jurisdictions, including AL, AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, the advisors at Wolff Financial Group are dedicated to providing top-notch service to their clients. Keith Wolff and Randi Saboski are licensed insurance agents in California, with Keith also holding licenses in Arizona and Connecticut, while Randi is based in Connecticut.
201 E Center St, Manchester, CT 06040, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1131 Tolland Turnpike in Manchester, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
1131 Tolland Turnpike, Manchester, CT 06040, United States -
K-Mintah Tax Services LLC
● ClosedK-Mintah Tax Services LLC is a reputable accounting and finance institution located at 152 Ferguson Road in Manchester, Connecticut, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, tax planning, bookkeeping, and financial consulting. We are committed to providing our clients with personalized and efficient solutions to help them achieve their financial goals. Visit us today and let us help you navigate the complexities of the tax system.
152 Ferguson Rd, Manchester, CT 06040, United States -
Tedford Tax Services
● OpenTedford Tax Services is a reputable accounting and finance institution located at 74 East Center Street in Manchester, Connecticut, United States. With years of experience in the industry, our team of professionals are dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.
74 E Center St, Manchester, CT 06040, United States -
Jag Tax Services
● OpenJag Tax Services is a reputable accounting and finance institution located at 12 Diane Drive in Manchester, Connecticut, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our knowledgeable staff is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust Jag Tax Services to help you navigate the complexities of tax and financial management. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
12 Diane Dr, Manchester, CT 06040, United States -
Pedneault Stephen A CPA
● ClosedPedneault Stephen A CPA is a trusted accounting and finance institution located at 935 Main Street in Manchester, Connecticut. With years of experience and expertise, our team of certified public accountants offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are dedicated to providing personalized and professional solutions to meet your specific needs. Contact us today to schedule a consultation and take control of your financial future.
935 Main St, Manchester, CT 06040, United States -
Merrick & Young LLC
● OpenMerrick & Young LLC is a reputable accounting and finance institution located at 545 North Main Street in Manchester, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Their expertise in accounting and finance allows them to offer personalized solutions to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or bookkeeping, Merrick & Young LLC is committed to providing top-notch service and guidance.
545 N Main St, Manchester, CT 06042, United States -
Muniz Tax Services
● ClosedMuniz Tax Services is a reputable finance institution located at 61 Tolland Turnpike in Manchester, Connecticut, United States. Specializing in tax services, their team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, Muniz Tax Services is the go-to destination for all your tax and financial needs. Trust in their professionalism and expertise to help you navigate the complexities of the tax system and achieve your financial goals.
61 Tolland Turnpike, Manchester, CT 06042, United States -
Preferred Services Inc
● ClosedPreferred Services Inc is a trusted institution located at 266 Center Street in Manchester, Connecticut. Our team is dedicated to providing top-notch services to our clients, ensuring their satisfaction with every interaction. From personalized financial planning to expert tax preparation, we are here to support you in reaching your goals. With years of experience and a commitment to excellence, Preferred Services Inc is the go-to destination for all your financial needs. Visit us today and let us help you secure a brighter financial future.
266 Center St, Manchester, CT 06040, United States -
Supreme Lending
● ClosedSupreme Lending, located at 873 Main Street in Manchester, Connecticut, is a reputable finance institution that prides itself on the "customer for life" principle. With a focus on providing excellent service and support, Supreme Lending aims to help home buyers achieve their dreams by offering personalized home financing solutions. The team at Supreme Lending is dedicated to proactive communication with clients and partners, ensuring a smooth and transparent home buying process. Whether you're a first-time homebuyer or looking to refinance, Supreme Lending has the expertise to guide you through the process. Contact Jeff Daniels, the Non-Producing Regional Manager, at (860) 474-4319 to learn more about how Supreme Lending can help you with your mortgage needs.
873 Main St, Manchester, CT 06040, United States -
Kit Crowne
● OpenKit Crowne is a reputable finance institution located at 110 Main Street in Manchester, Connecticut, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Kit Crowne is known for its expertise in investments, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kit Crowne today to experience personalized and reliable financial solutions tailored to your specific needs.
110 Main St, Manchester, CT 06042, United States
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