Personalized financial planning in Newtown, CT
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Donaldson Financial Wellness Network, LLC
● ClosedDonaldson Financial Wellness Network, LLC is a finance institution located at 197 Huntingtown Road in Newtown, Connecticut, United States. We specialize in providing comprehensive financial services and solutions to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients build and maintain financial wellness through personalized financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards a secure financial future.
197 Huntingtown Rd, Newtown, CT 06470, United States -
Global Financial Consulting
● OpenGlobal Financial Consulting is a reputable finance institution located at 33 Marlin Road in Newtown, Connecticut, United States. Our team of experienced financial consultants is dedicated to providing top-notch financial advice and services to individuals and businesses worldwide. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Global Financial Consulting to guide you towards a secure and prosperous financial future.
33 Marlin Rd, Sandy Hook, CT 06482, United States -
Timothy J. Haas CFP , MBA Waypoint Financial Planning
● ClosedTimothy J. Haas CFP, MBA Waypoint Financial Planning is a leading finance institution located at 107 Church Hill Road in Newtown, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners and individuals with Master of Business Administration degrees, we provide expert financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our institution is dedicated to providing personalized and comprehensive financial solutions. Trust Timothy J. Haas CFP, MBA Waypoint Financial Planning to guide you on the path to financial success.
107 Church Hill Rd Bldg A, Ste 1B, Sandy Hook, CT 06482, United States -
western connecticut estate & tax planning council
● ClosedThe Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.
36 Huntingtown Rd, Newtown, CT 06470, United States -
Edward Jones - Financial Advisor: Maria Xavier, AAMS™
● ClosedEdward Jones - Financial Advisor: Maria Xavier, AAMS™ is a trusted financial institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Maria Xavier, AAMS™, is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Maria Xavier strives to provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is committed to helping you make informed financial decisions and achieve financial success.
19 Church Hill Rd # 2, Newtown, CT 06470, United States -
Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™ is a reputable finance institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Bryan Roth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Newtown area.
19 Church Hill Rd # 2, Newtown, CT 06470, United States -
Stratos Wealth Partners - Grant Ulrick CFP ,CAP ,CLU - Danbury CT
● ClosedStratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.
105A Newtown Rd #5, Danbury, CT 06810, United States -
Noyes-Ryder Capital Management, LLC
● OpenNoyes-Ryder Capital Management, LLC is a finance institution located at 11 Pinnacle Drive in Newtown, Connecticut, United States. Specializing in investment management and financial planning, Noyes-Ryder offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert guidance and strategic advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Noyes-Ryder Capital Management, LLC is dedicated to helping you secure a prosperous financial future.
11 Pinnacle Dr, Newtown, CT 06470, United States -
AdvisersTrust Wealth Management
● OpenAdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.
30 Main St, Newtown, CT 06470, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance, located at 16 Concord Ridge Road in Newtown, Connecticut, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a focus on personalized service, their policies are tailored to your unique needs and goals. Whether you're looking for a safety net for the unexpected or a solid financial plan for the future, Northwestern Mutual has you covered. Their experienced advisors will work with you to determine the right type and amount of life insurance for your situation, ensuring you get the coverage you need without paying for what you don't. From term life insurance for temporary protection to whole life insurance with cash value growth, they offer a variety of options to fit your needs.
16 Concord Ridge Rd, Newtown, CT 06470, United States -
Steward Partners
● ClosedSteward Partners is a finance institution located at 32 Church Hill Road in Newtown, Connecticut, United States. As a trusted financial services provider, Steward Partners offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, Steward Partners is committed to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steward Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
32 Church Hill Rd Unit 107, Newtown, CT 06470, United States -
Johnson Brunetti
● ClosedJohnson Brunetti is a reputable financial institution located at 27 Glen Road in Newtown, Connecticut, United States. Specializing in financial planning and investment management, Johnson Brunetti offers personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or managing your wealth, Johnson Brunetti is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
27 Glen Rd Suite 300, Sandy Hook, CT 06482, United States -
Iron Path Wealth Management, Inc
● ClosedIron Path Wealth Management, Inc is a trusted finance institution located at 15 Crabapple Lane in Newtown, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping our clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique financial goals. Trust Iron Path Wealth Management, Inc to guide you on the path to financial success.
15 Crabapple Ln, Sandy Hook, CT 06482, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.
67 Newtown Rd, Danbury, CT 06810, United States -
Huray Jack CPA
● ClosedHuray Jack CPA is a reputable accounting and finance institution located at 87 South Main Street in Newtown, Connecticut, United States. With a team of experienced certified public accountants, Huray Jack CPA offers a wide range of financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, their expert staff is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Whether you're looking for assistance with bookkeeping, payroll services, or investment advice, Huray Jack CPA is committed to helping you achieve your financial goals.
87 S Main St STE 11, Newtown, CT 06470, United States -
Lisi, Liberati & Stockwell, LLC
● ClosedLisi, Liberati & Stockwell, LLC is a reputable accounting and finance institution located at 103 South Main Street in Newtown, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
103 S Main St #5, Newtown, CT 06470, United States -
Alan J. Clavette, CPA
● ClosedAlan J. Clavette, CPA is a trusted accounting and finance institution located at 30 Church Hill Road in Newtown, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized and reliable solutions. Whether you need assistance with tax compliance or strategic financial planning, Alan J. Clavette, CPA is committed to providing top-notch service and guidance.
30 Church Hill Rd, Newtown, CT 06470, United States -
Eastern Account System Inc.
● ClosedEastern Account System Inc. is a reputable accounting and finance institution located at 75 Glen Road in Newtown, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise in accounting, bookkeeping, tax preparation, and financial planning ensures that our clients receive the highest level of service and support. Whether you are looking for assistance with managing your personal finances or need help with complex business accounting, Eastern Account System Inc. is here to help you achieve your financial goals.
75 Glen Rd #110, Sandy Hook, CT 06482, United States -
Thomas E. Brennan, Attorney-at-Law, LLC
● ClosedLocated at 3288 Main Street in Stratford, Connecticut, Thomas E. Brennan, Attorney-at-Law, LLC is a trusted institution specializing in estate planning and probate law. Attorney Thomas E. Brennan and his dedicated staff have been providing expert legal services since 2003, serving clients from Fairfield, Norwalk, Bethel, and Newtown. With a focus on personalized attention and results-driven representation, our firm assists clients with a variety of complex legal matters, including estate planning, probate litigation, civil litigation, and conservatorship cases. We understand the importance of thorough preparation and documentation, and we strive to guide our clients through the legal process with diligence and compassion.
3288 Main St Ste. 202, Stratford, CT 06614, United States -
Eric Hellriegel - State Farm Insurance Agent
● ClosedEric Hellriegel - State Farm Insurance Agent, located at 20 Church Hill Road in Newtown, Connecticut, is dedicated to helping residents of Connecticut navigate the complexities of insurance. With a team of licensed professionals, they offer auto insurance, home insurance, renters insurance, life insurance, and commercial insurance options. They take the time to understand each client's unique situation and ensure they receive all available discounts. The agency also offers a free Notary Public service and can assist with insurance and financial service needs. Their team, including Tyrese Gilmore, Jared Di Domenico, Ibrahima Faye, and Victor Ruiz, is committed to providing excellent customer service and creating Personal Price Plans tailored to each individual.
20 Church Hill Rd, Newtown, CT 06470, United States -
Dana Voelzke
● OpenDana Voelzke is a reputable finance institution located at 43 South Main Street in Newtown, Connecticut, United States. With a focus on providing top-notch financial services to individuals and businesses, Dana Voelzke offers a wide range of financial solutions tailored to meet the unique needs of their clients. From investment management to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Dana Voelzke today to learn more about how they can assist you with your financial needs.
43 S Main St #8, Newtown, CT 06470, United States -
M&T Bank
● ClosedM&T Bank is a trusted financial institution located at 6 Queen Street in Newtown, Connecticut, United States. As a leading bank in the area, M&T Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment solutions. With a commitment to excellent customer service and a strong reputation for reliability, M&T Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise that M&T Bank has to offer.
6 Queen St, Newtown, CT 06470, United States -
Savings Bank of Danbury
● ClosedThe Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.
2586 Summer St, Stamford, CT 06905, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance-focused business dedicated to connecting individuals with financial service providers who can assist with their financial needs. Located in Newtown, CT, our services are designed to facilitate access to short-term financial solutions through a streamlined online process.Important Notice: Persons facing serious financial difficulties should consider other alternatives or seek professional financial advice.Service Details: Loan Till Payday Online operates as an administrative service provider, often referred to as “lead generation.” We do not act as a lender or a lending agent and do not engage in activities such as taking loan applications or making credit decisions. Instead, our role is to connect you with a network of financial service providers who may be able to help you, based on the information you submit via our website.Site Visit Recordation Technology:
32 Church Hill Rd, Newtown, CT 06470, United States
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