Personalized financial planning in Stamford, Connecticut
206 results found
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Steven J. Samela, CPA
● ClosedSteven J. Samela, CPA is a reputable accounting and finance institution located at 992 High Ridge Road in Stamford, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Steven J. Samela, CPA is dedicated to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart as a trusted resource in the community.
992 High Ridge Rd #2, Stamford, CT 06905, United States -
Family Tax Advantage LLC
● OpenFamily Tax Advantage LLC is a finance institution located at 306 Dundee Road in Stamford, Connecticut, United States. We specialize in helping families maximize their tax benefits and financial opportunities. Our team of experts is dedicated to providing personalized services to ensure our clients receive the best possible outcomes. Whether you need assistance with tax planning, investment strategies, or retirement planning, Family Tax Advantage LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can help your family secure a brighter financial future.
306 Dundee Rd, Stamford, CT 06903, United States -
Barry Gould CPA
● ClosedBarry Gould CPA is a reputable accounting and finance institution located at 478 Newfield Avenue in Stamford, Connecticut, United States. With over 30 years of experience, we specialize in tax compliance and planning for businesses and individuals in the local area. Our diverse client base includes small business owners, medium-sized businesses, contractors, lawyers, industrial companies, and financial firms. We pride ourselves on working closely with our clients at their own pace and comfort level. At Barry Gould CPA, we value our long-standing relationships with clients and always welcome new ones. Whether you need help with bookkeeping, payroll services, or tax preparation, we are here to assist you. Our personalized approach sets us apart from national tax preparation chains, as we strive to provide top-notch tax advice and optimization for our neighbors in Stamford and the surrounding area.
478 Newfield Ave, Stamford, CT 06905, United States -
Office of Kalmanash
● ClosedThe Office of Kalmanash is a reputable accounting and finance institution located at 1 Windward Lane in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for all your financial needs.
1 Windward Ln, Stamford, CT 06903, United States -
Roger Malhotra
● ClosedRoger Malhotra is a reputable finance institution located at 225 High Ridge Road in Stamford, Connecticut, United States. With a focus on providing top-notch financial services, Roger Malhotra offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution prides itself on its commitment to excellence and personalized service, ensuring that each client receives the attention and support they need to achieve their financial goals. Whether you are a seasoned investor or just starting out, Roger Malhotra is dedicated to helping you build a secure financial future.
East Building, 225 High Ridge Rd 1st Floor, Stamford, CT 06905, United States -
CohnReznick LLP
● ClosedCohnReznick LLP is a leading accounting and finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for delivering high-quality services to clients, CohnReznick LLP offers a wide range of accounting and finance solutions to businesses and individuals. Their team of experienced professionals is dedicated to providing personalized and efficient services to help clients achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, CohnReznick LLP is here to help. Contact them today to learn more about how they can support your financial needs.
4 Landmark Square #410, Stamford, CT 06901, United States -
Judith Heft & Associates
● ClosedJudith Heft & Associates is a trusted accounting and finance institution located at 1111 Summer Street in Stamford, Connecticut. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are dedicated to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1111 Summer St 6th floor, Stamford, CT 06905, United States -
Integral LLC
● ClosedIntegral LLC is a premier accounting and finance institution located at 263 Shippan Avenue in Stamford, Connecticut. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, Integral LLC is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
263 Shippan Ave, Stamford, CT 06902, United States -
Boss Tax
● OpenBoss Tax is a trusted tax preparation and accounting firm located at 680 East Main Street in Stamford, Connecticut. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. Whether you need assistance with tax planning, bookkeeping, or IRS representation, we are here to provide expert guidance and support. With a commitment to personalized service and attention to detail, Boss Tax is your go-to resource for all your financial needs. Contact us today to schedule a consultation and take the stress out of tax season.
680 E Main St, Stamford, CT 06901, United States -
Shalik, Morris & Company
● ClosedShalik, Morris & Company is a reputable accounting and finance institution located at 1177 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Shalik, Morris & Company to provide expert advice and personalized solutions to meet their financial needs.
1177 Summer St #301b, Stamford, CT 06905, United States -
Bregman & Company, P.C.
● ClosedBregman & Company, P.C. is a reputable accounting and finance institution located at 350 Bedford Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with budgeting, investments, or compliance, Bregman & Company, P.C. has the expertise to meet your financial needs.
350 Bedford St #203, Stamford, CT 06901, United States -
Branca Anthony CPA
● ClosedBranca Anthony CPA is a reputable accounting and finance institution located at 700 Summer Street in Stamford, Connecticut, United States. With a team of experienced certified public accountants, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. We are dedicated to providing our clients with expert advice and personalized solutions to help them achieve their financial goals. Trust Branca Anthony CPA for all your accounting and finance needs.
700 Summer St #1k, Stamford, CT 06901, United States -
Totilo & Company LLC CPA's
● ClosedTotilo & Company LLC CPA's is a reputable accounting and finance institution located at 1200 Summer Street in Stamford, Connecticut, United States. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from other firms, ensuring that our clients receive the highest level of expertise and professionalism. Trust Totilo & Company LLC CPA's for all your accounting and financial needs.
1200 Summer St, Stamford, CT 06905, United States -
Bernadel Consultants & Advisors LLC
● OpenBernadel Consultants & Advisors LLC is a trusted institution located at 355 Atlantic Street in Stamford, Connecticut. We offer expert consulting and advisory services to help businesses and individuals achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of our clients. Whether you are looking for strategic financial planning, investment advice, or tax planning services, we are here to help. Contact us today to learn more about how Bernadel Consultants & Advisors LLC can help you reach your financial goals.
355 Atlantic St, Stamford, CT 06901, United States -
Wilson William w CPA
● OpenWilson William W CPA is a reputable accounting and finance institution located at 1100 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Wilson William W CPA for expert advice and personalized solutions to meet their financial needs.
1100 Summer St, Stamford, CT 06905, United States -
Palmer Wilfred R CPA
● OpenPalmer Wilfred R CPA is a reputable accounting and finance institution located at 1200 Summer Street in Stamford, Connecticut, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, the team at Palmer Wilfred R CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, they are committed to providing personalized solutions to meet your specific needs. Contact them today to schedule a consultation and start taking control of your finances.
1200 Summer St # 104, Stamford, CT 06905, United States -
Neidober & Steinmetz
● OpenNeidober & Steinmetz is a leading accounting and finance institution located at 1 Strawberry Hill Court in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Neidober & Steinmetz to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch services to meet your needs.
1 Strawberry Hill Ct # L10, Stamford, CT 06902, United States -
Mollo Clifford w CPA
● OpenMollo Clifford w CPA is a reputable accounting and finance institution located at 1111 Summer Street in Stamford, Connecticut, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual or a business looking for professional financial guidance, Mollo Clifford w CPA is dedicated to helping you achieve your financial goals.
1111 Summer St # 301, Stamford, CT 06905, United States -
Doulos Multiple Services, LLC
● ClosedDoulos Multiple Services, LLC is a premier accounting and finance institution located at 1729 Bedford Street in Stamford, Connecticut. Our team of experienced professionals provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1729 Bedford St #1, Stamford, CT 06905, United States -
Shalik CPA PC
● ClosedShalik CPA PC is a trusted accounting and finance institution located at 30 Myano Lane in Stamford, Connecticut, United States. Our team of experienced professionals provides a wide range of services including tax preparation, auditing, financial planning, and consulting. We are dedicated to helping individuals and businesses achieve their financial goals with personalized solutions and expert guidance. Contact us today to learn more about how Shalik CPA PC can support your financial needs.
30 Myano Ln, Stamford, CT 06902, United States -
Alex Meyerovich
● OpenAlex Meyerovich is a reputable institution located at 39 Clovelly Road in Stamford, Connecticut, United States. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Alex Meyerovich is dedicated to providing top-notch services and helping clients navigate the complex world of finance and law. Whether you need assistance with tax planning, investment strategies, or legal matters, this institution is committed to delivering personalized solutions tailored to your specific needs. Trust Alex Meyerovich to help you achieve your financial and legal goals with confidence and peace of mind.
39 Clovelly Rd, Stamford, CT 06902, United States -
Mohamed Z Shafi
● ClosedMohamed Z Shafi is a reputable finance institution located at 75 Pepper Ridge Road in Stamford, Connecticut, United States. With a strong focus on providing expert financial services, Mohamed Z Shafi offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Mohamed Z Shafi is dedicated to providing personalized and professional assistance. Trust in Mohamed Z Shafi for all your financial needs.
75 Pepper Ridge Rd, Stamford, CT 06905, United States -
Mark Sank & Associates, LLC
● ClosedMark Sank & Associates, LLC is a reputable institution located at 666 Glenbrook Road in Stamford, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch expertise and personalized solutions to meet our clients' needs. Whether you require assistance with tax preparation, financial planning, or legal advice, you can trust Mark Sank & Associates, LLC to deliver exceptional service and results. Contact us today to learn more about how we can help you achieve your financial and legal goals.
666 Glenbrook Rd, Stamford, CT 06906, United States -
Jo A. Hannafin, MD, PhD
● OpenJo A. Hannafin, MD, PhD, located at 1 Blachley Road in Stamford, Connecticut, is a renowned health institution led by Dr. Jo A. Hannafin, a board-certified orthopedic surgeon and sports medicine specialist. Dr. Hannafin is an Attending Orthopedic Surgeon at HSS and a Professor at Weill Cornell Medical College. With an impressive background serving as a physician for various Olympic Games and sports teams, Dr. Hannafin is a leading expert in orthopedic surgery and sports medicine. At Jo A. Hannafin, MD, PhD, patients can receive top-notch care for a range of orthopedic issues, with a focus on conditions such as shoulder and knee instability, ACL ligament reconstruction, rotator cuff disease, and adhesive capsulitis of the shoulder. The institution accepts various insurance plans and offers financial assistance for eligible patients.
1 Blachley Rd, Stamford, CT 06902, United States -
Farmers Insurance - Elizabeth Tarantino
● ClosedFarmers Insurance - Elizabeth Tarantino is an insurance agency located at 1011 Hope Street, Stamford, Connecticut, United States. As a local Farmers agent who was raised in Stamford, CT, Elizabeth deeply cares about the communities in which she lives and works. She helps customers identify the insurance coverage that best fits their needs, offering personalized and straightforward service to make them smarter about insurance. Elizabeth has the knowledge and experience to help customers better understand their coverage options, whether it's for auto, RV, motorcycle, home, condo, apartment, renters, business, life insurance, and more. She believes that Fairfield county will greatly benefit from the quality protection and resources that Farmers provides. Elizabeth looks forward to providing quality service and satisfaction through her Farmers Insurance Agency. Customers can call her for any questions they might have about comprehensive coverage, collision coverage, deductibles, medical payments, and more. Whether customers need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Elizabeth is there to help customize an insurance package to reduce risk and protect investments. She also offers financial planning services to help customers build a solid financial plan for a secure future. For added coverage above and beyond the liability limits of auto or home insurance policies, Elizabeth can provide a personal umbrella insurance policy. Customers can visit FINRA BrokerCheck for background information on Elizabeth as an investment professional. The advertisement is produced on behalf of specific insurers underwritten by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and others. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Please see the agent for details about available products, coverages, features, and discounts.
1011 Hope St Ste L, Stamford, CT 06907, United States -
Savings Bank of Danbury
● ClosedThe Savings Bank of Danbury, located at 12 Hayestown Avenue in Danbury, Connecticut, is a trusted institution offering a range of financial services. With assets exceeding $1.4 billion, this mutual savings bank has been serving the community since 1849. Whether you need a loan, savings account, or retirement plan, Savings Bank of Danbury has the right banking solution for you. With 16 branch offices in various locations, including Stamford and Waterbury, this bank is committed to providing convenient and personalized service. Additionally, their Electronic Services make banking easier than ever before. If you're a business owner looking for a loan, Savings Bank of Danbury offers competitive solutions tailored to your needs. As a member of FDIC and an Equal Housing Lender, you can trust Savings Bank of Danbury to help you achieve your financial goals. Visit them today to experience the difference in community banking.
12 Hayestown Ave, Danbury, CT 06811, United States -
Savings Bank of Danbury
● ClosedSavings Bank of Danbury, located at 90 Mill Plain Road in Danbury, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, this mutual savings bank is dedicated to providing personalized banking solutions to its customers. Whether you need a savings account, a loan, or assistance with retirement planning, Savings Bank of Danbury has the products and services to meet your needs. With 16 branch offices across various locations, including Stamford and Waterbury, this institution is committed to making banking convenient and accessible for all.
90 Mill Plain Rd, Danbury, CT 06811, United States -
Kevin Tabet - State Farm Insurance Agent
● ClosedKevin Tabet - State Farm Insurance Agent is a reputable insurance agency located at 992 High Ridge Road in Stamford, Connecticut, United States. We proudly serve the communities of Stamford, Greenwich, Darien, Norwalk, New Canaan, and surrounding areas with a wide range of insurance services including Auto Insurance, Home Insurance, Renter’s Insurance, Motorcycle Insurance, RV Insurance, Life Insurance, Business Insurance, Pet Insurance, and Financial Services. Our team of licensed Insurance Professionals is dedicated to providing personalized coverage tailored to your specific needs. Whether you are new to the area or looking to relocate to Fairfield County, we are here to help you protect what matters most so you can focus on achieving your life goals. Feel free to contact us for a free quote on Auto Insurance, Home Insurance, or Life Insurance. We are committed to delivering outstanding service and ensuring that your insurance needs are met with care and precision. With a focus on customer relations and comprehensive training, our team is here to assist you every step of the way. Contact us today to learn more about how we can help you safeguard your assets and plan for the future.
992 High Ridge Rd # 304, Stamford, CT 06905, United States -
N S Davis Agency
● ClosedN S Davis Agency is a reputable institution located at 680 East Main Street in Stamford, Connecticut. As a versatile establishment, we offer a range of services in finance, insurance, and real estate. Our dedicated team of professionals is committed to providing top-notch services and personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, financial planning, or assistance in buying/selling property, N S Davis Agency is your one-stop destination for all your needs. Contact us today to learn more about how we can assist you in achieving your goals.
680 E Main St, Stamford, CT 06901, United States -
Integrated Finance
● ClosedIntegrated Finance is a leading financial institution located at 59 Broad Street in Stamford, Connecticut, United States. Specializing in a wide range of financial services, our team of experts is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Integrated Finance is here to help. With a commitment to excellence and a reputation for integrity, you can trust us to provide the guidance and support you need to secure your financial future. Contact us today to learn more about how Integrated Finance can help you reach your financial goals.
59 Broad St # 3, Stamford, CT 06901, United States
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