Personalized financial planning in Stamford, Connecticut

Cornerstone Community Credit Union is a trusted financial institution located at 242 Hope Street in Stamford, Connecticut, United States. As a member-owned cooperative, we prioritize the financial well-being of our members and the community. Our dedicated team offers a wide range of financial products and services, including savings accounts, loans, and personalized financial planning. We strive to provide exceptional customer service and support to help our members achieve their financial goals. Join us at Cornerstone Community Credit Union and experience the difference of banking with a local, community-focused institution.

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.

The 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.

Welcome to Joe Namy - State Farm Insurance Agent, located at 1051 Long Ridge Road in Stamford, Connecticut. Our agency is conveniently situated in the Chimney Corners Shopping Center, above Dunkin Donuts and across the street from Lakeside Diner. As a third-generation State Farm Agent, I am proud to serve the communities of Connecticut and New York with personalized insurance solutions. At our agency, we offer a wide range of insurance products, including auto, home, renters, condo, boat, motorcycle, personal liability umbrella policy, jewelry coverage, business insurance, workers comp, life insurance, and health plans. We are committed to protecting families and helping individuals and businesses manage risks, recover from the unexpected, and realize their dreams.

Farmers Insurance - Joseph Barragan is a reputable insurance agency located at 203 East Putnam Avenue in Greenwich, Connecticut. With over 22 years of experience as a Connecticut resident, Joseph Barragan takes pride in serving the community of Greenwich and all of Fairfield County. He is actively involved in local charitable organizations such as New Covenant House in Stamford and Abilis events, showcasing his commitment to giving back to the community. At the Barragan Agency, personalized service is a top priority. Joseph aims to make his clients smarter about their insurance options, whether it be for life, home, auto, umbrella, business insurance, and more. With over 37 years of experience in financial services, Joseph and his team are dedicated to customizing insurance plans to fit the unique needs of each individual and family.

Farmers Insurance - Passero Agency, located at 891 High Ridge Road in Stamford, Connecticut, is a trusted insurance agency dedicated to providing personalized service to meet the unique needs of each client. With over 20 years of experience in the industry, the agency offers a wide range of insurance products, including auto, home, life, renters, casualty, business insurance, and more. Whether you are looking for comprehensive coverage for your car, protection for your home, or a plan to secure your family's financial future, the knowledgeable agents at Farmers Insurance - Passero Agency are here to help. They can help you navigate the complexities of insurance policies, find the right coverage options for your budget, and ensure that you are well-protected in the event of a disaster.

FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions. Our CARBYNE planning process is designed to provide exceptional service that minimizes taxes and volatility while maximizing income and wealth for our clients and their heirs. We operate under a fiduciary standard of care, ensuring that we always act in our clients' best interests. With a deep understanding that each individual and family has unique financial needs, we offer personalized solutions tailored to meet specific goals. Our team of experienced financial advisors is dedicated to providing the highest level of service, working closely with clients to develop comprehensive plans that align with their objectives. At FBO Strategies LLC, we prioritize asset protection and efficient wealth transfer to loved ones. Our mission is to help clients achieve their financial goals and build a secure financial future. Visit us at 1177 High Ridge Road, Suite 133, Stamford, CT 06905.

Christopher Elias, Bankers Life Agent is an insurance agency located at 70 Seaview Avenue in Stamford, Connecticut, United States. Specializing in providing insurance products and services, Christopher Elias offers personalized solutions to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, this agency strives to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Christopher Elias, Bankers Life Agent is dedicated to helping you navigate the complexities of insurance and find the right policy for your needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.

Vitesse Worldwide, located at 25 Crescent Street in Stamford, Connecticut, is a transportation company that prioritizes reliability, excellence, luxury, and trustworthiness. With a focus on providing a personalized experience for each client, Vitesse pays attention to every detail of your transportation and travel needs. From helping you locate your chauffeur on their app to offering expert consultation on private air charter travel, Vitesse ensures that your experience is seamless and stress-free. Their advanced technology platforms allow clients to access up-to-the-minute pricing and easily book, track, and manage their travel arrangements. Whether you need Corporate Executive Vehicles for important business meetings or concierge services for last-minute event tickets, Vitesse has you covered.

Fernando Rivadeneira - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals provide personalized advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fernando Rivadeneira - Morgan Stanley is dedicated to helping you succeed.

Laidlaw & Co is a reputable finance institution located at 750 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing personalized financial solutions to clients, Laidlaw & Co offers a wide range of services including wealth management, investment banking, and asset management. The team of experienced professionals at Laidlaw & Co are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Laidlaw & Co is committed to providing expert guidance and support every step of the way.

Black Diamond Capital Management LLC is a leading finance institution located at 2187 Atlantic Street in Stamford, Connecticut, United States. With a strong focus on investment management, Black Diamond Capital Management LLC offers a range of financial services to help clients achieve their goals. Their team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Black Diamond Capital Management LLC is committed to helping you succeed.

Columbus Circle Investors is a finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a focus on investment management, Columbus Circle Investors provides expert financial services to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and personalized investment strategies. Trust Columbus Circle Investors to provide you with the guidance and expertise needed to navigate the complex world of finance.

Daniel M. McCabe, LLC is a reputable financial advisory firm located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, they provide personalized financial planning and investment management services to individuals and businesses. Their mission is to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Daniel M. McCabe, LLC can provide the guidance and expertise you need. Contact them today to schedule a consultation and take the first step towards financial success.

Tweedy, Browne Company is a renowned finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a long history of providing top-notch financial services, Tweedy, Browne Company is known for their expertise in investment management and wealth advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and sound investment advice. Whether you are looking to grow your wealth or plan for the future, Tweedy, Browne Company is committed to delivering exceptional service and results.

Robert W. Baird & Co is a renowned finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Baird & Co offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Robert W. Baird & Co is a trusted partner you can rely on.

Relyea Zuckerberg & Hanson LLC is a reputable finance institution located at 101 Broad Street in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, Relyea Zuckerberg & Hanson LLC is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in their expertise and commitment to excellence for all your financial needs.

Philo Smith & Co. is a finance institution located at 6 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, Philo Smith & Co. offers a wide range of investment options and financial solutions to help clients achieve their goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Philo Smith & Co. is committed to helping you succeed.

River Oak Investment Corporation LLC is a finance institution located at 1 Atlantic Street in Stamford, Connecticut, United States. We specialize in providing a wide range of investment services to our clients, helping them achieve their financial goals and secure their futures. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, River Oak Investment Corporation LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

The Lykon Group is a finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With a reputation for excellence in financial services, The Lykon Group offers a wide range of investment and advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Lykon Group is here to provide the support and expertise you need.

GE Asset Management is a renowned finance institution located at 1600 Summer Street in Stamford, Connecticut, United States. With a strong track record of managing assets for clients, GE Asset Management provides expert financial services and investment solutions to help individuals and organizations achieve their financial goals. Their team of experienced professionals offers personalized advice and strategic guidance to optimize portfolios and drive growth. Whether you are looking to build wealth, plan for retirement, or manage risk, GE Asset Management is dedicated to delivering top-tier financial services tailored to your specific needs.

Peattie Capital Management is a leading finance institution located at 1200 High Ridge Road in Stamford, Connecticut, United States. Specializing in investment management, Peattie Capital Management offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Peattie Capital Management is dedicated to providing personalized solutions and expert advice to clients. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Peattie Capital Management is here to help you navigate the complexities of the financial world.

Kolbrenner & Alexander LLC is a reputable accounting and finance institution located at 2777 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, and financial planning. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses alike. Whether you are looking for help with your personal finances or need expert advice for your business, Kolbrenner & Alexander LLC is here to help you achieve your financial goals.

The Livesay Balzano Group at Morgan Stanley is a premier financial institution located in Stamford, Connecticut. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on strategic planning and investment management, we offer a comprehensive range of financial services tailored to meet the unique needs of each individual client. Visit us at 4 Landmark Square to learn more about how we can help you secure your financial future.

JJ Haffner Company LLC is a reputable accounting and finance institution located at 30 Myano Lane in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, JJ Haffner Company LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist with your financial needs.

Haims Buzzeo & Co PC is a reputable accounting and finance institution located at 666 Summer Street in Stamford, Connecticut, United States. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting, Haims Buzzeo & Co PC is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the industry.