Personalized financial planning solutions in Stamford, Connecticut

Merrill Lynch Financial Advisor Thomas G Kolenberg, located at 301 Tresser Boulevard, Stamford, Connecticut, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By creating a personalized financial approach tailored to your unique situation, they aim to help you manage, grow, and preserve your wealth while planning for the future. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a comprehensive financial plan focused on your individual needs and priorities. Through the Merrill Personal Wealth Analysis™, they can create a customized plan centered on your goals and aspirations. The team believes in regular check-ins to discuss any changes in your life or financial markets, ensuring that your financial approach stays aligned with your evolving goals.

Merrill Lynch Financial Advisor Allan Winthrop Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team within the institution, works with a select group of clients nationwide, providing customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team prioritizes communication, respect, and personalized advice to help clients reach their financial goals. They believe in creating value for clients by addressing complex circumstances and anticipating future needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Allan Winthrop Linke can help clients pursue their financial objectives effectively.

Merrill Lynch Financial Advisor Frank A Federici, located at 301 Tresser Boulevard in Stamford, Connecticut, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to get to know you and your family's unique needs and aspirations. They offer personalized financial planning services to help you manage, grow, and preserve your wealth, while also considering your legacy and future generations. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with you to develop a customized financial approach tailored to your individual goals and priorities. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

have about your financial future, Merrill Lynch Financial Advisor Benjamin C Smiles is here to provide personalized guidance and support. Located at 301 Tresser Boulevard in Stamford, Connecticut, our team at The Smiles Group is dedicated to putting you at the center of the planning process, offering access to global investing capabilities from Merrill and banking solutions from Bank of America. Whether you're planning for your children's education, ensuring income lasts through retirement, covering healthcare costs, or preserving wealth, our team can assist you in identifying and prioritizing your personal goals. We believe in developing a personalized financial strategy aligned with your aspirations to help you manage, grow, and preserve your wealth today and for the future.

Integral 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.

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.

Avance Professional Services is a leading accounting and finance institution located at 934 East Main Street in Stamford, Connecticut, United States. Our team of experts provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Avance Professional Services is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

SIG Insurance Agency - A Relation Company is a reputable insurance agency located at 509 Glenbrook Road in Stamford, Connecticut, United States. With a focus on building strong relationships with their clients, they offer a wide range of insurance products and services to meet the unique needs of individuals and businesses alike. Their team of experienced agents is dedicated to providing personalized and professional service to ensure that their clients have the coverage they need to protect what matters most. Whether you are looking for auto, home, life, or business insurance, SIG Insurance Agency is committed to helping you find the right policy at the right price. Visit their office today to learn more about how they can help you with your insurance needs.

Mark 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.

H&R Block is a renowned accounting and finance institution located at 600 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. 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 dedicated to providing top-notch solutions tailored to your specific needs. Visit us today to experience the expertise and professionalism that sets H&R Block apart in the world of accounting and finance.

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.

Pinewood Consulting LLC is a leading accounting and finance firm located at 700 Canal Street in Stamford, Connecticut. Our team of experienced CPAs and advisors are dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Pinewood Consulting LLC is the go-to institution for all your accounting and financial needs.

Merrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.

Greenwich Creek Capital Management is a finance institution located at 131 Highline Trail in Stamford, Connecticut, United States. Specializing in investment management and financial planning, their team of experienced professionals offers personalized services to help clients achieve their financial goals. With a focus on transparency, integrity, and innovation, Greenwich Creek Capital Management is dedicated to providing top-quality financial solutions tailored to each individual's needs.

Anthony Martini & Co is a renowned accounting and finance institution located at 1234 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or investment planning, Anthony Martini & Co is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your financial needs.

Santella & Breeden & Co is a reputable accounting and finance institution located at 1700 Bedford Street in Stamford, Connecticut, United States. With a commitment to providing top-notch financial services, our team of experts offers a wide range of accounting and financial solutions to individuals and businesses alike. From tax preparation to investment strategies, we are dedicated to helping our clients achieve their financial goals. Visit us today to experience the professional and personalized service that sets us apart from the rest.

Steven 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.

Latinos Unidos Multi-Tax Services is a trusted institution located at 543 Newfield Avenue in Stamford, Connecticut, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses in the Latino community. From tax preparation to financial consulting, we are committed to helping our clients achieve their financial goals. Visit us today and experience the personalized service and expertise that sets us apart.

Grossman Terry C CPA is a reputable accounting and finance institution located at 110 Prospect Street in Stamford, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need help with tax filing or strategic financial advice, Grossman Terry C CPA is a trusted partner you can rely on.

Mobile Service Movil is a reputable accounting and finance institution located at 83 Morgan Street in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Mobile Service Movil is dedicated to providing top-notch service to meet your needs. Visit their office today to see how they can help you achieve your financial goals.

Gbu Tax Services is a trusted accounting and finance institution located at 47 Woodland Avenue in Stamford, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we offer a wide range of financial services to meet our clients' needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Gbu Tax Services is here to help. Contact us today to schedule a consultation and let us help you navigate the complexities of tax and finance.

Berkow Schechter & Co is a leading accounting and finance institution located at 350 Bedford Street in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Berkow Schechter & Co for all your accounting and financial needs.

Judith 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.

Shalik, 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.

Bregman & 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.

Maida & Maida is a reputable accounting and finance institution located at 1111 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Maida & Maida is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and efficient, Maida & Maida is your go-to destination for all your accounting and finance needs.

Neidober & 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.

Mohamed 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.

Savings 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.

Savings Bank of Danbury, located at 325 Main Street South in Southbury, Connecticut, is a trusted institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, Savings Bank of Danbury offers a wide range of banking and financial services to meet your needs. Whether you need a simple savings account, a mortgage for your dream home, or a business loan to grow your company, Savings Bank of Danbury has the solutions you're looking for. With 16 branch offices in various locations, including Stamford and Waterbury, we are always here to help you with your financial goals.