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TOP 30 Professional behavioral consultation in Westport, CT
3 results found
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Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
Karen Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
Bank of America Private Client Advisor Andrew Peale Allen
Bank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.
Carol Swenson, Ph.D
Carol Swenson, Ph.D is a renowned health institution located at 215 Main Street in Westport, Connecticut, United States. Led by the esteemed Dr. Carol Swenson, this institution offers top-notch health services and expertise in various fields such as psychology, counseling, and mental health. With a focus on holistic well-being and personalized care, Dr. Swenson and her team strive to provide the highest quality of care to their patients. Whether you are seeking therapy, counseling, or mental health support, Carol Swenson, Ph.D is dedicated to helping you achieve optimal health and wellness.
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