TOP 10 Professional estate planning services in Farmington, CT
12 results found
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Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 30 Waterside Drive, Farmington, Connecticut, United States. Jonathan Root holds several certifications including 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®. These certifications demonstrate his expertise in various aspects of finance, wealth management, and estate planning. Jonathan Root is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Jonathan Root is committed to helping clients achieve their financial goals and secure their future.
30 Waterside Dr Ste 302, Farmington, CT 06032, United States -
MJP Wealth Advisors
● ClosedMJP Wealth Advisors, located at 74 Batterson Park Road in Farmington, Connecticut, offers sophisticated financial solutions and personalized attention to meet the diverse needs of individuals, families, and businesses. Established in 1981, MJP Wealth Advisors is a Registered Investment Advisor (RIA) that acts as fiduciaries, always putting clients' best interests first. With a team of experienced investment professionals, MJP Wealth Advisors provides wealth management, investment solutions, and comprehensive financial planning tailored to each client's unique goals and circumstances. As an independent firm, MJP Wealth Advisors builds close relationships with clients to develop a shared vision for their financial future. By offering a full range of advisory services and maintaining a research and investment due diligence relationship with an institutional registered investment advisory firm, MJP Wealth Advisors is able to provide clients with sophisticated, customized investment strategies that enhance their portfolios.
74 Batterson Park Rd Suite 103, Farmington, CT 06032, United States -
Bregman & Company, P.C.
● ClosedBregman & Company, P.C. is a reputable accounting and finance institution located at 281 Farmington Avenue in Farmington, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Bregman & Company, P.C. to provide expert advice and guidance to help them achieve their financial goals.
281 Farmington Ave, Farmington, CT 06032, United States -
Jonathan Andrews - Wilmington Advisors @ M&T
● ClosedJonathan Andrews - Wilmington Advisors @ M&T is a finance institution located at 282 Scott Swamp Road in Farmington, Connecticut. As a part of M&T Bank, they offer expert financial advice and services to individuals and businesses in the area. With a team of experienced advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Jonathan Andrews - Wilmington Advisors @ M&T is committed to providing top-notch service and support. Visit them today to see how they can help you secure your financial future.
282 Scott Swamp Rd, Farmington, CT 06032, United States -
Utpal K. Parekh, CFP®, ChFC®, CLU® - Wilmington Advisors @ M&T
● ClosedUtpal K. Parekh, CFP®, ChFC®, CLU® - Wilmington Advisors @ M&T is a finance institution located at 1013 Farmington Avenue in West Hartford, Connecticut, United States. With a team of experienced professionals holding prestigious certifications in financial planning, insurance and wealth management, the institution offers comprehensive financial services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning or insurance solutions, Utpal K. Parekh and his team are dedicated to helping you achieve your financial goals. Visit their office in West Hartford for expert advice and personalized financial solutions.
1013 Farmington Ave, West Hartford, CT 06107, United States -
Johnson S. Ronald Law Offices
● ClosedJohnson S. Ronald Law Offices is a reputable legal institution located at 597 Farmington Avenue in Hartford, Connecticut. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and achieving favorable outcomes, Johnson S. Ronald Law Offices is a trusted choice for individuals seeking legal representation in the United States.
597 Farmington Ave, Hartford, CT 06105, United States -
Kurien Ouellette LLC
● ClosedKurien Ouellette LLC is a reputable law firm located at 836 Farmington Avenue in West Hartford, Connecticut. Specializing in various legal services, the firm is known for its professionalism, expertise, and dedication to providing top-notch legal representation to its clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, the experienced lawyers at Kurien Ouellette LLC are here to help. With a commitment to achieving the best possible outcome for each client, this firm is a trusted choice for legal representation in the West Hartford area.
836 Farmington Ave Ste. 137, West Hartford, CT 06119, United States -
Isaac Law Offices, LLC
● ClosedIsaac Law Offices, LLC is a reputable law firm located at 270 Farmington Avenue in Farmington, Connecticut. Specializing in various areas of law, their team of experienced attorneys are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with family law, real estate transactions, or estate planning, Isaac Law Offices, LLC is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today for personalized legal guidance and representation.
The Exchange, 270 Farmington Ave #345, Farmington, CT 06032, United States -
Berman Mickelson Dembo & Jacobs LLC.
● ClosedBerman Mickelson Dembo & Jacobs LLC is a prestigious law firm located at 576 Farmington Avenue in Hartford, Connecticut. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury claims, business law, estate planning, or any other legal matter, the professionals at Berman Mickelson Dembo & Jacobs LLC are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the top law firms in the area. Contact them today for expert legal representation.
576 Farmington Ave, Hartford, CT 06105, United States -
Igor I Sikorsky Jr PC
● OpenIgor I Sikorsky Jr PC is a reputable law firm located at 121 Perry Street in Farmington, Connecticut, United States. Specializing in various legal areas, the experienced team at this institution provides top-notch legal services to clients in need of representation and guidance. With a strong commitment to professionalism and client satisfaction, Igor I Sikorsky Jr PC is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for your business, this law firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.
121 Perry St A, Unionville, CT 06085, United States -
Attorney Elton B. Harvey, III
● OpenAttorney Elton B. Harvey, III is a reputable law firm located at 270 Farmington Avenue in Farmington, Connecticut. With years of experience and expertise in various areas of law, including personal injury, family law, and criminal defense, Attorney Harvey provides dedicated and personalized legal representation to clients throughout the United States. Known for his professionalism, integrity, and commitment to achieving the best possible outcome for his clients, Attorney Elton B. Harvey, III is a trusted advocate in the legal community. Contact the firm today for expert legal assistance.
270 Farmington Ave #345, Farmington, CT 06032, United States -
Melissa L Simonik Law Office
● OpenMelissa L Simonik Law Office, located at 1001 Farmington Avenue in Bristol, Connecticut, is a reputable legal institution specializing in various areas of law. With a focus on providing personalized and professional legal services, Melissa L Simonik and her team strive to achieve the best outcomes for their clients. From family law and estate planning to real estate and business law, the dedicated attorneys at this office are committed to delivering top-notch legal representation. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Melissa L Simonik Law Office is here to help. Contact them today to schedule a consultation and discuss your legal needs.
1001 Farmington Ave, Bristol, CT 06010, United States
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