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TOP 30 Professional estate planning services in Greenwich, CT
31 results found
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Greenwich Soundview Group - Morgan Stanley
Greenwich Soundview Group - Morgan Stanley is a renowned finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and advisory services. Known for their expertise and professionalism, Greenwich Soundview Group - Morgan Stanley is dedicated to providing top-notch financial solutions to their clients.
Dougherty Greenwich Legal LLC
Dougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.
IMAP of Greenwich LLC
IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.
The Haertel Group Greenwich Wealth Advisors - UBS Financial Services Inc.
The Haertel Group Greenwich Wealth Advisors - UBS Financial Services Inc. is a prestigious finance institution located at 100 Field Point Road in Greenwich, Connecticut, United States. With a focus on wealth management and financial advisory services, the institution prides itself on providing personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, The Haertel Group offers a range of services including investment management, retirement planning, and estate planning. Clients can trust in the expertise and integrity of The Haertel Group Greenwich Wealth Advisors to guide them towards financial success.
David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.
David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc. is a reputable finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Financial Consultants, Chartered Life Underwriters, Certified Investment Management Analysts, Certified Private Wealth Advisors, and Certified Exit Planning Advisors, the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, estate planning, or business succession planning, David Louis Levine and his team are dedicated to providing personalized solutions to meet your unique needs.
Merrill Lynch Financial Advisor Stephen N Wolanske
Merrill Lynch Financial Advisor Stephen N Wolanske is a trusted financial institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Specializing in finance, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Merrill Lynch Financial Advisor Stephen N Wolanske is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact them today to start planning for a secure financial future.
Bank of America Private Client Advisor Alexander Bussenger
Bank of America Private Client Advisor Alexander Bussenger is a prestigious financial institution located at 55 Railroad Avenue in Greenwich, Connecticut, United States. As a private client advisor, Alexander Bussenger provides personalized financial advice and services to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of Bank of America Private Client Advisor Alexander Bussenger to help them achieve their financial goals.
Four Corners Private Wealth
Four Corners Private Wealth is a leading finance institution located in Greenwich, Connecticut. Situated at 45 East Putnam Avenue, this prestigious firm provides top-tier wealth management services to high-net-worth individuals and families. With a dedicated team of experienced professionals, Four Corners Private Wealth offers personalized investment strategies tailored to meet the unique financial goals and needs of each client. Whether it's retirement planning, portfolio management, or estate planning, clients can trust Four Corners Private Wealth to provide expert guidance and support every step of the way.
Andersen & Co LLC
Andersen & Co LLC is a reputable accounting and finance institution located at 55 Old Field Point Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Andersen & Co LLC is committed to providing top-notch service and expertise to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment advice, or estate planning, Andersen & Co LLC is the trusted partner you can rely on for all your accounting and finance needs.
Merrill Lynch Financial Advisor Thomas G. Raymond
Merrill Lynch Financial Advisor Thomas G. Raymond, located at 2 Pickwick Plaza in Greenwich, Connecticut, United States, is dedicated to helping wealthy families, individuals, and senior executives manage their investments and finances in a prudent and cohesive manner. With over 32 years of experience in the investment management industry, Thomas and his team provide customized and cost-effective strategies tailored to each client's unique needs. By drawing on Merrill's global resources, they offer services such as investment advice, discretionary investment management, municipal bond management, private equity, alternative investments, trust, and estate planning. The team at The Raymond Group is committed to providing personalized, holistic, and client-centric wealth management services to help clients achieve their financial goals and priorities. With a focus on building strong client relationships based on trust and personalized service, Thomas Raymond and his team strive to help clients navigate the complexities of their financial lives and stay on track towards achieving their objectives.
riverside financial group
Riverside Financial Group is a leading finance institution located at 15 Wilmot Lane in Greenwich, Connecticut, United States. With a reputation for excellence in financial services, Riverside Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverside Financial Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Alex.Brown, A Division of Raymond James
Alex.Brown, A Division of Raymond James is a prestigious finance institution located at 3 Pickwick Plaza in Greenwich, Connecticut, United States. With a long history of providing top-notch financial services, Alex.Brown offers a wide range of investment opportunities and wealth management solutions to its clients. As a division of Raymond James, the institution combines the expertise and resources of two industry leaders to deliver unparalleled financial advice and support. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Alex.Brown is committed to helping you achieve your goals.
Bank of America Private Client Advisor Elizabeth Cahill
Bank of America Private Client Advisor Elizabeth Cahill is a Managing Director and Private Client Advisor located at 55 Railroad Avenue in Greenwich, Connecticut. With over 30 years of experience in corporate banking and wealth management, Liz specializes in advising ultra-high-net-worth families, CEOs, private business owners, institutional foundations, and endowments. She works closely with a team of specialists to provide personalized advice on investment management, customized credit, and estate planning. Liz is a member of various professional organizations and actively volunteers with nonprofit organizations in Fairfield County. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized services and innovative strategies to meet financial objectives. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
The Law Offices of Amy Calvo MacNamara LLC
The Law Offices of Amy Calvo MacNamara LLC is a prestigious legal firm located at 3 Greenwich Office Park in Greenwich, Connecticut, United States. Specializing in various areas of law, including family law, estate planning, and civil litigation, Attorney Amy Calvo MacNamara and her team provide exceptional legal representation and personalized service to their clients. With a commitment to integrity, professionalism, and excellence, this firm is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact The Law Offices of Amy Calvo MacNamara LLC today for expert legal guidance and advocacy.
Jeffrey Hersh, Attorney at Law
Jeffrey Hersh, Attorney at Law is a reputable legal institution located at 25 Lewis Street in Greenwich, Connecticut. Specializing in various areas of law, Jeffrey Hersh provides expert legal advice and representation to clients in the United States. With a strong track record of success, clients can trust in the professionalism and dedication of Jeffrey Hersh and his team. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, Jeffrey Hersh, Attorney at Law is here to provide top-notch legal services.
Vintage Legal LLC
Vintage Legal LLC is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys specializing in various areas of law, Vintage Legal LLC is dedicated to providing high-quality legal services to individuals and businesses alike. Whether you are in need of estate planning, real estate transactions, or business litigation, our team is here to help. We pride ourselves on our personalized approach to each case, ensuring that our clients receive the attention and representation they deserve. Trust Vintage Legal LLC to handle all of your legal needs with professionalism and expertise.
Whitman Breed Abbott & Morgan LLC
Whitman Breed Abbott & Morgan LLC is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses. Known for their dedication to client satisfaction and expertise in various practice areas, Whitman Breed Abbott & Morgan LLC is a trusted name in the legal community. Whether you need assistance with corporate law, real estate transactions, estate planning, or litigation, their skilled team is ready to help you navigate the complexities of the legal system. Visit their office in Greenwich for personalized and professional legal representation.
The Pascarella Law Firm PC
The Pascarella Law Firm PC is a reputable legal institution located at 200 Pemberwick Road in Greenwich, Connecticut, United States. With a team of experienced attorneys, the firm specializes in a wide range of legal services including personal injury, criminal defense, family law, and estate planning. Clients can expect professional representation and personalized attention to their legal needs. The firm is dedicated to providing high-quality legal services and achieving successful outcomes for their clients.
Barocas Law Firm LLC
Barocas Law Firm LLC is a reputable legal institution located at 1037 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys, Barocas Law Firm specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury claims, family law matters, estate planning, or business litigation, the dedicated team at Barocas Law Firm is here to help. Known for their professionalism and commitment to achieving favorable outcomes for their clients, Barocas Law Firm is a trusted source for legal representation in the Greenwich area. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Law Offices of Stephen J. Carriero, LLC
The Law Offices of Stephen J. Carriero, LLC is a reputable institution located at 810 Bedford Street in Stamford, Connecticut. Specializing in criminal law, their team of experienced lawyers have a track record of achieving positive results for their clients in Stamford, Greenwich, Darien, Bridgeport, and Danbury. They are well-versed in handling state and federal cases, including jury trials, court trials, appeals, and probation violation hearings. Additionally, they offer defense in removal proceedings, asylum applications, visas, and adjustment of status. The firm also provides services in personal injury, divorce, custody, and professional license revocation defense. Stephen Seeger and Stephen Carriero, two of the top criminal lawyers in Stamford, were involved in the high-profile State v Michael Skakel murder case. Stephan Seeger is also the author of "Connecticut Criminal Law," a valuable resource for criminal practitioners and students.
O'Donnell Law LLC
O'Donnell Law LLC is a reputable law firm located at 90 Greenwich Avenue in Greenwich, Connecticut, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a strong commitment to professionalism and client satisfaction, O'Donnell Law LLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Law offices of Hilary B. Miller
The Law Offices of Hilary B. Miller is a reputable legal institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Attorney Hilary B. Miller and her team provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, the Law Offices of Hilary B. Miller is a trusted choice for those seeking professional legal services in the Greenwich area.
Moore Leonhardt & Associates
Moore Leonhardt & Associates is a prestigious law firm located at 67 Holly Hill Lane in Greenwich, Connecticut. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of assistance with litigation, corporate law, real estate transactions, or estate planning, the professionals at Moore Leonhardt & Associates are committed to delivering top-notch legal representation. Their office in Greenwich serves clients throughout the United States, offering personalized solutions to meet the unique needs of each individual or business. Trust Moore Leonhardt & Associates to provide you with the legal expertise and guidance you need to navigate complex legal matters successfully.
JOHN T. SHABAN
John T. Shaban is a highly respected law firm located at 500 West Putnam Avenue in Greenwich, Connecticut. Specializing in various legal services, the institution is known for its professionalism, expertise, and dedication to serving its clients. With a team of experienced lawyers, John T. Shaban provides top-notch legal representation and counsel in a wide range of practice areas. Whether you are in need of assistance with personal injury, family law, business law, or estate planning, John T. Shaban is committed to helping you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Hopper & Staplefield
Hopper & Staplefield is a prestigious law firm located at 51 Amogerone Crossway in Greenwich, Connecticut, United States. With a team of experienced and dedicated lawyers, we provide high-quality legal services to our clients. Our practice areas include but are not limited to corporate law, real estate law, and estate planning. We are committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Trust Hopper & Staplefield for expert legal advice and representation.
Tom S. Ward, Jr
Tom S. Ward, Jr. is a prestigious law institution located at 170 Mason Street in Greenwich, Connecticut, United States. Specializing in various areas of law, the institution is known for its exceptional legal services and expertise. With a team of highly skilled lawyers, Tom S. Ward, Jr. is dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of assistance with personal injury, family law, or estate planning, you can trust Tom S. Ward, Jr. to handle your case with professionalism and care.
Charles & Boni-Vendola, LLC
Charles & Boni-Vendola, LLC is a prestigious law firm located in Greenwich, Connecticut. With a focus on providing top-notch legal services to clients in need, the firm is known for its dedication to excellence and commitment to achieving favorable outcomes for their clients. The experienced team of lawyers at Charles & Boni-Vendola, LLC specialize in a wide range of practice areas, including but not limited to, business law, real estate law, and estate planning. Clients can trust that their legal matters will be handled with the utmost professionalism and expertise at this esteemed institution. Visit their office at 14 Ronald Lane to discuss your legal needs today.
Johnson, Haslun & Hogeman
Johnson, Haslun & Hogeman is a prestigious institution located at 21 Sherwood Place in Greenwich, Connecticut, United States. With a reputation for excellence and professionalism, this institution offers a wide range of services to meet the needs of its clients. From legal advice to financial planning, Johnson, Haslun & Hogeman is dedicated to providing top-notch assistance and expertise. Whether you are seeking assistance with estate planning, business law, or investment strategies, the experienced team at Johnson, Haslun & Hogeman is here to help. Visit us today to see how we can assist you in achieving your goals.
Crescent Pine Family Office Group
Crescent Pine Family Office Group is a prestigious finance institution located at One Greenwich Plaza in Greenwich, Connecticut, United States. The institution offers a comprehensive range of financial services tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced professionals, Crescent Pine Family Office Group provides personalized wealth management, investment advisory, and estate planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Crescent Pine Family Office Group is dedicated to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Mark B Silverman
Merrill Lynch Financial Advisor Mark B Silverman is a renowned finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a strong reputation for providing expert financial advice and guidance, clients can trust Mark B Silverman and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark B Silverman is dedicated to helping you achieve your goals.
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