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TOP 30 Professional estate planning services in New Haven, CT
20 results found
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Compass South Wealth Consulting Group - UBS Financial Services Inc.
Compass South Wealth Consulting Group is a branch of UBS Financial Services Inc. located at 265 Church Street in New Haven, Connecticut. As a leading financial institution, Compass South offers a wide range of wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and client satisfaction sets them apart in the finance industry. Visit Compass South Wealth Consulting Group for expert financial advice and top-notch service.
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice and planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Patrick J Shannon is equipped to address the diverse needs of individuals. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. With a team of professionals holding designations such as CFA, CFP®, and CIMA®, clients can trust that they are receiving advice from highly qualified experts in the field. Whether it's retirement planning, investment management, or tax planning, Patrick J Shannon - Private Wealth Advisor is dedicated to helping clients achieve their financial goals.
Westville Village Apartments
Westville Village Apartments is a premier real estate agency located at 400 Blake Street in the charming city of New Haven, Connecticut. Our apartments offer modern amenities and spacious layouts in a vibrant and diverse neighborhood. With a variety of floor plans to choose from, residents can enjoy a comfortable and convenient living experience. Our professional staff is dedicated to providing exceptional customer service and ensuring that all residents feel right at home. Come experience the convenience and luxury of Westville Village Apartments today.
Oakbridge Management Inc
Oakbridge Management Inc is a leading financial institution located at 39 New Haven Road in Seymour, Connecticut. With a team of experienced professionals, Oakbridge Management Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment management, retirement planning, or estate planning, Oakbridge Management Inc is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure your financial future.
Olive & Wooster Apartments
Olive & Wooster Apartments is a premier real estate agency located at 87 Union Street in the heart of New Haven, Connecticut. Our apartments offer luxurious living spaces with modern amenities and convenient access to all that the city has to offer. Whether you're looking for a cozy studio or a spacious three-bedroom unit, we have a variety of floor plans to suit your needs. Our professional team is dedicated to providing top-notch customer service and helping you find the perfect home. Experience city living at its finest at Olive & Wooster Apartments.
Smith & Pavano: Smith Brian F CPA
Smith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
Green & Sklarz, LLC
Green & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.
Attorney Sharyn N D'Urso
Attorney Sharyn N D'Urso is a reputable law firm located at 27 Elm Street in New Haven, Connecticut. Specializing in various areas of law, including but not limited to family law, estate planning, and probate, Attorney D'Urso provides expert legal services to clients throughout the United States. With a strong commitment to professionalism and client satisfaction, the firm is known for its personalized approach and dedication to achieving the best possible outcomes for each individual case. Contact Attorney Sharyn N D'Urso today for trusted legal representation.
Mongillo & Insler
Mongillo & Insler is a reputable law firm located at 26 Elm Street in New Haven, Connecticut. With a team of experienced lawyers, they provide expert legal services in a variety of practice areas. Whether you are in need of assistance with personal injury, criminal defense, family law, or estate planning, Mongillo & Insler is dedicated to providing top-notch representation for their clients. Trustworthy and professional, this law firm is committed to achieving the best possible outcomes for those they represent.
Bernblum & Greenberg
Bernblum & Greenberg is a prestigious finance and law firm located at 142 Temple Street in the heart of New Haven, Connecticut. With a team of experienced lawyers and financial experts, they provide top-notch legal and financial services to their clients. Whether you need assistance with investment strategies, estate planning, or legal representation, Bernblum & Greenberg is dedicated to helping you achieve your goals. Trust in their expertise and professionalism to guide you through any financial or legal matter with confidence.
Labriola & Labriola LLC
Labriola & Labriola LLC is a reputable law firm located in Naugatuck, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at Labriola & Labriola LLC is dedicated to providing high-quality legal services to their clients. With a commitment to professionalism and client satisfaction, this firm is known for their expertise and personalized approach to each case. Located at 1451 New Haven Road, Labriola & Labriola LLC is a trusted institution for legal representation in the Naugatuck area.
Gillis Law Firm
Gillis Law Firm is a reputable legal institution located at 265 Church Street in New Haven, Connecticut. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Gillis Law Firm is here to help. With a commitment to professionalism and client satisfaction, we strive to achieve the best possible outcomes for each case we take on. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Charlesworth George H
Charlesworth George H is a prestigious law firm located in the heart of New Haven, Connecticut. With a reputation for excellence and a commitment to providing top-notch legal services, the team at Charlesworth George H is dedicated to serving their clients with integrity and professionalism. Specializing in a variety of legal areas, including but not limited to, personal injury, criminal defense, and family law, the experienced lawyers at Charlesworth George H are ready to assist clients with their legal needs. Located at 47 Lawrence Street, Charlesworth George H is conveniently situated for clients in the New Haven area seeking expert legal representation. Trust Charlesworth George H to provide you with the legal expertise and guidance you need to navigate the complexities of the legal system.
Law Office of Scott D. Rosenberg
The Law Office of Scott D. Rosenberg is a reputable legal institution located at 677 State Street in New Haven, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Scott D. Rosenberg provides expert legal representation and guidance to clients in need. With a strong track record of success and a commitment to upholding the rights of his clients, Attorney Rosenberg is dedicated to achieving the best possible outcomes for those he represents. If you are in need of legal assistance in the New Haven area, look no further than the Law Office of Scott D. Rosenberg.
Mark W. Dost
Mark W. Dost is a prestigious institution located at 900 Main Street South in Southbury, Connecticut, United States. Specializing in estate planning and probate, Mark W. Dost offers comprehensive services to individuals and families in need of professional assistance with gift planning, long-term care planning, trust administration, and more. As a seasoned lawyer admitted to practice before state and federal courts in Connecticut, as well as the United States Tax Court, Mark W. Dost has decades of experience in drafting wills and trusts, settling estates in probate court, and assisting clients in qualifying for Medicaid. He is also qualified to represent audits and proceedings before the Internal Revenue Service, the Connecticut Department of Revenue Services, and State and Federal Courts.
East Rock Law
East Rock Law is a reputable law firm located in the vibrant city of New Haven, Connecticut. Situated at 157 Church Street, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, East Rock Law is committed to representing our clients with integrity and professionalism. Whether you are facing a legal issue or seeking legal advice, our knowledgeable attorneys are here to guide you through the legal process and help you achieve the best possible outcome. Contact East Rock Law today for expert legal representation you can trust.
The Haymond Law Firm
The Haymond Law Firm is a prestigious legal institution located at 900 Chapel Street in New Haven, Connecticut, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal representation and guidance to clients in need. With a team of experienced and skilled lawyers, The Haymond Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with a legal dispute, or require help with estate planning, The Haymond Law Firm is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Law Offices of Anne E. Epstein, LLC
The Law Offices of Anne E. Epstein, LLC is a reputable legal firm located at 59 Elm Street in New Haven, Connecticut. Led by experienced attorney Anne E. Epstein, the firm specializes in a wide range of legal services including family law, estate planning, and real estate law. With a strong commitment to providing personalized and professional legal representation, clients can trust the Law Offices of Anne E. Epstein, LLC to handle their legal matters with expertise and care. Contact them today for a consultation.
Fasano Ippolito Lee & Florentine
Fasano Ippolito Lee & Florentine is a prestigious law firm located at 388 Orange Street in New Haven, Connecticut, United States. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. With a reputation for excellence and a commitment to achieving favorable outcomes, Fasano Ippolito Lee & Florentine is a trusted institution in the legal community. Whether you are in need of representation for personal injury, criminal defense, family law, or any other legal issue, you can rely on the expertise and professionalism of the lawyers at this esteemed firm.
Brenner, Saltzman & Wallman LLP
Brenner, Saltzman & Wallman LLP is a prestigious law firm located at 271 Whitney Avenue in New Haven, Connecticut, United States. With over 50 years of experience, our dedicated team is committed to understanding and adapting to our clients' evolving business needs. We provide practical legal advice to help our clients achieve their goals effectively. Trust Brenner, Saltzman & Wallman LLP for all your legal needs.
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