TOP 10 Professional estate planning services in Southbury, CT
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Diversified Financial
● ClosedDiversified Financial is a leading accounting and finance institution located at 100 Main Street North in Southbury, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, financial planning, investment management, and more. Whether you need help with your personal finances or your business accounts, Diversified Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.
100 Main St N # 204, Southbury, CT 06488, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 108 Main Street North in Southbury, Connecticut, offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. We are committed to client service and satisfaction, helping clients navigate retirement planning, investment strategies, estate planning, and more. Our advisors are dedicated to giving back to the community through volunteerism and charitable outreach. With a focus on continuing professional training and mentorship, we empower our advisors to assist clients in pursuing their financial goals with confidence. Whether you are just starting your career or looking to join our team as a financial advisor, Merrill Lynch Wealth Management provides the tools and support you need to succeed.
108 Main St N 2nd floor, Southbury, CT 06488, United States -
Attorney Gregory Klein
● OpenAttorney Gregory Klein is a reputable law firm located at 32 Poverty Road in Southbury, Connecticut. Specializing in various legal services, Attorney Klein offers expert guidance and representation in matters such as personal injury, family law, real estate, and estate planning. With a strong commitment to client satisfaction and a track record of successful cases, Attorney Gregory Klein is a trusted choice for individuals seeking professional legal assistance in the United States.
32 Poverty Rd #1, Southbury, CT 06488, United States -
Chipman Mazzucco Emerson LLC
● ClosedChipman Mazzucco Emerson LLC is a reputable law firm located at 900 Main Street South in Southbury, Connecticut. With a team of experienced lawyers, they provide a wide range of legal services to individuals and businesses in the area. Whether you need help with estate planning, real estate transactions, business law, or litigation, their skilled attorneys are dedicated to providing personalized and effective legal solutions. Contact Chipman Mazzucco Emerson LLC for professional and reliable legal representation in Connecticut.
900 Main St S Suite 102, Southbury, CT 06488, United States -
Mark W. Dost
● ClosedMark 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.
900 Main St S Suite 102, Southbury, CT 06488, United States -
Mahoney & Kohn LLC
● OpenMahoney & Kohn LLC is a reputable law firm located at 208 Playhouse Cor in Southbury, Connecticut. With a team of experienced lawyers, they specialize in providing legal services in various areas of law including family law, real estate law, and estate planning. Known for their dedication to their clients and their commitment to achieving favorable outcomes, Mahoney & Kohn LLC is a trusted institution in the legal community. Whether you are in need of legal representation for a divorce, property transaction, or creating a will, you can rely on the expertise and professionalism of Mahoney & Kohn LLC.
208 Playhouse Cor, Southbury, CT 06488, United States
- Financial consulting
- Tax consultant
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