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TOP 30 Professional estate planning services in Stamford, CT
28 results found
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ACT Financial and Tax Services, LLC
ACT Financial and Tax Services, LLC is a leading accounting and finance institution located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals by providing personalized and reliable services. Contact us today to schedule a consultation and see how we can help you with your financial needs.
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
Vincent De Vita is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2777 Summer Street in Stamford, Connecticut. Vincent De Vita holds multiple 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®. Vincent De Vita is dedicated to providing comprehensive financial planning and wealth management services to individuals and families, with expertise in areas such as retirement planning, investment strategies, estate planning, and insurance products. Vincent De Vita is committed to upholding the highest standards of professionalism and ethics in order to best serve his clients' needs.
Stamford, CT Private Wealth Management - UBS Financial Services Inc.
Stamford, CT Private Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. Specializing in private wealth management, UBS Financial Services Inc. offers a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, estate planning, and more to ensure their clients' financial success. Visit their office in Stamford to learn more about how they can help you secure your financial future.
Robert Lenihan - UBS Financial Services Inc.
Robert Lenihan - UBS Financial Services Inc. is a leading financial institution located in Stamford, Connecticut. With a strong reputation for excellence in the finance industry, our team of experienced professionals provides a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our experts are here to guide you every step of the way. Visit us at 600 Washington Boulevard to learn more about how we can help you secure your financial future.
Smart Group USA | Smart Tax Services Stamford
Smart Group USA | Smart Tax Services Stamford is a versatile institution offering a wide range of services in accounting, finance, insurance, legal advice, and real estate. Located at 115 West Main Street in Stamford, Connecticut, this institution is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, legal matters, or real estate transactions, the professionals at Smart Group USA are here to assist you every step of the way. With a commitment to excellence and a reputation for reliability, you can trust Smart Group USA | Smart Tax Services Stamford to help you navigate the complexities of your financial and legal needs.
Joshua D Brown - Ameriprise Financial Services, Inc.
Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.
Garett C. Ceraso - Wilmington Advisors @ M&T
Garett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
Northwestern Mutual Financial
Northwestern Mutual Financial is a leading finance and insurance agency located at 60 Long Ridge Road in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to guiding you towards a secure financial future.
Merrill Lynch Financial Advisor G. Robin Wells
Merrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
The Highlander Group
The Highlander Group is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. With a reputation for excellence and expertise in the finance industry, The Highlander Group offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on building long-term relationships, The Highlander Group is a trusted partner for all your financial needs.
THE WOOD GROUP - Morgan Stanley
THE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.
EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
Law Offices of Peter V Lathouris LLC
The Law Offices of Peter V Lathouris LLC is a reputable finance and legal institution located at 1100 Summer Street in Stamford, Connecticut, United States. Led by experienced attorney Peter V Lathouris, the firm offers a wide range of legal services including business law, estate planning, real estate transactions, and more. With a commitment to providing personalized and high-quality legal representation, the Law Offices of Peter V Lathouris LLC is dedicated to helping clients navigate the complexities of the legal system and achieve their desired outcomes.
William J. Lasko Attorney at Law, LLC.
William J. Lasko Attorney at Law, LLC. is a reputable law firm located in Stamford, Connecticut. Specializing in various legal matters, they provide expert legal services to clients in need of professional representation. With a focus on delivering personalized and effective solutions, William J. Lasko Attorney at Law, LLC. is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, a criminal charge, or need assistance with estate planning, their experienced team is here to help. Visit their office at 482 Summer Street for a consultation with a skilled lawyer who will work tirelessly to protect your rights and interests.
Cacace, Tusch & Santagata
Cacace, Tusch & Santagata is a prestigious law firm located at 1111 Summer Street in Stamford, Connecticut, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses. Specializing in various areas of law, including real estate, corporate law, litigation, and estate planning, Cacace, Tusch & Santagata is known for their professionalism, integrity, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust the experts at Cacace, Tusch & Santagata to handle your case with skill and expertise.
Karen Riggio Law Office
Karen Riggio Law Office is a reputable legal institution located at 20 Sherwood Road in Stamford, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, the experienced team at Karen Riggio Law Office is dedicated to providing top-notch legal services to clients in the Stamford area. With a focus on personalized attention and expert guidance, this law office is committed to helping clients navigate the complexities of the legal system with ease. Whether you are in need of legal representation for a divorce, writing a will, or buying a new home, Karen Riggio Law Office is here to assist you every step of the way.
Law Offices of Danielle M. Mangini, LLC
The Law Offices of Danielle M. Mangini, LLC is a reputable law firm located at 1177 High Ridge Road in Stamford, Connecticut. Specializing in various areas of law, including but not limited to family law, criminal defense, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and achieving the best possible outcomes for our clients, we strive to uphold the highest standards of professionalism and integrity. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
The Legal Cooperative
The Legal Cooperative is a trusted institution located at 1011 High Ridge Road in Stamford, Connecticut, United States. Our team of experienced attorneys and legal professionals work together to provide comprehensive legal services to individuals and businesses in the area. Whether you need assistance with estate planning, business law, real estate transactions, or any other legal matter, we are here to help. We pride ourselves on our commitment to excellence, integrity, and personalized service. Contact us today to schedule a consultation and see how we 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.
Law Offices of Annette C. Lawrence
The Law Offices of Annette C. Lawrence is a reputable legal firm located at 478 Newfield Avenue in Stamford, Connecticut. Led by experienced attorney Annette C. Lawrence, our firm specializes in providing expert legal services in a variety of practice areas including family law, estate planning, real estate law, and more. With a strong commitment to serving our clients with integrity and professionalism, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Wofsey Rosen Kweskin Kuriansky, LLP
Wofsey Rosen Kweskin Kuriansky, LLP is a prestigious law firm located at 600 Summer Street in Stamford, Connecticut, United States. With a rich history and a legacy of serving clients and the community, our firm is dedicated to providing sophisticated and tailored legal services to meet our clients' needs. Our team of experienced attorneys specializes in various areas of law, including litigation, corporate law, employment law, real estate, personal injury, family law, and estate planning. We are known for our high-quality work, aggressive advocacy, and commitment to professional excellence and public service. Our attorneys work collaboratively in teams to provide clients with a broad base of legal talent and experience. We pride ourselves on our dedication to professional excellence and responsive client service, ensuring that our clients' interests are aggressively pursued in a cost-effective manner. Contact us at 203-327-2300 or info@wrkk.com to learn more about our capabilities and discuss your specific legal needs with one of our attorneys.
New York Life
New York Life, located at 715 Stillwater Road in Stamford, Connecticut, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, education expense coverage, income solutions, estate planning guidance, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, the institution is committed to providing tailored solutions to meet the diverse needs of their customers. They have been in business since 1845 and have a strong focus on diversity, responsibility, and service.
N S Davis Agency
N S Davis Agency is a reputable institution located at 680 East Main Street in Stamford, Connecticut. As a versatile establishment, we offer a range of services in finance, insurance, and real estate. Our dedicated team of professionals is committed to providing top-notch services and personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage, financial planning, or assistance in buying/selling property, N S Davis Agency is your one-stop destination for all your needs. Contact us today to learn more about how we can assist you in achieving your goals.
Rockefeller & Co.
Rockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.
McCarter & English, LLP
McCarter & English, LLP is a law firm located in Stamford, Connecticut, United States. Our team of interdisciplinary lawyers offers a wide range of services to assist clients with various legal needs. Please note that the contents of our website may contain attorney advertising and results may vary depending on individual circumstances. We pride ourselves on our cohesive team, united by our dedication to client service and practical, down-to-earth approach. At McCarter & English, we strive to deliver innovative solutions and exceptional value to our clients through the collaboration of our highly skilled lawyers and staff.
Wiggin and Dana LLP
Wiggin and Dana LLP is a prestigious full-service law firm located at 281 Tresser Boulevard in Stamford, Connecticut. Our team of highly talented, creative, and experienced lawyers are dedicated to exceeding our clients' expectations on a daily basis. With additional offices in New York, Philadelphia, Washington, DC, and Palm Beach, we provide legal representation to clients across the United States and internationally on a wide range of sophisticated and complex matters. Whether we are defending a Fortune 500 company in high-stakes litigation, assisting innovative inventors in bringing new technologies to market, or preserving the wealth of a family business, we are committed to offering value-driven solutions and achieving successful outcomes for our clients.
Jessen John E
Jessen John E is a reputable law firm located at 733 Summer Street in Stamford, Connecticut, United States. Specializing in various areas of law, the experienced team at Jessen John E provides expert legal services to clients in need of representation and counsel. With a commitment to excellence and personalized attention, this institution is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with a contract, or require guidance on estate planning, Jessen John E is here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
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