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TOP 30 Professional guidance for executives in Connecticut
22 results found
Search for local businesses, places and services near you
Executive Consulting LLC
Executive Consulting LLC, located at 175 Capital Boulevard in Rocky Hill, Connecticut, is a finance institution dedicated to helping both companies and individuals achieve their financial goals. Our team starts by understanding your goals and comparing them to your current portfolio. We then use proven investment strategies tailored to your risk tolerance to protect your assets against market volatility. Our passion lies in diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. We strive to safeguard the dreams you've worked hard to achieve and the assets you've accumulated. Whether you're planning for retirement, building a business from the ground up, or looking for ways to make your money work for you, our financial consultants are here to help.
AdviceOne LLC
AdviceOne LLC, located at 100 Western Boulevard in Glastonbury, Connecticut, is a finance institution dedicated to helping clients achieve their financial goals and secure their futures. Led by Carlos Henriques and his team, AdviceOne offers personalized financial planning services that adapt to the changing needs of each individual. Clients praise the institution for its transparency, responsiveness, professionalism, and care, as well as its focus on succession planning for long-term financial security. Whether it's retirement planning, managing executive stock options, or navigating complex compensation packages, the team at AdviceOne is committed to providing expert guidance and peace of mind. Clients appreciate the attention to detail and personalized approach that sets AdviceOne apart from other financial experts. Testimonials from satisfied clients highlight the trust and confidence they have in the team at AdviceOne.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and retirement income, the experienced advisors at Merrill Lynch can assist with a range of financial services, including estate planning and investment guidance. Committed to client satisfaction, the branch emphasizes building long-term relationships based on understanding each client's unique goals and financial situation. Through access to industry analysts and specialists, advisors work collaboratively with clients to create tailored financial strategies designed to meet their objectives.
SCORE
SCORE Fairfield County, located at 101 East Avenue in Norwalk, Connecticut, is a finance institution that offers FREE business mentoring and workshops for small business owners. Led by experienced advisors, entrepreneurs, and corporate executives, SCORE provides guidance on starting, developing, and growing businesses in today's competitive marketplace. Sponsored by Darien Library and First County Bank, SCORE Fairfield County pairs business owners with mentors who have diverse industry experience and specialties. The institution celebrates its volunteers and encourages others to become mentors to give back to the business community.
Capitol Region Group - Thrivent
Capitol Region Group - Thrivent is a finance institution located at 71 Raymond Road in West Hartford, Connecticut, United States. Our mission is to help humanity thrive by empowering clients towards achieving financial freedom. We provide insightful wealth management solutions and focus on fostering a culture of service excellence, strong advice, and innovation. Our vision is to offer best-in-class customized financial planning solutions through education, empowerment, and execution. Capitol Region Group offers a virtual, hybrid, and in-person experience focusing on clients' holistic financial wellbeing. We understand the importance of choosing the right financial team, which is why we have a unique 3-Step New Client Onboarding Process to ensure that your principles align with ours.
USI Advisors, Inc
USI Advisors, Inc. is a leading financial institution located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in finance, they offer expert advisory services to help clients navigate the complexities of the financial world and make informed decisions about their investments. With a team of experienced professionals, USI Advisors, Inc. is dedicated to providing personalized solutions tailored to each client's unique financial goals and needs. Whether you are planning for retirement, managing your wealth, or seeking guidance on financial planning, USI Advisors, Inc. is committed to helping you achieve financial success.
Merrill Lynch Financial Advisor Brian R O'Connor
Merrill Lynch Financial Advisor Brian R O'Connor is a reputable finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing expert financial advice and services, Brian R O'Connor and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brian R O'Connor is committed to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to guide you towards financial success.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. The branch offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at Merrill Lynch Wealth Management go beyond wealth planning advice, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill clients have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to pursue their financial and life goals.
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.
Lily Khodadoost-Kamvar
Lily Khodadoost-Kamvar is a health and pharmacy store located at 2 Knight Street in Norwalk, Connecticut, United States. Our institution offers a wide range of health products and services to meet the needs of our customers. From prescription medications to over-the-counter remedies, we strive to provide top-quality care and support to help you maintain your health and well-being. Our knowledgeable staff is dedicated to providing personalized service and guidance to ensure you receive the best possible care. Visit Lily Khodadoost-Kamvar for all your health and pharmacy needs today.
Merrill Lynch Private Wealth Advisor Edward J Wahlberg
The Merrill Lynch Private Wealth Advisor Edward J Wahlberg is located at 185 Asylum Street in Hartford, Connecticut. This institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The team at Merrill Private Wealth Management helps wealthy individuals get financially organized to ensure their assets and aspirations have a generational impact. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Wahlberg Team understands the demands of managing wealth on a larger scale and has helped clients streamline their financial affairs. The team works closely with prominent families, business owners, and executives to develop strategies designed to achieve their financial goals.
SKP Accountants and Advisors, CPA's
SKP Accountants and Advisors, CPA's is a trusted institution located at 47 Middletown Avenue in North Haven, Connecticut. With almost 25 years of experience, we specialize in providing expert advice and solutions for small and medium-sized business owners, entrepreneurs, and individuals in the realms of accounting and finance. Our team focuses on handling the regulatory and financial aspects of your business or estate, allowing you to concentrate on what you are truly passionate about. Clients rely on us for competent guidance and prompt, accurate responses to aid them in making well-informed business decisions. At SKP, we are always seeking to expand our team with CPAs or individuals in the process of becoming CPAs who are interested in working with a forward-thinking firm. We offer opportunities to learn more about our culture and what it would be like to be a part of our team.
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.
Mrs. Rachel Carlson
Mrs. Rachel Carlson is a renowned health institution located at 17 South Highland Street in West Hartford, Connecticut, United States. With a focus on providing top-quality healthcare services, Mrs. Rachel Carlson offers a wide range of medical treatments and therapies to its patients. The institution is known for its team of highly skilled and compassionate healthcare professionals who are dedicated to providing personalized care to each individual. Patients can expect to receive expert medical care in a warm and welcoming environment at Mrs. Rachel Carlson.
New York Life insurance
New York Life Insurance, located at 50 Pratt Street in Glastonbury, Connecticut, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash value in the market. The institution provides support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments for potential market gains. With a focus on helping individuals plan for their financial future, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small businesses. Their diverse and welcoming workplace environment, along with their commitment to community engagement and charitable giving, sets them apart as an industry leader. With a mission to make the world a better place, New York Life strives to support families, individuals, and communities through their products, services, and philanthropic initiatives. Visit their website to learn more about their offerings and how they can help you secure your financial future.
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.
Kellie Motschmann
Kellie Motschmann is a reputable health institution located at 100 Simsbury Road in Avon, Connecticut, United States. Specializing in providing top-quality medical care, Dr. Kellie Motschmann and her team offer a wide range of services to promote overall health and well-being. Patients can expect personalized and compassionate care in a welcoming and professional environment. With a focus on preventative care and treatment of various health conditions, Kellie Motschmann is dedicated to helping individuals achieve and maintain optimal health.
Mr. Richard Boulli
Mr. Richard Boulli is a well-known physiotherapist institution located at 30 Peck Road in Torrington, Connecticut, United States. With a strong focus on health and wellness, Mr. Boulli and his team provide top-quality physiotherapy services to help patients recover from injuries, manage chronic conditions, and improve their overall quality of life. The institution is known for its personalized care, cutting-edge treatments, and compassionate approach to patient care. Whether you are recovering from a sports injury or seeking relief from chronic pain, Mr. Richard Boulli is dedicated to helping you achieve your health and wellness goals.
Single Step, LLC
Single Step, LLC is a health institution located at 363 Main Street in Middletown, Connecticut, United States. We are dedicated to providing comprehensive and personalized healthcare services to our patients. Our team of experienced healthcare professionals is committed to helping individuals take the necessary steps towards better health and well-being. Whether you are seeking preventive care, treatment for a specific condition, or guidance on lifestyle changes, Single Step, LLC is here to support you every step of the way. Visit us today and take the first step towards a healthier tomorrow.
Karen Merkel
Karen Merkel is a renowned health institution located at 1440 Whalley Avenue in New Haven, Connecticut, United States. Specializing in providing top-notch healthcare services, Karen Merkel is dedicated to improving the well-being and health of its patients. With a team of highly skilled medical professionals and state-of-the-art facilities, the institution offers a wide range of medical services to cater to the diverse needs of its patients. Whether you are in need of preventive care, treatment for an illness, or ongoing medical management, Karen Merkel is committed to providing compassionate and personalized care to help you achieve optimal health.
Esther Camerota-Macneill
Esther Camerota-Macneill is a health institution located at 70 Cottage Street in Killingly, Connecticut, United States. This institution offers a wide range of healthcare services to individuals in the community. With a team of dedicated healthcare professionals, Esther Camerota-Macneill provides top-quality care and support to patients in need. Whether you are seeking medical treatment, preventative care, or wellness services, this institution is committed to helping you achieve optimal health and well-being. Visit Esther Camerota-Macneill for personalized and compassionate healthcare services in a welcoming and comfortable environment.
Mamta Patel
Mamta Patel is a reputable dentist located at 124 Broad Street in Stamford, Connecticut. With a focus on providing high-quality dental care, Mamta Patel offers a range of services to help patients achieve and maintain optimal oral health. From routine cleanings and check-ups to more complex procedures, the dedicated team at Mamta Patel is committed to ensuring each patient receives personalized care in a comfortable and welcoming environment. Trust Mamta Patel for all your dental needs in Stamford, Connecticut.
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- Professional guidance for executives in Avon
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- Professional guidance for executives in Westport
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