Retirement solutions in Stamford, Connecticut

Stamford Healthcare Credit Union is a financial institution located at 4 Hospital Plaza in Stamford, Connecticut, United States. We specialize in providing financial services to healthcare professionals and employees in the Stamford area. Our mission is to help our members achieve their financial goals and secure their financial futures. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.

Legal & General Retirement America is a finance and insurance agency located at 750 Washington Boulevard in Stamford, Connecticut, United States. As a leading provider of retirement solutions, we offer a range of products and services to help individuals plan for a secure financial future. Our dedicated team of professionals is committed to helping clients navigate the complexities of retirement planning and ensure they have the resources they need to enjoy their golden years with peace of mind. Whether you are looking for annuities, life insurance, or other retirement products, Legal & General Retirement America is here to help you achieve your financial goals.

Genworth - Stamford is a reputable insurance agency located at 3001 Summer Street in Stamford, Connecticut. With a commitment to providing top-notch insurance products and services, Genworth - Stamford is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are in need of life insurance, long-term care insurance, or mortgage insurance, the knowledgeable team at Genworth - Stamford is here to guide you through the process and find the best coverage options for your unique needs. Trust Genworth - Stamford to provide you with peace of mind and financial security for years to come.

Summit Retirement Planning, Inc. is a finance institution located at 48 Union Street in Stamford, Connecticut, United States. With a focus on helping individuals plan for a secure retirement, Summit Retirement Planning offers personalized financial services and expert guidance to help clients achieve their retirement goals. Whether you are just starting to save for retirement or looking to maximize your existing investments, Summit Retirement Planning is dedicated to providing comprehensive financial solutions tailored to your unique needs. Contact us today to start planning for a brighter financial future.

The RBC Wealth Management Branch in Stamford, Connecticut, is a leading finance institution located at 3 Landmark Square. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, the experts at RBC Wealth Management Branch in Stamford are dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start building a secure financial future.

Integral LLC is a premier accounting and finance institution located at 263 Shippan Avenue in Stamford, Connecticut. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, Integral LLC is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 600 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to your specific needs. Visit us today to experience the expertise and professionalism that sets H&R Block apart in the world of accounting and finance.

First County Bank is a trusted financial institution located at 2950 Summer Street in Stamford, Connecticut. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing personalized service and innovative solutions, First County Bank is dedicated to helping our customers achieve their financial goals.

Morgan Stanley Financial Advisors is a leading finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure and prosperous financial future.

Pinewood Consulting LLC is a leading accounting and finance firm located at 700 Canal Street in Stamford, Connecticut. Our team of experienced CPAs and advisors are dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Pinewood Consulting LLC is the go-to institution for all your accounting and financial needs.

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.

Merrill Lynch Financial Advisor Scott B. Linke is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. The Linke-Pearson Group, a wealth management team based in Stamford, works with a select group of clients nationwide, offering customized investment management strategies and precise implementation. The team, led by brothers Allan and Scott Linke, has a strong family connection to Merrill Lynch Wealth Management dating back to 1916. They believe in applying wisdom gained from years of experience to help clients navigate financial issues and make informed decisions. The team focuses on understanding each client's unique goals and priorities to create a customized financial strategy. They believe in open communication, respect, and personalized advice to help clients achieve their long-term objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop a tailored approach to address their financial needs. The team is committed to creating value for clients by tackling difficult questions, anticipating issues, and providing a unified service model to keep clients informed and up-to-date. Merrill advisors strive to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.

Harbor Asset Private Wealth is a finance institution located at 40 Signal Road in Stamford, Connecticut, United States. At Harbor Asset Private Wealth, your wealth is managed with the goal of making a greater impact on your life, your family, your world, and your legacy. With over three decades of industry experience, founder Marti Marache and her team are dedicated to providing sound and objective advice tailored to each client's unique situation and long-term goals. Recognized by Forbes and Working Mother Magazine for their excellence in wealth management, Harbor Asset Private Wealth offers a family office approach to guide clients in fulfilling their financial ambitions. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, Harbor Asset Private Wealth is committed to helping clients live their best lives and plan for a successful financial future. Contact us today to start your enriched, exciting, and rewarding financial journey with Harbor Asset Private Wealth.

Sharon Kaplove - Financial Advisor at Ameriprise Financial Services, LLC, located at 2777 Summer Street in Stamford, Connecticut, United States, offers a wide range of financial services to individuals and small business owners. Sharon Kaplove holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Additionally, Sharon Kaplove is trained in behavioral finance to help clients make better financial decisions. With a focus on client assessment, risk management, and investment performance, Sharon Kaplove provides personalized financial advice to meet the unique needs of each client. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Sharon Kaplove is dedicated to helping you achieve your financial goals. Contact Sharon Kaplove today to learn more about how she can help you secure your financial future.

Greenwich Creek Capital Management is a finance institution located at 131 Highline Trail in Stamford, Connecticut, United States. Specializing in investment management and financial planning, their team of experienced professionals offers personalized services to help clients achieve their financial goals. With a focus on transparency, integrity, and innovation, Greenwich Creek Capital Management is dedicated to providing top-quality financial solutions tailored to each individual's needs.

ADF Financial Services is a reputable accounting and finance institution located at 98 Minivale Road in Stamford, Connecticut, United States. Specializing in tax preparation, our experienced professionals are dedicated to helping individuals and businesses navigate complex tax laws and ensure compliance with all regulations. Whether you need assistance with filing your personal taxes or require comprehensive tax planning for your business, ADF Financial Services is here to provide expert guidance and support. Trust us to handle your tax needs with precision and efficiency.

Judith Heft & Associates is a trusted accounting and finance institution located at 1111 Summer Street in Stamford, Connecticut. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are dedicated to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Bregman & Company, P.C. is a reputable accounting and finance institution located at 350 Bedford Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with budgeting, investments, or compliance, Bregman & Company, P.C. has the expertise to meet your financial needs.

Mohamed Z Shafi is a reputable finance institution located at 75 Pepper Ridge Road in Stamford, Connecticut, United States. With a strong focus on providing expert financial services, Mohamed Z Shafi offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Mohamed Z Shafi is dedicated to providing personalized and professional assistance. Trust in Mohamed Z Shafi for all your financial needs.

Savings Bank of Danbury, located at 90 Mill Plain Road in Danbury, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, this mutual savings bank is dedicated to providing personalized banking solutions to its customers. Whether you need a savings account, a loan, or assistance with retirement planning, Savings Bank of Danbury has the products and services to meet your needs. With 16 branch offices across various locations, including Stamford and Waterbury, this institution is committed to making banking convenient and accessible for all.

Savings Bank of Danbury, located at 325 Main Street South in Southbury, Connecticut, is a trusted institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, Savings Bank of Danbury offers a wide range of banking and financial services to meet your needs. Whether you need a simple savings account, a mortgage for your dream home, or a business loan to grow your company, Savings Bank of Danbury has the solutions you're looking for. With 16 branch offices in various locations, including Stamford and Waterbury, we are always here to help you with your financial goals.

John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert is an insurance agency located at 43 Harbor Drive in Stamford, Connecticut, United States. Specializing in structured settlements and settlement planning, this institution is led by John Darer, a highly qualified expert with multiple certifications in the field. With a focus on providing comprehensive and personalized solutions for clients, the team at John Darer CLU ChFC MSSC RSP CeFT CLTC is dedicated to helping individuals and families navigate the complex world of insurance and financial planning.

The Kyriakos Group - UBS Financial Services Inc. is a leading finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Kyriakos Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.

Family Express Multi-Services LLC is a finance institution located at 130 Frederick Street in Stamford, Connecticut, United States. Our dedicated team of professionals provides a wide range of financial services to meet the needs of individuals and families. Whether you are looking for assistance with taxes, insurance, or loans, we are here to help. With years of experience and a commitment to customer satisfaction, Family Express Multi-Services LLC is your trusted partner for all your financial needs. Visit us today to learn more about how we can assist you in achieving your financial goals.

The Savings Bank of Danbury, located at 12 Hayestown Avenue in Danbury, Connecticut, is a trusted institution offering a range of financial services. With assets exceeding $1.4 billion, this mutual savings bank has been serving the community since 1849. Whether you need a loan, savings account, or retirement plan, Savings Bank of Danbury has the right banking solution for you. With 16 branch offices in various locations, including Stamford and Waterbury, this bank is committed to providing convenient and personalized service. Additionally, their Electronic Services make banking easier than ever before. If you're a business owner looking for a loan, Savings Bank of Danbury offers competitive solutions tailored to your needs. As a member of FDIC and an Equal Housing Lender, you can trust Savings Bank of Danbury to help you achieve your financial goals. Visit them today to experience the difference in community banking.

Savings Bank of Danbury, located at 154 Federal Road in Brookfield, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, Savings Bank of Danbury offers a wide range of banking services including ATM access, loans, savings, and retirement accounts. With 16 branch offices in various locations, including Stamford and Waterbury, Savings Bank of Danbury is committed to providing convenient and personalized banking solutions to meet your financial needs. Whether you are an individual looking for a savings account or a business seeking loan options, Savings Bank of Danbury is here to help. With a focus on community impact and customer satisfaction, Savings Bank of Danbury is dedicated to simplifying your banking experience through electronic services and innovative solutions. Visit us today to learn more about how we can help you achieve your financial goals. Member FDIC, Equal Housing Lender.

Heide & Co LLC is a reputable financial institution located at 115 Carriage Drive South in Stamford, Connecticut, United States. With a focus on providing top-notch financial services, Heide & Co LLC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized financial advice and solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Heide & Co LLC is committed to providing you with the expertise and support you need to secure your financial future.

Family Financial Centers is a finance institution located at 953 East Main Street in Stamford, Connecticut. Our team of experienced professionals are dedicated to providing personalized financial services to help families achieve their financial goals. Whether you need assistance with budgeting, saving, investing, or planning for the future, our experts are here to help. Visit us today to learn more about how we can help you secure your financial future.

Greenwich Investment Management is a reputable finance institution located at 200 First Stamford Place in Stamford, Connecticut, United States. With a focus on providing top-notch investment services, the institution is known for its expertise in managing assets and helping clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Greenwich Investment Management offers personalized solutions tailored to meet your specific needs and objectives. Trustworthy, reliable, and dedicated to delivering results, this institution is a trusted partner in the world of finance.

CENTRO HISPANO TAX SERVICES LLC is a trusted accounting and finance institution located at 1767 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of tax services to help individuals and businesses navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with tax preparation, planning, or filing, CENTRO HISPANO TAX SERVICES LLC is dedicated to providing reliable and efficient solutions tailored to your specific needs. Trust them to handle your financial matters with expertise and professionalism.