TOP 30 Risk management in finance in Connecticut

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Merrill Lynch Financial Advisor Nick Young, located at 1499 Post Road, Fairfield, Connecticut, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely market insights and global economic updates to help you stay on track. By answering a few questions, you can be matched with advisors best suited to your needs. With a focus on understanding your financial goals and priorities, Nick Young can help create a personalized wealth management strategy tailored to your unique needs. Through a conversation-based approach, you can identify and prioritize your goals, whether it's transferring wealth to the next generation or planning for retirement. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. Your progress towards your goals is measured to ensure adjustments are made as needed. With access to the investment insights of Merrill and banking solutions from Bank of America, Nick Young can help you manage, grow, and preserve your wealth. The mission is to understand what matters most to you and help you achieve your financial goals while managing investment risk. By providing fresh perspectives and connecting your life and finances, Merrill advisors go beyond the traditional role to help you make informed decisions as you pursue your financial goals.

Merrill Lynch Financial Advisor Edward Sullivan is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution believes in the importance of personalized conversations to help clients prioritize their financial goals. They offer a holistic approach to wealth management, focusing on goals-based analytics, risk management, and risk mitigation. The team is committed to building long-term relationships based on trust, integrity, and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. The institution emphasizes the importance of staying informed and regularly reviewing and adjusting financial approaches to reflect changes in life and the financial markets. With access to the global resources of Merrill, the team is dedicated to providing high-quality service and advice to clients. They offer the Merrill Personal Wealth Analysis™ to help build and document personalized financial plans centered on individual goals. The team is comprised of experienced individuals who are committed to helping clients achieve financial success.

Smart Taxes is an accounting and finance institution located at 964 Madison Avenue, Bridgeport, Connecticut, United States. With over 15 years of experience in personal and business tax preparation, we guarantee the highest possible refund and the lowest tax liability, always in compliance with the law. We specialize in maximizing your tax refund while ensuring full compliance with tax laws. Our personalized tax services are designed to meet your specific needs, whether you are an individual navigating the complexities of the tax system for the first time or an experienced entrepreneur looking to optimize your benefits.

Daniel Ortoli is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. Dedicated to your financial well-being and helping you achieve your financial goals, Daniel Ortoli offers a wide array of financial products combined with first-class client service. The institution's founder transformed Barnum into what it is today, with a leadership team dedicated to achieving Barnum's mission. Creating a culture of belonging, respect, and opportunity for all, Daniel Ortoli is committed to making a difference in the communities in which they work and live. With a focus on managing risks, growing wealth strategically, and planning for the future, Daniel Ortoli provides educational opportunities to maximize financial opportunities and overcome financial challenges. The institution's Financial Advisor, Financial Services Executive, and Investment Advisor Representative partner with Barnum Financial Group to offer personalized attention reflecting on clients' personal values, objectives, and goals. With over 28 years of experience in the Finance Industry, the institution's representative holds various securities registrations and licenses and is dedicated to guiding clients towards financial independence and security. Services offered include life and health insurance, property and casualty insurance, as well as financial planning and investment advice. Daniel Ortoli is licensed and registered to offer products and services in Connecticut, with a focus on long-term relationships, service, integrity, and uncompromising quality.

Andrew D. Herr, CFA - UBS Financial Services Inc. is a renowned finance institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation in the industry, the institution offers a wide range of financial services to meet the diverse needs of its clients. Led by Andrew D. Herr, a Certified Financial Analyst, the team at UBS Financial Services Inc. is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, UBS Financial Services Inc. is committed to delivering top-notch service and support.

Merrill Lynch Financial Advisor Michael J Cirullo is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution believes in the importance of taking care of your money to ensure it takes care of you in return. They prioritize having conversations with clients to understand their goals and priorities, whether it's wealth transfer, financial customization, or guidance on informed decision-making. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly. They offer tools to help clients track changes in their lives and reflect those changes in their financial plans. The team at Merrill Lynch focuses on building long-term relationships based on trust, integrity, and personalized service.

Cour Tax Consultants, LLC is a reputable accounting and finance institution located at 6 Independence Drive in Marlborough, Connecticut, United States. With a team of experienced professionals, they provide expert tax consulting services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, Cour Tax Consultants, LLC is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

PTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.

Andersen Tax LLC is a finance institution located at 1700 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services, Andersen Tax LLC is dedicated to helping individuals and businesses navigate complex financial matters with expertise and precision. Whether you are looking for tax planning, advisory services, or financial consulting, Andersen Tax LLC is committed to delivering exceptional results and personalized solutions to meet your financial needs. Trust Andersen Tax LLC to provide you with the financial guidance and support you need to achieve your goals.

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.

Meeks McCormick Evanchik - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Meeks McCormick Evanchik - Morgan Stanley is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Bank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.

Rydzik & Rydzik is a reputable accounting and finance institution located at 350 Center Rock Green in Oxford, Connecticut, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses alike. From tax preparation to financial planning, Rydzik & Rydzik is dedicated to helping clients achieve their financial goals.

Will F. Epperson & Associates LLC is a reputable accounting and finance institution located at 51 North Main Street in Southington, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, auditing, and consulting. Clients can trust Will F. Epperson & Associates LLC to provide accurate and reliable financial advice to help them achieve their goals.

Squire Martin H CPA is a reputable accounting and finance institution located at 2494 Whitney Avenue in Hamden, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional service to help individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping or complex financial analysis, Squire Martin H CPA is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Mulcahy William L CPA is a trusted accounting and finance institution located at 567 Vauxhall Street Extension, Waterford, Connecticut, United States. With years of experience and expertise in the field, Mulcahy William L CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can rely on their team of professionals to provide accurate and reliable financial advice tailored to their specific needs. Whether you are looking to file your taxes or need help with financial planning, Mulcahy William L CPA is dedicated to helping you achieve your financial goals.

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.

NetWolfe Technology Consulting is a leading institution located in Westport, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals offers expert guidance and solutions to help businesses thrive in today's rapidly evolving digital landscape. From financial analysis to technology implementation, we provide a comprehensive range of services to meet our clients' needs. Visit us at 13 Beechwood Lane to learn more about how NetWolfe Technology Consulting can help your business succeed.

Candlewood Business Systems, LLC is a trusted and respected store located at 615 West Johnson Avenue in Cheshire, Connecticut, United States. With over 30 years of experience, we are your one-stop source for all office equipment related needs. Our professional technicians have over 25 years of combined experience and are able to expertly handle any repairs needed on your business machines. We offer exceptional on-site preventative maintenance services to ensure your office equipment runs smoothly, saving you time and money from breakdowns. Additionally, we provide various options for purchasing new business equipment, including financing and leasing. Our customers rave about our quick and courteous service, knowledgeable technicians, and prompt problem-solving abilities. Contact us at 888-466-5768 to experience the Candlewood Business Systems difference.

1SOURCE LLC is a reputable institution located at 208 Platt Avenue in West Haven, Connecticut, United States. Specializing in providing top-notch services in various industries such as healthcare, finance, and technology, 1SOURCE LLC is known for its commitment to excellence and dedication to meeting the needs of its clients. With a team of experienced professionals, the institution offers innovative solutions and personalized support to help businesses thrive and succeed in today's competitive market. Whether you are looking for consulting services, project management, or IT solutions, 1SOURCE LLC is your trusted partner for all your business needs.

Mystic River Consulting is a reputable finance institution located on Mystic Hill Road in Stonington, Connecticut, United States. With a team of experienced financial experts, Mystic River Consulting offers a wide range of financial services to individuals and businesses. Whether you need help with investment strategies, financial planning, or wealth management, the professionals at Mystic River Consulting are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial success.

Scott Franklin & Associates is a prestigious law firm located at 68 South Main Street in West Hartford, Connecticut. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various areas of law. Our firm is known for its professionalism, integrity, and commitment to achieving the best possible outcomes for our clients. Whether you need assistance with personal injury cases, family law matters, or business disputes, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Nedder & Associates, LLC is a leading professional services firm located at 3 Parklands Drive in Darien, Connecticut. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing high-quality solutions to our clients. With a commitment to excellence and integrity, we strive to help individuals and businesses navigate complex financial and legal matters with confidence. Contact us today to learn more about how Nedder & Associates, LLC can assist you in achieving your goals.

McKenzie Becker & Stevens Inc is a finance institution located at 8 Holley Street in Salisbury, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach ensures that each client receives tailored solutions to meet their unique financial goals. Whether you are looking to grow your wealth, plan for the future, or optimize your investments, McKenzie Becker & Stevens Inc is dedicated to helping you achieve financial success.

Nomura is a leading health institution located at 26 Skyridge Road in Greenwich, Connecticut, United States. With a focus on providing top-quality healthcare services to its patients, Nomura is committed to improving the well-being and overall health of the community. The institution offers a wide range of medical services and treatments, delivered by a team of highly skilled and compassionate healthcare professionals. Patients can expect personalized care and innovative treatment options at Nomura, making it a trusted destination for all their healthcare needs.

Crowe & Associates is a reputable health insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. With years of experience in the industry, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of health insurance, ensuring they have access to quality coverage that fits their budget. Whether you are looking for individual or group health insurance, Medicare plans, or supplemental coverage, Crowe & Associates is here to help. Contact us today to learn more about how we can assist you in finding the right insurance plan for your needs.

Smith Brothers Insurance LLC. is a finance, health, and insurance agency located at 68 National Drive in Glastonbury, Connecticut, United States. With over 50 years of experience as a Top 100 Broker, we are dedicated to providing total asset protection for your family and business. Our team serves as your family confidant and Enterprise Risk Manager, ensuring that your personal and financial interests are comprehensively protected. We offer consultative services and personalized solutions to assess and mitigate risks, helping you achieve your goals. Our culture of mentorship, growth potential, and expertise sets us apart, making Smith Brothers Insurance a great place to learn and grow in the insurance industry. Join us and become a part of a team that is committed to helping others and creating wins for all stakeholders.

The Jarrett Agency Inc is a reputable finance, health, and insurance agency located at 657 Enfield Street in Enfield, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services to meet the diverse needs of their clients. Whether you are looking for financial planning, health insurance, or risk management solutions, The Jarrett Agency Inc is dedicated to providing personalized and comprehensive assistance. Trustworthy and reliable, they strive to help individuals and businesses achieve their financial goals and protect their assets. Visit them today to learn more about their services and how they can assist you in securing your future.

AA Great Choice Financial and Insurance is a trusted institution located on Lester Street in West Haven, Connecticut. As a comprehensive finance, health, and insurance agency, we offer a wide range of services to meet the diverse needs of our clients. Our experienced team is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, health insurance coverage, or risk management solutions, AA Great Choice Financial and Insurance is here to help you make informed decisions for a secure future. Contact us today to learn more about how we can assist you.

Atlantica Insurance is a leading insurance agency located at 294 Main Street in Danbury, Connecticut. Specializing in accounting, finance, and insurance services, Atlantica Insurance offers a wide range of products to meet the needs of individuals and businesses alike. With a team of experienced professionals, Atlantica Insurance is dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to their clients. Whether you are looking for auto, home, life, or business insurance, Atlantica Insurance is committed to helping you find the right coverage at competitive rates. Visit their office today to learn more about how they can help you secure your financial future.