Small business financial planning in Stamford, Connecticut

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.

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.

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.

JDL Consultants is a reputable institution located at 290 Harbor Drive in Stamford, Connecticut, United States. With a team of experienced consultants, they offer a wide range of services including business consulting, financial planning, and strategic management. Their dedication to providing high-quality solutions tailored to each client's unique needs sets them apart in the industry. Whether you are a small business looking to grow or a large corporation seeking to streamline operations, JDL Consultants is committed to helping you achieve your goals. Visit their office today to learn more about how they can support your success.

Martin DeCruze & Company CPA Firm is a reputable accounting and finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and client satisfaction sets us apart in the industry. Whether you are an individual, small business, or corporation, you can trust Martin DeCruze & Company CPA Firm to provide you with the expertise and personalized attention you deserve.

Steven J. Samela, CPA is a reputable accounting and finance institution located at 992 High Ridge Road in Stamford, Connecticut, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Steven J. Samela, CPA is dedicated to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart as a trusted resource in the community.

Barry Gould CPA is a reputable accounting and finance institution located at 478 Newfield Avenue in Stamford, Connecticut, United States. With over 30 years of experience, we specialize in tax compliance and planning for businesses and individuals in the local area. Our diverse client base includes small business owners, medium-sized businesses, contractors, lawyers, industrial companies, and financial firms. We pride ourselves on working closely with our clients at their own pace and comfort level. At Barry Gould CPA, we value our long-standing relationships with clients and always welcome new ones. Whether you need help with bookkeeping, payroll services, or tax preparation, we are here to assist you. Our personalized approach sets us apart from national tax preparation chains, as we strive to provide top-notch tax advice and optimization for our neighbors in Stamford and the surrounding area.

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.

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.

Welcome to Joe Namy - State Farm Insurance Agent, located at 1051 Long Ridge Road in Stamford, Connecticut. Our agency is conveniently situated in the Chimney Corners Shopping Center, above Dunkin Donuts and across the street from Lakeside Diner. As a third-generation State Farm Agent, I am proud to serve the communities of Connecticut and New York with personalized insurance solutions. At our agency, we offer a wide range of insurance products, including auto, home, renters, condo, boat, motorcycle, personal liability umbrella policy, jewelry coverage, business insurance, workers comp, life insurance, and health plans. We are committed to protecting families and helping individuals and businesses manage risks, recover from the unexpected, and realize their dreams.

TD Ameritrade is a leading finance institution located at 300 Atlantic Street in Stamford, Connecticut, United States. With a reputation for excellence in the financial industry, TD Ameritrade offers a wide range of services including investment management, trading platforms, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to make informed decisions and grow your wealth. Visit their office in Stamford today to learn more about their services and how they can help you reach your financial goals.