Small business owner in Putnam, Connecticut
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Putnam Insurance LLC
Putnam Insurance LLC is a reputable health insurance agency located at 1152 East Putnam Avenue in Greenwich, Connecticut. With a strong commitment to providing personalized insurance solutions to meet the unique needs of individuals and families, Putnam Insurance LLC offers a wide range of health insurance options. Whether you are looking for coverage for yourself, your family, or your business, their team of knowledgeable professionals is dedicated to helping you find the right insurance plan to protect your health and financial well-being. Trust Putnam Insurance LLC to provide you with reliable and affordable insurance coverage that gives you peace of mind.
Black Mountain Capital
Black Mountain Capital is a finance institution located at 177 West Putnam Avenue in Greenwich, Connecticut, United States. In a time where the industry is becoming less personal, we at Black Mountain Capital strive to set a high standard and prioritize people over transactions. We are dedicated to providing exceptional service and are always ready to talk about starting your project. With a focus on multi-unit cash out refinancing and bridge loans funded in just 2 weeks, as well as cross-state multifamily partner buyouts and refinancing, we are here to help. Keep an eye on your inbox for updates and confirmations, and be sure to check out our features in NJREJ's Women in Commercial Real Estate Spotlight and Power Series Top 30 under 35 Young Finance Professionals.
Gerardi Insurance Services, Inc.
Gerardi Insurance Services, Inc. is a reputable health insurance agency located at 16 Pomfret Street in Putnam, Connecticut, United States. With a team of experienced professionals, they provide personalized insurance solutions to meet the individual needs of their clients. Whether you are looking for health insurance for yourself, your family, or your business, Gerardi Insurance Services, Inc. has the expertise to help you find the right coverage at the best price. Trustworthy and dedicated, they are committed to providing excellent customer service and ensuring that you have the protection you need. Contact Gerardi Insurance Services, Inc. today to discuss your insurance needs and receive a personalized quote.
H&R Block
H&R Block is a trusted accounting and finance institution located at 90 Providence Street in Putnam, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to learn more about how we can help you achieve your financial goals.
The Crossings Restaurant & Brew Pub
The Crossings Restaurant & Brew Pub is a charming establishment located at 45 Main Street in Putnam, Connecticut. This unique institution offers a delightful combination of delicious food, refreshing brews, and a welcoming atmosphere. Whether you're looking for a casual spot to grab a bite to eat or a cozy place to enjoy a drink with friends, The Crossings has something for everyone. With a diverse menu featuring a variety of dishes and a selection of craft beers on tap, this restaurant and bar is sure to satisfy your cravings. Come visit The Crossings Restaurant & Brew Pub for a memorable dining experience in the heart of Putnam.
Patrick O'Brien - Ameriprise Financial Services, LLC
Patrick O'Brien - Ameriprise Financial Services, LLC is a finance institution located at 66 Main Street in Putnam, Connecticut, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Patrick O'Brien - Ameriprise Financial Services, LLC can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC, is located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in asset management, retirement planning, estate planning, and investment strategies, Tier 4 Planning offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice tailored to the individual needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Tier 4 Planning's advisors have the knowledge and expertise to help clients navigate complex financial decisions. Additionally, certifications such as the AEP®, AIF®, and CFP® demonstrate the commitment to ethical practices and ongoing education in the field of financial planning. Whether you are a retiree, small business owner, or high net worth individual, Tier 4 Planning has the expertise to help you achieve your financial goals.
King & Larkin CPA, LLC
King & Larkin CPA, LLC is a reputable accounting and finance institution located at 25 Quinebaug Avenue in Putnam, Connecticut, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing high-quality, personalized services to their clients sets them apart in the industry. Whether you are an individual or a business owner, King & Larkin CPA, LLC is dedicated to helping you achieve your financial goals.
Ian Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Ian Anderson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 158 South Main Street in Putnam, Connecticut, United States. Ian holds various certifications including the 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®, CFP®, 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®. These certifications demonstrate Ian's expertise in asset management, retirement planning, estate planning, investments, and more. Ian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas holds various 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®. These certifications demonstrate Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Ross Mannino holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a commitment to ethical practices and ongoing education, Ross Mannino provides personalized financial advice and solutions to help clients achieve their financial goals. Whether you need assistance with investment opportunities, insurance products, or retirement planning, Ross Mannino is dedicated to providing comprehensive and tailored financial services to meet your needs.
Greenwich Wealth Management
Greenwich Wealth Management is a prestigious finance institution located at 45 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in wealth management services, our experienced team of financial experts are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Greenwich Wealth Management is committed to providing top-tier financial solutions for individuals, families, and businesses alike. Trust us to guide you towards financial success and prosperity.
Tier 4 Planning - Ameriprise Financial Services, LLC
Tier 4 Planning - Ameriprise Financial Services, LLC is a renowned finance institution located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in comprehensive financial planning services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Tier 4 Planning - Ameriprise Financial Services, LLC is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, save for retirement, or plan for the future, this institution is committed to helping you secure a stable financial future.
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Michael P DeVivo holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ certification, 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®. These certifications demonstrate Michael P DeVivo's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment strategies, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Michael P DeVivo is dedicated to helping you achieve your financial goals.
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