The 30 Best Special needs estate planning in Westport, Connecticut
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Summer Street Advisors
Summer Street Advisors is a leading institution located at 15 Ketchum Street in Westport, Connecticut, United States. Specializing in helping real estate investors structure deals and manage assets, our team of experienced principals offer a high level of expertise, skill, and disciplined due diligence. With a deep understanding of commercial real estate markets, both operationally and financially, we are dedicated to helping our clients achieve their unique investment goals. At Summer Street Advisors, we work closely with each client to create and execute financial and asset management strategies that maximize the value of their commercial real estate assets. By focusing on our investor clients' specific goals, we are able to tailor solutions that meet their needs, taking into account factors such as yield, risk, investment time horizon, flexibility, and speed of execution.
GYL Financial Synergies
GYL Financial Synergies is a premier financial institution located at 55 Post Road West in Westport, Connecticut. Specializing in finance, our team of experts provides personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on synergy and collaboration, we work closely with our clients to develop customized strategies that align with their unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, GYL Financial Synergies is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
JKG Capital LLC
JKG Capital LLC is a leading finance institution located at 55 Post Road West in Westport, Connecticut, United States. Specializing in investment management and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, JKG Capital LLC is the trusted partner for all your financial needs.
Matthew Garnett - Raymond James
Matthew Garnett - Raymond James is a finance institution located at 285 Riverside Avenue in Westport, Connecticut. As part of the prestigious Raymond James network, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice, retirement planning, wealth management, and more. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping our clients secure their financial future. Visit us today to see how we can help you reach your financial goals.
Blueprint Financial Group
Blueprint Financial Group is a premier finance institution located at 19 Ludlow Road in Westport, Connecticut, United States. Specializing in comprehensive financial planning and investment management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Blueprint Financial Group is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Thomas Locastro - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Locastro - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Thomas Locastro holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Thomas Locastro is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services for clients facing life-changing events. With a commitment to ethics and continuing education, Thomas Locastro is dedicated to helping clients achieve their financial goals and secure their financial future.
Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC
Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a range of certifications and designations such as 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as military financial advising. Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, tailored to their specific needs and goals.
Scott Zingone - Financial Advisor, Ameriprise Financial Services, LLC
Scott Zingone is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Scott 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 Scott's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Scott is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
Arnel Gonzales - Financial Advisor, Ameriprise Financial Services, LLC
Arnel Gonzales is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States. Arnel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Arnel's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Arnel Gonzales is dedicated to providing clients with comprehensive and personalized financial advice and services.
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Mannino is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, United States. Ross 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®. Ross is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor John-Michael Peters
Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
Stuart Gollomp - Financial Advisor, Ameriprise Financial Services, LLC
Stuart Gollomp is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Stuart Gollomp holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Stuart Gollomp is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Stuart Gollomp for personalized financial advice tailored to your unique needs and goals.
Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
Karen Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She holds various certifications such as 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®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
Saugatuck Tax Group, Inc
Saugatuck Tax Group, Inc is a reputable accounting and finance institution located at 53 Saugatuck Avenue in Westport, Connecticut, United States. With a team of experienced professionals, they specialize in providing comprehensive tax services and financial solutions to individuals and businesses. Whether you need assistance with tax preparation, planning, or consulting, Saugatuck Tax Group, Inc is dedicated to helping you navigate the complexities of the financial world with ease. Trustworthy, reliable, and knowledgeable, they are committed to delivering top-notch service to meet all your accounting and finance needs.
JTA Law PLLC
JTA Law PLLC is a reputable law firm located at 472 Riverside Avenue in Westport, Connecticut. Specializing in various legal services, our team of experienced lawyers is dedicated to providing personalized and effective representation for our clients. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, JTA Law PLLC is here to help. Contact us today to schedule a consultation and discuss how we can assist you with your legal needs.
Law Offices of Dori-Ellen S. Feltman
The Law Offices of Dori-Ellen S. Feltman is a reputable legal institution located at 246 Post Road East in Westport, Connecticut, United States. Specializing in various areas of law, including but not limited to, family law, real estate law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and effective representation, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist with your legal needs.
LOAH - Law Office of Angi Haen
The Law Office of Angi Haen (LOAH) is a reputable legal institution located at 965 Post Road East in Westport, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, LOAH is dedicated to providing top-notch legal services to clients in the United States. With a focus on personalized attention and expertise, the team at LOAH works diligently to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or simply need guidance on legal matters, the Law Office of Angi Haen is here to help.
The Hirsch Law Firm
The Hirsch Law Firm, located at 20 Saugatuck Avenue in Westport, Connecticut, has been serving clients for over 30 years. With experienced attorneys specializing in estate planning, probate, and aggressive foreclosure defense, the firm is dedicated to providing individualized attention and large law firm sophistication. Partners Harry Hirsch and Adam J. Hirsch, both highly respected in their field, offer top-notch service and expertise to clients throughout Fairfield and beyond. Clients praise the firm for their responsiveness, professionalism, and knowledge, making the real estate experience as stress-free as possible. Whether you are facing financial hardship or need assistance with a real estate deal, the Hirsch Law Firm is there to guide you every step of the way. Contact them today for a free consultation at 203-336-3584.
Law Office of Erica Hochman
The Law Office of Erica Hochman is a reputable legal institution located at 55 Greens Farms Road in Westport, Connecticut. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Attorney Erica Hochman provides expert legal counsel and representation to clients throughout the United States. With a dedication to personalized service and a commitment to achieving the best possible outcomes for her clients, Attorney Hochman is known for her professionalism, integrity, and expertise in the legal field. Contact the Law Office of Erica Hochman today for all your legal needs.
Eric J. Broder
Eric J. Broder is a reputable law firm located at 55 Greens Farms Road in Westport, Connecticut. Specializing in various areas of law, including but not limited to, personal injury, real estate, and estate planning, the experienced team at Eric J. Broder is dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, Eric J. Broder is a trusted institution in the legal community. Contact them today for all your legal needs.
Law Office of Susan A. Moch
The Law Office of Susan A. Moch is a reputable legal institution located at 6 East Main Street in Westport, Connecticut, United States. Specializing in various areas of law, Susan A. Moch and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, this law office is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a criminal charge, need assistance with a family law matter, or require guidance in estate planning, the Law Office of Susan A. Moch is here to provide you with the legal support you need.
Lennon Murphy & Phillips, LLC
Lennon Murphy & Phillips, LLC is a reputable law firm located at 1599 Post Road East in Westport, Connecticut. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Lennon Murphy & Phillips, LLC is dedicated to providing top-notch legal representation and personalized solutions to meet the needs of their clients. Whether you are in need of legal advice or representation, you can trust Lennon Murphy & Phillips, LLC to handle your case with professionalism and expertise.
Millman & Millman Law Offices
Millman & Millman Law Offices is a prestigious legal institution located at 234 Main Street in Westport, Connecticut, United States. As a team of experienced and dedicated lawyers, we specialize in providing top-notch legal services to our clients. Whether you are in need of representation for personal injury cases, family law matters, or estate planning, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Millman & Millman Law Offices is the go-to choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you.
Arthur Millman Law Offices
Arthur Millman Law Offices is a reputable law firm located at 234 Main Street in Westport, Connecticut. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, we are here to help. With a commitment to excellence and a track record of success, Arthur Millman Law Offices is the trusted choice for all your legal needs.
The Scheier Law Firm LLC
The Scheier Law Firm LLC is a premier legal institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced attorneys specializing in various areas of law, including personal injury, family law, and estate planning, the firm is dedicated to providing top-notch legal representation and personalized service to clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, The Scheier Law Firm LLC is committed to helping you navigate the legal system with confidence and peace of mind. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Kenneth R. Grace, ESQ, LLC
Kenneth R. Grace, ESQ, LLC is a reputable law firm located at 495 Post Road East in Westport, Connecticut. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team of attorneys is dedicated to providing high-quality legal services to our clients. With a focus on personalized attention and achieving the best possible outcomes for our clients, Kenneth R. Grace, ESQ, LLC is committed to upholding the highest standards of professionalism and integrity. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Paul & Paul LLC
Paul & Paul LLC is a reputable institution located at 382 Greens Farms Road in Westport, Connecticut. Specializing in providing top-notch legal services, Paul & Paul LLC is dedicated to offering expert advice and representation to clients in need. With a team of experienced attorneys, this institution is committed to delivering personalized solutions to a wide range of legal issues. Whether you are seeking assistance with business law, real estate transactions, or estate planning, Paul & Paul LLC is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Law Office of Stacey Kronick
The Law Office of Stacey Kronick is a reputable legal institution located at 8 Wright Street in Westport, Connecticut, United States. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Stacey Kronick and her team are dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and effective representation, the Law Office of Stacey Kronick is committed to helping clients navigate the complexities of the legal system with skill and expertise. Contact them today for all your legal needs.
Deborah Eddy Law Offices
Deborah Eddy Law Offices is a reputable legal institution located at 991 Post Road East in Westport, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate law, the experienced team at Deborah Eddy Law Offices is dedicated to providing top-notch legal services to clients in need. With a commitment to excellence and personalized attention, clients can trust in the expertise and professionalism of the lawyers at this esteemed institution. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Deborah Eddy Law Offices is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Charmoy & Charmoy
Charmoy & Charmoy is a prestigious law firm located at 1465 Post Road East in Westport, Connecticut. With a reputation for excellence and a commitment to providing top-notch legal services, the firm specializes in various areas of law including personal injury, family law, real estate, and estate planning. The team of experienced attorneys at Charmoy & Charmoy are dedicated to helping their clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are in need of legal representation for a divorce, a property dispute, or a personal injury claim, Charmoy & Charmoy is the trusted choice for professional and compassionate legal support. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
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