TOP 10 Specialized business strategy in Westport, Connecticut

10 results found

Westport Resources Investment is a leading finance institution located at 55 Greens Farms Road in Westport, Connecticut, United States. Specializing in investment strategies and financial planning, Westport Resources Investment offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, this institution is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Westport Resources Investment is here to help you every step of the way.

Fidelman & Co. is a finance institution located at 311 Post Road East, Westport, Connecticut, United States. Specializing in fundraising for early to mid-stage companies and new funds, Fidelman & Co. helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. They offer Fundraise as a Service (FaaS), providing dedicated IR representation to secure meetings with investors. From custom pitch decks to in-depth research reports, Fidelman & Co. works closely with clients to enhance their transaction's success rate. Their expertise in targeted lead generation, multi-channel campaigns, and personalized outreach ensures a streamlined fundraising strategy. Setting them apart from traditional investment banks, Fidelman & Co. provides tailored financial models, valuation analysis, and pitch deck design to optimize investor interest. Visit www.fidelmanco.com for more information on their services.

Lyons & Lyons, located at 898 Ethan Allen Highway in Ridgefield, Connecticut, is a leading accounting and finance institution. Exciting news! Trivium has welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. At Lyons & Lyons, they specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all in one convenient location. Dedicated to individuals looking for a central advisor for their financial needs, Lyons & Lyons offers a personalized experience that combines wealth management, accounting, and business advisory services. Their goal is to help clients understand their numbers and create a personalized financial roadmap to reach their goals. Owners accumulate people, not wealth, and Lyons & Lyons aims to eliminate the need for multiple advisors and alleviate the stress of deciding whose advice to follow. With additional offices in Westport and White Plains, Lyons & Lyons is committed to providing top-notch financial services to clients in the Connecticut and New York area.

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.

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.

Netherby Advisors LLC is a finance institution located at 943 Post Road East in Westport, Connecticut, United States. Our team of experienced financial advisors specializes in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Netherby Advisors LLC is committed to helping individuals and businesses navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Coelho Capital Management is a leading finance institution located at 5 Old Mill Road in Westport, Connecticut, United States. Our team of experienced professionals specializes in providing expert financial advice and management services to help individuals and businesses achieve their financial goals. With a focus on personalized service and strategic investment strategies, we are dedicated to helping our clients build and preserve their wealth. Visit us today to learn more about how Coelho Capital Management can help you secure your financial future.

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.

Adam Colberg - Celebrity Boxing & Fitness Trainer is a renowned institution located at 606 Post Road East, Westport, Connecticut, United States. Specializing in health and fitness, Adam Colberg is one of the most sought after personal trainers in Fairfield County. With a client list that includes NFL/NBA members, world champions in boxing and wrestling, as well as business professionals and entertainment personalities, Colberg's expertise is unmatched. Offering boxing training, foot training, and strength & conditioning with regular assessments, Adam Colberg ensures that each client reaches their fitness goals. Whether it's preparing for a world-title fight or simply getting in the best shape of your life, Colberg will create a customized strategy to help you achieve your mission.

Thomas Ayoub is a reputable doctor's office located at 323 Riverside Avenue in Westport, Connecticut, United States. Specializing in health and wellness, this institution provides top-notch medical care and personalized treatment plans for patients of all ages. With a team of experienced healthcare professionals, Thomas Ayoub is dedicated to improving the overall well-being of their patients through comprehensive medical services. Whether you need a routine check-up or have a specific health concern, you can trust Thomas Ayoub to provide expert care in a warm and welcoming environment.