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TOP 30 Specialized estate planning services in New Haven, CT
35 results found
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Alexander Bijanada - Financial Advisor, Ameriprise Financial Services, LLC
Alexander Bijanada is a Financial Advisor at Ameriprise Financial Services, LLC located at 545 Long Wharf Drive, New Haven, Connecticut, United States. He 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Alexander provides comprehensive financial services to individuals and small business owners. His commitment to ethical practices and continuous education ensures that clients receive the highest level of financial advice and support.
Matt Hurwitz - Branch Manager, Ameriprise Financial Services, LLC
Matt Hurwitz is the Branch Manager at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution offers a range of financial services and is committed to providing individuals with the expertise needed to navigate the complex world of asset management. Matt Hurwitz holds several 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®, 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 Matt Hurwitz's dedication to providing clients with the highest level of expertise and service in the field of finance.
Robert Ceccarelli - Financial Advisor, Ameriprise Financial Services, LLC
Robert Ceccarelli is a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. He 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®, 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, investment strategies, retirement planning, estate planning, and more. Robert Ceccarelli is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, and high net worth clients.
Drescott Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Drescott Thompson - Financial Advisor, Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, is a reputable institution offering a wide range of financial services. The team at Drescott Thompson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. Clients can trust the advisors at Drescott Thompson to provide personalized and comprehensive financial planning services to help them achieve their financial goals.
Walker Heagney - Ameriprise Financial Services, LLC
Walker Heagney - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They offer a range of financial services and hold various certifications to ensure they provide expert advice to their clients. Some of the certifications held by the advisors at Walker Heagney include 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 a wide range of financial planning topics and demonstrate the commitment of the advisors at Walker Heagney to providing top-notch financial advice to their clients.
Carson Wealth
Carson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.
Carson Wealth
Carson Wealth, located at 35 Thorpe Avenue in Wallingford, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Their team of financial advisors specializes in providing comprehensive services such as financial planning, estate planning, tax planning, portfolio management, business planning, and private client services. They work with clients to create sustainable investment strategies aligned with specific goals and objectives, while also preparing for potential pitfalls and challenges that may arise. Carson Wealth emphasizes the importance of estate planning and ensuring that clients are enjoying the life they have saved for. They also help wealthy baby boomers transition into retirement by imparting strong financial values to the next generation. The institution's primary service areas include Farmington, New Haven, Middlesex, Fairfield, Hartford, and more.
Bank of America Private Client Advisor Sandra V. Senich
Bank of America Private Client Advisor Sandra V. Senich, located at 157 Church Street in New Haven, Connecticut, is a finance institution led by Managing Director Sandra Vigliotti Senich. With over three decades of experience, Sandra specializes in helping clients manage their wealth by providing investment management, credit and lending opportunities, trust and estate planning services, and tax minimization strategies. She is dedicated to simplifying complexity for clients and connecting them to global resources to meet their unique needs. Sandra is known for her expertise in assisting multiple generations of families with significant wealth, engaging the next generation in family meetings, and helping family foundations and not-for-profits pursue their philanthropic missions. She holds a bachelor's degree in economics from the University of Connecticut and an M.B.A. in finance from the University of New Haven.
Green & Sklarz, LLC
Green & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.
Ruane Attorneys at Law LLC
Ruane Attorneys at Law LLC is a reputable law firm located in the heart of New Haven, Connecticut. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal representation to our clients. Whether you are facing a criminal charge, dealing with a personal injury case, or in need of estate planning services, we are here to help. With a commitment to excellence and a track record of success, Ruane Attorneys at Law LLC is the trusted choice for individuals seeking legal assistance in the New Haven area. Contact us today to schedule a consultation and discuss your legal needs.
Attorney Sharyn N D'Urso
Attorney Sharyn N D'Urso is a reputable law firm located at 27 Elm Street in New Haven, Connecticut. Specializing in various areas of law, including but not limited to family law, estate planning, and probate, Attorney D'Urso provides expert legal services to clients throughout the United States. With a strong commitment to professionalism and client satisfaction, the firm is known for its personalized approach and dedication to achieving the best possible outcomes for each individual case. Contact Attorney Sharyn N D'Urso today for trusted legal representation.
Labriola & Labriola LLC
Labriola & Labriola LLC is a reputable law firm located in Naugatuck, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at Labriola & Labriola LLC is dedicated to providing high-quality legal services to their clients. With a commitment to professionalism and client satisfaction, this firm is known for their expertise and personalized approach to each case. Located at 1451 New Haven Road, Labriola & Labriola LLC is a trusted institution for legal representation in the Naugatuck area.
Law Office of Kirsten Mendillo, LLC
The Law Office of Kirsten Mendillo, LLC is a reputable law firm located at 373 Humphrey Street in New Haven, Connecticut. Specializing in various legal matters, including personal injury, family law, and estate planning, Attorney Kirsten Mendillo and her team strive to provide exceptional legal representation to clients throughout the United States. With a commitment to personalized service and a dedication to achieving the best possible outcomes for their clients, the Law Office of Kirsten Mendillo, LLC is a trusted choice for those in need of expert legal counsel.
Trachten Law Firm LLC
Trachten Law Firm LLC, located at 679 State Street in New Haven, Connecticut, offers a wide range of legal services for both residential and commercial clients. Specializing in real estate law, we can assist with closings, refinances, foreclosure, landlord/tenant issues, zoning, planning, leasing, and more. Our experienced team, led by a former Chair of the New Haven Board of Zoning Appeals, can navigate municipal approval processes and resolve disputes with ease. In addition to real estate matters, we also handle probate, contract negotiation, entity formation, foreclosure, and landlord/tenant cases. Our goal is to provide top-notch legal representation that meets our clients' needs within the boundaries of the law. Whether you're a homeowner, developer, or business owner, Trachten Law Firm is here to help you achieve your legal goals. Contact us today for a consultation.
Gillis Law Firm
Gillis Law Firm is a reputable legal institution located at 265 Church Street in New Haven, Connecticut. Specializing in various areas of law, 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 criminal matter, Gillis Law Firm is here to help. With a commitment to professionalism and client satisfaction, we strive to achieve the best possible outcomes for each case we take on. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Buckley & Buckley, LLC Attorneys at Law
Buckley & Buckley, LLC Attorneys at Law is a reputable law firm located at 234 Church Street in New Haven, Connecticut. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, the experienced attorneys at Buckley & Buckley, LLC are dedicated to providing top-notch legal representation and personalized service to their clients. With a track record of success and a commitment to achieving the best possible outcomes for their clients, Buckley & Buckley, LLC is a trusted choice for anyone in need of legal assistance in the New Haven area.
Charlesworth George H
Charlesworth George H is a prestigious law firm located in the heart of New Haven, Connecticut. With a reputation for excellence and a commitment to providing top-notch legal services, the team at Charlesworth George H is dedicated to serving their clients with integrity and professionalism. Specializing in a variety of legal areas, including but not limited to, personal injury, criminal defense, and family law, the experienced lawyers at Charlesworth George H are ready to assist clients with their legal needs. Located at 47 Lawrence Street, Charlesworth George H is conveniently situated for clients in the New Haven area seeking expert legal representation. Trust Charlesworth George H to provide you with the legal expertise and guidance you need to navigate the complexities of the legal system.
Welty Esposito & Wieler LLC
Welty Esposito & Wieler LLC is a prestigious law firm located at 385 Orange Street in New Haven, Connecticut, United States. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing our clients with expert legal representation and personalized attention. With a track record of success and a commitment to excellence, Welty Esposito & Wieler LLC is the top choice for individuals seeking reliable and effective legal counsel in the New Haven area.
Kevin Smith, Attorney at Law LLC
Kevin Smith, Attorney at Law LLC is an award-winning criminal defense law firm located at 928 Chapel Street in New Haven, Connecticut. Specializing in criminal defense cases, our experienced attorneys have a proven track record of success from trial courts to the Supreme Court of Connecticut. We believe that no case is too small and approach each case with the same level of commitment and dedication, whether it's a misdemeanor or a felony. Our team of legal experts is dedicated to protecting your freedom and reputation, providing you with the experienced legal counsel and unwavering support you need to navigate the legal system successfully. From violent crimes to sex offenses to misdemeanors, we are your dedicated advocates for unwavering criminal defense representation. We understand the importance of your case and work tirelessly to achieve the best possible outcome for you.
Law Office of Scott D. Rosenberg
The Law Office of Scott D. Rosenberg is a reputable legal institution located at 677 State Street in New Haven, Connecticut. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Scott D. Rosenberg provides expert legal representation and guidance to clients in need. With a strong track record of success and a commitment to upholding the rights of his clients, Attorney Rosenberg is dedicated to achieving the best possible outcomes for those he represents. If you are in need of legal assistance in the New Haven area, look no further than the Law Office of Scott D. Rosenberg.
Capozziello & Capozziello, LLC
Capozziello & Capozziello, LLC is a law firm located at 525 Boston Post Road in Milford, Connecticut, United States. For over twenty-seven years, twin brother attorneys Anthony J. Capozziello, Jr. and Edward J. Capozziello have been dedicated to providing high-quality legal services to their clients. The firm represents clients throughout Fairfield and New Haven Counties, ensuring that each case receives the personalized attention it deserves. The attorneys at Capozziello & Capozziello, LLC specialize in various areas of law including Personal Injury, Real Estate transactions, Criminal Defense, Estate Planning, Business Law, and Landlord/Tenant matters. Whether you need assistance with a personal injury claim, real estate transaction, or estate planning, the experienced attorneys at Capozziello & Capozziello, LLC are here to help.
Shoreline Elder Law - Jay H. Jaser, Elder Law Attorney
Shoreline Elder Law, led by experienced Elder Law Attorney Jay H. Jaser, is a reputable institution located at 224 New Haven Avenue in Milford, Connecticut. Specializing in health and legal services for the elderly, Shoreline Elder Law offers compassionate and knowledgeable guidance on a variety of legal matters affecting seniors. Whether you need assistance with estate planning, long-term care planning, or Medicaid eligibility, Jay H. Jaser and his team are dedicated to providing personalized solutions to meet your specific needs. Trust Shoreline Elder Law to advocate for you and your loved ones as you navigate the complexities of elder law.
Mark W. Dost
Mark W. Dost is a prestigious institution located at 900 Main Street South in Southbury, Connecticut, United States. Specializing in estate planning and probate, Mark W. Dost offers comprehensive services to individuals and families in need of professional assistance with gift planning, long-term care planning, trust administration, and more. As a seasoned lawyer admitted to practice before state and federal courts in Connecticut, as well as the United States Tax Court, Mark W. Dost has decades of experience in drafting wills and trusts, settling estates in probate court, and assisting clients in qualifying for Medicaid. He is also qualified to represent audits and proceedings before the Internal Revenue Service, the Connecticut Department of Revenue Services, and State and Federal Courts.
Law Offices of Charles L. Kurmay
The Law Offices of Charles L. Kurmay, located at 61 Cherry Street in Milford, Connecticut, is a reputable institution specializing in estate planning, probate, complex litigation, and criminal defense. With over 100 years of combined experience, our team is dedicated to serving as zealous advocates for our clients. Led by attorney Charles L. Kurmay, who has more than two decades of legal expertise in state, federal, and international law, our firm is committed to providing top-notch legal services. Mr. Kurmay, the son of renowned probate judge F. Paul Kurmay, works closely with his father, who continues to offer valuable insights and advice on probate-related matters.
East Rock Law
East Rock Law is a reputable law firm located in the vibrant city of New Haven, Connecticut. Situated at 157 Church Street, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, East Rock Law is committed to representing our clients with integrity and professionalism. Whether you are facing a legal issue or seeking legal advice, our knowledgeable attorneys are here to guide you through the legal process and help you achieve the best possible outcome. Contact East Rock Law today for expert legal representation you can trust.
The Haymond Law Firm
The Haymond Law Firm is a prestigious legal institution located at 900 Chapel Street in New Haven, Connecticut, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal representation and guidance to clients in need. With a team of experienced and skilled lawyers, The Haymond Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with a legal dispute, or require help with estate planning, The Haymond Law Firm is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Lilburn Verna B
Lilburn Verna B is a reputable law firm located at 59 Elm Street in New Haven, Connecticut, United States. Specializing in various areas of law, the experienced attorneys at Lilburn Verna B provide top-notch legal services to clients in need of expert guidance and representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Lilburn Verna B is a trusted institution in the legal community. Whether you are facing a personal injury case, a criminal matter, or need assistance with estate planning, the skilled lawyers at Lilburn Verna B are here to help. Contact them today to schedule a consultation and discuss your legal needs.
The Ali Law Firm, LLC
The Ali Law Firm, LLC is a reputable legal institution located at 150 New Haven Avenue in Milford, Connecticut. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with a real estate transaction, or require help with estate planning, The Ali Law Firm, LLC is here to help. Trust us to provide you with expert legal guidance and representation to help you navigate through the complexities of the legal system.
Doyon & White Law Group, PLLC
Doyon & White Law Group, PLLC is a trusted legal institution located at 555 Long Wharf Drive in New Haven, Connecticut. Specializing in Estate Planning, Probate Administration, Probate Litigation, Catastrophic Personal Injury, Wrongful Death, and more, the team at Doyon & White Law Group is dedicated to guiding clients through life's legal challenges with expertise and compassion. At Doyon & White Law Group, personalized legal solutions tailored to each client's unique needs are provided. Whether you are facing probate disputes, wrongful death claims, catastrophic injury cases, or need assistance with estate planning, the experienced team is here to help.
Law Offices of Anne E. Epstein, LLC
The Law Offices of Anne E. Epstein, LLC is a reputable legal firm located at 59 Elm Street in New Haven, Connecticut. Led by experienced attorney Anne E. Epstein, the firm specializes in a wide range of legal services including family law, estate planning, and real estate law. With a strong commitment to providing personalized and professional legal representation, clients can trust the Law Offices of Anne E. Epstein, LLC to handle their legal matters with expertise and care. Contact them today for a consultation.
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