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TOP 30 Specialized estate planning services in New London, CT
16 results found
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Adams Wealth Management - UBS Financial Services Inc.
Adams Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. Specializing in wealth management, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, Adams Wealth Management - UBS Financial Services Inc. offers personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are dedicated to helping clients secure their financial future.
Lester Butnick - Financial Advisor, Ameriprise Financial Services, LLC
Lester Butnick is a financial advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Lester Butnick 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 Lester Butnick's expertise in various areas of financial planning and asset management, ensuring clients receive high-quality advice tailored to their individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lester Butnick is equipped to provide professional guidance and support.
Elisa L Stark-Rifkin - Associate Financial Advisor, Ameriprise Financial Services, LLC
Elisa L Stark-Rifkin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Elisa holds several 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®. Elisa specializes in providing comprehensive financial planning and investment management services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in various areas of financial planning, Elisa is dedicated to helping clients achieve their financial goals and secure their financial future.
Daniel Richard Adams Jr. - UBS Financial Services Inc.
Daniel Richard Adams Jr. - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in finance, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Daniel Richard Adams Jr. - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, this institution is committed to delivering personalized and comprehensive financial solutions tailored to your specific needs.
Jim Balesano - Financial Advisor, Ameriprise Financial Services, LLC
Jim Balesano - Financial Advisor, Ameriprise Financial Services, LLC, located at 224 New London Turnpike in Glastonbury, Connecticut, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Balesano is equipped to provide expert advice on 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. With a commitment to ethics and continuing education, Jim Balesano is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
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.
Tsui & Tse, LLC - Attorneys at Law
Tsui & Tse, LLC - Attorneys at Law is a reputable law firm located in Glastonbury, Connecticut. Specializing in various areas of law, including personal injury, family law, real estate, and criminal defense, our experienced attorneys are dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of successful outcomes, Tsui & Tse, LLC is a trusted choice for individuals seeking expert legal representation. Visit us at 39 New London Turnpike to learn more about how we can assist you with your legal needs.
Levine Law, LLC
Levine Law, LLC is a reputable law firm located at 194 Colman Street in New London, Connecticut. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for your business, Levine Law, LLC is here to help. Trust us to navigate the complexities of the legal system and advocate for your best interests. Contact us today to schedule a consultation.
Harrington Law Firm LLC
Harrington Law Firm LLC is a reputable legal institution located at 111 Huntington Street in New London, Connecticut. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, and estate planning, we strive to ensure that each client receives personalized attention and expert representation. Whether you are facing a legal issue or simply need guidance on a legal matter, Harrington Law Firm LLC is here to help. Contact us today to schedule a consultation.
Attorney Santa Mendoza
Attorney Santa Mendoza is a trusted and experienced legal firm located at 111 Huntington Street in New London, Connecticut. Specializing in accounting, finance, and legal services, our team of dedicated lawyers is committed to providing top-notch representation and sound advice to our clients. Whether you are in need of assistance with tax matters, estate planning, business transactions, or any other legal issue, Attorney Santa Mendoza is here to help. Contact us today to schedule a consultation and see how our expertise can benefit you.
Hellum & McIntyre, LLC
Hellum & McIntyre, LLC is a reputable law firm located at 103 Broad Street in New London, Connecticut, United States. With a team of experienced attorneys specializing in various legal areas, including personal injury, family law, real estate, and estate planning, Hellum & McIntyre, LLC is dedicated to providing top-notch legal services to individuals and businesses in the New London area. Clients can expect personalized attention, expert advice, and zealous representation from the professionals at this esteemed institution. Whether you are facing a legal issue or seeking guidance on a complex matter, Hellum & McIntyre, LLC is here to help.
Law Offices of Michael H. Clinton, LLC
The Law Offices of Michael H. Clinton, LLC is a reputable legal institution located at 212A New London Turnpike in Glastonbury, Connecticut, United States. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, the firm is dedicated to providing expert legal representation and guidance to clients in need. With a focus on personalized service and a commitment to achieving the best possible outcomes for their clients, the Law Offices of Michael H. Clinton, LLC is a trusted choice for those seeking experienced and knowledgeable legal counsel.
Law Offices of Miriam Gardner-Frum
The Law Offices of Miriam Gardner-Frum, located at 6 Elm Street in Deep River, Connecticut, offers expert legal services in family law, specializing in divorce mediation in New London and Middlesex Counties. With 28 years of experience, Miriam Gardner-Frum focuses on helping clients resolve issues related to divorce, custody, and financial matters in a private and cost-effective manner, avoiding the need for litigation. In addition to divorce mediation, the firm also offers a wide range of mediation services for businesses, families with elder and probate concerns, and family partnerships. Miriam Gardner-Frum holds degrees in law (J.D.) and social work (M.S.W.) and has practiced law in New London and Middlesex Counties for 25 years. She is a Special Master in New London County and Regional Family Trial Docket, as well as a member of The Governor’s Task Force on Justice for Abused Children. Miriam Gardner-Frum has testified before a US Senate Subcommittee and the Connecticut Legislature and is a professor of Children’s Rights and Public Policy at Connecticut College. She is also a member of the Connecticut Counsel for Non-Adversarial Divorce and has served as President and board member of Safe Futures. Miriam Gardner-Frum is a Harvard-trained mediator and former Child and Family Therapist.
Holland Law Offices, LLC
Holland Law Offices, LLC is a unique Trust & Estate Boutique law firm located at 107 Wilcox Road in Stonington, Connecticut. Attorney Paul G. Holland, Jr. specializes in complex estate planning and estate administration, drawing on his experience from Cummings & Lockwood in Stamford, one of Connecticut's leading trusts and estate firms. With a focus on providing high-quality estate planning services in a timely and responsive manner, Holland assists individuals, families, and financial institutions with estate plans, probate and estate administration, business succession planning, asset protection, and same-sex estate planning. Unlike other lawyers in New London County, Paul does not equate Medicaid Planning with Estate Planning. Whether you need basic documents like Wills and Powers of Attorney or more complex estate planning solutions, Holland Law Offices is dedicated to guiding you through the process with expertise and care.
DeSantis Law Firm
DeSantis Law Firm is a reputable legal institution located at 345 State Street in New London, Connecticut, United States. 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 seeking representation in a personal injury case, need assistance with estate planning, or require guidance in a business matter, DeSantis Law Firm is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted law firm in the community. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Family First Life
Family First Life is a finance and insurance agency located at 80 Norwich-New London Turnpike in Montville, Connecticut, United States. Specializing in Mortgage Protection, Final Expense, Indexed Universal Life, and Fixed Indexed Annuities, Family First Life works with independent contractor insurance agents and partners with top carriers in the industry. With a focus on putting families first, Family First Life provides a wide range of insurance products to ensure the best coverage for each individual situation. The institution supports charitable organizations such as Make-A-Wish and the Dream Center, and offers three days of intense training for agents and managers. Join Family First Life today to secure your family's future and financial success.
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