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TOP 30 Specialized estate planning services in Old Saybrook, CT
14 results found
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R Christopher Damon - Private Wealth Advisor, Ameriprise Financial Services, LLC
R Christopher Damon - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 205 Old Boston Post Road in Old Saybrook, Connecticut, offers a range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, R Christopher Damon is equipped to provide expert guidance on asset management, estate planning, retirement planning, and investment strategies. Specializations in areas such as domestic partnerships, philanthropy, and long-term care planning ensure that clients receive personalized and comprehensive financial advice. Whether you are a retiree, small business owner, high net worth individual, or military veteran, R Christopher Damon has the expertise to help you achieve your financial goals.
Eric Moreira - Financial Advisor, Ameriprise Financial Services, LLC
Eric Moreira is a Financial Advisor at Ameriprise Financial Services, LLC located at 191 Main Street, Old Saybrook, Connecticut, United States. Eric Moreira 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 Eric Moreira's expertise in asset management, investment strategies, retirement planning, estate planning, and more. As a Certified Military Financial Advisor®, Eric Moreira is also trained to serve veterans and active duty personnel. Contact Eric Moreira for comprehensive financial planning services tailored to your individual needs.
Bartley C Damon - Financial Advisor, Ameriprise Financial Services, LLC
Bartley C Damon is a financial advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Bartley C Damon 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 Bartley C Damon's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Bartley C Damon is committed to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and professional excellence.
Christopher C Coburn - Financial Advisor, Ameriprise Financial Services, LLC
Christopher C Coburn is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Christopher 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®. These certifications demonstrate Christopher's expertise in a wide range of financial planning areas, including asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and personalized financial advice, Christopher is dedicated to helping clients achieve their financial goals and secure their financial future.
Erica Damon - Financial Advisor, Ameriprise Financial Services, LLC
Erica Damon is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Erica Damon holds various certifications and designations 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 Erica Damon's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and education, Erica Damon is equipped to provide comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and families with special needs. Whether you are looking to plan for retirement, manage investments, or address specific financial needs, Erica Damon can provide personalized and knowledgeable guidance to help you achieve your financial goals.
W. Johnston Associates, Inc.
W. Johnston Associates, Inc. is a reputable institution located in Old Saybrook, Connecticut, United States. Specializing in providing top-notch financial services, they offer expert advice and guidance to help clients achieve their financial goals. With a team of experienced professionals, W. Johnston Associates, Inc. is committed to providing personalized solutions tailored to each individual's unique needs. Whether you are looking for investment advice, retirement planning, or estate planning, you can trust W. Johnston Associates, Inc. to provide you with the highest level of service and expertise.
Law Office of Raymond J. Muratori
The Law Office of Raymond J. Muratori is a reputable institution specializing in accounting, finance, and legal services. Located at 222 Old Boston Post Road in Old Saybrook, Connecticut, this establishment is known for its expert guidance and professional assistance in matters related to law and finance. With years of experience and a commitment to excellence, the team at the Law Office of Raymond J. Muratori is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax planning, estate planning, or legal representation, you can trust the experts at this institution to deliver exceptional results.
Ed Lowe Law
Ed Lowe Law is a prestigious law firm located at 1480 Boston Post Road in Old Saybrook, Connecticut. Specializing in various areas of law, our experienced lawyers are dedicated to providing top-notch 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, Ed Lowe Law is here to help. Our team of skilled attorneys is committed to advocating for our clients' best interests and achieving successful outcomes. Contact us today to schedule a consultation and see how Ed Lowe Law can assist you with your legal needs.
Tighe Law Office
Tighe Law Office is a renowned legal institution located at 12 Old Boston Post Road in Old Saybrook, Connecticut, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of expert representation. With a commitment to excellence and a track record of success, Tighe Law Office is dedicated to serving the legal needs of individuals and businesses in the community. Whether you are seeking assistance with a personal injury claim, estate planning, real estate transaction, or any other legal matter, you can trust Tighe Law Office to provide you with the skilled and dedicated representation you deserve.
Peck & Tuneski, P.C.
Peck & Tuneski, P.C. is a well-established law firm located in Old Saybrook, Connecticut, with over 40 years of experience serving clients in various legal matters. Specializing in real estate, estate planning, corporate, and business law, the firm is dedicated to providing professional and efficient services with a personal touch. As one of the leading real estate attorneys in Eastern Connecticut, Peck & Tuneski, P.C. is committed to earning your business and delivering positive outcomes for your legal needs. The firm offers a full range of trust and estate services to help preserve and distribute wealth according to clients' wishes.
Paladino & Welsh LLC
Paladino & Welsh LLC is a reputable law firm located at 33 Main Street in Old Saybrook, Connecticut, United States. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, our experienced attorneys are dedicated to providing top-notch legal representation to clients in need. With a focus on personalized attention and achieving the best possible outcomes for our clients, Paladino & Welsh LLC is committed to upholding the highest standards of professionalism and integrity in every case we handle. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Gozzi Law Offices
Gozzi Law Offices is a reputable legal institution located at 129 Main Street in Old Saybrook, Connecticut. Specializing in various legal services, our team of experienced lawyers is dedicated to providing expert advice and representation to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Gozzi Law Offices is here to help. Our commitment to achieving the best possible outcome for our clients sets us apart as a trusted and reliable legal resource in the community. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Rimmer Robert
Rimmer Robert is a reputable law firm located at 191 Main Street in Old Saybrook, Connecticut. Specializing in a wide range of legal services, the team at Rimmer Robert is dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success and a commitment to excellence, Rimmer Robert is a trusted institution in the legal community. Whether you are in need of expert advice for a personal injury case, family law matter, or estate planning issue, Rimmer Robert is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Arch Law Group LLP
Arch Law Group LLP is a reputable law firm located at 63 Main Street in Old Saybrook, Connecticut. Specializing in a wide range of legal services, including real estate law, estate planning, and business law, our experienced team of attorneys is dedicated to providing top-notch legal representation to our clients. Whether you are buying a new home, planning for the future, or navigating complex business transactions, Arch Law Group LLP is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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