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TOP 30 Specialized estate planning services in Putnam, CT
17 results found
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Ian Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Ian Anderson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 158 South Main Street in Putnam, Connecticut, United States. Ian 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 Ian's expertise in asset management, retirement planning, estate planning, investments, and more. Ian is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas 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 Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC, is located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in asset management, retirement planning, estate planning, and investment strategies, Tier 4 Planning offers a range of certifications and designations to ensure that their advisors are equipped to provide expert financial advice tailored to the individual needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Tier 4 Planning's advisors have the knowledge and expertise to help clients navigate complex financial decisions. Additionally, certifications such as the AEP®, AIF®, and CFP® demonstrate the commitment to ethical practices and ongoing education in the field of financial planning. Whether you are a retiree, small business owner, or high net worth individual, Tier 4 Planning has the expertise to help you achieve your financial goals.
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Michael P DeVivo holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ certification, 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 Michael P DeVivo's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment strategies, estate planning, retirement planning, insurance products, or advice on fixed-rate and variable annuities, Michael P DeVivo is dedicated to helping you achieve your financial goals.
Law Offices of Kirsten E. Bennett
The Law Offices of Kirsten E. Bennett, located in Danbury, Connecticut, is a trusted legal institution representing clients throughout Connecticut and New York, with a focus on Fairfield, Putnam, and Westchester counties. Specializing in Real Estate Purchase and Sales, Probate and Estate Administration, Will Drafting/Estate Planning, and Criminal Defense/DWI/DUI Defense, Ms. Bennett brings a wealth of experience to her practice. With a background as an Assistant District Attorney in Nassau County and as a defense attorney for corporate clients, Ms. Bennett has a unique perspective on handling legal matters. Her keen understanding of the prosecuting authority's viewpoint allows her to strategize effectively for her clients, ensuring the most favorable outcomes.
Sean F. Monahan, L.L.C., Attorney at Law
Sean F. Monahan, L.L.C., Attorney at Law is a reputable legal institution located at 33 Woodstock Avenue in Putnam, Connecticut, United States. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury cases, Attorney Sean F. Monahan provides expert legal representation and guidance to his clients. With a strong commitment to upholding justice and advocating for the rights of his clients, Sean F. Monahan, L.L.C., Attorney at Law is dedicated to achieving the best possible outcomes for those in need of legal assistance.
The Northeast Law Center
The Northeast Law Center is a prestigious institution located at 155 Providence Street in Putnam, Connecticut, United States. This renowned law center specializes in providing expert legal services to clients in the Northeast region. With a team of highly qualified and experienced lawyers, the Northeast Law Center is dedicated to delivering top-notch legal representation and counsel. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, the Northeast Law Center is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Maher and Cotnoir
Maher and Cotnoir is a reputable law firm located at 163 Providence Street in Putnam, Connecticut. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including personal injury, family law, and estate planning, Maher and Cotnoir are committed to providing top-notch legal representation and personalized attention to each client. Whether you are facing a legal dispute or need assistance with legal matters, Maher and Cotnoir are here to help. Contact them today to schedule a consultation.
Beltrano Law, LLC
Beltrano Law, LLC is a prestigious law firm located in Greenwich, Connecticut, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Conveniently situated at 1037 East Putnam Avenue, our firm is committed to delivering exceptional representation and achieving favorable outcomes for our clients. Trust Beltrano Law, LLC for all your legal needs.
Vintage Legal LLC
Vintage Legal LLC is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys specializing in various areas of law, Vintage Legal LLC is dedicated to providing high-quality legal services to individuals and businesses alike. Whether you are in need of estate planning, real estate transactions, or business litigation, our team is here to help. We pride ourselves on our personalized approach to each case, ensuring that our clients receive the attention and representation they deserve. Trust Vintage Legal LLC to handle all of your legal needs with professionalism and expertise.
Diserio Martin O'Connor & Castiglioni LLP
Diserio Martin O'Connor & Castiglioni LLP is a prestigious law firm located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. With a team of experienced attorneys, the firm specializes in providing top-notch legal services to clients in various practice areas including corporate law, litigation, real estate, and estate planning. Known for their dedication to client satisfaction and commitment to excellence, Diserio Martin O'Connor & Castiglioni LLP is a trusted partner for individuals and businesses seeking expert legal representation.
Barocas Law Firm LLC
Barocas Law Firm LLC is a reputable legal institution located at 1037 East Putnam Avenue in Greenwich, Connecticut. With a team of experienced attorneys, Barocas Law Firm specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury claims, family law matters, estate planning, or business litigation, the dedicated team at Barocas Law Firm is here to help. Known for their professionalism and commitment to achieving favorable outcomes for their clients, Barocas Law Firm is a trusted source for legal representation in the Greenwich area. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
GRAYSON & ASSOCIATES, P.C
GRAYSON & ASSOCIATES, P.C. is a reputable law firm located in Greenwich, Connecticut. With a focus on providing high-quality legal services, the firm specializes in various areas of law including personal injury, real estate, estate planning, and business law. The experienced team of attorneys at GRAYSON & ASSOCIATES, P.C. is dedicated to achieving the best possible outcome for their clients. Whether you are in need of legal representation for a personal injury case or require assistance with estate planning, GRAYSON & ASSOCIATES, P.C. is committed to providing excellent legal counsel and support. Contact them today at their address at 175 West Putnam Avenue for expert legal advice and representation.
Davis Jamie C
Davis Jamie C is a reputable law firm located at 155 Providence Street in Putnam, Connecticut. Specializing in various areas of law, including but not limited to, personal injury, criminal defense, family law, and estate planning, the experienced team at Davis Jamie C is dedicated to providing top-notch legal representation to their clients. With a commitment to professionalism and client satisfaction, Davis Jamie C is a trusted institution for all your legal needs in the United States.
Law offices of Hilary B. Miller
The Law Offices of Hilary B. Miller is a reputable legal institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Attorney Hilary B. Miller and her team provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, the Law Offices of Hilary B. Miller is a trusted choice for those seeking professional legal services in the Greenwich area.
JOHN T. SHABAN
John T. Shaban is a highly respected law firm located at 500 West Putnam Avenue in Greenwich, Connecticut. Specializing in various legal services, the institution is known for its professionalism, expertise, and dedication to serving its clients. With a team of experienced lawyers, John T. Shaban provides top-notch legal representation and counsel in a wide range of practice areas. Whether you are in need of assistance with personal injury, family law, business law, or estate planning, John T. Shaban is committed to helping you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Ed Rayner Law
Ed Rayner Law is a reputable law firm located at 1273 East Putnam Avenue in Greenwich, Connecticut. Specializing in various areas of law, our team of experienced attorneys is 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 business dispute, Ed Rayner Law is here to help. Our commitment to excellence and client satisfaction sets us apart from other law firms in the area. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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