Specialized estate planning services in Stratford, CT
18 results found
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Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located on Ryders Lane in Stratford, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their financial advisors are equipped to provide expert advice and guidance to their clients. These certifications 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, ensuring that advisors are well-equipped to assist clients with their financial needs. Additionally, the institution offers specialized training for advisors serving military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. Clients can trust that the advisors at Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC are highly qualified and dedicated to providing top-notch financial advice and services.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
● OpenPeter Velcofsky is a Branch Manager at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Peter 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®. These certifications demonstrate Peter's expertise in asset management, estate planning, financial planning for retirees and small business owners, insurance products, and investment strategies. Peter is dedicated to providing comprehensive financial services to clients, with a focus on ethical practices and continued education in the field of finance.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Michael P DeVivo 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Michael P DeVivo's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various client needs including retirees, small business owners, high net worth clients, and those with special needs. With a focus on ethical practices and comprehensive knowledge, Michael P DeVivo is dedicated to providing top-notch financial services to clients in the Stratford area.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
David M Caraglior - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid M Caraglior is a financial advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. David 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to helping clients achieve their financial goals and maximize their wealth through strategic investment management, estate planning, retirement planning, insurance products, and more. With a strong focus on ethics and continuing education, David ensures that his clients receive the highest level of expertise and personalized service for their financial needs.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
Michael Aloi, Certified Financial Planner
● OpenLocated at 300 Harvest Ridge Road in Stratford, Connecticut, Michael Aloi, Certified Financial Planner is a respected finance institution specializing in investment management, retirement planning, and tax planning for clients. Recognized as one of Barron's 2023 Top RIA Firms, Michael Aloi and his team provide clear and concise solutions to complex financial problems. With over 15 years of experience, Michael has built strong relationships with his clients, offering objective, unbiased advice tailored to their individual needs. Testimonials from satisfied clients highlight his expertise in maximizing savings, planning for retirement, and ensuring diversified investments. The institution prides itself on outstanding customer service, proactive communication, and personalized attention to each client. With a team of experts and access to big firm capabilities, Michael Aloi, Certified Financial Planner is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals.
300 Harvest Ridge Rd, Stratford, CT 06614, United States -
Bellara & Associates L.L.C
● OpenBellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.
99 Hawley Ln, Stratford, CT 06614, United States -
Black Belt Financial
● OpenBlack Belt Financial is a leading financial institution located at 2103 Main Street in Stratford, Connecticut, United States. Specializing in providing top-notch financial services to individuals and businesses, Black Belt Financial is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable professionals, Black Belt Financial offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Black Belt Financial is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
2103 Main St, Stratford, CT 06615, United States -
Miller & Morilla Law
● OpenMiller & Morilla Law is a reputable law firm located at 3115 Main Street in Stratford, Connecticut. Specializing in various legal services, our team of experienced lawyers is dedicated to providing expert advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, our skilled attorneys are here to guide you through the legal process. Trust Miller & Morilla Law for professional and reliable legal services in the United States.
3115 Main St, Stratford, CT 06614, United States -
Rodie and Rodie PC
● OpenRodie and Rodie PC is a prestigious law firm located at 3380 Main Street in Stratford, Connecticut. With a team of experienced and dedicated lawyers, we provide high-quality legal services to our clients. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, we are committed to helping our clients navigate the legal system with expertise and compassion. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team at Rodie and Rodie PC is here to provide you with the personalized attention and representation you deserve. Contact us today to schedule a consultation and see how we can assist you.
3380 Main St, Stratford, CT 06614, United States -
Ambrogio, Pletter & Associates, LLC
● OpenAmbrogio, Pletter & Associates, LLC is a reputable law firm located at 3288 Main Street in Stratford, Connecticut, United States. Specializing in various legal services, their team of experienced lawyers provide expert advice and representation to clients in need of legal assistance. Whether it's for personal injury claims, family law matters, or estate planning, Ambrogio, Pletter & Associates, LLC is dedicated to providing high-quality legal services tailored to meet the individual needs of each client. With a commitment to professionalism and client satisfaction, this law firm is a trusted choice for those seeking reliable legal representation.
3288 Main St Suite 201, Stratford, CT 06614, United States -
Law Offices of Lauren Winer-Beck
● OpenThe Law Offices of Lauren Winer-Beck is a reputable legal institution located in Stratford, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Lauren Winer-Beck provides expert legal representation to clients in the local community and beyond. With a commitment to personalized service and a track record of successful outcomes, the Law Offices of Lauren Winer-Beck is dedicated to advocating for the rights and interests of their clients. Visit their office at 1129 Essex Place to discuss your legal needs with a skilled and experienced lawyer.
1129 Essex Pl Suite 2, Second Floor, Stratford, CT 06615, United States -
Mitchell & Sheahan, P.C.
● OpenMitchell & Sheahan, P.C. is a reputable law firm located at 999 Oronoque Lane in Stratford, Connecticut. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing expert legal services and representation to clients throughout the United States. With a commitment to achieving the best possible outcomes for our clients, Mitchell & Sheahan, P.C. is known for its professionalism, integrity, and dedication to excellence in the practice of law. Contact us today for a consultation to discuss your legal needs.
999 Oronoque Ln Suite 203, Stratford, CT 06614, United States -
Connolly Brennan Ralabate, PC
● OpenConnolly Brennan Ralabate, PC is a reputable law firm located at 3288 Main Street in Stratford, Connecticut. Specializing in various areas of law, their team of experienced lawyers provide expert legal representation and guidance to clients in need. With a strong commitment to professionalism and client satisfaction, Connolly Brennan Ralabate, PC is dedicated to delivering top-notch legal services tailored to meet the unique needs of each individual case. Whether you are facing a personal injury claim, need assistance with estate planning, or require representation in a criminal matter, the skilled attorneys at this firm are here to help. Trust Connolly Brennan Ralabate, PC for all your legal needs in the Stratford area.
3288 Main St Suite 101, Stratford, CT 06614, United States -
Aspinwall & Aspinwall Attorneys at Law
● OpenAspinwall & Aspinwall Attorneys at Law is a reputable law firm located at 3200 Main Street in Stratford, Connecticut. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, we are here to help. Trust Aspinwall & Aspinwall Attorneys at Law to provide you with expert legal representation and personalized attention to meet your specific needs. Contact us today to schedule a consultation.
3200 Main St, Stratford, CT 06614, United States -
Law Office of William J. Whewell, LLC
● OpenThe Law Office of William J. Whewell, LLC is a reputable legal firm located at 3333 Main Street in Stratford, Connecticut, United States. Specializing in a wide range of legal services, including but not limited to personal injury, criminal defense, family law, and estate planning, Attorney William J. Whewell and his team are dedicated to providing exceptional legal representation to their clients. With years of experience and a track record of success, they are committed to advocating for their clients' rights and achieving the best possible outcomes in their cases. Contact the Law Office of William J. Whewell, LLC today for expert legal assistance.
3333 Main St #200, Stratford, CT 06614, United States -
Rosati & Rosati LLC
● OpenRosati & Rosati LLC is a reputable law firm located at 3241 Main Street in Stratford, Connecticut, United States. With a team of experienced attorneys, they specialize in various legal services including personal injury, criminal defense, family law, and estate planning. Their dedication to providing high-quality legal representation and personalized attention to each client sets them apart. Whether you are facing a legal issue or need assistance with estate planning, Rosati & Rosati LLC is committed to helping you navigate the legal process with expertise and professionalism.
3241 Main St STE C, Stratford, CT 06614, United States -
Thomas E. Brennan, Attorney-at-Law, LLC
● OpenLocated at 3288 Main Street in Stratford, Connecticut, Thomas E. Brennan, Attorney-at-Law, LLC is a trusted institution specializing in estate planning and probate law. Attorney Thomas E. Brennan and his dedicated staff have been providing expert legal services since 2003, serving clients from Fairfield, Norwalk, Bethel, and Newtown. With a focus on personalized attention and results-driven representation, our firm assists clients with a variety of complex legal matters, including estate planning, probate litigation, civil litigation, and conservatorship cases. We understand the importance of thorough preparation and documentation, and we strive to guide our clients through the legal process with diligence and compassion.
3288 Main St Ste. 202, Stratford, CT 06614, United States -
Lisa A. Knopf
● OpenLocated on Main Street in Stratford, Connecticut, Lisa A. Knopf is a highly experienced family lawyer with over 25 years of expertise in various legal matters. Specializing in divorce, custody, child support, alimony, and more, Lisa provides caring, compassionate, and informative guidance to her clients. In addition to family law, she also handles real estate transactions, estate planning, and personal injury litigation. Whether you need assistance with buying or selling property, drafting wills, or navigating a legal dispute, Lisa A. Knopf is dedicated to providing personalized and professional legal services to meet your needs.
3333 Main St, Stratford, CT 06614, United States
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