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TOP 30 Specialized estate planning services in Windham, CT
4 results found
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S & P Financial Services LLC
S & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.
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.
Mc Grath & Mc Grath
Mc Grath & Mc Grath is a prestigious law firm located at 41 High Street in Windham, Connecticut, United States. Specializing in various areas of law, the team of experienced lawyers at Mc Grath & Mc Grath are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, the professionals at Mc Grath & Mc Grath are here to help. With a strong reputation for their expertise and dedication to client satisfaction, Mc Grath & Mc Grath is a trusted institution for all your legal needs.
Lawrence W Bates Jr
Lawrence W Bates Jr is a reputable law firm located at 1185 Main Street in Windham, Connecticut. Specializing in various areas of law, the experienced team at Lawrence W Bates Jr provides expert legal guidance and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, this institution is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, criminal charges, or need assistance with estate planning, Lawrence W Bates Jr is here to help navigate the legal system with skill and expertise. Trust in the experienced lawyers at Lawrence W Bates Jr to provide top-notch legal services tailored to your unique needs.
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