Strategic planning in Shelton, Connecticut

Bresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.

Barnum Financial Group: Michael Lynch is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. With a focus on providing comprehensive financial planning services, this institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Led by experienced financial advisor Michael Lynch, the team at Barnum Financial Group is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Procyon Partners is a finance institution located at One Corporate Drive in Shelton, Connecticut, United States. Specializing in financial services, Procyon Partners offers a range of investment solutions and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, Procyon Partners is dedicated to providing personalized and strategic financial advice to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Procyon Partners is committed to helping you succeed.

Cervitude is a leading institution located at 4 Research Drive in Shelton, Connecticut, United States. We specialize in providing top-notch business consulting services to help companies achieve their goals and maximize their potential. Our team of experienced professionals offers strategic planning, financial analysis, marketing strategies, and more to ensure our clients' success. With a commitment to excellence and a track record of delivering results, Cervitude is the trusted partner for businesses looking to thrive in today's competitive market. Contact us today to learn how we can help your company reach new heights.

Sabra Donovan - Barnum Financial Group is a finance institution located at 6 Corporate Drive, Shelton, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We strive to create a culture of belonging, respect, and opportunity for all, and we are dedicated to making a difference in the communities where we work and live. Our financial representatives are committed to your success, and we are proud to be recognized for our commitment to our clients. We offer expertise in managing risks, growing wealth strategically, and planning for your future. We understand that every major financial decision impacts your retirement, and we are here to guide you through important financial decisions such as switching jobs and considering tax implications.

Marcello De Pascale is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. Learn about our founder's journey and how Barnum Financial Group has evolved over time. Meet our leadership team who are dedicated to fulfilling Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a positive impact in the communities where we work and live. Our financial representatives are here to assist you every step of the way, from managing risks to strategically growing your wealth. We offer educational opportunities to help you make informed financial decisions and plan for your future. Marcello DePascale, a registered representative of MML Investors Services, LLC, is passionate about helping clients build wealth intelligently and protect what matters most in their lives. Our team works with a diverse range of clients, including medical professionals and businesses, to develop personalized financial plans. Whether you are just starting your career or planning for retirement, we take the time to understand your unique needs and goals. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Visit our website for more information and resources to support your financial journey.

Joseph Bogardus is a Financial Services Executive and Financial Planner located at 6 Corporate Drive, Shelton, Connecticut, United States. He is a part of Barnum Financial Group, dedicated to helping clients achieve their financial goals. Joseph has experience working with top financial companies such as Morgan Stanley and Credit Suisse, bringing a wealth of knowledge to his clients. At Joseph Bogardus's institution, they offer a full line of protection and investment products, as well as various financial services. Joseph holds Series 7 & 66 securities registrations and is licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. He graduated with a Bachelor’s in Finance and Management from the University of Richmond, gaining international experience in Madrid, Spain, and Argentina.

J S G Tax & Asset Management is a reputable accounting and finance institution located at 1000 Bridgeport Avenue in Shelton, Connecticut, United States. With a team of experienced professionals, we specialize in providing expert tax and asset management services to individuals and businesses. Our goal is to help our clients optimize their financial well-being and achieve their financial goals through personalized and strategic financial planning. Trust J S G Tax & Asset Management for all your accounting and finance needs.

Daniel Ortoli is a finance institution located at 6 Corporate Drive in Shelton, Connecticut, United States. Dedicated to your financial well-being and helping you achieve your financial goals, Daniel Ortoli offers a wide array of financial products combined with first-class client service. The institution's founder transformed Barnum into what it is today, with a leadership team dedicated to achieving Barnum's mission. Creating a culture of belonging, respect, and opportunity for all, Daniel Ortoli is committed to making a difference in the communities in which they work and live. With a focus on managing risks, growing wealth strategically, and planning for the future, Daniel Ortoli provides educational opportunities to maximize financial opportunities and overcome financial challenges. The institution's Financial Advisor, Financial Services Executive, and Investment Advisor Representative partner with Barnum Financial Group to offer personalized attention reflecting on clients' personal values, objectives, and goals. With over 28 years of experience in the Finance Industry, the institution's representative holds various securities registrations and licenses and is dedicated to guiding clients towards financial independence and security. Services offered include life and health insurance, property and casualty insurance, as well as financial planning and investment advice. Daniel Ortoli is licensed and registered to offer products and services in Connecticut, with a focus on long-term relationships, service, integrity, and uncompromising quality.

Barnum Tax is a leading accounting and finance institution located at 2 Corporate Drive in Shelton, Connecticut, United States. With a team of experienced professionals, Barnum Tax offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to maximize your tax return or a business in need of strategic financial guidance, Barnum Tax is dedicated to providing personalized solutions to meet your specific needs. Trust Barnum Tax to help you navigate the complexities of accounting and finance with expertise and integrity.

SMG Corporate Services is a leading institution located at 25 Controls Drive in Shelton, Connecticut, United States. With a strong reputation for excellence, SMG offers a wide range of corporate services to help businesses thrive and succeed in today's competitive market. From financial consulting to strategic planning, SMG provides expert guidance and support to help companies achieve their goals. With a dedicated team of professionals and a commitment to client satisfaction, SMG Corporate Services is the go-to institution for all your business needs.