Tax advice for individuals in Stonington, Connecticut

Merrill Lynch Wealth Management, located at 27 Coogan Boulevard in Stonington, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at the branch provide guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors work closely with clients to understand their goals and create financial strategies tailored to their needs. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. With access to industry insights and resources, Merrill clients benefit from personalized investment approaches and wealth management advice. The institution has a long history of training financial advisors and offers a range of services to help clients pursue their financial goals. Merrill Lynch emphasizes the importance of understanding each client's unique financial situation and collaborating on strategies to meet their long-term objectives.

Bellucci William CPA is a renowned accounting and finance institution located at 139 Liberty Street in Stonington, Connecticut, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and audit support. Their dedication to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with tax filing or strategic financial advice, Bellucci William CPA is committed to helping you achieve your financial goals.