Tax advisory firm in Connecticut
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Premier Tax Consultant
● OpenPremier Tax Consultant is a leading tax advisory firm located at 56 Sperry Road in Bethany, Connecticut, United States. Our team of experienced tax professionals is dedicated to providing top-notch services to individuals and businesses seeking expert guidance on tax planning, preparation, and compliance. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Premier Tax Consultant for all your tax needs and experience the difference of working with a premier tax advisory firm.
56 Sperry Rd, Bethany, CT 06524, United States -
Alfano & Company, LLC | Tax, Accounting & Advisory
● OpenAlfano & Company, LLC is a leading accounting, finance, and advisory firm located in Greenwich, Connecticut. With a focus on providing expert tax services, accounting solutions, and strategic financial advice, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Located at 3 Boulder Avenue, our firm is committed to delivering personalized and high-quality services to meet the unique needs of each client. Trust Alfano & Company, LLC for all your tax, accounting, and advisory needs.
3 Boulder Ave, Old Greenwich, CT 06870, United States -
Cannon Tax Consultants
● OpenCannon Tax Consultants is a reputable accounting and finance institution located at 237 Campbell Avenue in West Haven, Connecticut. Our team of experienced professionals is dedicated to providing top-notch tax consulting services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or compliance, our experts are here to help. Trust Cannon Tax Consultants to navigate the complexities of the tax system and ensure you receive the best possible outcome. Visit us today to experience our personalized and efficient service.
237 Campbell Ave, West Haven, CT 06516, United States -
Andersen Tax LLC
● OpenAndersen Tax LLC is a finance institution located at 1700 East Putnam Avenue in Greenwich, Connecticut, United States. With a strong focus on providing top-notch financial services, Andersen Tax LLC is dedicated to helping individuals and businesses navigate complex financial matters with expertise and precision. Whether you are looking for tax planning, advisory services, or financial consulting, Andersen Tax LLC is committed to delivering exceptional results and personalized solutions to meet your financial needs. Trust Andersen Tax LLC to provide you with the financial guidance and support you need to achieve your goals.
1700 E Putnam Ave UNIT 408, Old Greenwich, CT 06870, United States -
A Wright Tax and Accounting Services
● OpenA Wright Tax and Accounting Services is a reputable accounting and finance institution located at 140 Captain Thomas Boulevard in West Haven, Connecticut, United States. With a team of experienced professionals, we provide comprehensive tax preparation, accounting, and financial advisory services to individuals and businesses. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust A Wright Tax and Accounting Services to handle all your financial needs with expertise and integrity.
140 Captain Thomas Blvd STE 210, West Haven, CT 06516, United States -
Isel Accounting and Tax Services
● OpenIsel Accounting and Tax Services is a reputable institution located at 1 Prestige Drive in Meriden, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence. Trust Isel Accounting and Tax Services to handle all of your accounting and tax needs with precision and care.
1 Prestige Dr # 212, Meriden, CT 06450, United States -
Smart Group USA | Smart Tax Services Bridgeport
● OpenSmart Group USA | Smart Tax Services Bridgeport is a premier institution located at 1201 East Main Street in Bridgeport, Connecticut. We offer a wide range of services including accounting, finance, legal advice, and real estate assistance. Our team of experts is dedicated to providing top-notch solutions to help individuals and businesses navigate the complexities of tax laws and financial matters. Whether you need help with tax preparation, investment strategies, legal consultations, or real estate transactions, we are here to help. Trust Smart Group USA | Smart Tax Services Bridgeport for all your financial and legal needs.
1201 E Main St, Bridgeport, CT 06608, United States -
Latino Tax Professionals
● OpenLatino Tax Professionals is a leading institution located in Stamford, Connecticut, United States, specializing in accounting and finance services. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to our clients. With a focus on serving the Latino community, we strive to help individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Visit us at 225 Bedford Street to experience our expertise and personalized service firsthand.
225 Bedford St, Stamford, CT 06901, United States -
Rothschild Financial Consulting
● OpenRothschild Financial Consulting is a leading financial advisory firm located at 15 Lake Road in Ridgefield, Connecticut, United States. Our team of experienced professionals provides comprehensive financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, Rothschild Financial Consulting is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
15 Lake Rd, Ridgefield, CT 06877, United States -
Matson Financial Advisors, Inc.
● OpenMatson Financial Advisors, Inc. is a fee-based financial planning firm located at 4 Mountainview Terrace in Danbury, Connecticut. We specialize in comprehensive Financial Planning and Wealth Management, including investment, tax, insurance, and estate planning services. Our experienced team also assists employers with implementing Employee Benefits. As a Registered Investment Adviser firm, we take our fiduciary role seriously in addressing each client’s unique planning needs. Securities and advisory services are offered through registered representatives of Cetera Advisor Networks LLC, a Broker/Dealer and Registered Investment Adviser. Some advisory services are offered through Matson Financial Advisors, Inc. Rest assured that individuals affiliated with our firm are dedicated to providing the best possible financial solutions for our clients.
4 Mountainview Terrace #104, Danbury, CT 06810, United States -
MJP Wealth Advisors
● OpenMJP Wealth Advisors, located at 320 Post Road West in Westport, Connecticut, offers personalized financial solutions to meet the diverse needs of individuals, families, and businesses. With a focus on wealth management, investment strategies, and comprehensive financial planning, MJP Wealth Advisors has been serving clients since 1981 as a Registered Investment Advisor (RIA) committed to acting in the best interests of their clients. Their team of investment professionals works closely with clients to develop customized, integrated investment strategies tailored to their specific needs and goals. By providing life cycle planning and a range of advisory services, MJP Wealth Advisors helps clients navigate the complexities of financial planning through all stages of life.
320 Post Rd W UNIT 210, Westport, CT 06880, United States -
Mercer Advisors Wealth Management
● OpenMercer Advisors Wealth Management, located at 965 Post Road East in Westport, Connecticut, offers a unique approach to wealth management. They believe that there comes a point in life where the hard work and success you've achieved should be enjoyed, not just built upon. The firm provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, ensuring that all aspects of your financial life are taken care of. Their team of talented wealth advisors in the Westport area, including Robert, Gregg, Eric, Nadia, Roain, Brian, and Timothy, have years of experience in providing comprehensive financial planning and investment advisory services. They are dedicated to helping clients achieve their financial goals and enjoy the fruits of their labor.
965 Post Rd E, Westport, CT 06880, United States -
Green Wealth Management Group
● OpenGreen Wealth Management Group, located at 555 Heritage Road in Southbury, Connecticut, is a finance institution dedicated to helping individuals, families, and business owners plan for their financial future. Our goal is to create a comprehensive and tailored financial strategy for our clients, utilizing wisdom, analysis, and technology to maximize their opportunities. As an independent firm, we provide objective advice and customized solutions, ensuring that your financial affairs are managed with integrity and expertise. Our team of collaborative and caring advisors is committed to advocating for your best interests, tailoring solutions to align with your goals. Contact us today to learn more about how Green Wealth Management Group can help unlock your financial potential. We are registered representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC, providing securities and advisory services through these entities. Green Wealth Management Group, LLC operates under the regulatory platform of Sanctuary Wealth.
555 Heritage Rd Ste. 2W, Southbury, CT 06488, United States -
Diversified Financial Solution
● OpenDiversified Financial Solutions is a leading accounting and finance institution located at 21 Maple Street in Naugatuck, Connecticut, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Diversified Financial Solutions for all your financial needs and experience the difference our expertise can make in your financial future.
21 Maple St, Naugatuck, CT 06770, United States -
MJP Wealth Advisors
● OpenMJP Wealth Advisors, located at 74 Batterson Park Road in Farmington, Connecticut, offers sophisticated financial solutions and personalized attention to meet the diverse needs of individuals, families, and businesses. Established in 1981, MJP Wealth Advisors is a Registered Investment Advisor (RIA) that acts as fiduciaries, always putting clients' best interests first. With a team of experienced investment professionals, MJP Wealth Advisors provides wealth management, investment solutions, and comprehensive financial planning tailored to each client's unique goals and circumstances. As an independent firm, MJP Wealth Advisors builds close relationships with clients to develop a shared vision for their financial future. By offering a full range of advisory services and maintaining a research and investment due diligence relationship with an institutional registered investment advisory firm, MJP Wealth Advisors is able to provide clients with sophisticated, customized investment strategies that enhance their portfolios.
74 Batterson Park Rd Suite 103, Farmington, CT 06032, United States -
Creative Planning
● OpenCreative Planning is a leading finance institution located at 472 Wheelers Farm Road in Milford, Connecticut, United States. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients worldwide. Our dedicated wealth managers in the Milford Area are committed to helping you achieve your financial goals and provide you with peace of mind. By choosing Creative Planning, you can enjoy a richer way to wealth and financial success. Contact us today to schedule a free, no-obligation consultation and take the first step towards a secure financial future.
472 Wheelers Farm Rd Suite 101, Milford, CT 06461, United States -
Merrill Lynch Financial Advisor Norman N Forrester
● OpenMerrill Lynch Financial Advisor Norman N Forrester is a reputable finance institution located at 157 Church Street in New Haven, Connecticut, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Norman N Forrester is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help secure your financial future.
157 Church St, New Haven, CT 06510, United States -
Barnum Financial Group
● OpenBarnum Financial Group is a finance institution located at 273 North Colony Road in Wallingford, Connecticut, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team focused on achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of financial representatives who can assist you in every step of your financial journey. Our institution is recognized for our commitment to our clients' financial success, and our knowledge and resources have been leveraged by national and local media outlets.
273 N Colony Rd # 1, Wallingford, CT 06492, United States -
Cherubino & Company, P.C.
● OpenCherubino & Company, P.C. is a reputable accounting and finance institution located in Middlebury, Connecticut. With a prime location at 530 Middlebury Road, this firm offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, Cherubino & Company, P.C. is dedicated to providing top-notch accounting and financial solutions tailored to meet the unique needs of each client. Whether you are looking for tax preparation, financial planning, or business consulting services, this institution has you covered. Trust Cherubino & Company, P.C. for all your accounting and finance needs in Middlebury and beyond.
530 Middlebury Rd, Middlebury, CT 06762, United States -
Dzinski & Polzella LLC
● OpenDzinski & Polzella LLC is a reputable accounting and finance institution located at 415 Middlebury Road in Middlebury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Dzinski & Polzella LLC is dedicated to helping their clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
415 Middlebury Rd, Middlebury, CT 06762, United States -
ABAPC INC.- Accountancy & Advisors
● OpenABAPC INC. is a leading accountancy and advisory firm located in Wallingford, Connecticut. Our team of experienced professionals provides a wide range of accounting and financial services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, ABAPC INC. is here to help. Visit us at 44 North Plains Industrial Road to learn more about how we can assist you with your accounting and financial needs.
44 N Plains Industrial Rd, Wallingford, CT 06492, United States -
Sullivan Financial Advisors
● OpenSullivan Financial Advisors, located at 15A Main Street in Essex, Connecticut, is a Registered Investment Advisory Firm that operates with complete independence and transparency. As a fiduciary, they prioritize their clients' best interests and offer only fee-based services with no commissionable investments. Founded in 2003 by David Sullivan and now led by Managing Partner Jane Sullivan, the company focuses on holistic financial planning and asset management to help clients achieve their long-term financial goals. Their client-centric approach emphasizes planning over individual products, with a goal of providing a comprehensive financial solution that addresses the "Certain Uncertainties" that can erode wealth over time. Sullivan Financial serves a diverse range of clients, including women going through life transitions, pre-retirees, retirees, young professionals and families, and the LGBTQ community. Their unique process is designed to help clients understand their financial options, protect their wealth, and ultimately enjoy their financial success.
15A Main St, Essex, CT 06426, United States -
Exencial Wealth Advisors
● OpenExencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes. The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.
83 Halls Rd #205, Old Lyme, CT 06371, United States -
UBS Realty Investors LLC
● OpenUBS Realty Investors LLC, located at 10 State House Square in Hartford, Connecticut, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across various asset classes, regions, and sectors. They are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to their specific needs and goals. With a focus on excellence, UBS nurtures their heritage, masters the details, and delivers the expertise needed to turn financial visions into reality. The institution provides insights and analysis to keep investors ahead of the curve, including their ElectionWatch 2024 event and weekly video series on the direction of US taxes. They offer wealth management strategies that support clients in every stage of life, helping them understand markets, economies, trends, and investor mindsets. UBS connects prominent individuals and families to experts, insights, and thought leaders worldwide.
10 State House Square, Hartford, CT 06103, United States -
SkyBlue Wealth Advisors - Fee-Only
● OpenSkyBlue Wealth Advisors - Fee-Only is a financial advisory firm located in Glastonbury, Connecticut, United States. We specialize in tax-efficient retirement planning and investment management. Our services include tax planning, investment planning, and ongoing retirement advice. We address the changing needs of aging clients by focusing on protecting assets with attention to liquidity, credit, liability management, long-term care, premature death protection, and longevity protection. Unlike many advisors, we incorporate careful tax minimization planning into all aspects of our services and are regulated solely as fiduciaries, always acting in your best interest.
703 Hebron Avenue Second Floor, Glastonbury, CT 06033, United States -
S & P Financial Services LLC
● OpenS & 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.
452 Jackson St, Willimantic, CT 06226, United States -
CliftonLarsonAllen
● OpenCliftonLarsonAllen is a financial institution located at 344 North Main Street in Marlborough, Connecticut, United States. Specializing in accounting and finance, CliftonLarsonAllen Wealth Advisors, LLC offers investment advisory services as an SEC-registered investment advisor. As a network member of CLA Global, an international organization of independent accounting and advisory firms, CliftonLarsonAllen LLP operates independently and is not an agent of any other member firm. CLA Global Limited does not provide services to clients and is not liable for the actions of individual member firms. The names "CLA Global" and "CliftonLarsonAllen" are used under license.
344 N Main St, Marlborough, CT 06447, 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 -
SRC, Certified Public Accountants, PC
● OpenSRC, Certified Public Accountants, PC is a full-service financial advisory firm located at 655 Winding Brook Drive in Glastonbury, Connecticut, United States. We pride ourselves on our ability to cater to the diverse needs of all our clients with timely service and high-quality work. Our team of experienced professionals, including James J. Bascetta, Bruce S. Filingeri, Mark A. Osora, Mary-Jean K. Parnell, and John A. Patoka, are not just "number crunchers" - we are dedicated to helping you understand your past financial performance while working closely with you to achieve your future financial goals. In addition to our general accounting and finance services, we specialize in providing audits for applicants of the Connecticut Digital Media & Motion Picture Tax Credit Program, construction contractors, and employee benefit plans. Whether you are a business owner, individual, or organization, we are here to help you navigate the complexities of financial management and planning.
655 Winding Brook Dr 2nd floor, Glastonbury, CT 06033, United States -
Rolleri & Sheppard CPAS, LLP
● OpenRolleri & Sheppard CPAS, LLP is a reputable accounting and finance institution located at 2150 Post Road in Fairfield, Connecticut, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting-related services, Rolleri & Sheppard CPAS, LLP is here to assist you. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.
2150 Post Rd 5th fl, Fairfield, CT 06824, United States
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