Tax consultation services in Stamford, Connecticut
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CENTRO HISPANO TAX SERVICES LLC
● OpenCENTRO HISPANO TAX SERVICES LLC is a trusted accounting and finance institution located at 1767 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of tax services to help individuals and businesses navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with tax preparation, planning, or filing, CENTRO HISPANO TAX SERVICES LLC is dedicated to providing reliable and efficient solutions tailored to your specific needs. Trust them to handle your financial matters with expertise and professionalism.
1767 Summer St Suite 3, Stamford, CT 06905, United States -
INTEGRAL SERVICES LLC
● OpenIntegral Services LLC is a leading accounting and finance institution located at 882 East Main Street in Stamford, Connecticut. With a team of dedicated professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, our experts are here to assist you every step of the way. Trust Integral Services LLC for all your accounting and finance needs.
882 E Main St, Stamford, CT 06902, United States -
Facts & Consulting LLC
● OpenFacts & Consulting LLC is a reputable consulting firm located at 225 Emery Drive East in Stamford, Connecticut, United States. Our team of experienced professionals offers a wide range of consulting services to help businesses make informed decisions and achieve their goals. From market research and analysis to strategic planning and implementation, we are dedicated to providing our clients with accurate and reliable information to drive success. Contact us today to learn more about how Facts & Consulting LLC can help your business thrive.
225 Emery Dr E, Stamford, CT 06902, United States -
Boss Tax
● OpenBoss Tax is a trusted tax preparation and accounting firm located at 680 East Main Street in Stamford, Connecticut. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. Whether you need assistance with tax planning, bookkeeping, or IRS representation, we are here to provide expert guidance and support. With a commitment to personalized service and attention to detail, Boss Tax is your go-to resource for all your financial needs. Contact us today to schedule a consultation and take the stress out of tax season.
680 E Main St, Stamford, CT 06901, United States -
Steven Z. Gu, Attorney at Law, Tax LL.M.
● OpenSteven Z. Gu, Attorney at Law, Tax LL.M. is a legal institution located at 6 Landmark Square, Stamford, Connecticut, United States. Specializing in accounting, finance, and legal services, Steven Z. Gu is a licensed attorney in the State of Connecticut and the State of New York. With a background in Philosophy from Yale University, a J.D. from Columbia Law School, and a Tax LL.M. from New York University School of Law, Steven Z. Gu has a diverse educational background and a wealth of legal knowledge. Born in Shanghai, China, Steven immigrated to the United States at a young age and has since dedicated his career to helping individuals and small business owners navigate the legal system. With experience in corporate law, municipal bonds, and civil rights litigation, Steven is committed to providing high-quality legal services to clients from immigrant and minority communities.
6 Landmark Square 4th floor, Stamford, CT 06901, United States -
Bernadel Consultants & Advisors LLC
● OpenBernadel Consultants & Advisors LLC is a trusted institution located at 355 Atlantic Street in Stamford, Connecticut. We offer expert consulting and advisory services to help businesses and individuals achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of our clients. Whether you are looking for strategic financial planning, investment advice, or tax planning services, we are here to help. Contact us today to learn more about how Bernadel Consultants & Advisors LLC can help you reach your financial goals.
355 Atlantic St, Stamford, CT 06901, United States -
ODB Fund Services, LLC
● OpenODB Fund Services, LLC is a leading accounting and finance institution located at 62 Southfield Avenue in Stamford, Connecticut, United States. With a team of experienced professionals, ODB Fund Services, LLC offers a wide range of financial services to meet the needs of their clients. From fund administration to tax preparation, the institution is dedicated to providing top-notch financial solutions to help clients achieve their goals. Whether you are an individual or a business, ODB Fund Services, LLC is committed to delivering exceptional service and expertise in the world of accounting and finance.
62 Southfield Ave, Stamford, CT 06902, United States -
CREARTH SERVICES - La Oficina Latina
● OpenCREARTH SERVICES - La Oficina Latina is a finance institution located at 107 Broad Street in Stamford, Connecticut. Our team specializes in providing personalized financial services to the Latino community in the area. Whether you need assistance with budgeting, investments, loans, or any other financial matter, our experienced staff is here to help. We strive to create a welcoming and inclusive environment where all clients feel comfortable discussing their financial goals and concerns. Visit us today to see how we can assist you in achieving financial success.
107 Broad St, Stamford, CT 06901, United States -
Doulos Multiple Services, LLC
● ClosedDoulos Multiple Services, LLC is a premier accounting and finance institution located at 1729 Bedford Street in Stamford, Connecticut. Our team of experienced professionals provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1729 Bedford St #1, Stamford, CT 06905, United States -
Smart Group USA | Smart Tax Services Stamford
● OpenSmart Group USA is a leading finance institution offering top-notch tax services in Stamford, Connecticut. Located at 313 Hope Street, our team of expert professionals is dedicated to providing smart and efficient tax solutions for individuals and businesses. With a focus on accuracy and personalized service, we strive to help our clients navigate the complex world of taxes with ease. Trust Smart Group USA for all your tax needs and experience the difference of working with a knowledgeable and reliable financial partner.
313 Hope St, Stamford, CT 06906, United States -
The Kyriakos Group - UBS Financial Services Inc.
● OpenThe Kyriakos Group - UBS Financial Services Inc. is a leading finance institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Kyriakos Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.
600 Washington Blvd, Stamford, CT 06901, United States -
VWK Bookkeeping Services
● OpenVWK Bookkeeping Services is a reputable accounting and finance institution located at 133 Sylvan Knoll Road in Stamford, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to businesses of all sizes. Whether you need help with financial record-keeping, payroll processing, or tax preparation, we are here to assist you every step of the way. Trust VWK Bookkeeping Services to help you manage your finances efficiently and effectively.
133 Sylvan Knoll Rd, Stamford, CT 06902, United States -
Pleasant Street Wealth Advisors
● OpenPleasant Street Wealth Advisors is a premier financial institution located at 111 Morgan Street in Stamford, Connecticut. Our team of experienced wealth advisors provides personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to schedule a consultation and start building a brighter financial future.
111 Morgan St, Stamford, CT 06905, United States -
Holbrook Wealth Advisors
● OpenHolbrook Wealth Advisors is a leading finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, we strive to provide exceptional service and guidance to our clients. Trust Holbrook Wealth Advisors to help you navigate the complexities of the financial world and secure your financial future.
2777 Summer St Suite 502, Stamford, CT 06905, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure and prosperous financial future.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
Greenwich Financial Advisors, LLC
● OpenGreenwich Financial Advisors, LLC is a finance institution located at 1177 High Ridge Road in Stamford, Connecticut, United States. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
1177 High Ridge Rd, Stamford, CT 06905, United States -
SJH Financial, LLC
● OpenSJH Financial, LLC is a trusted accounting and finance institution located at 33 Brodwood Drive in Stamford, Connecticut, United States. With a team of experienced professionals, SJH Financial, LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial guidance or a business in need of accounting support, SJH Financial, LLC is dedicated to providing tailored solutions to meet your specific needs. Contact us today to learn more about how we can help you achieve your financial goals.
33 Brodwood Dr, Stamford, CT 06902, United States -
The Connecticut Yankee Group - Morgan Stanley
● OpenThe Connecticut Yankee Group - Morgan Stanley is a prominent finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at The Connecticut Yankee Group - Morgan Stanley are dedicated to helping you navigate the complex world of finance with confidence and expertise.
4 Landmark Square 2nd 2nd Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Michael R. Sullivan
● OpenMerrill Lynch Financial Advisor Michael R. Sullivan, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial services to affluent clients facing complex wealth accumulation, retirement income distribution, and generational planning challenges. Sullivan and Associates work collaboratively with clients, their tax and legal advisors, and Merrill Lynch Private Wealth Management Specialists to create customized wealth management plans. By utilizing the Merrill Personal Wealth Analysis™ tool, Sullivan helps clients prioritize their goals and develop tailored financial strategies. With a focus on building strong client relationships based on trust and personalized service, Sullivan's team is dedicated to helping clients pursue their financial objectives and adapt to life changes. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Michael Sullivan is committed to providing investment insights, tips, and strategies to help clients achieve their financial goals. With access to the global resources of Merrill and Bank of America, Sullivan offers comprehensive financial solutions to address clients' evolving needs and market fluctuations.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Global Hill Wealth Advisors LLC
● OpenGlobal Hill Wealth Advisors LLC is a leading finance institution located in Stamford, Connecticut. Our team of experienced professionals provides expert wealth management and financial advisory services to clients around the world. With a focus on personalized strategies and innovative solutions, we help our clients achieve their financial goals and secure their future. Visit us at 263 Tresser Boulevard to learn more about how we can help you grow and protect your wealth.
One Stamford Plaza, 263 Tresser Blvd 9th Fl, Stamford, CT 06901, United States -
The JH Group - Morgan Stanley
● OpenThe JH Group - Morgan Stanley is a prestigious finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in the finance industry, The JH Group - Morgan Stanley offers a wide range of financial services to clients. From wealth management to investment banking, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to integrity and innovation, The JH Group - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Kelsey Regan
● OpenMerrill Lynch Financial Advisor Kelsey Regan, located at 301 Tresser Boulevard in Stamford, Connecticut, is dedicated to building and maintaining strong relationships with clients. With a bachelor's degree in International Relations and an MBA in Finance from the University of Rochester, Kelsey Regan has been in the financial services industry since 2009 and joined Merrill in 2015. Kelsey offers access to Merrill's investment resources and Bank of America's banking convenience to help clients address various aspects of their financial lives. By understanding each client's unique goals, priorities, and personal investment style, Kelsey designs customized financial strategies to help clients pursue their financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, Kelsey helps clients build personalized plans centered on their goals. As an advisor, Kelsey believes in getting to know clients personally to better understand their financial situation and create a financial approach that reflects their unique needs. With a focus on creating comprehensive strategies and adapting to changes in clients' lives and the financial markets, Kelsey helps clients stay on track to achieve their goals. As a Certified Financial Planner, Kelsey Regan is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a commitment to putting clients first, Merrill Lynch Financial Advisor Kelsey Regan provides personalized guidance and support to help clients navigate the complexities of their financial lives.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, offers clients and prospects the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The advisors at the branch provide financial strategies based on years of combined wealth management knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. The institution is seeking high-achieving financial advisors with records of success to join their team and offers professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
JG Group - Morgan Stanley
● OpenJG Group - Morgan Stanley is a prestigious finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a strong reputation for excellence and expertise in the financial industry, JG Group - Morgan Stanley is dedicated to providing top-notch financial solutions to its clients.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
The Markey Group - Morgan Stanley
● OpenThe Markey Group at Morgan Stanley is a leading financial institution located in Stamford, Connecticut. Our team of experienced professionals provides a wide range of financial services to individuals, families, and businesses. From investment planning to wealth management, we are dedicated to helping our clients achieve their financial goals. Visit us at 4 Landmark Square to learn more about how we can help you secure your financial future.
4 Landmark Square 2nd Floor, Stamford, CT 06901, United States -
RSM US LLP
● OpenRSM US LLP is a leading accounting and finance institution located at 200 Elm Street in Stamford, Connecticut, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients implement strategic changes that align with their business goals and industry trends. With a team of experienced advisors, RSM offers a wide range of services and global technical resources to support clients in driving their businesses forward. At RSM, we value diversity and empowerment, encouraging our team members to take ownership of their work and personal lives. We invest in digital tools to enhance the client experience and provide innovative solutions for business growth. Our advisors are committed to understanding client needs and navigating uncertainty to help them make confident decisions.
200 Elm St #200, Stamford, CT 06902, United States -
Michael Beloff, CFP
● OpenMichael Beloff, CFP is a reputable finance institution located on Road in Stamford, Connecticut, United States. Specializing in financial planning and investment management, Michael Beloff, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner designation, clients can trust in the expertise and professionalism of the institution. Whether you are looking to plan for retirement, manage your investments, or create a financial strategy, Michael Beloff, CFP is dedicated to providing top-notch financial advice and guidance. Contact them today to start building a secure financial future.
181, Road Suite 11, Stamford, CT 06905, United States -
BDO
● OpenBDO, located at 1055 Washington Boulevard in Stamford, Connecticut, is a leading accounting and finance institution. At BDO, businesses can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to enable new growth and competitive advantage. The institution offers valuable data to energize business strategy, lead organizations towards stability and growth, and navigate risks and opportunities in 2024. With a comprehensive AI Strategy Playbook for internal audit, BDO helps businesses embrace the future and align their purpose-driven strategy with their employees' passions. Located in the heart of Stamford, home to several Fortune 500 companies, BDO's downtown office provides local expertise and insight to businesses in the Tri-state area. Partner-led teams of professionals offer assurance, tax, and business advisory services tailored to industries such as manufacturing, distribution, retail, technology, and private equity. BDO's global resources help businesses chart strategies for success and future-proof their operations.
1055 Washington Blvd 5th floor, Stamford, CT 06901, United States -
Garett C. Ceraso - Wilmington Advisors @ M&T
● OpenGarett C. Ceraso - Wilmington Advisors @ M&T is a finance institution located at 1022 High Ridge Road in Stamford, Connecticut, United States. Specializing in financial advisory services, they provide personalized guidance and expertise to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Garett C. Ceraso - Wilmington Advisors @ M&T offers comprehensive financial solutions tailored to each individual's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and building long-lasting relationships with their clients.
1022 High Ridge Rd, Stamford, CT 06905, United States -
Marc DeFeo - TIAA Wealth Management Advisor
● OpenMarc DeFeo - TIAA Wealth Management Advisor is a trusted institution located at 225 High Ridge Road in Stamford, Connecticut. As a finance institution, they specialize in providing expert wealth management advice and services to their clients. With a focus on helping individuals and families achieve their financial goals, Marc DeFeo and his team offer personalized investment strategies and financial planning solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are dedicated to providing top-notch guidance and support. Visit Marc DeFeo - TIAA Wealth Management Advisor today to start building a secure financial future.
225 High Ridge Rd Suite 115, Stamford, CT 06905, United States
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