TOP 30 Tax consulting in Connecticut

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Prudential Financial: Michael Dilorenzo is a finance and insurance agency located at 170 Mountain Road in Suffield, Connecticut, United States. With a strong reputation for providing expert financial planning and insurance services, this institution is dedicated to helping individuals and families achieve their financial goals and protect their assets. Led by Michael Dilorenzo, a seasoned professional with years of experience in the industry, clients can trust in the expertise and guidance provided by this reputable institution. Whether you are looking to invest for the future, secure your family's financial well-being, or protect your assets, Prudential Financial: Michael Dilorenzo is committed to delivering personalized solutions tailored to your specific needs.

Mike Esposito - State Farm Insurance Agent is located at 691 Main Street in Manchester, Connecticut, just 1/2 mile north of route 384 in downtown Manchester. At our insurance agency, we offer a range of services to help protect you and your assets. Whether you are looking to learn more about annuities for your retirement plan, need advice on dog bite prevention, or want tips on DIY auto maintenance to save on repair costs, we are here to help. Please remember to never include sensitive personal information when contacting us. If you are having trouble accessing our website, please call (860) 645-9940 for assistance. State Farm offers life insurance and annuities through State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Please note that State Farm VP Management Corp. is a separate entity that provides banking and insurance products.

Curtis Boyd - State Farm Insurance Agent is a trusted insurance agency located at 500 Long Hill Road in Groton, Connecticut, United States. Since 1990, Curtis has been serving State Farm customers with a focus on re-locations. With ten years of claims experience, Curtis is dedicated to helping you through any situation. The office has received numerous State Farm honors and accolades over the years. Curtis is married, a father of two, and a resident of Ledyard. The experienced team at the office, including Kathy, Tarla, Peggi, Kevin, Jessica, and Danielle, has over 125 years of combined insurance experience and is ready to assist you with your insurance needs. Please call (860) 446-1956 for personalized assistance, as online auto quoting is not available. Make sure to download the State Farm Mobile App for easy access to your insurance information. Additionally, the office offers valuable resources such as a tax calculator for retirement income and information on survivorship universal life insurance. For pet insurance products, the office works with American Pet Insurance Company and ZPIC Insurance Company. State Farm also offers mortgage services through Rocket Mortgage, LLC. Please note that State Farm does not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.

Jacob Lavalley - Prudential Financial is a trusted finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut. With a strong reputation for providing top-notch financial services and insurance solutions, Jacob Lavalley - Prudential Financial is committed to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are dedicated to providing personalized and reliable services to meet your needs. Contact Jacob Lavalley - Prudential Financial today to secure your financial future.

Kristian Ager - State Farm Insurance Agent is a reputable insurance agency located at 222 McKee Street in Manchester, Connecticut, United States. Kristian Ager is a Purdue University Graduate with over 30 years of experience with State Farm Insurance. She is a loving mother and a sponsor of the Cruisin on Main Car Show, as well as a passionate advocate for rescuing dogs. At Kristian Ager - State Farm Insurance Agent, we understand the unique challenges that women face when it comes to retirement savings. We offer valuable advice on how women can narrow the retirement savings gap and ensure a secure financial future.

Carl Baker - State Farm Insurance Agent is located at 305 Boston Avenue in Stratford, Connecticut, United States. As an insurance agency, we offer a range of services to help protect you and your family. You can enter the value of your home and mortgage amount to see what line of credit you may qualify for. We also provide tips for safe rural road driving, as well as advice for preparing your babysitter with important information about your child, family, and home. For your protection, please refrain from sharing sensitive personal information such as social security numbers or credit card details on our website. If you are experiencing difficulty using our website, please call us at (203) 385-1108. We offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association.

Southport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.

Patricia J. Foley, CPA is a reputable accounting firm located at 51 Crown Ridge in Newington, Connecticut. With years of experience and a dedicated team of professionals, we provide a wide range of accounting services to individuals and businesses in the United States. Our firm is committed to delivering accurate and reliable financial solutions to help our clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Patricia J. Foley, CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

Colleen Tighe - State Farm Insurance Agent is a reputable insurance agency located at 102 Kings Highway East in Fairfield, Connecticut. Colleen is a second-generation State Farm agent with over 17 years of experience in insurance and financial services. The office is conveniently located with easy parking access and a licensed team of 12 professionals ready to assist. They offer a range of insurance services including auto, home, life, health, condo, and renters insurance for residents in Fairfield and surrounding towns in Connecticut. Colleen Tighe is a Fairfield resident with a B.S. degree from Baruch College and Graduate School at Marlboro College I.S.M. Legion of Honor, Ambassador Travel. The agency also provides tips on various topics such as the dangers of drunk driving, portable moving containers, and protecting your home from excess moisture. They offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.

Dustin Tuthill - Prudential Financial is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Dustin Tuthill - Prudential Financial is committed to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and start planning for a brighter financial future.

Stephen Fishman is a reputable doctor's office located at 103 Newtown Road in Danbury, Connecticut. Specializing in health and wellness, the institution offers a wide range of medical services to patients of all ages. With a team of experienced healthcare professionals, Stephen Fishman is dedicated to providing top-quality care and personalized treatment plans to meet the unique needs of each individual. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, Stephen Fishman is committed to helping you achieve optimal health and well-being.

Pepe & Bahgat is a reputable healthcare institution located at 26 Fair Street in Wallingford, Connecticut, United States. Specializing in providing top-notch medical care, our team of skilled doctors and healthcare professionals are dedicated to promoting the well-being of our patients. From routine check-ups to specialized treatments, Pepe & Bahgat offers a wide range of medical services to cater to the diverse needs of our community. With a commitment to excellence and compassionate care, we strive to ensure that every patient receives the highest quality healthcare in a comfortable and welcoming environment. Visit us at Pepe & Bahgat for all your healthcare needs.

Bourque Lesley S is a health institution located at 601 River Street in Windsor, Connecticut, United States. This facility offers a range of healthcare services to patients in the local community. With a team of dedicated healthcare professionals, Bourque Lesley S provides quality medical care and support to individuals seeking treatment for various health issues. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Bourque Lesley S is committed to helping you achieve and maintain optimal health. Visit us today for personalized and compassionate healthcare services.

Vitesse Worldwide, located at 25 Crescent Street in Stamford, Connecticut, is a transportation company that prioritizes reliability, excellence, luxury, and trustworthiness. With a focus on providing a personalized experience for each client, Vitesse pays attention to every detail of your transportation and travel needs. From helping you locate your chauffeur on their app to offering expert consultation on private air charter travel, Vitesse ensures that your experience is seamless and stress-free. Their advanced technology platforms allow clients to access up-to-the-minute pricing and easily book, track, and manage their travel arrangements. Whether you need Corporate Executive Vehicles for important business meetings or concierge services for last-minute event tickets, Vitesse has you covered.

Lee Randolph M is a renowned health institution located at 300 Summit Street in Hartford, Connecticut, United States. With a team of highly skilled and compassionate healthcare professionals, Lee Randolph M is dedicated to providing top-notch medical care and services to patients in need. Specializing in a wide range of health services, from primary care to specialized treatments, the institution prides itself on delivering personalized and effective care to improve the health and well-being of all patients. With a commitment to excellence and a patient-centered approach, Lee Randolph M is a trusted healthcare provider in the community.

IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.

Merrill Lynch Private Wealth Advisor Joshua Carter, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead. The team at Merrill Lynch, including The ERDMANN GROUP - Erdmann, Giannetti, Brookfield, Carpentieri, is committed to putting clients first and offering personalized service tailored to individual needs. With a focus on meaningful conversations, customized strategies, and proactive ideas, the advisors at Merrill Lynch strive to provide the ultimate client experience. The institution is proud to have advisors recognized on prestigious lists such as Forbes "America's Top Wealth Advisors" and Barron's "Top 1,200 Financial Advisors: State-By-State." Merrill Lynch offers a range of services, including asset allocation, alternative investments, and access to banking products and services provided by Bank of America, N.A. Clients can trust in the expertise of the Merrill Lynch team, who do not provide legal, tax, or accounting advice, but recommend consulting with appropriate advisors before making financial decisions. With a focus on client service and a commitment to excellence, Merrill Lynch Private Wealth Advisor Joshua Carter is dedicated to helping clients achieve their financial goals.

Bank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Rockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.

Bank of America Private Client Advisor James W Fanelli is a premier finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team. We take the time to listen and understand your needs and goals before creating personalized strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized services and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, plan for the future, or build a philanthropic legacy, our priority is to make your goals a reality.

Bank of America Private Client Advisor Drew M Iacovazzi, located at 29 South Main Street, West Hartford, Connecticut, United States, offers personalized wealth management services. The team consists of experienced individuals dedicated to building strong client relationships based on trust. They take the time to understand your needs and goals before creating strategies to meet your best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources. They strive to anticipate and respond to evolving markets and financial landscapes to help clients achieve their financial objectives. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Additionally, investing involves risk and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Sarpu Cardinal Wealth Management Group is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Sarpu Cardinal Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to schedule a consultation and take the first step towards financial success.

Goldenthal Investment Group - Stifel is a finance institution located at 38 East Main Street in Stonington, Connecticut, United States. As a part of the Stifel Financial Corporation, they offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, they strive to provide personalized advice and tailored solutions to help their clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Goldenthal Investment Group - Stifel is dedicated to helping you navigate the complexities of the financial world.

Plainfield Town Bookkeeping is a trusted accounting and finance institution located at 8 Community Avenue in Plainfield, Connecticut, United States. Our team of skilled professionals is dedicated to providing accurate and reliable bookkeeping services for individuals and businesses in the area. With a commitment to excellence and attention to detail, we strive to help our clients manage their finances effectively and efficiently. Whether you need assistance with budgeting, payroll, taxes, or financial reporting, Plainfield Town Bookkeeping is here to help. Contact us today to learn more about our services and how we can support your financial needs.

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.

Accsurant is a leading institution located at 12 Roosevelt Avenue in Stonington, Connecticut, United States. We specialize in providing top-notch insurance and risk management solutions for individuals and businesses alike. With a team of experienced professionals, we are dedicated to helping our clients protect their assets and achieve financial security. Whether you are looking for personal insurance coverage or comprehensive business solutions, Accsurant is here to provide you with the peace of mind you deserve. Contact us today to learn more about our services and how we can assist you in safeguarding your future.

Innovast Digital Marketing is a full-service marketing agency located in Griswold, Connecticut. Specializing in website design, search engine optimization, content development, social media management, and marketing strategy consulting, Innovast serves high-performing entrepreneurs with growing brands. Our team of creative professionals offers premium website design services, hosting, and maintenance plans, as well as trusted advice on user experience, functionality, and design. With a focus on building long-term relationships with our clients, we strive to address the ongoing needs of high-profile professionals and business owners. Our proprietary Innovast Method ensures that content is organized to appeal to your target market and generate leads. Stay ahead of the competition with our SEO services, social media content creation, and video marketing strategies. Let Innovast Digital Marketing help you make a lasting impression online and attract your ideal audience. Contact us today to get started on your new website project.

Walter, Berlingo & Co. is a reputable accounting and finance institution located at 280 Tokeneke Road in Darien, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, auditing, financial consulting, and more. Clients can trust Walter, Berlingo & Co. for reliable and personalized financial solutions tailored to their specific needs.

Merrill Lynch Financial Advisor Kevin McCulloch is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. They offer a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals. They provide access to investment insights from Merrill and the banking convenience of Bank of America. The team is passionate about delivering excellent service and helping clients pursue their financial goals. They participate in community volunteering and offer personalized wealth management plans through Merrill Personal Wealth Analysis™. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They focus on understanding clients' priorities and goals, using tools to track changes and adjust financial approaches accordingly. The advisors at Merrill Lynch Wealth Management work closely with clients to create customized investment strategies tailored to their needs and goals. Kevin McCulloch is registered to do business in multiple states and provides personalized investment strategies and financial solutions. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to understand the differences between these services and determine the best approach for their financial needs.

John Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.