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TOP 30 Tax efficient financial strategies in Hamden, CT
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Robert Velardi - Financial Advisor - Ion Investments
Robert Velardi - Financial Advisor - Ion Investments is a reputable finance institution located at 2989 Whitney Avenue, Hamden, Connecticut, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity in serving our customers. As a family-owned business, we prioritize looking out for our clients' best interests. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that sets us apart from larger banks. We specialize in financial planning and risk management through our unique 5 Step Process designed to help clients achieve their financial goals. Our advisors provide economic insights and market alerts to guide decision-making and keep clients informed. We make investing simple, fast, and easy for our clients, offering one of the fastest growing Wealth Management programs.
Andrew S. Kipperman, CPA
Andrew S. Kipperman, CPA is a trusted accounting and finance institution located at 2969 Whitney Avenue in Hamden, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need help with tax planning or financial analysis, Andrew S. Kipperman, CPA is here to provide you with personalized and reliable service.
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