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TOP 30 Tax management in Westport, CT
36 results found
Search for local businesses, places and services near you
Mercer Advisors Wealth Management
Mercer 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.
Stratos Wealth Partners - Katherine Fibiger, CFP - Westport CT
Stratos Wealth Partners - Katherine Fibiger, CFP in Westport, CT is a leading financial institution located at 8 Wright Street. As a Certified Financial Planner, Katherine Fibiger provides expert financial advice and personalized wealth management services to clients in the Westport area and beyond. With a focus on building long-term relationships and helping clients achieve their financial goals, Stratos Wealth Partners is dedicated to providing top-tier financial planning and investment solutions. Contact Katherine Fibiger today to start planning for a secure financial future.
Suarez Wealth Management - Alliance Global Partners
Suarez Wealth Management - Alliance Global Partners is a leading finance institution located at 88 Post Road West in Westport, Connecticut, United States. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Trust Suarez Wealth Management - Alliance Global Partners to provide expert financial guidance and support every step of the way.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. The branch offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at Merrill Lynch Wealth Management go beyond wealth planning advice, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill clients have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to pursue their financial and life goals.
Churchill Management Group - Westport
Churchill Management Group - Westport is a prestigious finance institution located at 8 Wright Street in the charming town of Westport, Connecticut, United States. With a reputation for excellence and expertise in financial management, Churchill Management Group offers a wide range of services to help clients achieve their financial goals. From investment planning to wealth management, their team of experienced professionals is dedicated to providing personalized solutions tailored to each individual's needs. Visit Churchill Management Group - Westport today to experience top-notch financial services in a welcoming and professional environment.
MJP Wealth Advisors
MJP 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.
MISSION
MISSION is a leading accounting and finance institution located at 36 Cross Highway in Westport, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust MISSION to be your partner in success.
Paradigm Financial Partners
Paradigm Financial Partners, located at 315 Post Road West in Westport, Connecticut, is a finance institution that recently joined forces with Trivium Point Advisory and Lyons & Lyons, CPAs. They offer a comprehensive range of financial services, including wealth management, tax and accounting, and business advisory services all under one roof. Their team of experienced professionals helps clients understand their numbers and create personalized financial roadmaps to achieve their goals. By combining wealth management, accounting, and business advisory services, they provide a specialized experience for individuals who value financial stewardship. With locations in Westport, White Plains, and Ridgefield, Paradigm Financial Partners is dedicated to helping clients navigate their financial journey with confidence and clarity.
The Panza Wheway Group - Morgan Stanley
The Panza Wheway Group at Morgan Stanley is a leading financial institution located at 500 Post Road East in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, we are here to provide personalized solutions tailored to your specific needs. Trust in The Panza Wheway Group at Morgan Stanley for all your financial needs.
Financial Advisory Network, LLC
Financial Advisory Network, LLC is a leading finance institution located at 355 Riverside Avenue in Westport, Connecticut, United States. With a team of experienced financial advisors, they provide expert advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial decisions, Financial Advisory Network, LLC is dedicated to providing personalized solutions tailored to your unique needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning and wealth management.
Emerald Wealth Advisors
Emerald Wealth Advisors is a leading finance institution located at 191 Post Road West in Westport, Connecticut, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we offer a range of services including investment management, retirement planning, estate planning, and more. At Emerald Wealth Advisors, we are committed to providing our clients with the guidance and support they need to make informed financial decisions and build wealth for the long term.
KT Group - Morgan Stanley
KT Group - Morgan Stanley is a renowned finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a part of the prestigious Morgan Stanley brand, they offer a wide range of financial services and solutions to clients, including wealth management, investment banking, and asset management. With a team of experienced professionals and a commitment to excellence, KT Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals.
The Leapley Group - Morgan Stanley
The Leapley Group at Morgan Stanley is a leading finance institution located in Westport, Connecticut. With a prime address at 500 Post Road East, this renowned institution offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized investment strategies, wealth management solutions, and financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, The Leapley Group at Morgan Stanley is committed to delivering exceptional service and expertise to meet your financial needs.
Matthew Garnett - Raymond James
Matthew Garnett - Raymond James is a finance institution located at 285 Riverside Avenue in Westport, Connecticut. As part of the prestigious Raymond James network, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice, retirement planning, wealth management, and more. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping our clients secure their financial future. Visit us today to see how we can help you reach your financial goals.
Lyons & Lyons
Lyons & Lyons, located at 898 Ethan Allen Highway in Ridgefield, Connecticut, is a leading accounting and finance institution. Exciting news! Trivium has welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. At Lyons & Lyons, they specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all in one convenient location. Dedicated to individuals looking for a central advisor for their financial needs, Lyons & Lyons offers a personalized experience that combines wealth management, accounting, and business advisory services. Their goal is to help clients understand their numbers and create a personalized financial roadmap to reach their goals. Owners accumulate people, not wealth, and Lyons & Lyons aims to eliminate the need for multiple advisors and alleviate the stress of deciding whose advice to follow. With additional offices in Westport and White Plains, Lyons & Lyons is committed to providing top-notch financial services to clients in the Connecticut and New York area.
Coastal Bridge Advisors
Coastal Bridge Advisors is a distinguished finance institution located at 54 Wilton Road in Westport, Connecticut, United States. With a commitment to providing personalized financial solutions, Coastal Bridge Advisors offers a range of services to help clients achieve their financial goals. Their team of experienced advisors works closely with each client to develop tailored investment strategies and wealth management plans. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Coastal Bridge Advisors is dedicated to delivering expert guidance and support. Visit their office in Westport to learn more about how they can help you secure your financial future.
Stonebridge Advisors LLC
Stonebridge Advisors LLC, located at 10 Westport Road in Wilton, Connecticut, is a finance institution specializing in the management of preferred and hybrid securities. Our team of experts is dedicated to providing institutional and high net worth individuals with a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. With a commitment to protecting against downside risks, we aim to provide our clients with income and added diversification while lowering overall risk. Retail investors interested in our taxable and tax-advantaged preferred and hybrid strategies should consult a financial advisor to determine the best approach for their investment goals. For more information about Stonebridge sub-advised funds, please visit the First Trust website.
Merrill Lynch Financial Advisor John-Michael Peters
Merrill Lynch Financial Advisor John-Michael Peters is a finance institution located at 253 Post Road West in Westport, Connecticut, United States. The institution specializes in working closely with growth-minded clients to construct "indestructible wealth" and teach them how to manage and preserve it over time. The core focus of The Peters Group is estate planning strategies, with a keen eye on tax consequences throughout the year. With a high level of tax awareness and experience in estate planning, the team at The Peters Group is dedicated to identifying, optimizing, and maintaining tax efficiencies for clients on an ongoing basis. The team works collaboratively with clients' CPAs and tax attorneys to align financial, tax minimization, and legal strategies for maximum benefits that can span generations. The team at The Peters Group believes in thorough evaluation of a client's existing wealth structure, tax situation, and long-term financial needs to provide superior wealth management. By simplifying complex estate planning decisions and working closely with clients' attorneys and CPAs, the team aims to create a streamlined, positive experience for clients, focusing on tax-efficient preservation and transfer of wealth. With a planning-based approach and a commitment to educating clients on values-based decisions, The Peters Group helps clients make informed choices that optimize their wealth and achieve fulfilling goals.
Crestwood Advisors
Crestwood Advisors is a leading finance institution located at 943 Post Road East in Westport, Connecticut, United States. With a team of experienced financial advisors, Crestwood Advisors offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Crestwood Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust Crestwood Advisors to help you navigate the complexities of the financial world and secure a stable financial future.
Jim Iseman - UBS Financial Services Inc.
Jim Iseman - UBS Financial Services Inc. is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment advisory, and financial planning. Clients can expect personalized guidance and tailored solutions to help them achieve their financial goals. With a strong commitment to excellence and a track record of success, Jim Iseman - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice.
Raymond James & Associates
Raymond James & Associates is a finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. They offer a wide range of financial services and investment options to help clients achieve their financial goals. With a team of experienced professionals, Raymond James & Associates provides personalized guidance and expertise to assist clients in managing their wealth effectively. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James & Associates can provide the necessary support and resources to help you make informed decisions.
Jonathan A Goldstein - Morgan Stanley
Jonathan A Goldstein - Morgan Stanley is a reputable financial institution located in Westport, Connecticut. With a prime address at 500 Post Road East, this institution offers a range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the team at Jonathan A Goldstein - Morgan Stanley is dedicated to providing personalized solutions tailored to your specific needs. Trust in their experience and professionalism to guide you towards a secure financial future.
Abby Wolman McElroy, CFP® - Morgan Stanley
Abby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.
Meeks McCormick Evanchik - Morgan Stanley
Meeks McCormick Evanchik - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Meeks McCormick Evanchik - Morgan Stanley is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
Daniel J. Wright - Morgan Stanley
Daniel J. Wright - Morgan Stanley is a renowned financial institution located at 500 Post Road East in Westport, Connecticut, United States. As a branch of the prestigious Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Daniel J. Wright - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and expertise.
Robert E. Hill - Morgan Stanley
Robert E. Hill - Morgan Stanley is a prestigious financial institution located at 500 Post Road East in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, this institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at Robert E. Hill - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert E. Hill - Morgan Stanley is the trusted partner you need.
The Shoreview Group - Morgan Stanley
The Shoreview Group - Morgan Stanley is a prestigious finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a part of the renowned Morgan Stanley brand, The Shoreview Group offers a wide range of financial services and investment opportunities to individuals and businesses. With a team of experienced and knowledgeable professionals, they strive to provide top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Shoreview Group - Morgan Stanley is dedicated to providing personalized and comprehensive financial services to meet your needs.
Bank of America Private Client Advisor Andrew Peale Allen
Bank of America Private Client Advisor Andrew Peale Allen, located at 1 Gorham Island Road in Westport, Connecticut, is a finance institution dedicated to helping high-net-worth individuals, families, and institutions achieve their financial goals. Andy Allen, a Vice President and Private Client Advisor, brings a wealth of experience in advising clients on managing their wealth effectively. With a personalized approach and a commitment to client priorities, Andy works closely with a diverse clientele including entrepreneurs, business owners, professionals, executives, and non-profit organizations. Andy's background as the Executive Founder of a boutique beverage firm has equipped him with a unique understanding of the financial needs of business owners. He is skilled in navigating the complex intersection of personal and professional finances, providing tailored strategies to meet each client's specific needs. Andy's involvement in the Peale Foundation has deepened his understanding of institutional priorities, from long-term stability to mission fulfillment.
Dougherty John T CPA
Dougherty John T CPA is a trusted accounting and finance institution located at 265 Post Road West in Westport, Connecticut, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses manage their finances effectively and achieve their financial goals. Whether you need assistance with tax filing or financial analysis, Dougherty John T CPA is committed to providing top-notch service tailored to meet your specific needs.
Stanley Glick CPA LLC
Stanley Glick CPA LLC is a reputable accounting and finance institution located at 10 Bay Street in Westport, Connecticut, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and auditing, our firm is dedicated to providing top-notch services tailored to meet our clients' needs. Trust Stanley Glick CPA LLC for all your accounting and finance needs.
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