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TOP 30 Tax planning in Greenwich, CT
65 results found
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Greenwich Financial Advisors, LLC
Greenwich 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.
Plan First Wealth LLC
Plan First Wealth LLC is a finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. Specializing in providing peace of mind for British expats living in America, Plan First Wealth simplifies the complex world of cross-border retirement planning and US/UK wealth management. As a British expat in America, you have a unique opportunity to retire better in the US and make the most of your time in this new chapter of your life. With expertise in coordinating wealth between the US and the UK, Plan First Wealth ensures that your financial future is secure and well-planned. Testimonials from satisfied clients praise the professionalism, communication, and level of service provided by the team at Plan First Wealth. By focusing on long-term, goal-focused planning and rational investment strategies, Plan First Wealth helps clients achieve their most meaningful financial goals. Join the WealthHub community to protect and grow your life's work, retire with confidence, and leave a lasting legacy. Remember to consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Plan First Wealth is here to guide you towards a secure and successful financial future.
Greenwich Soundview Group - Morgan Stanley
Greenwich Soundview Group - Morgan Stanley is a renowned finance institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong presence in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and advisory services. Known for their expertise and professionalism, Greenwich Soundview Group - Morgan Stanley is dedicated to providing top-notch financial solutions to their clients.
Andersen Tax LLC
Andersen 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.
Kramer Tax Services
Kramer Tax Services is a reputable accounting and finance institution located at 12 Greenwich Lane in Avon, Connecticut, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses. From tax preparation to financial planning, Kramer Tax Services is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA is a trusted institution located on King Street in Greenwich, Connecticut, United States. Specializing in accounting and finance, our firm believes in empowering our clients through knowledge. We educate our clients on the latest tax laws to help reduce their tax burden. With a focus on business needs, we offer tax return preparation services for LLCs, S-Corps, and C-Corps. Our thorough financial reviews help identify opportunities for greater efficiency and effectiveness in your business operations. We cover various aspects such as sales tax, bookkeeping practices, legal structure, and potential tax credits or deductions.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 21 Benedict Place in Greenwich, Connecticut. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to help. Trust us to handle your financial needs with expertise and care.
Badolato's Tax & Financial Services
Badolato's Tax & Financial Services is a reputable accounting and finance institution located at 31 Saint Roch Avenue in Greenwich, Connecticut. With a team of dedicated professionals, we offer a wide range of services including tax preparation, financial planning, and accounting solutions. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring they achieve their financial goals and maximize their returns. Trust Badolato's Tax & Financial Services for all your financial needs.
Freeman Tax Law
At Freeman Tax Law, located in Greenwich, Connecticut, we specialize in providing expert legal advice and representation in matters related to accounting, finance, and tax law. Our team of experienced lawyers is dedicated to helping individuals and businesses navigate complex tax issues and ensure compliance with all relevant laws and regulations. Whether you are facing a tax audit, need assistance with tax planning, or require representation in tax court, Freeman Tax Law is here to help. Contact us today at our office on 500 West Putnam Avenue to schedule a consultation.
Dougherty Greenwich Legal LLC
Dougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.
IMAP of Greenwich LLC
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.
Greenwich Advisors, LLC
Greenwich Advisors, LLC is a finance institution located at 500 West Putnam Avenue in Greenwich, Connecticut, United States. We specialize in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced advisors offers personalized services tailored to each client's unique needs and circumstances. Whether you are looking to invest, plan for retirement, or manage your wealth, Greenwich Advisors, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
Merrill Lynch Financial Advisor Brian R Thompson
Merrill Lynch Financial Advisor Brian R Thompson, located at 2 Pickwick Plaza, Greenwich, Connecticut, United States, is dedicated to providing a comprehensive approach to managing wealth. Brian Thompson takes the time to understand each client's financial situation, family dynamics, and personal priorities in order to create a customized wealth management strategy that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, Brian helps clients address various aspects of their financial lives. Committed to delivering excellent service and helping clients pursue their goals, Brian is actively involved in volunteering within the community. The Merrill Personal Wealth Analysis™ is utilized to build personalized plans centered on individual goals. Supported by the global resources of Merrill, Brian's team is focused on building strong client relationships based on trust and personalized service. By understanding each client's aspirations and priorities, Brian helps design and implement personalized plans aimed at managing investment risk and achieving financial goals. Through ongoing conversations and adjustments, Brian ensures that clients' financial approaches are aligned with their changing life circumstances and market conditions. With a focus on understanding each client's personality and goals, Brian offers tailored financial approaches that reflect individual priorities and provide the necessary guidance to address market fluctuations and life changes. As a Chartered Retirement Planning Counselor™, Brian is registered to do business in multiple states and offers personalized investment strategies designed to help clients pursue their goals. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice. With a commitment to putting clients first, Brian Thompson and his team at Merrill Lynch are dedicated to helping clients live their best financial lives through personalized investment strategies and comprehensive financial solutions.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a prestigious financial institution located at One Fawcett Place in Greenwich, Connecticut, United States. As a leading finance firm, Morgan Stanley offers expert financial advice and services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Morgan Stanley Financial Advisors can help you navigate the complex world of finance with confidence.
Merrill Lynch Financial Advisor Stephen N Wolanske
Merrill Lynch Financial Advisor Stephen N Wolanske is a trusted financial institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Specializing in finance, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, Merrill Lynch Financial Advisor Stephen N Wolanske is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact them today to start planning for a secure financial future.
Bank of America Private Client Advisor Alexander Bussenger
Bank of America Private Client Advisor Alexander Bussenger is a prestigious financial institution located at 55 Railroad Avenue in Greenwich, Connecticut, United States. As a private client advisor, Alexander Bussenger provides personalized financial advice and services to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of Bank of America Private Client Advisor Alexander Bussenger to help them achieve their financial goals.
CAPTRUST
CAPTRUST, located at 83 Mason Street in Greenwich, Connecticut, is a finance institution that offers fiduciary services to retirement plan sponsors, foundations, and nonprofit organizations. Our team in Greenwich provides services such as committee education, donor development, OCIO services, performance reporting, and investment management. We support employer organizations with fiduciary partnerships, plan design optimization, and financial wellness programs. With over 20 years of experience, our national network of experts is dedicated to finding solutions for our clients' financial needs. Join us for webinars on industry insights and financial planning strategies, and discover the benefits of our values-based approach. Contact us at our Greenwich office for support and guidance tailored to your specific needs.
Merrill Lynch Financial Advisor Jonathan Wolfe
Merrill Lynch Financial Advisor Jonathan Wolfe, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a trusted institution in the finance industry. Jonathan has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in both 2022 and 2023, showcasing his commitment to exemplary client service. With over two decades of experience in wealth management, Jonathan focuses on building strong relationships with high net worth individuals to help them achieve their financial goals. He collaborates with clients' tax and legal advisors to develop personalized wealth management plans that aim to maximize wealth growth and preservation. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with a background in finance from Georgetown University. He is dedicated to giving back to the community and volunteers with local organizations. Jonathan's team at Merrill Lynch is committed to providing personalized service and building trust with clients. By understanding each client's goals, priorities, and investment preferences, Jonathan creates tailored financial approaches to help clients navigate life's changes and achieve their aspirations. With access to resources from Merrill and Bank of America, Jonathan helps clients manage, grow, and preserve their wealth for the future. Whether planning for retirement, education, or legacy goals, Jonathan works closely with clients to ensure their financial success. By regularly reviewing progress and adjusting strategies as needed, Jonathan helps clients stay on track to reach their objectives. Partner with Jonathan Wolfe at Merrill Lynch to create a personalized financial plan that aligns with your life priorities and empowers you to achieve your goals.
Merrill Lynch Financial Advisor Theodore S Roman
Merrill Lynch Financial Advisor Theodore S Roman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a seasoned professional with over 30 years of experience in the financial services industry. Specializing in working with high net worth individuals and privately-owned businesses, Ted provides access to a wide range of investment products from Merrill and banking solutions from Bank of America. With a background in economics and an MBA from Harvard Business School, Ted holds several FINRA registrations and is a member of prestigious accounting organizations. He is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Ted can tailor a financial approach to suit your needs. By understanding your unique goals and priorities, he aims to provide guidance and support to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and communication, Ted is committed to helping you achieve financial success. Contact Merrill Lynch Financial Advisor Theodore S Roman to start planning for your financial future.
Zeigler Wealth Management - UBS Financial Services Inc.
Zeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.
The Colony Group
The Colony Group is a finance institution located at 3 Greenwich Office Park in Greenwich, Connecticut, United States. With a focus on providing wealth management and financial planning services, The Colony Group is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, The Colony Group is committed to providing top-notch services tailored to your specific needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. They also prioritize community involvement through volunteerism and charitable outreach.
Marcum LLP
Marcum LLP is a renowned accounting and finance institution located at 35 Mason Street in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Marcum LLP offers expert advice and guidance to individuals and businesses alike. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of accounting and finance. Whether you need assistance with tax planning, auditing, or financial consulting, Marcum LLP is the go-to institution for all your financial needs.
Andersen & Co LLC
Andersen & Co LLC is a reputable accounting and finance institution located at 55 Old Field Point Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Andersen & Co LLC is committed to providing top-notch service and expertise to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment advice, or estate planning, Andersen & Co LLC is the trusted partner you can rely on for all your accounting and finance needs.
The Dowling Group
The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs. In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.
Loretta Nolan Associates LLC
Loretta Nolan Associates LLC is a reputable finance institution located at 13 Arcadia Road in Greenwich, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Loretta Nolan Associates LLC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in navigating the complexities of the financial world.
riverside financial group
Riverside Financial Group is a leading finance institution located at 15 Wilmot Lane in Greenwich, Connecticut, United States. With a reputation for excellence in financial services, Riverside Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverside Financial Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor William T Whelan
Merrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.
John Mirabile - Financial Advisor, Ameriprise Financial Services, LLC
John Mirabile, a Financial Advisor at Ameriprise Financial Services, LLC, located at 51 Church Street in Greenwich, Connecticut, offers a range of financial services to individuals and small business owners. John holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Whether you are looking for advice on wealth transfers, tax planning, or investment opportunities, John Mirabile can help guide you through the complexities of financial planning. Contact him today to schedule a consultation and take the first step towards achieving your financial goals.
DFS, Inc. Registered Investment Adviser
DFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs. Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.
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