TOP 30 Best Tax reduction strategies in Connecticut
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Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services, LLC
Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 2425 Post Road, Fairfield, Connecticut, United States. Vincent Procaccini holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Vincent Procaccini's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. The institution offers a wide range of services including asset management, retirement planning, estate planning, investment strategies, and risk management. With a focus on ethical practices and continuing education, Vincent Procaccini ensures that clients receive top-notch financial advice and guidance to help them achieve their financial goals.
Celeste Dinerman - Morgan Stanley
Celeste Dinerman - Morgan Stanley is a renowned financial institution located at 433 South Main Street in West Hartford, Connecticut, United States. With a focus on providing comprehensive financial services, including investment advice, wealth management, and retirement planning, the team at Celeste Dinerman - Morgan Stanley is dedicated to helping clients achieve their financial goals. With a strong reputation for expertise and personalized service, this institution is a trusted partner for individuals and businesses seeking sound financial guidance.
Merrill Lynch Financial Advisor Edward Sullivan
Merrill Lynch Financial Advisor Edward Sullivan is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution believes in the importance of personalized conversations to help clients prioritize their financial goals. They offer a holistic approach to wealth management, focusing on goals-based analytics, risk management, and risk mitigation. The team is committed to building long-term relationships based on trust, integrity, and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. The institution emphasizes the importance of staying informed and regularly reviewing and adjusting financial approaches to reflect changes in life and the financial markets. With access to the global resources of Merrill, the team is dedicated to providing high-quality service and advice to clients. They offer the Merrill Personal Wealth Analysis™ to help build and document personalized financial plans centered on individual goals. The team is comprised of experienced individuals who are committed to helping clients achieve financial success.
Ptcfo Inc.
PTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.
Doherty, Beals & Banks, P.C.
Doherty, Beals & Banks, P.C. is a full-service accounting and finance firm located at 60 Willow Street in Stonington, Connecticut, with additional offices in New London and Mystic. Specializing in auditing, non-profit accounting, payroll, taxation, bookkeeping, reviews, and more, our team of professionals is experienced in handling challenging and complex accounting situations. We are committed to providing our clients with the service they deserve, helping them achieve their financial goals with less stress and greater comfort. Our dedicated staff can guide individuals and businesses through the tax preparation process, advising on ways to save on tax liabilities. We understand the importance of tax accounting and can help clients organize and file their returns with the IRS and state tax authorities. Our online file sharing site allows clients to securely upload documents, and we offer after-hours drop-off options for added convenience. Whether you need personal or commercial financial services, Doherty, Beals & Banks is here to work with you. Contact us today to learn more about our services and schedule a consultation.
Cost Containment Advisors
Cost Containment Advisors is a leading finance institution located at 15 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experts specializes in helping businesses effectively manage and reduce costs to improve their bottom line. With our proven strategies and personalized approach, we work closely with our clients to identify areas of overspending and implement cost-saving solutions. Whether you are a small startup or a large corporation, Cost Containment Advisors is dedicated to helping you achieve financial success. Contact us today to learn more about how we can help your business thrive.
Advocacy Group
The Advocacy Group is a leading insurance agency located at 187 Danbury Road in Wilton, Connecticut, United States. With a team of dedicated professionals, we specialize in providing personalized insurance solutions for individuals and businesses. Our advocacy approach ensures that our clients receive the best coverage at competitive rates. Contact us today to learn more about how we can help protect what matters most to you.
Bascetta Glen R CPA
Bascetta Glen R CPA is a reputable accounting and finance institution located at 928 Hopmeadow Street in Simsbury, Connecticut, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you need assistance with managing your personal finances or navigating complex tax laws, Bascetta Glen R CPA is here to help you achieve your financial goals.
Siegel Janis S CPA
Siegel Janis S CPA is a reputable accounting and finance institution located at 195 Danbury Road in Wilton, Connecticut, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and more. Clients can trust Siegel Janis S CPA to provide accurate and reliable financial advice to help them achieve their goals.
Met Life Auto & Home Insurance
Met Life Auto & Home Insurance, located at 1052 New Britain Avenue in West Hartford, Connecticut, is your one-stop shop for all your insurance needs. Our top priority is protecting your information, so you can trust that your personal and financial data is safe with us. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and promoting financial well-being. Our dental network options cater to your specific needs, whether you prefer a preferred dental program, a Dental Health Maintenance Organization (HMO), or coverage for Federal government employees.
Michael Emerling - Prudential Financial
Michael Emerling - Prudential Financial is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to offer expert advice and guidance every step of the way. Trust Michael Emerling - Prudential Financial to provide you with the financial security and peace of mind you deserve.
John G Hughes Jr. - Morgan Stanley
John G Hughes Jr. - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial services, this institution is a trusted name in the industry. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at John G Hughes Jr. - Morgan Stanley is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their comprehensive range of services and how they can assist you in securing your financial future.
Nearby cities:
- Bridgeport
- Cheshire
- Danbury
- East Hartford
- Essex
- Fairfield
- Glastonbury
- Greenwich
- Hamden
- Hartford
- Litchfield
- Madison
- Meriden
- Middletown
- Milford
- New Canaan
- New London
- Norwalk
- Old Saybrook
- Putnam
- Seymour
- Shelton
- Simsbury
- South Windsor
- Southbury
- Southington
- Stamford
- Stonington
- Stratford
- Torrington
- Trumbull
- Wallingford
- West Hartford
- Westport
- Wilton
- Windsor
- Woodbridge
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