Tax risk management in Connecticut

Nedder & Associates, LLC is a leading professional services firm located at 3 Parklands Drive in Darien, Connecticut. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing high-quality solutions to our clients. With a commitment to excellence and integrity, we strive to help individuals and businesses navigate complex financial and legal matters with confidence. Contact us today to learn more about how Nedder & Associates, LLC can assist you in achieving your goals.

Robert Noonan & Associates is a well-established institution located at 97 North Main Street in Southington, Connecticut. Specializing in providing top-notch financial and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and attention to detail, we strive to exceed our clients' expectations and build long-lasting relationships. Whether you need assistance with tax preparation, financial planning, or business consulting, Robert Noonan & Associates is here to help. Visit us today and see how we can support you in reaching your financial aspirations.

Crowe & Associates is a reputable health insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. With years of experience in the industry, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of health insurance, ensuring they have access to quality coverage that fits their budget. Whether you are looking for individual or group health insurance, Medicare plans, or supplemental coverage, Crowe & Associates is here to help. Contact us today to learn more about how we can assist you in finding the right insurance plan for your needs.

Welcome to Jennifer Draney State Farm! Our office is located in Monroe, Connecticut, and serves customers in Fairfield and New Haven Counties, including Trumbull, Newtown, Oxford, and Seymour. We are open Monday through Friday from 9 a.m. to 5 p.m and are happy to assist outside of business hours if that works better for you. We have been proudly serving State Farm customers since 2006. The dedicated team at Jennifer Draney State Farm is here to help with all your insurance needs, including auto, home, life, and business needs. If you are moving to the Monroe area, we are happy to help with your relocation, so be sure to give us a call. We love meeting our new neighbors!

Elsie Encarnacion - State Farm Insurance Agent is a trusted insurance agency located at 487 Campbell Avenue in West Haven, Connecticut. Since 2008, we have been serving the community with a range of insurance products including auto, home, life, health, boat, recreational vehicle, and pet insurance. Our experienced team is here to help you with all your insurance needs and provide you with valuable information on topics such as drunk driving prevention, home DIY projects, and boat insurance basics. We prioritize your privacy and security, so please refrain from sharing sensitive information online. For any accessibility issues, please call (203) 932-0591. We also offer investment products, life insurance, and annuities through State Farm Life Insurance Company and deposit products through U.S. Bank National Association. Our pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. Please note that State Farm is not responsible for third-party content referenced in this material. Rocket Mortgage, LLC is a separate entity offering mortgage services. Remember, investing involves risk and it's always best to consult a tax or legal advisor for personalized advice. Let us help you protect what matters most to you.

Tage Wright - State Farm Insurance Agent is an insurance agency located at 104 Main Street in Deep River, Connecticut, United States. While online auto quoting is currently not available, customers can call the office for an auto quote. The agency recommends downloading the State Farm Mobile App for easy access to services. The founder, Tage Wright, is a Connecticut native with a background in education who transitioned into the insurance industry with a passion for serving the local community. The agency is dedicated to providing personalized and top-notch service to families in Connecticut and New York, helping them manage risks, recover from unexpected events, and achieve their dreams. The team at Tage Wright - State Farm Insurance Agent is committed to building relationships with clients and tailoring services to their unique needs. The agency also offers tips on topics such as drunk driving prevention, home maintenance, and financial goal setting. The mission of the agency is to provide friendly and professional service while educating customers on how to protect what matters most to them. The team includes dedicated professionals such as Ericka, who has a background in insurance and a passion for martial arts and community service. Customers can contact the agency for assistance with a variety of insurance products, including life insurance and pet insurance. State Farm VP Management Corp. is a separate entity that offers investment services. State Farm recommends consulting a tax or legal advisor for personalized advice.

Zachary Racow - State Farm Insurance Agent is a reputable insurance agency located at 230 East Main Street in Branford, Connecticut. The large blue building is easily recognizable, situated across from Mill Pond Veterinary Hospital and Cumberland Farms. The agency serves a wide range of areas including Branford, North Branford, East Haven, New Haven, Guilford, Madison, Clinton, Killingworth, and New Haven County, offering services such as Auto, Homeowners Insurance, Financial Services, commercial auto, and business insurance. As a second-generation State Farm Agent, Zachary Racow is dedicated to providing exceptional service to all customers. With a team that aims to create a great experience for every client, the agency offers State Farm Discounts in Guilford, Auto Insurance Quotes in Madison, Home Insurance in East Haven, Renters Insurance in New Haven, Car Insurance in North Branford, and more. Additionally, the agency provides life insurance protection for residents in Connecticut and New Haven County.

Bill Schmauch - State Farm Insurance Agent is located at 1374 East Putnam Avenue in Greenwich, Connecticut. This insurance agency offers a wide range of coverage options, including Auto, RV, Home, Business, Health, Motorcycle, Homeowners, Life, Renters, Condo, and Boat Insurance. The team at Bill Schmauch State Farm is dedicated to providing personalized and dependable insurance services to the community. They are licensed in both Connecticut and New York, serving areas such as Rye Brook County, Litchfield County, Fairfield County, Riverside, Mianus, Oneida, and surrounding communities. The agency's mission is to be the go-to for all insurance needs, whether it's protecting your vehicle, home, or future. The team at Bill Schmauch State Farm is committed to helping clients navigate their coverage options and providing exceptional customer service. They stand out with their array of coverage options and are available to assist in both English and Spanish.

Amie Chasse - State Farm Insurance Agent is a reputable insurance agency located at 395 Broad Street in Bristol, Connecticut, United States. Owned by Amie Chasse, this State Farm Agency is dedicated to providing excellent customer service and personalized insurance solutions to help individuals and families manage the risks of everyday life. With a passion for helping others instilled by her upbringing, Amie Chasse and her team work hard to build deep relationships within the community and help clients achieve their financial goals and dreams. Specializing in a range of insurance products, including life insurance and annuities, the agency also offers valuable tips on car safety features, rural road driving, taxes, and health insurance. If you are looking to join a motivated and results-driven team, consider working with the energetic and fun team at Amie Chasse - State Farm Agent. Contact the agency at (860) 516-4355 for more information.

OneDigital is a leading health insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a focus on providing innovative and personalized insurance solutions, OneDigital is dedicated to helping individuals and organizations navigate the complex world of healthcare. Their team of experienced professionals is committed to delivering exceptional service and expertise to ensure that clients receive the coverage they need to stay healthy and protected. Whether you are looking for individual health insurance or group benefits for your business, OneDigital is here to help you find the right plan for your needs.

Tom Huse - State Farm Insurance Agent is an insurance agency located at 36 Mill Plain Road in Danbury, Connecticut. We proudly serve the greater Danbury Area as well as the entire State of Connecticut. Our services include providing tips on preventing merging collisions, handling parking lot accidents, and avoiding the dangers of drinking and driving. We prioritize the protection of our clients' sensitive personal information and offer assistance to those using screen readers on our website. We offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Our credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. When it comes to pet insurance, we work with American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.

Sarah De Jesus - State Farm Insurance Agent is located at 30 Huntington Street in Shelton, Connecticut, United States. As the proud owner of this agency, Sarah De Jesus is dedicated to helping others prepare for the unexpected. The agency offers a wide range of insurance products including Auto Insurance, Home Insurance, Life Insurance, Renters Insurance, Condo Insurance, Health Insurance, Small Business Insurance, Commercial Insurance, and Workers Compensation. The mission of State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The agency is committed to serving the community and providing excellent customer service. Whether you need a quote for insurance or help with your financial needs, the team at Sarah De Jesus - State Farm Insurance Agent is ready to assist you.

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.

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.

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.

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.

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.

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.

Bank of America Private Client Advisor Raymond M Piacentini, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution dedicated to providing personalized wealth management services. The team of talented and experienced individuals at this institution are committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank prioritizes their goals. They pride themselves on their history of serving clients' best interests and value innovation in a constantly evolving world. The institution provides disciplined financial strategies and a bridge across generations to help clients anticipate and respond to changing financial landscapes. It is important to note that by visiting their website, clients may be directed to FINRA’S BrokerCheck and should review separate terms and privacy policies. The institution strives to provide information about products and services that clients may find useful, with the option to opt-out of online behavioral advertising. It is essential to understand that investing involves risk and it is recommended 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, and fiduciary standards do not apply in certain situations.

Bank of America Private Client Advisor Carolyn L Westerberg, located at 55 Railroad Avenue in Greenwich, Connecticut, is a finance institution specializing in serving high- and ultra-high-net-worth individuals and families. Carolyn Westerberg, Managing Director, works with a team of specialists to create tailored wealth management strategies in various disciplines such as credit and banking, investment management, trust and estate planning, and wealth transfer. With a background in the arts, Carolyn also advises clients on managing art assets and consults with multi-generational families on philanthropic giving and long-term planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's unique needs and goals before creating strategies to meet them both now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth by offering personalized approaches and utilizing the resources of Bank of America.

Christian A Templeman - Morgan Stanley is a renowned finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, they provide expert advice and support to clients looking to grow and manage their wealth. Whether you are seeking investment opportunities, retirement planning, or wealth management services, Christian A Templeman - Morgan Stanley offers personalized solutions tailored to meet your individual needs and goals. Trust in their experienced team of professionals to help you navigate the complexities of the financial world and achieve your financial objectives.