Tax strategy in Connecticut

H&R Block is a well-known accounting and finance institution located at 1024 Boulevard in West Hartford, Connecticut, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of knowledgeable professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning to achieve their goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is committed to providing personalized solutions to meet your needs. Visit their West Hartford location to experience their quality service and expertise firsthand.

H&R Block is a renowned accounting and finance institution located at 122 Prospect Hill Road in East Windsor, Connecticut, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been serving individuals and businesses in the area for many years. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial potential. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and expertise to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 857 Main Street in Windham, Connecticut, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of taxes and financial planning. Whether you need assistance with tax filing, budgeting, or investment strategies, the knowledgeable professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office today to experience top-notch financial services in a convenient location.

H&R Block is a well-known accounting and finance institution located at 461 Voluntown Road in Griswold, Connecticut, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been helping individuals and businesses navigate the complexities of tax laws and financial planning for years. Their knowledgeable staff and commitment to customer service make them a trusted resource for all accounting and finance needs. Whether you are looking for assistance with tax filing, retirement planning, or investment strategies, H&R Block is dedicated to helping you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 739 Long Hill Road in Groton, Connecticut, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to delivering personalized and reliable services to meet your needs. Visit their location in Groton to experience their top-notch financial services firsthand.

SMS Associates is a reputable institution located at 163 Boston Post Road in Waterford, Connecticut, United States. We are dedicated to providing high-quality services in the fields of accounting, tax preparation, and financial consulting. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping, tax planning, or investment strategies, SMS Associates is here to help. Contact us today to learn more about how we can support your financial success.

Rothschild Financial Consulting is a leading financial advisory firm located at 15 Lake Road in Ridgefield, Connecticut, United States. Our team of experienced professionals provides comprehensive financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, Rothschild Financial Consulting is dedicated to helping our clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Vantage Wealth Management is a leading financial institution located at 51 Sugar Hollow Road in Danbury, Connecticut. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services to meet the unique needs of each individual or business. Trust Vantage Wealth Management to guide you towards a secure financial future.

Merrill Lynch Financial Advisor John D Doscher, located in Ridgefield, Connecticut, United States, offers personalized wealth management services to help clients navigate life's changes and achieve their financial goals. With a focus on risk management, income generation, and tax efficiency, John Doscher crafts tailored strategies to address clients' specific needs, whether it's planning for retirement, funding education, purchasing a home, or passing on wealth to future generations. John Doscher believes in proactive planning and educating clients on financial matters, encouraging open communication with both spouses and involving the next generation in wealth management discussions. With a background in sociology and anthropology, he takes a holistic approach to understanding clients' fears, objectives, and concerns, aligning tax and estate planning strategies with their overall financial goals.

The Gioffre Group at Morgan Stanley is a leading financial institution located at 90 Grove Street in Ridgefield, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment planning, and retirement strategies. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you in building and preserving your wealth.

Catalyst Financial Group Inc is a leading finance institution located at 152 Deer Hill Avenue in Danbury, Connecticut, United States. With a strong reputation for providing top-notch financial services, Catalyst Financial Group Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Catalyst Financial Group Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Wealth Enhancement Group is a leading financial institution located at 44 Old Ridgebury Road in Danbury, Connecticut. Our team of experienced financial advisors are dedicated to helping clients grow and protect their wealth through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or looking to build a comprehensive financial plan, Wealth Enhancement Group is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Benjamin F. Edwards is a finance institution located at 1 Reserve Road, Danbury, Connecticut, United States. The institution offers a range of financial services and is home to a team of experienced professionals, including Managing Director and Branch Manager Arnold Rozany, Senior Vice President Rick Balmaseda, Vice President Anthony Falcone, and Financial Advisor Lukas Pawlowski, among others. The institution is a dually-registered broker-dealer and investment adviser, providing clients with personalized investment advice and world-class service. The team at Benjamin F. Edwards is dedicated to helping clients achieve their financial goals through customized financial planning and investment strategies. Trust, integrity, and mutual respect are the core principles that guide the institution in serving its clients. With a focus on client success and a commitment to putting clients first, Benjamin F. Edwards strives to provide valuable guidance and personalized investment advice to assist clients in reaching their financial goals.

Merrill Lynch Wealth Management, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and retirement income, the experienced advisors at Merrill Lynch can assist with a range of financial services, including estate planning and investment guidance. Committed to client satisfaction, the branch emphasizes building long-term relationships based on understanding each client's unique goals and financial situation. Through access to industry analysts and specialists, advisors work collaboratively with clients to create tailored financial strategies designed to meet their objectives.

LSK Consulting Services is a trusted accounting and finance institution located at 100 Reserve Road in Danbury, Connecticut. Our team of IRS Enrolled Agents and tax advisors are dedicated to helping clients achieve tax efficiency, financial growth, and peace of mind. From personalized tax strategies to accurate financial reporting, we offer a range of services to meet your financial needs. Whether you are located in Danbury, CT or Brewster, NY, our expert team is here to help you navigate the complexities of tax planning and optimize your financial operations. Don't miss out on the opportunity to gain a competitive edge in managing your finances - download our guide now and unlock the secrets to financial success. Contact LSK Consulting Services today and take control of your financial future!

DiVestea Wealth Partners of Raymond James is a finance institution located at 4 Prospect Street in Ridgefield, Connecticut, United States. With a focus on wealth management and financial planning, they provide personalized services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, DiVestea Wealth Partners is dedicated to helping you secure your financial future.

Merrill Lynch Financial Advisor Peter M Starrett is a finance institution located at 63 Copps Hill Road, Ridgefield, Connecticut, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Peter Starrett is dedicated to providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. Managing your wealth begins with a deep understanding of your financial picture, and Peter can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Peter works to help you pursue your financial goals through personalized wealth management strategies.

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.

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

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.

Merrill Lynch Financial Advisor Harold W Smith is located at 108 Main Street North in Southbury, Connecticut. Harold follows a disciplined process that begins with getting to know each client and their financial situation. He is passionate about delivering excellent service and holds the Chartered Financial Consultant designation. With over 40 years of experience, Harold has assisted clients with investment management strategies, wealth transfer, estate planning services, and more. He believes in a personalized approach to financial planning, focusing on the client's goals and priorities. Harold can also provide access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He values community service and has been involved with various organizations over the years. Harold's mission is to understand each client personally and help them achieve their financial goals. With a focus on building a customized investment approach, Harold is dedicated to helping clients navigate the complexities of their financial lives. Contact Merrill Lynch Financial Advisor Harold W Smith for personalized financial advice and wealth management services.

Magnolia Private Wealth, located at 14 Church Hill Road in Newtown, Connecticut, offers comprehensive wealth management services to individuals, families, business owners, and institutions. Our experienced team takes a collaborative approach to navigating the complexities of wealth, providing integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, and family-office management, we bring diverse perspectives to our clients' financial challenges. Grounded in modern finance, we challenge conventional wisdom to provide bespoke access to institutional-caliber strategies and extensive manager due diligence. Each client's unique aspirations are the focus of our expertise, whether they are saving for retirement or the next generation. Our tailored investment approach and dynamic solutions cater to the most sensitive and complex financial situations. Services include portfolio management, retirement planning, risk management, insurance services, estate planning, charitable giving, and more. Our goal is to empower clients with transparent and objective advice to make better financial decisions and embrace a rewarding life. Contact us for expert advice on your unique financial situation.

Bridgelight Financial Advisors, located at 1 Corporate Drive in Shelton, Connecticut, specializes in helping individuals transition into retirement with tailored financial planning solutions. Our team will work with you to understand your unique needs and create a custom financial plan to ensure a reliable and predictable income stream for the rest of your life. We consider tax-efficient strategies, risk tolerance, portfolio fees, and personal care options to help you achieve your financial goals. Attend our informational seminars to learn more about retirement income strategies and wealth management. Contact us for a free 15-minute consultation to get started on securing your financial future. Please note that we are an independent financial services firm and do not provide tax or legal advice. Consult with your professional advisor before making any financial decisions.

Aquilance is a reputable finance institution located at 100 Technology Drive in Trumbull, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Aquilance is the trusted choice for all your financial needs.

AdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.

Green Wealth Management Group, located at 555 Heritage Road in Southbury, Connecticut, is a finance institution dedicated to helping individuals, families, and business owners plan for their financial future. Our goal is to create a comprehensive and tailored financial strategy for our clients, utilizing wisdom, analysis, and technology to maximize their opportunities. As an independent firm, we provide objective advice and customized solutions, ensuring that your financial affairs are managed with integrity and expertise. Our team of collaborative and caring advisors is committed to advocating for your best interests, tailoring solutions to align with your goals. Contact us today to learn more about how Green Wealth Management Group can help unlock your financial potential. We are registered representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC, providing securities and advisory services through these entities. Green Wealth Management Group, LLC operates under the regulatory platform of Sanctuary Wealth.

Ameriprise Financial is a leading financial institution located at 49 Peter Road in Southbury, Connecticut. Specializing in finance, Ameriprise offers a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise is committed to helping individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Ameriprise Financial can provide personalized solutions to meet your needs. Visit Ameriprise Financial today to start planning for a brighter financial future.

Investmark Advisory Group is a leading finance institution located at 3 Enterprise Drive in Shelton, Connecticut, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Investmark Advisory Group is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Bresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.

Diversified Financial is a leading accounting and finance institution located at 100 Main Street North in Southbury, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, financial planning, investment management, and more. Whether you need help with your personal finances or your business accounts, Diversified Financial is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.