TOP 30 Wealth management investment in Stamford, Connecticut

204 results found

James M Patrick - Morgan Stanley is a leading finance institution located in Stamford, Connecticut. With a prime address at 4 Landmark Square, this branch of Morgan Stanley offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, the team at James M Patrick - Morgan Stanley is dedicated to providing personalized solutions tailored to each client's unique needs. With a reputation for excellence and a commitment to client satisfaction, James M Patrick - Morgan Stanley is a trusted partner in the world of finance.

Pamela E. Kiernan - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment management, wealth management, and financial planning. With a team of experienced professionals, Pamela E. Kiernan - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution provides personalized solutions to meet your unique needs.

Thomas Ross - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, Thomas Ross - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Thomas Ross - Morgan Stanley is committed to providing you with the guidance and support you need to succeed.

Lewis Kasowitz - Morgan Stanley is a leading finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. Specializing in a wide range of financial services, including investment banking, wealth management, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, Lewis Kasowitz - Morgan Stanley is committed to providing the highest level of expertise and support to our clients. Visit us today to learn more about how we can help you secure your financial future.

Anders J. Hurst - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As a branch of the renowned Morgan Stanley investment firm, they offer a wide range of financial services to clients, including wealth management, investment advice, and asset management. With a team of experienced professionals, Anders J. Hurst - Morgan Stanley is dedicated to providing personalized financial solutions to help clients achieve their financial goals.

Gary W Klingner - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As a part of Morgan Stanley, one of the leading financial services firms in the world, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Gary W Klingner - Morgan Stanley provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution can provide the expertise and resources to help you succeed.

Terence "TJ" Markey - Morgan Stanley is a respected finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a focus on providing comprehensive financial services, including investment management, wealth planning, and retirement strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or navigate the complexities of the financial markets, Terence "TJ" Markey - Morgan Stanley is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you secure your financial future.

THE WOOD GROUP - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, The Wood Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Wood Group - Morgan Stanley is committed to delivering exceptional service and results.

The Connecticut Lighthouse Group - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. As part of the renowned Morgan Stanley brand, this institution provides expert financial services and guidance to clients in the area. With a focus on building long-term relationships and helping clients achieve their financial goals, The Connecticut Lighthouse Group is a trusted partner for individuals and businesses alike. The experienced team of professionals at this institution offers a wide range of financial services, including investment management, retirement planning, and wealth management. Visit The Connecticut Lighthouse Group - Morgan Stanley today to start planning for a secure financial future.

Paul D Greatsinger - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, Paul D Greatsinger - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals 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 navigate complex financial markets, Paul D Greatsinger - Morgan Stanley is committed to providing you with the guidance and support you need to succeed.

Susan Sheinhaus - Morgan Stanley is a renowned finance institution located in Stamford, Connecticut. With a prime location at 4 Landmark Square, this institution offers top-notch financial services to clients in the United States and beyond. Specializing in wealth management, investment banking, and advisory services, Susan Sheinhaus - Morgan Stanley is a trusted partner for individuals and businesses looking to grow and protect their assets. With a team of experienced professionals and a strong reputation in the industry, this institution is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals.

TaxNet Global is a leading accounting and finance institution located at 112 Hoyt Street in Stamford, Connecticut, United States. Our team of expert professionals provides comprehensive tax services, financial planning, and consulting to individuals and businesses. With a commitment to excellence and personalized attention, TaxNet Global is dedicated to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, retirement planning, or investment strategies, our experienced team is here to help you achieve your financial goals. Visit us today to learn more about how TaxNet Global can support your financial success.

Family Tax Advantage LLC is a finance institution located at 306 Dundee Road in Stamford, Connecticut, United States. We specialize in helping families maximize their tax benefits and financial opportunities. Our team of experts is dedicated to providing personalized services to ensure our clients receive the best possible outcomes. Whether you need assistance with tax planning, investment strategies, or retirement planning, Family Tax Advantage LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can help your family secure a brighter financial future.

Simply Financials Plus is a reputable accounting and finance institution located at 1177 High Ridge Road in Stamford, Connecticut. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, Simply Financials Plus has the expertise to meet your needs. Their commitment to excellence and personalized service sets them apart from other financial institutions. Visit them today to see how they can help you achieve your financial goals.

Roger Malhotra is a reputable finance institution located at 225 High Ridge Road in Stamford, Connecticut, United States. With a focus on providing top-notch financial services, Roger Malhotra offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution prides itself on its commitment to excellence and personalized service, ensuring that each client receives the attention and support they need to achieve their financial goals. Whether you are a seasoned investor or just starting out, Roger Malhotra is dedicated to helping you build a secure financial future.

Integral LLC is a premier accounting and finance institution located at 263 Shippan Avenue in Stamford, Connecticut. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, Integral LLC is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.

Bregman & Company, P.C. is a reputable accounting and finance institution located at 350 Bedford Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with budgeting, investments, or compliance, Bregman & Company, P.C. has the expertise to meet your financial needs.

Mohamed Z Shafi is a reputable finance institution located at 75 Pepper Ridge Road in Stamford, Connecticut, United States. With a strong focus on providing expert financial services, Mohamed Z Shafi offers a range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Mohamed Z Shafi is dedicated to providing personalized and professional assistance. Trust in Mohamed Z Shafi for all your financial needs.

First County Bank is a trusted financial institution located at 2950 Summer Street in Stamford, Connecticut. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing personalized service and innovative solutions, First County Bank is dedicated to helping our customers achieve their financial goals.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.

TD Ameritrade is a leading finance institution located at 300 Atlantic Street in Stamford, Connecticut, United States. With a reputation for excellence in the financial industry, TD Ameritrade offers a wide range of services including investment management, trading platforms, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to make informed decisions and grow your wealth. Visit their office in Stamford today to learn more about their services and how they can help you reach your financial goals.

Fernando Rivadeneira - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals provide personalized advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fernando Rivadeneira - Morgan Stanley is dedicated to helping you succeed.

Tammi Lauder, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients navigate the complexities of wealth management. Our team is committed to providing tailored solutions to meet the unique needs of each individual or family, ensuring stability for today and the future. From expert guidance to seamless financial management, we offer a comprehensive suite of services for holistic financial planning. Our bespoke investment strategies, aligned with your financial objectives, provide access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective and relevant advice. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. At Tammi Lauder, we are confidantes, counselors, and navigators dedicated to managing the complexities of family and wealth.

Jamie Dittrich - UBS Financial Services Inc. is a reputable finance institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong focus on providing high-quality financial services, Jamie Dittrich and their team offer personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Jamie Dittrich - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with expertise and professionalism.

Laidlaw & Co is a reputable finance institution located at 750 East Main Street in Stamford, Connecticut, United States. With a strong focus on providing personalized financial solutions to clients, Laidlaw & Co offers a wide range of services including wealth management, investment banking, and asset management. The team of experienced professionals at Laidlaw & Co are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Laidlaw & Co is committed to providing expert guidance and support every step of the way.

Teresa Jacobsen - UBS Financial Services Inc. is a renowned financial institution located at 600 Washington Boulevard in Stamford, Connecticut, United States. Specializing in finance, they offer a wide range of services to help clients manage and grow their wealth. With a team of experienced professionals, Teresa Jacobsen - UBS Financial Services Inc. is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is committed to helping you achieve your financial objectives.

William Lewis - UBS Financial Services Inc. is a reputable finance institution located at 750 Washington Boulevard in Stamford, Connecticut, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust William Lewis - UBS Financial Services Inc. to guide you towards financial success.

Located at 300 First Stamford Place in Stamford, Connecticut, the Landmark Group is a finance institution that is dedicated to empowering clients with expert guidance for their financial decisions. With a focus on meeting the dynamic needs of each client, the team at Landmark Group provides seamless financial management for families and individuals, ensuring stability for today and the future. They offer bespoke investment strategies aligned with clients' financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services and fiduciary oversight, along with access to exclusive experiences through their curated Rockefeller Lifestyle Advisory partners. Led by a dedicated team of professionals, the Landmark Group is committed to serving clients as confidantes, counselors, and navigators in managing the complexities of family and wealth.

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.