TOP 30 Best Wealth partners in Connecticut

Castaldi Financial & Insurance is a premier institution located at 387 Danbury Road in Wilton, Connecticut, United States. Specializing in finance, health, and insurance services, we offer a wide range of products and solutions to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to providing personalized and comprehensive assistance to help individuals and businesses achieve their financial goals and protect their assets. With a commitment to excellence and customer satisfaction, Castaldi Financial & Insurance is your trusted partner for all your financial and insurance needs.

Comprehensive Planning Associates is a finance institution located at 33 Miller Street in Fairfield, Connecticut, United States. With a team of experienced financial advisors, we provide comprehensive financial planning services tailored to meet the unique needs and goals of our clients. From retirement planning to investment management, we offer a range of services to help individuals and families achieve their financial objectives. Our dedication to client satisfaction and commitment to excellence sets us apart as a trusted partner in financial planning. Contact us today to learn how we can help you secure your financial future.

Katz & Co PC is a reputable accounting and finance institution located at 10 North Main Street in West Hartford, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Our commitment to excellence and personalized service sets us apart from our competitors, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.

Lyons & Lyons is a prestigious accounting and finance institution located at 1300 Post Road in Fairfield, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to investment planning, Lyons & Lyons is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a reputation as a trusted partner in the financial industry.

Las Americas is a reputable finance and insurance agency located at 1082 Madison Avenue in Bridgeport, Connecticut. With a strong focus on providing top-notch financial services and comprehensive insurance coverage, Las Americas is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The agency's experienced team of professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or insurance coverage, Las Americas is the trusted partner you can rely on for all your financial needs.

Kelleher & Co is a reputable accounting and finance firm located at 3190 Whitney Avenue in Hamden, Connecticut. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Kelleher & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Levine Joseph is a renowned institution specializing in accounting and finance located at 555 Sherman Avenue in Hamden, Connecticut, United States. With a team of expert professionals and a commitment to providing top-notch financial services, Levine Joseph is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Levine Joseph is your trusted partner in all things accounting and finance. Visit us today to see how we can help you secure a brighter financial future.

Timothy O'Meara PC is a reputable accounting and finance institution located at 787 Main Street in Monroe, Connecticut, United States. With a dedicated team of professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses seeking sound financial advice and solutions. Whether you need help with your personal finances or managing your company's accounts, Timothy O'Meara PC is here to provide expert guidance and support.

Rosenberg & Harper, CPAs is a reputable accounting and finance institution located at 18 Vine Street in New Britain, Connecticut, United States. With a team of experienced and skilled professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses seeking expert financial guidance. Contact Rosenberg & Harper, CPAs today for all your accounting and finance needs.

Forensic Accounting Corp, located at 1 Liberty Square in New Britain, Connecticut, offers a comprehensive range of forensic accounting services to the legal and insurance sectors. Our team of specialists is equipped to handle all types of digital evidence and electronically stored information, ensuring accurate identification, preservation, and reporting. In addition to forensic accounting solutions, our New Britain office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, offering financial and investigative expertise to attorneys and clients.

Slade & Company, LLC is a reputable accounting and finance institution located at 333 East River Drive in East Hartford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, budgeting, and financial planning. Their dedication to client satisfaction and attention to detail sets them apart as a trusted partner in managing your financial needs. Whether you are an individual or a business owner, Slade & Company, LLC is committed to helping you achieve your financial goals.

Mahoney Sabol & Company, LLP is a reputable accounting and finance institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, consulting, and financial advisory. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax preparation or strategic financial planning, Mahoney Sabol & Company, LLP is committed to helping you achieve your financial goals.

Mustapha Ratib LLC is a reputable finance institution located at 32 Huntington Street in New London, 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. Visit us today to learn more about how we can help you with your financial needs.

Charles Hoffler Associates is a reputable accounting and finance institution located at 195 Grove Street in Waterbury, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Charles Hoffler Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial affairs.

Leo Joseph is a reputable accounting and finance institution located at 93 High Street in Plainfield, Connecticut, United States. With a team of experienced professionals, Leo Joseph offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Leo Joseph is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.

Halloran & Associates LLC is a reputable accounting and finance institution located at 349 Mitchell Street in Groton, 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, Halloran & Associates LLC is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are a trusted partner for all your accounting and finance needs.

Brierley Cadwell & Possidente is a reputable accounting and finance institution located at 741 Boston Post Road in Guilford, Connecticut, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Brierley Cadwell & Possidente is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing finances.

Forensic Accounting Corp, located at 157 Church Street in New Haven, Connecticut, offers a comprehensive range of forensic accounting services to the legal and insurance industries. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI), our team of experts is equipped to handle a variety of complex financial cases. In addition to our forensic accounting services, our New Haven office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of knowledge and expertise to the litigation process. Holding certifications such as CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, our team is highly credentialed and dedicated to providing top-notch financial and investigative services to attorneys and clients alike.

Riskin & Riskin is a renowned institution located at 472 Boston Post Road in Orange, Connecticut, United States. With a strong reputation for providing top-notch financial and investment services, Riskin & Riskin prides itself on offering expert advice and personalized solutions to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the team at Riskin & Riskin is dedicated to helping you achieve your financial goals. With a commitment to excellence and a focus on building long-term relationships with their clients, Riskin & Riskin is a trusted partner in the world of finance.

Forensic Accounting Corp. is a leading institution located at 1204 Main Street in Branford, Connecticut, United States. Specializing in accounting and finance, FAC offers a comprehensive range of forensic accounting solutions to the legal and insurance communities in Branford. Our team of forensic accounting specialists is equipped to identify, preserve, and report on various types of digital evidence and electronically stored information (ESI). In addition to forensic accounting services, our Branford office also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in business and legal matters, our professionals bring a wealth of financial and investigative expertise to the litigation process. Our team holds various certifications, including CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, ensuring the highest level of expertise and professionalism in every case we handle. Trust Forensic Accounting Corp. for all your forensic accounting needs in Branford.

Robert E. Dains, CPA, CFP is a reputable accounting and finance institution located at 2051 Main Street in Stratford, Connecticut, United States. With a team of highly skilled professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.

Cohen & Associates LLC is a reputable accounting and finance institution located at 19 Ludlow Road in Westport, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Cohen & Associates LLC today to discover how they can help you achieve your financial goals.

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.

Piasecki & Co is a reputable accounting and finance institution located at 53 Old Kings Highway North in Darien, Connecticut. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to investment advice, Piasecki & Co is dedicated to providing top-notch financial solutions tailored to meet their clients' specific needs. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Rocky Hill Accountants, LLC is a reputable accounting and finance institution located at 27 Town Line Road in Wethersfield, Connecticut, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation and planning to financial statement analysis and bookkeeping, Rocky Hill Accountants, LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

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.

Broder Orland Murray & DeMattie LLC is a prestigious law firm located in Greenwich, Connecticut. Specializing in various legal areas, their team of experienced attorneys is dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and tailored solutions, they strive to achieve the best possible outcomes for their clients. Located at 115 East Putnam Avenue, Broder Orland Murray & DeMattie LLC is a trusted institution in the legal community.

Doyon & White Law Group, PLLC is a trusted legal institution located at 555 Long Wharf Drive in New Haven, Connecticut. Specializing in Estate Planning, Probate Administration, Probate Litigation, Catastrophic Personal Injury, Wrongful Death, and more, the team at Doyon & White Law Group is dedicated to guiding clients through life's legal challenges with expertise and compassion. At Doyon & White Law Group, personalized legal solutions tailored to each client's unique needs are provided. Whether you are facing probate disputes, wrongful death claims, catastrophic injury cases, or need assistance with estate planning, the experienced team is here to help.

Trustlawyer LLC is a reputable law firm located at 21 New Britain Avenue in Rocky Hill, Connecticut. Specializing in trust and estate law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with wills, trusts, estate planning, or probate matters, Trustlawyer LLC is here to help. With a commitment to excellence and personalized attention, we strive to ensure that our clients receive the best possible legal representation. Trustlawyer LLC - your trusted partner in legal matters.

Sexton & Company, LLC is a reputable financial institution located at 363 Main Street in Hartford, Connecticut, United States. With a strong commitment to providing top-notch financial services, Sexton & Company, LLC offers a wide range of investment solutions and financial planning services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and tailored advice to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sexton & Company, LLC is the trusted partner you can rely on.