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TOP 30 Wealth preservation in Branford, CT
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Sound Generational Wealth
Sound Generational Wealth is a leading finance and insurance agency located at 36 Park Place in Branford, Connecticut, United States. We specialize in helping individuals and families build and preserve wealth for future generations. Our team of experienced professionals offers personalized financial planning, investment management, and insurance solutions to ensure our clients achieve their long-term financial goals. At Sound Generational Wealth, we are committed to providing exceptional service and guidance to help our clients secure a prosperous future for themselves and their loved ones.
LGA (Lansberg Gersick Advisors)
LGA (Lansberg Gersick Advisors) is a renowned institution located at 163 Cedar Street in Branford, Connecticut, United States. They offer a unique diagnostic approach for family enterprises, focusing on continuity and impact. Their tailored workshops and seminars provide clients with the tools and frameworks to connect across generations and make informed decisions. LGA's research and expert advice help families organize and utilize their wealth effectively, while also supporting advisors in broadening their support for client families. The LGA Continuity Audit is a comprehensive analysis tool that provides a roadmap for multi-generational success. With a focus on family philanthropy and creating a lasting legacy, LGA helps families navigate challenges and create a sustainable future. Their commitment to writing and idea dissemination is evident through articles and publications on family business continuity and governance. By fostering inclusive and participative cultures within families and businesses, LGA aims to help families grow and diversify while preserving their legacy. The institution's dedication to supporting enterprising families around the world is evident in their programs and resources, making them a valuable partner in achieving long-term success.
Shoreline Retirement Group
Shoreline Retirement Group is a leading finance institution located at 144 North Main Street in Branford, Connecticut. Our team of experienced financial advisors specialize in retirement planning, investment management, and wealth preservation. We offer personalized solutions to help our clients achieve their financial goals and secure their future. With a commitment to excellence and integrity, Shoreline Retirement Group is dedicated to providing top-quality financial services to individuals and families in the United States.
Forensic Accounting Corp.
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.
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