TOP 30 Wealth transfer in Connecticut

569 results found

Marcum LLP is a renowned accounting and finance institution located at 80 South Main Street in West Hartford, Connecticut, United States. With a team of highly skilled professionals, Marcum LLP offers a wide range of financial services to meet the needs of individuals and businesses alike. From tax planning and compliance to audit and assurance services, Marcum LLP is dedicated to providing top-notch financial solutions to help clients achieve their goals. With a commitment to excellence and a strong reputation in the industry, Marcum LLP is a trusted partner for all your accounting and finance needs.

Green & Sklarz, LLC is a Connecticut-based law firm located at One Audubon Street in New Haven. Specializing in accounting, finance, and legal services, our firm is dedicated to providing individuals, families, and business owners with solutions to their complex financial and business matters. With a reputation for excellent and efficient representation, we assist clients with complex transactions, litigation, financial problems, and planning needs. During uncertain economic times, businesses and individuals may face challenging financial situations. Our experienced attorneys are skilled in assisting clients through bankruptcy proceedings and out-of-court workouts, representing debtors, creditor committees, and equity holders in Chapter 11 reorganizations. Additionally, we have one of the largest and most respected tax controversy practices in the Northeast, representing clients in criminal tax investigations and disputes with tax authorities.

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.

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.

Abby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.

Retirement Income Resources is a trusted institution located at 1261 Post Road in Fairfield, Connecticut, United States. Our mission is to help individuals plan for a secure and comfortable retirement by providing expert advice and resources on income planning, investment strategies, and financial management. With a team of experienced professionals, we offer personalized solutions tailored to each client's unique needs and goals. Whether you are nearing retirement or already enjoying your golden years, Retirement Income Resources is here to support you every step of the way. Contact us today to start building a solid foundation for your future financial security.

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.

ATM Machine at FIDAS MINI MARKET is located at 73 Hillside Avenue in Hartford, Connecticut, United States. This institution offers ATM services for those interested in the ATM business or looking to purchase ATM machines and ATM processing services. By owning and placing an ATM machine in your store, you can save money on credit card fees, generate passive income, and provide convenience to your customers. The institution provides information on setting up an ATM business, purchasing new or refurbished ATM machines, choosing a profitable location, and determining ATM surcharge rates. Customers have praised the institution for its responsive customer service and helpful guidance for those new to the ATM business. Whether you are an entrepreneur, investor, or business professional looking to maximize returns and create wealth through passive income, ATM Machine at FIDAS MINI MARKET can provide the resources and support you need to succeed in the ATM business.

Miller Tax Law is a prestigious institution located at 462 Lime Rock Road in Salisbury, Connecticut, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax law representation and financial guidance to our clients. With a commitment to excellence and a track record of success, Miller Tax Law is the go-to destination for all your accounting and legal needs. Trust us to handle your financial matters with precision and skill.

Strategic Tax Solutions is a reputable accounting and finance institution located at 16 Rennay Road in Seymour, Connecticut, United States. With a team of experienced professionals, they provide expert guidance and solutions for all your tax needs. Whether you are an individual or a business, their strategic approach ensures that you maximize your tax savings and minimize your liabilities. Trust Strategic Tax Solutions to help you navigate the complex world of taxes with ease and confidence.

Connecticut Estate & Tax Planning Council, Inc. is an institution located at 419 Downs Road, Bethany, Connecticut, United States. This institution specializes in accounting and finance services. They provide expert advice and assistance in estate planning and tax strategies. The council is dedicated to helping individuals and businesses navigate complex financial matters to secure their future and assets. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. The institution is committed to upholding the highest standards of integrity and professionalism in all their services. Contact Connecticut Estate & Tax Planning Council, Inc. for expert financial guidance and support.

Bridge Tax Advisors, LLC is a reputable accounting and finance institution located at 7 Hillside Drive in South Windsor, Connecticut, United States. With a team of experienced professionals, they offer a wide range of tax advisory services to individuals and businesses. Whether you need assistance with tax preparation, planning, or representation, Bridge Tax Advisors, LLC is committed to providing personalized solutions to help you navigate the complexities of the tax system. Trustworthy and reliable, they strive to build long-lasting relationships with their clients and ensure their financial success.

Carbone Carmine CPA is a leading accounting and finance institution located at 26 East Main Street in Branford, Connecticut, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us the go-to choice for individuals and businesses seeking reliable financial guidance. Contact us today to learn more about how Carbone Carmine CPA can help you achieve your financial goals.

Task Financial Service LLC is a reputable accounting and finance institution located at 61 Gorski Drive in South Windsor, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of our clients. Whether you are a small business owner looking for accounting assistance or an individual in need of financial planning, our experts are here to help. Trust Task Financial Service LLC to provide you with personalized and reliable financial solutions.

Forbes Christopher CPA is a reputable accounting and finance institution located at 719 Cottage Grove Road in Bloomfield, Connecticut, United States. With a team of experienced and knowledgeable Certified Public Accountants, Forbes Christopher CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Forbes Christopher CPA to provide accurate and reliable financial advice to help them achieve their financial goals.

Andrew Mitchel LLC is a renowned international tax attorney located at 65 Main Street in Essex, Connecticut, United States. Specializing in complex international tax matters, Andrew Mitchel LLC provides expert legal guidance and representation to individuals and businesses navigating the complexities of global taxation. With a commitment to excellence and a track record of success, Andrew Mitchel LLC is a trusted partner for clients seeking top-tier legal counsel in the field of international taxation.

Tom Tax Lawyer in Ridgefield, Connecticut is a reputable institution specializing in accounting, finance, and legal services. Located at 22 Catoonah Street, their team of experienced professionals provides expert advice and assistance with tax-related matters. Whether you need help with tax planning, IRS audits, or other financial issues, Tom Tax Lawyer is dedicated to providing top-notch service to their clients. With a focus on personalized attention and a commitment to excellence, this institution is a trusted resource for individuals and businesses seeking reliable financial and legal guidance.

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.

Halpern & Associates is a reputable institution located at 218 Danbury Road in Wilton, Connecticut, United States. Specializing in a wide range of financial services, Halpern & Associates offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is committed to providing top-notch service and guidance to individuals and businesses alike. Whether you need assistance with tax planning, retirement planning, or investment management, Halpern & Associates is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Financial Equity Inc is a leading accounting and finance institution located at 5 Carleton Street in Fairfield, Connecticut, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax planning, investment management, or budgeting, we are here to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Eagle Expert Services Inc is a leading financial institution located at 900 Straits Turnpike in Middlebury, Connecticut, United States. With a team of experienced professionals, we provide expert financial services to individuals and businesses alike. Our services include financial planning, investment management, retirement planning, and more. Trust Eagle Expert Services Inc to help you achieve your financial goals and secure your financial future.

John Polvere & Co is a reputable institution located at 536 Scott Road in Waterbury, Connecticut, United States. With a strong commitment to providing high-quality services, they specialize in a wide range of financial and investment solutions for individuals and businesses. Their team of experienced professionals strives to help clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking for retirement planning, investment management, or tax preparation services, John Polvere & Co is dedicated to delivering exceptional results and building long-lasting relationships with their clients.

Statewide Estate Liquidators is a reputable institution located at 32 Tamarack Avenue in Danbury, Connecticut. Specializing in estate liquidation services, they provide a professional and efficient way to sell off assets and belongings. With a focus on finance and jewelry, their store offers a wide range of high-quality items for sale. Whether you are looking to downsize, settle an estate, or simply find a unique piece of jewelry, Statewide Estate Liquidators is the place to go. Visit them today to explore their impressive collection and experience top-notch customer service.

TD Bank is a full-service financial institution located at 1003 West Main Street in Branford, Connecticut. As a customer, you can work with a dedicated Relationship Manager and a team of wealth professionals who can assist you with your private banking, credit, investment, and financial planning needs. Our branch is open during human hours, so you can visit us early, late, or even on weekends. At TD Bank, you can get an instant debit card, open a new savings account, or simply stop by for some lollipops and dog biscuits. We offer a range of services, including 24/7 ATMs, foreign currency exchange, notary services, safe deposit boxes, and more. If our branch doesn't have what you need, we'll help you find another TD Bank location nearby.

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.

FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions. Our CARBYNE planning process is designed to provide exceptional service that minimizes taxes and volatility while maximizing income and wealth for our clients and their heirs. We operate under a fiduciary standard of care, ensuring that we always act in our clients' best interests. With a deep understanding that each individual and family has unique financial needs, we offer personalized solutions tailored to meet specific goals. Our team of experienced financial advisors is dedicated to providing the highest level of service, working closely with clients to develop comprehensive plans that align with their objectives. At FBO Strategies LLC, we prioritize asset protection and efficient wealth transfer to loved ones. Our mission is to help clients achieve their financial goals and build a secure financial future. Visit us at 1177 High Ridge Road, Suite 133, Stamford, CT 06905.

Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.

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.

Merrill Lynch Financial Advisor Mark Nastri, located at 1499 Post Road, Fairfield, Connecticut, United States, is a distinguished finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Mark Nastri, a partner in the Serio, Nastri & Hyman Group, is an experienced financial advisor committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for his expertise, Mark creates financial strategies tailored to his clients' goals and aspirations, helping them navigate life's financial challenges. With access to the global resources of Merrill, Mark and his team offer personalized wealth management planning to address each client's unique concerns and goals. By understanding each client's priorities and financial situation, they can create a customized plan designed to optimize short- and long-term goals. Whether clients are focused on growing, preserving, or transferring wealth, Mark Nastri and his team are dedicated to providing the experience and resources needed to help clients build a personalized financial plan rooted in the unique complexities of their lives.