TOP 30 Best Wealth management firms in Fairfield, Connecticut

The Lebedevitch Law Firm, LLC is a reputable legal institution located at 1261 Post Road in Fairfield, Connecticut. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, The Lebedevitch Law Firm, LLC is committed to advocating for your rights and achieving the best possible outcome for your case. With a track record of success and a reputation for excellence, you can trust The Lebedevitch Law Firm, LLC to handle your legal matters with professionalism and integrity.

Oak Tree Financial Group in Fairfield, CT is a leading accounting and finance institution located at 2000 Post Road. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the Fairfield area. We pride ourselves on our commitment to excellence and personalized service, helping our clients achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or retirement savings, Oak Tree Financial Group is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Fairport Asset Management & Real Estate is a reputable finance institution located at 1515 Black Rock Turnpike in Fairfield, Connecticut, United States. Specializing in asset management and real estate services, Fairport offers expert financial guidance and investment solutions to clients looking to grow and protect their wealth. With a team of experienced professionals, Fairport is dedicated to providing personalized and strategic advice to help individuals and businesses achieve their financial goals. Whether you are looking to invest in real estate or manage your assets for long-term growth, Fairport Asset Management & Real Estate is committed to helping you navigate the complex world of finance with confidence and success.

The Tortora Law Firm, LLC is a reputable legal institution located at 1300 Post Road East in Fairfield, Connecticut, United States. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal representation and personalized services to their clients. With a commitment to excellence and a track record of success, The Tortora Law Firm, LLC is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are in need of legal advice, representation, or advocacy, you can trust The Tortora Law Firm, LLC to provide you with the expert guidance and support you need.

Southport Station Financial Management, LLC is a finance institution located at 368 Center Street in Fairfield, Connecticut, United States. Our team of experienced financial professionals is dedicated to providing top-notch financial management services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to help. Trust Southport Station Financial Management, LLC to guide you towards a secure financial future.

Northstar Wealth Partners, LLC is a finance institution located at 2228 Black Rock Turnpike in Fairfield, Connecticut, United States. With a focus on providing expert financial planning and investment management services, Northstar Wealth Partners, LLC is dedicated to helping clients achieve their long-term financial goals. The institution prides itself on offering personalized and comprehensive financial solutions tailored to each individual's unique needs. Whether you are looking to build wealth, plan for retirement, or protect your assets, Northstar Wealth Partners, LLC is committed to guiding you on the path to financial success.

Southport Harbor Wealth Advisors - Raymond James is a leading financial institution located at 2150 Post Road in Fairfield, Connecticut, United States. As a trusted wealth management firm, we provide personalized financial planning and investment services to help our clients achieve their financial goals. Our experienced advisors offer expert guidance and customized solutions to help clients navigate the complex world of finance. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Southport Harbor Wealth Advisors - Raymond James is here to help you every step of the way.

Hunt Wealth Management Group is a premier financial institution located at 1 Eliot Place in Fairfield, Connecticut, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are here to assist you every step of the way. Trust Hunt Wealth Management Group to provide expert guidance and support for all your financial needs.

Stratos Wealth Partners - Grant Ulrick is a finance institution located at 1261 Post Road in Fairfield, Connecticut, United States. They provide comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and expert advice, Stratos Wealth Partners - Grant Ulrick is dedicated to helping individuals and families build and preserve their wealth for the future. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Visit their office today to learn how they can help you secure your financial future.

Astenbeck Capital Management, LLC is a finance institution located at 200 Pequot Avenue in Fairfield, Connecticut, United States. Specializing in investment management, Astenbeck Capital Management offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's specific needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Astenbeck Capital Management is dedicated to helping you navigate the complexities of the financial market with confidence and success.

Riverside Asset Management LLC is a finance institution located at 510 Sasco Hill Road in Fairfield, Connecticut, United States. With a focus on providing expert financial services, Riverside Asset Management LLC helps clients achieve their investment goals through personalized strategies and top-notch guidance. Their team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with their clients. Trust Riverside Asset Management LLC to help you navigate the complexities of the financial world and secure your financial future.

Fairfield Tax & Accounting Services is a professional accounting and finance institution located at 1595 Black Rock Turnpike in Fairfield, Connecticut, United States. Our team of experienced accountants and financial experts are dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses in the Fairfield area. With a commitment to accuracy, integrity, and personalized service, Fairfield Tax & Accounting Services is your trusted partner for all your accounting and financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Alex Meyerovich, Attorney is a finance and legal institution located at 2 Post Road in Fairfield, Connecticut, United States. Specializing in providing expert legal advice and services in various areas of finance, including corporate law, real estate law, and estate planning. With a commitment to excellence and a track record of successful outcomes for clients, Alex Meyerovich, Attorney is a trusted partner for individuals and businesses seeking top-notch legal representation. Contact us today to schedule a consultation and see how we can help you with your financial and legal needs.

Needle | Cuda: Divorce & Family Law is a law firm located at 830 Post Road East in Westport, Connecticut, United States. The experienced lawyers at this institution provide candid advice tailored to each client's specific needs. They offer high-touch client service and focus on family law cases, ensuring that each client receives the personal attention they deserve. With a limited number of cases taken on, Needle | Cuda builds positive working relationships with clients, inspiring confidence in their ability to manage each case effectively. The firm offers straightforward advice from savvy lawyers in Fairfield County, combining essential experience with a passionate desire to help clients secure their future. Specializing in divorce and family law, Needle | Cuda's exclusive focus ensures in-depth knowledge of the law and procedures, as well as a clear understanding of evolving case law. They handle divorce matters, family law cases, and dispute resolution, selecting methods appropriate to each client's unique circumstances and goals.

H&R Block is a trusted accounting and finance institution located at 2065 Black Rock Turnpike in Fairfield, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting advice, H&R Block is dedicated to providing top-notch service to help you achieve your financial goals.

Costello, Brennan, DeVidas, Sasso and Sinclair, P.C. is a leading law firm located at 1238 Post Road in Fairfield, Connecticut. Our team of experienced lawyers provides a wide range of legal services, from complex transactions to personalized assistance for individuals and families. At Costello, Brennan, DeVidas, Sasso and Sinclair, P.C., we are dedicated to protecting our clients' rights and achieving the best possible outcomes for their cases. Our attorneys stay up-to-date on the latest developments in their respective practice areas and work closely with each client to provide tailored legal solutions.

Foundation Source, located at 55 Walls Drive in Fairfield, Connecticut, is a finance institution that specializes in empowering individuals and companies to create a better world through philanthropy. With over 2,000 private foundations under their management, Foundation Source offers tech-enabled solutions to make giving and managing a foundation easier. They work with a wide range of law firms, wealth advisors, CPAs, and family offices to ensure that clients' foundations are professionally administered. Their services include setting up private foundations, managing assets, and providing educational resources on philanthropy.

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.

Stuart J. Goldberg, CPA is a reputable accounting and finance institution located at 3530 Post Road in Fairfield, Connecticut, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Stuart J. Goldberg, CPA for professional and reliable financial advice and assistance.

Robert P. Rifkin CPA is a reputable accounting and finance institution located at 636 Kings Highway East in Fairfield, Connecticut, United States. With years of experience and expertise in the industry, our team of professionals offers a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Robert P. Rifkin CPA for all your financial needs.

Dolan Divorce Lawyers, PLLC is a reputable institution located at 1305 Post Road in Fairfield, Connecticut, United States. Specializing in family law, the skilled legal team at Dolan Divorce Lawyers offers services such as divorce litigation and mediation for a variety of domestic issues. Led by experienced attorneys such as Matthew F. Dolan, Nicole C. Bikakis, Nicole A. Carnemolla, Nicole C. Mather, Ruth Nadeau Dwyer, Kevin J. O’Leary, Mitch, Ellen M. Lynch, Louise R. Zito, Alexandra C. Ritter, and Courtney M. Parsons, the firm is dedicated to providing knowledgeable and compassionate legal assistance to families facing complex legal matters. From high asset divorce cases to custody disputes, the attorneys at Dolan Divorce Lawyers have a wealth of experience in handling a wide range of family law issues. Whether it's negotiating child support agreements or resolving child custody and visitation disputes, the legal team at Dolan Divorce Lawyers is committed to helping families navigate the complexities of the legal system with professionalism and expertise. With a focus on achieving the best possible outcomes for their clients, Dolan Divorce Lawyers is a trusted institution for those in need of family law representation in Connecticut.

Garson & Slepian is a reputable law firm located at 72 Ruane Street in Fairfield, Connecticut. Specializing in various legal matters, the skilled attorneys at Garson & Slepian provide expert guidance and representation to their clients. With a commitment to delivering personalized and effective legal solutions, this institution has established a strong reputation for excellence in the legal community. Whether you require assistance with family law, estate planning, or business law, Garson & Slepian is dedicated to providing top-notch legal services tailored to meet your needs. Trustworthy, experienced, and professional, Garson & Slepian is your go-to institution for all your legal needs.

LaFollette Law, LLC is a cutting-edge firm located at 1100 Kings Highway East in Fairfield, Connecticut, United States. Specializing in personal injury cases, bankruptcy protection, and estate planning, we ensure that your legal needs are met with care and professionalism. Our team guides you through every step of the process, ensuring that your case is handled effectively and efficiently. Whether you need help navigating a car accident claim, protecting your assets from unnecessary taxation, or planning your estate, LaFollette Law, LLC is here to help. Our clients rave about our personalized service, attention to detail, and dedication to ensuring their legal needs are met. Contact us today for a free consultation and let us protect your rights and assets.

Helming & Company, P.C. is a reputable accounting and finance institution located at 8 Fairfield Boulevard in Wallingford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Helming & Company, P.C. for their expertise and commitment to delivering personalized solutions to meet their financial needs. Whether you are an individual or a business owner, Helming & Company, P.C. is dedicated to helping you achieve your financial goals.

Grill & Partners, CPA’s is a tax and accounting consulting firm located at 140 Sherman Street in Fairfield, Connecticut. With a focus on tax minimization and wealth maximization strategies, we have been serving high-net-worth clients in the US and worldwide for over three decades. Our team of experts provides a wide range of financial services tailored to each client's unique circumstances and objectives. Specializing in accounting, auditing, tax, and financial planning for closely held companies and high-net-worth individuals, we offer flexible CFO/controller support services to help businesses do more with less. Our coordinated family office services cater to the diverse needs of individuals looking to grow, protect, and pass on their wealth.

Lubus Raymond C is a reputable law firm located at 22 Brush Hill Road in New Fairfield, Connecticut, United States. Specializing in various areas of law, the team at Lubus Raymond C is dedicated to providing top-notch legal services to their clients. With years of experience and a strong track record of success, this institution is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, Lubus Raymond C is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Charles Schwab is a renowned finance institution located at 1248 Post Road in Fairfield, Connecticut, United States. With a reputation for excellence in financial services, Charles Schwab offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. From retirement planning to wealth management, Charles Schwab is dedicated to providing personalized solutions and expert guidance to its clients. Visit their office in Fairfield to learn more about how Charles Schwab can help you secure your financial future.

Nathan Accounting Group, LLC is a reputable accounting and finance institution located at 2425 Post Road in Fairfield, Connecticut, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

Merrill Edge is a finance institution located at 2150 Black Rock Turnpike in Fairfield, Connecticut, United States. Here, you can find a Merrill® Financial Solutions Advisor™ to help you achieve your financial goals and plan for your future. Whether you are looking to invest, save, or plan for retirement, our advisors have the tools and expertise to assist you every step of the way. We offer a range of services including brokerage, investment advisory, and financial planning to meet your individual needs. Additionally, we provide information on products and services that may be of interest to you. Please note that investing in securities involves risks, and it is important to carefully consider your options before making any decisions. We are committed to providing you with the information and guidance you need to make informed choices about your finances. Contact us today to speak with a Merrill Advisor and start planning for a brighter financial future.

GCD Financial Planning and Advisory Services LLC is a leading finance institution located at 162 Green Acre Lane in Fairfield, Connecticut, United States. Our team of experienced financial advisors offers personalized financial planning and advisory services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to provide expert guidance and support. Trust GCD Financial Planning and Advisory Services LLC to help you secure your financial future.