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Financial Advisory Services in Stamford, Connecticut

Jeffrey Long: Allstate Insurance photos
Jeffrey Long: Allstate Insurance, Stamford
Stamford / Connecticut / United States
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As a Personal Financial Representative in Stamford, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Im proud to work with a company whos been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - thats something Im glad to be a part of. As a small business owner, I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships. Thats why Im committed to offering you the same level of service Id expect from my own business dealings. When you leave my office, I hope youll feel confident, informed, assured and satisfied in your choices. The way you should feel.
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Tradition Financial Service photos
Tradition Financial Service, Stamford
Stamford / Connecticut / United States
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Tradition Financial Services is a worldwide financial brokerage.  TFS specializes in inter-dealer brokering, equity, freight, precious metals, property, global foreign exchange, and more.  In addition, TFS has an energy division which brokers energy and derivative products.

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Charles Schwab photos
Charles Schwab, Stamford
Stamford / Connecticut / United States
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Charles Schwab is a financial investment banking chain. This branch offers trading and retirement advice, strategizing, active trading, lending, research and other investment products. You may contact an agent at the number provided to set up an appointment.

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The Mayer Benefits Advisory, LLC photos
The Mayer Benefits Advisory, LLC, Stamford
Stamford / Connecticut / United States
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Established in 1979, The Mayer Benefits Advisory, LLC, in Stamford, Connecticut, provides quality financial consulting and planning to corporations, private businesses, and self-employed professionals. We offer a variety of services, including: • Employee Benefit Plans • Valuations & Compliance Mgmt. • 401(k) Plans & New Comparability • Cash Balance Plans • Plan Terminations • Merger/Acquisition Consulting • VCP & DFVC Program Submissions • Pension & Profit Sharing Plans • Employer Consulting Services • Retirement Planning • Audit Representation • PBGC Filings • QDRO • Plan Documents & Amendments The MBA Difference With our uncompromising promotion, you can count on our professional staff to provide high-quality services for all your pension and profit sharing plan issues. Additionally, we work directly with sponsors, accountants, attorneys, investment advisors, and insurance brokers on behalf of their clients. Your financial stability is our priority, and it is our goal to make sure you feel comfortable with your company sponsored retirement plans. Experience You Can Trust At The Mayer Benefits Advisory, LLC, we have more than 33 years of experience in the financial services field. Turn to us when you are looking for 100% committed and professional consultants. It is our mission to offer reliable and affordable services for all your financial needs. Member Firms The Mayer Benefits Advisory, LLC The MBA Group, LLC Retirement Plan Review (DBA)
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Lavan Financial Group photos
Lavan Financial Group, Stamford
Stamford / Connecticut / United States
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Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group
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Brennan & Vlahakis, Inc photos
Brennan & Vlahakis, Inc, Stamford
Stamford / Connecticut / United States
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Brennan & Viahakis Insurance is located in Stamford and specializes in insurance products for health, life, personal and business. Visit its website for details, or call to request more information.

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Merrill Lynch Fiduciary Services photos
Merrill Lynch Fiduciary Services, Stamford
Stamford / Connecticut / United States
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Welcome to Merrill Lynch in STAMFORD, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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E & O Check Cashing photos
E & O Check Cashing, Stamford
Stamford / Connecticut / United States
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Regina Check Cashing & Payroll Service is a walk-in check cashing service located on Main Street in Stamford. For more information, call the number listed.

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Adriatic Wealth Management LLC photos
Adriatic Wealth Management LLC, Stamford
Stamford / Connecticut / United States
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Adriatic Wealth Management LLC is a full-service financial firm committed to helping people pursue their financial goals. The senior Managing Partner, Mergim Elezi, has nearly 30 years of experience working for some of the major Investment Management and Banking institutions. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement strategies, and Insurance and annuity products.
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Willis Faber North America Inc photos
Willis Faber North America Inc, Stamford
Stamford / Connecticut / United States
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Willis Re is a national reinsurance company specializing in risk financing, risk quantification and claims. The business offers services to various companies and organizations.

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Carmine Aquino: Allstate Insurance photos
Carmine Aquino: Allstate Insurance, Stamford
Stamford / Connecticut / United States
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As a Personal Financial Representative in Stamford, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Im proud to work with a company whos been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - thats something Im glad to be a part of. Im committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the "big picture" when it comes to your financial security. From insurance protection to retirement, Im committed to helping you accomplish your financial goals.
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Stable Income For Life photos
Stable Income For Life, Stamford
Stamford / Connecticut / United States
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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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Liberty Wealth Advisors photos
Liberty Wealth Advisors, Stamford
Stamford / Connecticut / United States
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Every individual has a unique financial situation, and your wealth management strategy should be driven by you and your family’s financial needs and goals. No one financial strategy fits all. That’s why at Liberty Wealth Advisors, we create comprehensive, personalized financial plans to help guide you toward your desired destination. Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of developing, managing, and executing your plan. We serve as the central hub to our clients’ entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you and your loved ones. We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.
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Fidelity Investments photos
Fidelity Investments, Stamford
Stamford / Connecticut / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Parking is available in the garage behind the Investor Center. Enter from Tresser Boulevard.
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Brian A. Jay - Morgan Stanley photos
Brian A. Jay - Morgan Stanley, Stamford
Stamford / Connecticut / United States
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Joseph Aquino: Allstate Insurance photos
Joseph Aquino: Allstate Insurance, Stamford
Stamford / Connecticut / United States
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As a Personal Financial Representative in Stamford, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Im proud to offer Allstate products, because they stand by their service. As an Allstate customer, when youre in need, you can take advantage of a variety of repair options for a damaged home or auto. From selecting a repair shop, to workmanship guarantees - it just makes sense to work with Allstate. Im committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the "big picture" when it comes to your financial security. From insurance protection to retirement, Im committed to helping you accomplish your financial goals.
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Quarve Associates photos
Quarve Associates, Stamford
Stamford / Connecticut / United States
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Quarve Associates is a financial consulting firm based out of Stamford. It serves the greater Fairfield County and surrounding areas. For more information, please call the number listed.

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Edward Jones - Financial Advisor: Tom Fagan photos
Edward Jones - Financial Advisor: Tom Fagan, Stamford
Stamford / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Diddel & Diddel photos
Diddel & Diddel, Stamford
Stamford / Connecticut / United States
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For more than 30 years Diddel & Diddel has been helping clients achieve all of their financial goals through asset management, insurance and financial planning. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to provide our clients with insights to help clients make prudent investment decisions that contribute toward reaching their financial goals.
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Liberty Tax Service photos
Liberty Tax Service, Stamford
Stamford / Connecticut / United States
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Liberty Tax is a full service income tax preparation company. Visit your local Stamford CT Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
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