Financial Advisory Services in Stamford, Connecticut - ViewLocate

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Personal Business Management Group Ltd photos

Personal Business Management Group Ltd, Stamford

Stamford / Connecticut / United States

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Personal Business Management Group is a financial and risk management consulting service, working with nonprofit organizations, corporations, individual clients, pension plans and IRAs. It serves the greater tri-state area. For more information or to schedule an appointment, please call or visit the website.

Bank of America photos

Bank of America, Stamford

Stamford / Connecticut / United States

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Welcome to Bank of America in Stamford, CT, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Philo Smith Co photos

Philo Smith Co, Stamford

Stamford / Connecticut / United States

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As an independent investment banking firm, Philo Smith & Co., Inc. offers insurance and other financial services. Philo Smith & Co., Inc. also provides research, investment management and insurance mergers and acquisitions advisory to its clients. Philo Smith & Co., Inc. offers its account management expertise to high net-worth individuals and institutional investors.

Pyramid Real Estate Group photos

Pyramid Real Estate Group, Stamford

Stamford / Connecticut / United States

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Pyramid Real Estate Group is a full service real estate firm located on Summer Street in Stamford. Created in 1972 by Michael Gray, Pyramid Real Estate Group offers many real estate services such as outsourced real estate accounting, commercial property management, construction services, leasing and sales brokerage, condo management, community association management and more. For more information, call or visit the Web site.

Morgan Stanley photos

Morgan Stanley, Stamford

Stamford / Connecticut / United States

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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Citizens Bank photos

Citizens Bank, Stamford

Stamford / Connecticut / United States

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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.

TIAA Financial Services photos

TIAA Financial Services, Stamford

Stamford / Connecticut / United States

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TIAA’s Stamford, CT is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (877) 842-2353.

Berkow Schechter & Company photos

Berkow Schechter & Company, Stamford

Stamford / Connecticut / United States

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Berkow Schechter and Company is located in Stamford and specializes in accounting, financial planning and management consulting services. Please see its website for a comprehensive list or call with any inquiries.

Peoples United Bank photos

Peoples United Bank, Stamford

Stamford / Connecticut / United States

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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Stamford, CT and talk to one of our financial experts today!

First American Title Agency Services photos

First American Title Agency Services, Stamford

Stamford / Connecticut / United States

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First American Title Agency Services is committed to providing the resources, services and underwriting guidance our title agents/attorneys need to achieve new levels of success in their business. First American is a leading provider of title insurance, settlement services, risk solutions and data services across the nation and around the globe. Our strong values, and the outstanding people who embody them, are what keep First American growing, thriving and continually providing the products and services you’d expect from an industry leader. With a complete set of integrated tools created to fit any size agency, First American Title can help bring you efficiencies to streamline production processes and build your business.

Riveroak Investment Corp LLC photos

Riveroak Investment Corp LLC, Stamford

Stamford / Connecticut / United States

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RiverOak Realty Funds were formed by RiverOak Investment Corp., LLC ( the "Managing Member" ) to provide high net-worth individuals, foundations, pension funds, Individual Retirement Accounts, self-directed 401-Ks, and endowments access to professionally managed real estate investments. Stephen DeNardo and George Yerrall are the Operating Principals of the Managing Member who manage all aspects of the Funds business. The Operating Principals have extensive experience in all phases of real estate investment sourcing, acquisition, management and financing. The Funds focus on single family residential, multi-family residential, hotels, office and retail properties on the Eastern Seaboard ( the "Investment Territory" ). Other than Asset Management fees, there are no other management fees, organization fees, acquisition fees, disposition fees, placement fees or any other fees that are charged to the investors by the Managing Member or its affiliates. The total remuneration for the Operating Principals has been derived from their salaries, which are subject to Advisory Board review, and their share of proceeds from the Funds business. Any fees earned from the operation of the Funds business have been included in the revenue of that Fund.

Troy Insurance photos

Troy Insurance, Stamford

Stamford / Connecticut / United States

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Insurance is our business and we take it seriously. Providing protection for the life, health and property of others is not a casual matter. We offer our clients a full range of insurance products including personal insurance, business insurance and life and health insurance. Personal Automobile Insurance We offer personal automobile insurance to fit the needs of our clients including experienced drivers and newly licensed drivers. Our policies provide coverage for liability in the event that you injure someone or damage someone elses property. This coverage is required by the State of Connecticut and the minimum coverage is $20, 000 bodily injury per person/$40, 000 per accident and $10, 000 for damage to the property of others. If necessary, insurance for damage to your own automobile including collision and anything other than collision such as fire or theft can be purchased. In addition, the policies provide bodily injury protection and your economic loss in the event you are in an accident with someone who does not have insurance or has limits that are insufficient to pay for the loss sustained. You also have the option of purchasing medical payments, which would protect you and your passengers by reimbursing for medical expenses sustained in an accident, regardless of who was at fault. We realize everyones need for auto insurance is different. As licensed insurance professionals we are prepared to provide you with the advice you need to make sure you are properly covered in the event of a loss. For a free, no obligation quote please visit our Get a Quote page.

Capital Dynamics photos

Capital Dynamics, Stamford

Stamford / Connecticut / United States

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Centrally located in the North Castle building in downtown, Capital Dynamics offers money management services to both business and personal entities. Owner Ray Hofshi is easy to talk to, and quick to respond to inquiries. For clients seeking money management with a personal touch and accessible customer service, Capital Dynamics is a strong candidate.

Van Brunt Dubiago & Company CPA LLC photos

Van Brunt Dubiago & Company CPA LLC, Stamford

Stamford / Connecticut / United States

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Van Brunt, Dubiago & Company is a certified public accounting firm. For further information or to arrange a consultation, please contact its office.

Bregman & Company, P.C photos

Bregman & Company, P.C, Stamford

Stamford / Connecticut / United States

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Bregman & Company P.C, is a full service accounting firm based in Fairfield County Connecticut. For nearly half a century, our talented team of professionals has effectively served clients throughout Connecticut, across the country, and around the world. Combining an entrepreneurial prospective with accounting expertise, we are committed to providing personalized service with unsurpassed quality. This Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to enhance our website as we endeavor to continue to provide the highest quality professional service and guidance. On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.

Advantage Benefits Consultants photos

Advantage Benefits Consultants, Stamford

Stamford / Connecticut / United States

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Advantage Benefits Consultants offers complete design, actuarial and third-party administration services for all types of IRS-qualified retirement plans. For more information and appointments, call the number provided.

GE Appliance Repair photos

GE Appliance Repair, Stamford

Stamford / Connecticut / United States

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GE Appliance Repair in Stamford offers premier appliance repair services at competitive rates. Call or use easy online scheduling to book an appointment with one of our certified technicians.

TD Ameritrade Inc photos

TD Ameritrade Inc, Stamford

Stamford / Connecticut / United States

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TD Ameritrade is a national investment group offering a range of products and services. Advisers and brokers are on-hand and available to assist in answering your personal finance questions.

Edward Jones - Financial Advisor: Chris Manimbo photos

Edward Jones - Financial Advisor: Chris Manimbo, 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.

Bank of America photos

Bank of America, Stamford

Stamford / Connecticut / United States

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Welcome to Bank of America in Stamford, CT, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

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