Filter Options
Required*
Filter

Financial Advisory Services in Connecticut

Valley Financial Group, LLC photos
Valley Financial Group, LLC, Avon
Avon / Connecticut / United States
0.0

Valley Financial Group is a full service financial consultancy firm which is licensed to operate in all 50 states as well as internationally. Services include portfolio management, investment planning, financial analysis for divorce, funeral trust, 401(k) and SEP plans. Additionally, there is a Veterans Benefits division which provides information to veterans regarding the "aid and attendance" veterans affairs benefit. Insurance services include Medicare Advantage and Advantage Plus Indemnity Insurance. The firm has more than 180 years of combined experience in financial consultancy.

Detail
Liberty Tax Service photos
Liberty Tax Service, Bristol
Bristol / Connecticut / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local Bristol 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.
Detail
Edelman Financial Engines photos
Edelman Financial Engines, Farmington
Farmington / Connecticut / United States
0.0
Talk with an experienced financial planner to help you create a financial plan that will help you reach your goals. Whether it’s retirement planning or managing your investments, we can help. We serve clients in Greater Hartford and the surrounding areas.
Detail
Edward Jones - Financial Advisor: Robin J DiNicola photos
Edward Jones - Financial Advisor: Robin J DiNicola, Farmington
Farmington / Connecticut / United States
0.0
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.
Detail
Liberty Tax Service photos
Liberty Tax Service, Hartford
Hartford / Connecticut / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local Hartford 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.
Detail
Liberty Tax Service photos
Liberty Tax Service, Hartford
Hartford / Connecticut / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local Hartford 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.
Detail
Bakker Peter M Insurance Agency photos
Bakker Peter M Insurance Agency, Avon
Avon / Connecticut / United States
0.0
Progressive Authorized Agent Peter M. Bakker Agency, Inc. is your local Avon insurance agency. We provide free insurance quotes for auto, home, business and more.
Detail
Karen Goersch - Ameriprise Financial Services, Inc. photos
Karen Goersch - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
0.0
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Data 2000 photos
Data 2000, Avon
Avon / Connecticut / United States
0.0
Data 2000 provides a full range of payroll and bookkeeping services, computer consulting, hardware sales, support, and software development. Since 1979 we have worked hard to be the best in helping your business. Our dedicated staff of professionals has years of experience in helping businesses streamline their work. We customize our services to your needs to provide the best experience possible. Our services are delivered at a competitive price with flexibility built in to match your needs. Our goal is to help streamline your business and provide support where it is needed, growing your business.
Detail
Norman Cotteleer - Ameriprise Financial Services, Inc. photos
Norman Cotteleer - Ameriprise Financial Services, Inc., Hartford
Hartford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Jason Warnke - Ameriprise Financial Services, Inc. photos
Jason Warnke - Ameriprise Financial Services, Inc., Farmington
Farmington / Connecticut / United States
0.0
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Henry Cormier - Ameriprise Financial Services, Inc. photos
Henry Cormier - Ameriprise Financial Services, Inc., Farmington
Farmington / Connecticut / United States
0.0
The advisor listed is an Ameriprise financial advisor in Farmington. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
Detail
Edward Jones - Financial Advisor: Amanda R Benecchi, CFP®|AAMS® photos
Edward Jones - Financial Advisor: Amanda R Benecchi, CFP®|AAMS®, Avon
Avon / Connecticut / United States
0.0
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.
Detail
Peoples United Bank photos
Peoples United Bank, Farmington
Farmington / Connecticut / United States
0.0
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 Farmington, CT and talk to one of our financial experts today!
Detail
Liberty Tax Service photos
Liberty Tax Service, Hartford
Hartford / Connecticut / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local Hartford 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.
Detail
Mazzone David M Insurance Inc photos
Mazzone David M Insurance Inc, Avon
Avon / Connecticut / United States
0.0
Best Rates for Families with YOUNG DRIVERS
Detail
Windsor Locks Federal Credit Union photos
Windsor Locks Federal Credit Union
Windsor Locks / Connecticut / United States
0.0

Windsor Locks Federal Credit Union is located in the town on Windsor Locks, Connecticut. It was founded on "core American values." Windsor Locks Federal Credit Union features a Drive-Thru and an ATM. Please stop by, call or visit their website for more information on their products and services.

Detail
RGB Financial photos
RGB Financial, Farmington
Farmington / Connecticut / United States
0.0

This financial consulting firm offers financial planning, market research investment advice and related services. In addition, LPL Financial provides consultancy services to financial institutions. Business clients can receive marketing assistance, product management and more.

Detail
Paul Scileppi - Ameriprise Financial Services, Inc. photos
Paul Scileppi - Ameriprise Financial Services, Inc., Farmington
Farmington / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Edward Jones - Financial Advisor: Alex Grantcharov photos
Edward Jones - Financial Advisor: Alex Grantcharov, New Canaan
New Canaan / Connecticut / United States
0.0
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.
Detail