Find accountants in Shelton, CT. Listings include Advanced College Funding Solutions, LLC, DiMatteo Group Financial Services, Caroline Wetzel, The Innovative CPA Group, LLC, Christopher J Kusick LUTCF, Financial Planner, John Corraro AIF, Financial Planner.
Financial Planner Investment Advisor Representative Financial Services Representative
Beirne Wealth Consulting (“BWC”) is a SEC registered investment advisory firm based in Connecticut and Pennsylvania. The company is privately-owned and the partners have been provi...
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have bee...
Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize y...
DiMatteo Group Tax & Accounting provides year round tax preparation & accounting services www.dimatteotax.com
Helping Families and Businesses meet their financial goals since 1990
I advise clients how to use their wealth wisely. If you want to be heard, understood, and advised on your financial choices over time as life inevitably changes, then let's talk. ...
Tax and Accounting Services
The Innovative CPA Group is a team of forward-thinking accounting, tax, and business experts
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org. Third party posts found on this profile do ...
My financial planning practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality servic...
I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. Please contact this office for further information. I am a re...
I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. Please contact this office for further information. I am a ...
As a Financial Services Representative, Alyssa helps her clients with their protection and investment needs. Whether that’s providing education and guidance with determining the ri...
Affinity Financial Solutions provides Investment Advisory Services to individuals, closely held businesses, family trusts, charities, foundations and 401(k)'s. We provide Investm...
With over 16 years of experience in the financial services industry, I have a depth of knowledge in the area of retirement planning. I serve as the **Tax Sheltered Annuity (TSA) r...
Since entering a career in financial services industry in 1996, Jon has experienced a variety of economic and investment environments. His understanding of the drivers of investme...
Financial Planner Financial Services Representative Investment Advisor Representative I work with a variety of professionals in numerous industries, with a particular focus on med...
Ganim Wealth prides itself on modern planning, analytical rigor, & a client experience rooted in personal attention. We’re independent, objective, & highly engaged—large enough to ...
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities,...
Needing help filing your taxes and maximizing your refund? Contact our team today and allow us to help!
Most accountants are historians, they record history, I take a proactive approach by planning in adv
As a full service public accounting firm with over 50 years of experience, Apicella, Testa & Company, P.C. has an established track record of excellence with many longstanding clie...