Kingdom Financial Solutions LLC
tax planning company that focus on saving tax dollars for small business as well as tax preparation and accounting services
Barnum Financial Group
Barnum Capital Management brings together a team of financial professionals with diverse backgrounds, different areas of expertise, a shared commitment to financial literacy, and an unwavering dedication to providing personalized advice and quality service. Collectively, they have worked with clients through a variety of economic conditions, bull and bear stock market cycles, changes in political leadership both here and abroad, and a myriad of legislative and tax law changes.
Seasons Federal Credit Union
For over 85 years, Seasons Federal Credit Union continues to provide a well-round banking experience, encompassing every aspect of our members’ financial lives.
Our [...]
Morgan Stanley
We deliver compelling wealth management strategies for families, businesses, and organizations while investing in ideas that matter.
Connecticut Medical Claims Management, Inc.
Medical Claims Filing and Billing for healthcare offices and providers. Our services ensure maximum reimbursement, accuracy, and compliance through system integration and attention to [...]
Charter Oak Financial Inc.
Cetera Investors
At Cetera Investors, we work with you to help plan your legacy, no matter where you are in life. We take the long view [...]
Trinity Point Wealth
Principle Wealth Partners
Principle Wealth Partners is an independent registered investment advisory firm located in Madison, Connecticut. We provide wealth management and comprehensive financial planning services to [...]
Ferguson & McGuire Insurance
Bankwell Bank
Anthem Blue Cross and Blue Shield
UBS Financial Services Inc.
Paragon Trust Company
As licensed professionals in the tax, financial services, and trust industries for many years, we have seen and heard just about every approach from [...]
National Financial Network
Boutique wealth management firm
New Haven Bank
New Haven Bank is a full-service commercial bank dedicated to helping businesses in greater New Haven grow and prosper and supporting our community with [...]
Merrill Lynch Pierce Fenner & Smith
Stock Brokers
Janney Montgomery Scott, LLC
Halsey Associates, Inc.
We specialize in providing comprehensive investment counseling services to high net worth families, corporations, foundations, and endowment clients. A Division of Washington Trust Wealth [...]
