Financial Services in Cos Cob, CT
1. Attorneys Collectors & Investigators
Serving the Cos Cob Area
From Business: Dynamic Legal Recovery is a vigorous account receivable recovery firm and debt collection firm affiliated with over 3000 attorneys, investigative professionals, paralegals and…
2. Giammattei Karen M CPA
189 Wilbrook Road, Stratford, CT, 06614
3. Sencer Appraisal Associates-Equipment Appraisers
Serving the Cos Cob Area
From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…
4. Robert A. Bonavito, CPA
Serving the Cos Cob Area
From Business: Pro-active, we believe that it takes more than examining books and preparing reports to help you succeed. It takes a whole new way of thinking. When we become your CPAs, we…
5. The Document Center Inc
Serving the Cos Cob Area
From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…
6. Income Tax Services LLC
12 McClean Ave, Stamford, CT, 06905
7. Women's Law Firm, Helen Bruno, Esquire
112 Prospect St, Stamford, CT, 06901
From Business: Welcome to the Womens Law Firm. For over 25 years, we have successfully assisted individuals and families deal with the legal complexities of contested divorce, uncontested…
8. Chase Bank
371 E Putnam Ave, Cos Cob, CT, 06807
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
9. Cameron J. McFarlane - Wilmington Advisors @ M&T
119 E Putnam Ave, Cos Cob, CT, 06807
From Business: With a client-first mentality, Cameron will work with you to provide high-quality retirement and estate-planning solutions. His commitment to trust and transparency helps…
10. Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T
119 E Putnam Ave, Cos Cob, CT, 06807
From Business: A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet…
11. Citi
453 E Putnam Ave, Cos Cob, CT, 06807
From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…
12. Skygate Financial Group
30 Orchard St, Cos Cob, CT, 06807
14. Edward Jones - Financial Advisor: Scott Alley
79 E Putnam Ave, Greenwich, CT, 06830
From Business: 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…
15. Skygate Financial Group
64 Main St, New Canaan, CT, 06840
From Business: True Wealth Management, Investments, Financial Planning, Insurance, Tax Planning and Consulting
16. Experity Wealth
1037 E Putnam Ave, Riverside, CT, 06878
From Business: Partner with Experity Wealth for all your wealth management needs! As a dedicated wealth management firm and financial planner, we specialize in wealth management, life…
17. Green Capital Funding LLC
53 Mason St Apt 6b, Greenwich, CT, 06830
From Business: Green Capital Funding LLC (GCF) is a business funding consultation company with an expansive network of alternative investors and lenders. We work with businesses of all types…
18. First Republic Bank
93 Mason St, Greenwich, CT, 06830
From Business: At 2:00 PM on May 24, 2024, this office will permanently close. Beginning May 28, 2024, you’ll gain access to more than 4,700 Chase branches. Please visit chase.com/branch to…
19. George Boudria
56 Mason St, Greenwich, CT, 06830
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
20. Michael Wray
56 Mason St, Greenwich, CT, 06830
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
21. Austin Colaluca - TD Wealth Financial Advisor
3 Pickwick Plz, Greenwich, CT, 06830
From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…
22. TD Bank
3 Pickwick Plz, Greenwich, CT, 06830
From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…
23. Jeffrey Ferraro - TD Wealth Relationship Manager
3 Pickwick Plz, Greenwich, CT, 06830
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
24. Interactive Brokers
2 Pickwick Plz, Greenwich, CT, 06830
From Business: Interactive Brokers Group conducts its broker and dealer and proprietary trading businesses. It provides direct access, trade execution and clearing services to institutional…
25. Wolfe, Jonathan
2 Pickwick Plz Ste 4, Greenwich, CT, 06830
From Business: Welcome to Merrill Lynch in Greenwich, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
26. Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services
51 Church St, Greenwich, CT, 06830
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Newman & Associates - Ameriprise Financial Services
51 Church St, Greenwich, CT, 06830
From Business: At Newman & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
28. Charles Schwab
19 E Elm St, Greenwich, CT, 06830
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
29. Belpoint
125 Greenwich Ave, Greenwich, CT, 06830
From Business: Stillwater Investment Management Corporation is a Connecticut based corporation focused on real estate development, redevelopment, and acquisition of residential properties and…