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Category: Estate Planning and Management

Showing: 298 results for Estate Planning and Management
near Port Jefferson, NY

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Total Wealth Planning, LLC

Investment Management, Financial Planning Consultants, Life Insurance ...

Service Area

Serving the following areas:

  • NY
not BBB accredited
(631) 813-1138

140 Fell Court, Suite 107,
Hauppauge, NY 11788-4360

Mercer Advisors

Financial Planning Consultants, Tax Consultant, Investment Management ...

BBB Rating: A+
not BBB accredited
(203) 689-5742

1261 Post Rd Ste 102,
Fairfield, CT 06824-6072

MONECO Advisors, LLC

Investment Advisory Services, Tax Consultant, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(800) 666-3261

2150 Post Rd Fl 201,
Fairfield, CT 06824-5669

Milestone Asset Management Group LLC

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
not BBB accredited
(203) 951-1133

22 Lafayette St,
Milford, CT 06460-4710

Nirenstein, Horowitz & Associates, PC

Legal Services, Lawyers, Estate Planning and Management ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
Accredited BusinessAccredited Business
(860) 548-1000

191 Post Rd W,
Westport, CT 06880-4625

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MJP Wealth Advisors

Financial Services, Retirement Planning Services, Insurance Agent ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • MA
  • NY
not BBB accredited
(203) 303-7036

320 Post Rd W Ste 210,
Westport, CT 06880-4743

Oberst DeFala Law, PC

Lawyers, Personal Injury Lawyers, Estate Planning Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 06430
  • 06431
  • 06432
  • 06820
  • 06824
  • 06825
  • 06828
  • 06830
  • 06831
  • 06832
  • 06836
  • 06850
  • 06851
  • 06852
  • 06854
  • 06856
  • 06857
  • 06858
  • 06859
  • 06860
Accredited BusinessAccredited Business
(203) 866-4646

111 East Ave Ste 333,
Norwalk, CT 06851-5014

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Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A-
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

6 Corporate Dr Fl 5,
Shelton, CT 06484-6270

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Bay Colony Advisory Group, Inc.

Financial Planning Consultants, Insurance Services Office, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CO
  • CT
  • MA
  • VT
not BBB accredited
(203) 834-9093

43 Heather Ln,
Wilton, CT 06897-4129

Skye Legacy Planning LLC

Estate Planning and Management

BBB Rating: A+
not BBB accredited
(631) 753-1212

500 Bi County Blvd Ste 465,
Farmingdale, NY 11735-3956

Flagship Financial Partners L.L.C.

Insurance Agency, Insurance Companies, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
Accredited BusinessAccredited Business
(203) 712-7348

2 Trap Falls Rd Ste 410,
Shelton, CT 06484-7622

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Angliss & Colohan, P.C.

CPA, Tax Return Preparation, Business Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • CT
  • MA
  • NJ
  • NY
  • RI
Accredited BusinessAccredited Business
(203) 357-1040

50 Woodbury Ave,
Stamford, CT 06907-2422

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Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A-
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

225 High Ridge Rd Ste 1,
Stamford, CT 06905-3034

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Bailey Scarano LLC

Accounting, Tax Return Preparation, Tax Consultant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Fairfield County, CT
  • Hartford County, CT
  • Litchfield County, CT
  • Middlesex County, CT
  • New Haven County, CT
  • New London County, CT
  • Tolland County, CT
  • Windham County, CT
Accredited BusinessAccredited Business
(203) 481-1120

1224 Main St,
Branford, CT 06405-3778

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Hammond Iles Wealth Advisors

Financial Planning Consultants, Financial Services, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • AL
  • AR
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IA
  • IN
  • MA
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
Accredited BusinessAccredited Business
(860) 258-2600

1 Bradley Rd Ste 505,
Woodbridge, CT 06525-2292

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