Wealth Management in Old Greenwich, CT

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List of Firms

Old Greenwich, CT Wealth Management Firms

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The 720 Wealth Management Group - Morgan Stanley
Location One Fawcett Place 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4835
Directions
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Merrill Lynch Wealth Management Advisor Michael Moskowitz
Location 2 Pickwick Plaza 4th floor, Greenwich, CT 06830, USA
Phone (203) 863-7676
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Stone Lake Wealth Management, LLC
Location 1 Lake Dr, Riverside, CT 06878, USA
Phone (203) 340-0251
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BNY Mellon Wealth Management Greenwich
Location 10 Mason St, Greenwich, CT 06830, USA
Phone (203) 487-5758
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CTF Capital Management
SEC File# 801-114713
CRD# 299887
Location 1700 E Putnam Ave Suite 209, Old Greenwich, CT 0687, USA
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Merrill Lynch Wealth Management Advisor Mario P Forlini
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5930
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Badolato's Tax & Financial Services
Location 13 Arcadia Rd #3, Old Greenwich, CT 06870, USA
Phone (203) 661-1153
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Wealth Management in Old Greenwich, CT

Where Wealth Management Advisors in Old Greenwich, CT Serve

Old Greenwich, CT is a charming coastal town with a rich history and a plethora of landmarks. From the iconic Greenwich Point Park to the historic Putnam Cottage, there is no shortage of things to see and do in this quaint New England community. The town is also home to several top employers, including XPO Logistics, Interactive Brokers, and W.R. Berkley Corporation, providing ample job opportunities for residents. Major highways such as I-95 and the Merritt Parkway make commuting a breeze, while the bustling streets of Sound Beach Avenue and Old Greenwich's downtown area offer plenty of shopping and dining options. The town is divided into several neighborhoods, each with its own unique character and charm, including the coveted Shorelands and Binney Lane. Whether you're looking for a peaceful retreat or a vibrant community, Old Greenwich has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Old Greenwich, CT can benefit from a bank in a variety of ways. One of the most common ways is through the provision of personal loans to help them meet their financial needs. With the high cost of living in Old Greenwich, CT, residents may require additional funds to cover unexpected expenses, such as medical bills or home repairs. Additionally, a bank can offer investment opportunities to help residents grow their wealth. Given the affluent nature of Old Greenwich, CT, many residents may have significant assets that they would like to invest in order to secure their financial future. Moreover, a bank can provide financial advice and guidance to residents who may not be familiar with the complexities of managing their finances. With the help of a bank, residents can make informed decisions about their money and achieve financial stability.

Insurance Broker

Residents of Old Greenwich, CT could greatly benefit from the services of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring they have the coverage they need at a price they can afford. This is especially important in Old Greenwich, where the cost of living is notoriously high and residents may be looking to cut costs wherever possible. Additionally, an insurance broker can help residents understand the unique risks and challenges that come with living in Old Greenwich, such as the high incidence of coastal flooding and the need for specialized coverage for high-value homes and possessions. By working with an insurance broker, residents of Old Greenwich can rest assured that they have the protection they need to weather any storm.

Retirement Planning

Residents of Old Greenwich, CT can greatly benefit from the expertise of a retirement planner. With its affluent community and high cost of living, Old Greenwich presents unique challenges for retirees. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. In addition, a retirement planner can provide guidance on Social Security benefits and Medicare enrollment, which can be particularly important for retirees in Old Greenwich who may have substantial retirement savings. With their comprehensive knowledge of retirement planning, a retirement planner can help residents of Old Greenwich achieve their financial goals and ensure a comfortable retirement.

Financial Advisor

Residents of Old Greenwich, CT could benefit greatly from the guidance of a financial advisor. With its affluent population and proximity to New York City, Old Greenwich offers unique financial challenges and opportunities. A financial advisor could assist residents with managing their investments, including navigating the complex world of hedge funds and private equity. Additionally, with the high cost of living in the area, a financial advisor could help residents create a budget and plan for retirement. Furthermore, with the recent changes to the tax code, a financial advisor could provide valuable insight into maximizing deductions and minimizing tax liability. Overall, a financial advisor could provide invaluable assistance to residents of Old Greenwich, CT in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Old Greenwich, CT would greatly benefit from the expertise of a mortgage loan officer. With the town's prime location on the Long Island Sound and close proximity to New York City, it is no surprise that the housing market is booming. A mortgage loan officer can assist residents with navigating the complex process of securing a mortgage, especially given the high home prices in the area. They can also provide guidance on the best loan options for each individual's financial situation, whether it be a fixed-rate or adjustable-rate mortgage. Furthermore, a mortgage loan officer can help residents understand the intricacies of the local real estate market, including factors such as property taxes and zoning regulations. With the help of a knowledgeable mortgage loan officer, residents of Old Greenwich can confidently enter the competitive housing market and find their dream home.

Tax Services

Residents of Old Greenwich, CT can greatly benefit from the expertise of a tax advisor. With the high cost of living in the area, a tax advisor can help residents navigate the complex tax laws and regulations to ensure they are maximizing their deductions and minimizing their tax liability. Additionally, with many residents working in finance and investment industries, a tax advisor can provide guidance on tax implications of investment decisions and help residents plan for long-term financial goals. For example, a tax advisor could assist a resident in Old Greenwich who owns multiple properties and is unsure how to properly report rental income on their tax return. The tax advisor could provide guidance on allowable deductions and help the resident avoid potential penalties for noncompliance. Overall, a tax advisor can be a valuable resource for residents of Old Greenwich, CT looking to optimize their financial situation.

Estate Planning Lawyer

Residents of Old Greenwich, CT could greatly benefit from the services of an estate planning lawyer. With a population of over 6,000, this affluent community is home to many high-net-worth individuals who require specialized legal advice regarding their assets and estates. An estate planning lawyer can assist with the creation of wills, trusts, and other legal documents that ensure a smooth transfer of assets to beneficiaries upon the client's death. Additionally, residents of Old Greenwich may require assistance with tax planning and asset protection strategies. With the ever-changing tax laws and regulations, it is crucial to have an experienced lawyer who can navigate these complexities and provide advice that is tailored to the client's specific needs. Overall, an estate planning lawyer can provide peace of mind to residents of Old Greenwich, knowing that their assets and loved ones are protected.

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