Financial Services
Manta has 288 businesses under Financial Services in Connecticut
Featured Company Listings
CLAIMED
Municipal Bonds
Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of retail and institutional investors. Today, we consistently rank as the most active municipal bond underwriter in New York. We are also a top-ranking underwriter in New Jersey and New England. Feel free to contact us today for more information about our services.
CLAIMED
Investment Banks
Investment Bank Establishments for global entrepreneurs. Visit our website for detailed information on how you can benefit by owning an Investment Bank & Trust.
CLAIMED
Consulting
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Who We Serve:
Companies
All companies have one thing in common—they want a best-in-class consulting firm that provides creative strategies and solutions with the company’s best interest in mind. Our clients, ranging from Fortune 500 companies to local entrepreneurs, small businesses and non-profits, lean on us to bring industry knowledge and real-world experience to manage the complex benefits, insurance and investment issues they handle on a daily basis.
Executives
C-suite executives are concerned, among much else, with minimizing risk and controlling costs. We addresses these concerns with creative strategies and advice that provide your organization protection.
HR Professionals and organizational leaders rely on our experienced, knowledgeable consultants to ensure effective management of your company’s most important resource: its people. We offer our HR consulting team to partner with you to create stronger alignment between your organizational and HR goals.
Individuals
CLAIMED
Categorized under Financial services
We offer bad credit loan services for all credit types. The application process is fast and easy, so contact us if you need a personal loan today.
CLAIMED
Categorized under Financial services
Whether you're a retirement plan sponsor or a foundation seeking financial advice, our Greenwich-based team is here with fiduciary services.
CLAIMED
Categorized under Financial services
We are a small group of expert government records auditors. If you’ve received a call or letter from us, it’s because we’ve found funds being held by the government that may be rightfully yours.
CLAIMED
Financial Services
Financial Services
Loan Agency
Commercial Finance
Business Financial Services
When businesses need to find solutions to short-term cash flow issues, they need to be able to turn to an efficient and professional partner. One whose reputation is as good as their results, and who can be counted on for more than just a quick solution. That’s where we come in. At the Lavan Financial Group, we offer more than just business loans.
100 Reserve Rd Suite C4-208
Danbury, CT
(904) 990-4649
CLAIMED
Insurance Services Danbury CT
Retirement Insurance Services Danbury CT
Insurance Danbury CT
Retirement Insurance Danbury CT
Business Strategies Danbury CT
World Financial Group - Ellen Toyonaga is located in Danbury,, CT and is dedicated to providing quality services of Business Strategies Danbury CT ,Family wealth management Services Danbury CT ,Financial aid Services Danbury CT ,Taxation aid Services Danbury CT ,Debt management Services Danbury CT . Call us today at (904) 990-4649. We can help! We look forward to hearing from you.
CLAIMED
Categorized under Financial services
Fee-only Advisor helping clients achieve financial independence. HTG Investment Advisors is a team of fourteen professionals committed to the highest standard of service. We work to understand your unique family and financial circumstances and create a customized plan to meet your objectives through a blend of financial planning and investment management. HTG Investment Advisors was founded in 1993. As fiduciaries, we put your interests first. To reduce conflicts of interest, we limit our revenues to fees paid by our clients. We invite you to learn more on our website.
CLAIMED
Categorized under Financial services
At Towerto Private Wealth, I, David Torres-Onisto, lead with a singular focus: to provide honest, clear, and comprehensive financial planning to retirees, families, self-employed business owners, and high-earning professionals. As a Fee-Only Certified Financial Planner® I prioritize transparency and objectivity in all financial decisions, giving my clients the assurance that my recommendations are free from conflicts of interest.
All Company Listings
CLAIMED
Categorized under Financial Services
CLAIMED
Municipal Bonds
Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of retail and institutional investors. Today, we consistently rank as the most active municipal bond underwriter in New York. We are also a top-ranking underwriter in New Jersey and New England. Feel free to contact us today for more information about our services.
CLAIMED
Categorized under Financial services
CLAIMED
Cryptocurrency
CLAIMED
Investment Banks
Investment Bank Establishments for global entrepreneurs. Visit our website for detailed information on how you can benefit by owning an Investment Bank & Trust.
260 Constitution Plaza,
Hartford, CT
(602) 408-8602
CLAIMED
Categorized under Financial services
"If you are looking for payday lenders in Delaware, you have come to the right place. Payday loans are short-term loans that are designed to bridge the gap between paychecks. These loans can be a lifesaver for those who need cash quickly to cover unexpected expenses or emergencies. However, it can be challenging to find a reputable payday lender in Delaware, and it's essential to do your research before signing up for a loan.Fortunately, this article has all the information you need to find certified Connecticut payday lenders, laws, debt relief, and state short-term cash advance lending regulations. Connecticut has strict regulations in place to protect consumers from predatory lenders. This means that you can be confident that any lender you find here is reputable and trustworthy.In Delaware, the maximum loan amount is $1,000, and lenders are required to cap their interest rates at 23%. Additionally, lenders are required to provide clear and transparent information about their fees and charges, including the total cost of borrowing. If you find a lender that doesn't provide this information or charges higher interest rates, you should look elsewhere.Debt relief is also available in Delaware, and consumers can access free financial counseling and debt management services through the state's Department of Consumer Protection. If you're struggling with debt, it's essential to seek help as soon as possible to avoid falling into a cycle of debt and financial hardship.
In conclusion, finding a reputable payday lender in Delaware is possible if you take the time to do your research. By following the state's regulations and seeking out certified lenders, you can get the cash you need without falling victim to predatory lending practices. Remember to also explore debt relief options if you're struggling financially."
567 Vauxhall Street Ext. Suite 104
Waterford, CT
(860) 442-8000
CLAIMED
Categorized under Financial services
Our tax firm offers the expertise of tax professionals and specializes in powerful tax planning techniques. These highly-effective strategies save our clients tens of thousands of dollars in taxes each year.
CLAIMED
Categorized under Financial Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
CLAIMED
Categorized under Financial Services
Serving Mystic,CT and outlying areas, Linda Lee of Lee Investment Management LLC is offering the following services but not limited to: Financial Advisor, Financial Planner, Retirement Planner, Investing and Life Insurance.
CLAIMED
Categorized under Financial Services
CLAIMED
Categorized under Financial Services
SIDERIS CAPITAL PARTNERS LLC
281 Tresser Boulevard, Floor 12
Stamford, CT, 06901
Phone: 2034875100
Contact Email: [email protected]
Main Keywords:
financial services, stamford, ct
CLAIMED
Categorized under Financial Services
CLAIMED
Categorized under Financial Services
Licensed and insured, family owned and operated company with over 25 years of experience specializing in wealth management, retirement planning, insurance plans, financial advising and business benefits.
CLAIMED
Business Banking
Personal Banking
Business Checking
Personal Checking
Mortgage
First County Bank is an independent, mutual community bank, conducting business in Norwalk, Connecticut, which is dedicated to serving individuals, families, businesses and nonprofit organizations. As a mutual, First County Bank operates under a set of core principles for the benefit of its customers, the community and its employees, rather than shareholders.
CLAIMED
Consulting
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Who We Serve:
Companies
All companies have one thing in common—they want a best-in-class consulting firm that provides creative strategies and solutions with the company’s best interest in mind. Our clients, ranging from Fortune 500 companies to local entrepreneurs, small businesses and non-profits, lean on us to bring industry knowledge and real-world experience to manage the complex benefits, insurance and investment issues they handle on a daily basis.
Executives
C-suite executives are concerned, among much else, with minimizing risk and controlling costs. We addresses these concerns with creative strategies and advice that provide your organization protection.
HR Professionals and organizational leaders rely on our experienced, knowledgeable consultants to ensure effective management of your company’s most important resource: its people. We offer our HR consulting team to partner with you to create stronger alignment between your organizational and HR goals.
Individuals
CLAIMED
Categorized under Financial services
We offer bad credit loan services for all credit types. The application process is fast and easy, so contact us if you need a personal loan today.
CLAIMED
Categorized under Financial services
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our family office software solution. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
50 Sound View Drive, Greenwich, CT 06830
Greenwich, CT
(347) 535-4858
CLAIMED
Fractional CFO
Virtual CFO In New York
Part-time CFo Services
Outsourced CFO Solutions
Our team excels in offering outsourced CFO services to help New York businesses achieve their financial goals. From cash flow management and financial forecasting to strategic planning and fundraising, we empower startups and businesses to thrive.
Trusted by businesses across industries, CFO Pro+Analytics brings years of experience in managing complex financial operations for startups and SaaS companies. Let us help you navigate challenges, optimize your finances, and unlock sustainable growth.
Services Include:
- Fractional CFO for Startups
- Virtual CFO in New York
- Part-Time CFO Services
- Outsourced CFO Solutions
Elevate your financial strategy with CFO Pro+Analytics – your dedicated partner for smart financial management.
CLAIMED
Categorized under Financial services
Whether you're a retirement plan sponsor or a foundation seeking financial advice, our Greenwich-based team is here with fiduciary services.
CLAIMED
Categorized under Financial services
CLAIMED
Categorized under Financial services
Since our founding in 2011, by Mr. Glen Watkis, we have been providing reliable tax preparation and business consulting services at an affordable rate. We believe that everyone has the right to keep as much of their hard-earned money as the law allows. Though located in Glastonbury, Connecticut, we serve clients all across the United States. Our mission is to help consumers throughout the United States achieve their financial goals.
Integrity, Service, Accuracy. These are the values that fuel our passion for fulfilling our mission.
Integrity
As a leader in the financial sector we have made honesty, integrity and high ethical standards a way of life at G Watkis Financial. We consisitently deliver what we promise so that our clients can rely on us to be transparent, honest and accurate. Our integrity and quality of work is illustrated by our A+ rating with the Better Business Bureau.
Service
Commitment to providing value to our clients is our number 1 focus. We are dedicated to improving lives through financial education and services. When customers contact us they can expect to receive competent and accurate advice in a timely manner. Our customers matter and we aim to provide the personal, professional and top notch service service they deserve.
Accuarcy
One of the most important things for a financial institution is to be 100% accurate. Our clients depend on us to make sure all of their numbers are correct. We continually train and eduacte our staff so that their work is always accurate. We have implemented one of the industry's best audit process so that things do not "fall through the cracks". Our clients trust us and we deliver on that trust.
CLAIMED
Categorized under Financial services
We are a small group of expert government records auditors. If you’ve received a call or letter from us, it’s because we’ve found funds being held by the government that may be rightfully yours.
CLAIMED
Categorized under Financial services
CLAIMED
Categorized under Financial services
Worth Avenue Capital, LLC provides commercial real estate and small business loans in Connecticut since 2008. Worth Avenue Capital specializes in providing alternative funding and financing solutions as well as advisory services for both small businesses and real estate developers who are having difficulty obtaining conventional bank financing. Small business loans are often rejected by conventional lenders but at Worth Avenue Capital we find the solutions to help our clients achieve their business goals and reach their financial success. Whether yoru capital need is $50,000 or $5,000,000 Worth Avenue Capital’s flexibility and creative problem solving allows us to operate successfully in the small business loan space.
CLAIMED
Categorized under Financial Services
CLAIMED
Financial Services
Financial Services
Loan Agency
Commercial Finance
Business Financial Services
When businesses need to find solutions to short-term cash flow issues, they need to be able to turn to an efficient and professional partner. One whose reputation is as good as their results, and who can be counted on for more than just a quick solution. That’s where we come in. At the Lavan Financial Group, we offer more than just business loans.
CLAIMED
Categorized under Financial Services
Established in 2004, Aberdeen Financial Group offers a range of business financing options with a staff of highly experienced financial professionals. The team recommends solutions for most commercial financing needs for a range of businesses. They work hard to find the perfect solution to suit your situation and your requirements.
• Their solutions include:
• SBA Loans
• Capital Financing
• Business Acquisition Financing
• Equipment Financing
• Accounts Receivable Factoring
• Medical Working Capital
• Construction Equipment Financing
• Merchant Credit Card Advance
• Church Financing
• Debt Restructuring
• Commercial Real Estate
261 S. Main Street, Suite 335, Newtown, CT
Newtown, CT
(203) 528-0587
CLAIMED
Categorized under Financial Services
CLAIMED
Categorized under Financial Services
CLAIMED
Categorized under Financial Services
SHU W-255, 3135 Easton Tpke Fairfield, CT, 06825
Fairfield, CT
(203) 763-1430
CLAIMED
SBA 7a
Startup Loan
Short-Term Loan
Mid-Term Loan
Merchant Cash Advance
BitX Capital leverages its online marketplace to streamline the application process for small company financing. Businesses may quickly choose the proper lender and obtain the perfect loan, whether it's an SBA 7a, startup loan, short-term loan, mid-term loan, merchant cash advance, or business line of credit by completing one simple application.
CLAIMED
Categorized under Financial services
Are you in need of SR22 insurance in Connecticut? Look no further than our auto insurance agency! We specialize in providing high-quality, affordable insurance coverage to drivers who require an SR22 form. We understand that obtaining an SR22 form can be a stressful and confusing process, which is why our team of experienced agents is here to guide you through the process and find the right policy for your needs. We offer a range of customizable policies that meet the state's minimum requirements for SR22 insurance, as well as additional coverage options to provide the protection you need. Contact us today to schedule a consultation and learn more about how our SR22 insurance can benefit you.
100 Reserve Rd Suite C4-208
Danbury, CT
(904) 990-4649
CLAIMED
Insurance Services Danbury CT
Retirement Insurance Services Danbury CT
Insurance Danbury CT
Retirement Insurance Danbury CT
Business Strategies Danbury CT
World Financial Group - Ellen Toyonaga is located in Danbury,, CT and is dedicated to providing quality services of Business Strategies Danbury CT ,Family wealth management Services Danbury CT ,Financial aid Services Danbury CT ,Taxation aid Services Danbury CT ,Debt management Services Danbury CT . Call us today at (904) 990-4649. We can help! We look forward to hearing from you.
CLAIMED
Categorized under Financial services
Miguel Afanador is dedicated to accounting and tax services for individuals and small business owners in Norwich, CT. Our tax firm offers the expertise of tax professionals and specializes in powerful tax planning techniques. These highly-effective strategies save our clients tens of thousands of dollars in taxes each year.
We take pride in saving our clients money. When you turn to us for your tax prep needs, you’ll have peace of mind knowing that a qualified tax professional is overseeing your finances s
CLAIMED
Robo Advisor
FREE Retirement & Financial Planning & Wellness AI app. Optimize returns on 401k / 401(k), 403b / 403(b), 457, or TSP plans, Save Hidden Fees & Achieve Retirement goals.
Did you know, on average, an employee pays an extra $100k in hidden fees from their retirement accounts: 401k / 401(k), 403b / 403(b), 457, 401a, and Thrift Saving Plans (TSP)? Most of us make wrong investment choices or select target date funds without proper due diligence. We understand you do not have the time. No one wants to spend time on Retirement Planning, and that’s a big mistake! 401k or 401(k), 403b or 403(b), 457, 401a, and TSP plans are the most critical sources of retirement savings for most Americans.
Do it yourself or delegate it to an Advisor for FREE!
Let Plootus help you be ready for a Happy Retirement. We offer Premium investment advice for FREE. We do not promote any fund family such as Fidelity, Blackrock, Vanguard, PIMCO, TIAA, American Fund, or others. We select the best investments for you.
Browse Subcategories
Appraisers (40)
Auctioneers (36)
Bail Bonding (131)
Brokers' Services (26)
Business Brokers (30)
Business Development (41)
Business Services (Unclassified) (8,568)
Credit Card Services (18)
Design Services (888)
Drafting Services (19)
Embroidery (42)
Financial Services (288)
General Engravers (24)
Inspection Services (138)
Interior Designer (219)
Inventory Services (17)
Liquidators (22)
Mail Box Rentals (23)
Merchandise Brokers (148)
Packaging Services (39)
Paralegals (23)
Printing Broker (16)
Process Servers (19)
Public Notaries (26)
Recording Studios (65)
Relocation Services (20)
Sewing Contractor (19)
Special Events (36)
Swimming Pool Services (104)
Unclassified (4,843)
There are 77 cities in
Connecticut
with businesses in the Financial Services category. We've listed the top ten (based on number of businesses) above.
See all cities for Financial Services in
Connecticut .