Financial Services
Manta has 286 businesses under Financial Services in Connecticut
Featured Company Listings
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ACH Processing
Credit Card Processing Terminals
Business Financing Services
With over 20 years experience in the payments processing industry, Merchant Advisors provides a total payments solution including ACH processing, Credit Card Processing and alternative small business financing via our business cash advance solution. Our payment processing solutions are designed to meet the requirements of both medium and enterprise level companies yet affordable for new businesses searching for a scalable solution.
Throughout our history we've provided innovative and specialized solutions to our merchants. These solutions have helped our merchants reduce processing costs, streamline operations, and increase sales through the use of additional payment options. These are just a few of the benefits our merchants have experienced working with our Advisors.
Our focus has alwa
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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.
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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.
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Life Insurance
Retirement Planning Service
Financial Services
Long Term Care Insurance
Financial Planning Services
Harry A. Kent is a Financial Consultant and the owner of Kent Retirement Planning Services, LLC, a full-service independent agency providing access to life, health, annuity, and security products and services.
With an emphasis on services, KRP provides personalized investment alternatives to individuals and businesses focusing on financial, retirement, estate and/or tax planning (KRP does not provide tax advice. Please consult your tax advisor for such guidance.)
Insurance coverage provided includes: life; income replacement (disability); health; Medicare Supplements, Medicare Prescription, and Medicare Advantage; and long-term care.
Harry has over 30 years of experience in helping individuals plan for their financial future. He has graduated from the University of Connecticut with a Bachelor of Science in Economics in 1968. He has successfully completed the FINRA sponsored Series 7, 65, and 66 examinations, as well as, Connecticut State Life & Health Insurance examinations. Harry is also a Certified Agent for The Connecticut Partnership for Long Term Care.
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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
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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.
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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.
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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.
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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.
33 Benedict Place, 2nd Floor
Greenwich, CT
(203) 302-2455
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Hedge Fund
Money Management
The firm's track record showed 12% net annualized returns from its inception of December 2001 through 2011. Performance had little correlation with the financial markets and other hedge funds. Led by founder and chief investment officer Edward "Eddie" Perlman, Scottwood was known for alpha generation and a contrarian investment philosophy. The firm's best year was 2009 when it was up 44.05% net. Its worst year was 2008 when it was down 7.65% net.
Scottwood in 2010 was ranked as a Top 100 Hedge Fund in the Barron's annual Penta list, based on one- and three-year performance. The firm also won a 1st Place Award from Hedge Fund Markets in 2009 for best event-driven hedge fund in the U.S. The firm had 16 employees.
Following the return of all client capital, Scottwood has converted into the Perlman Family Office. Outside investor funds are no longer accepted.
All Company Listings
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Investment Advisory Services
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Categorized under Financial Services
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ACH Processing
Credit Card Processing Terminals
Business Financing Services
With over 20 years experience in the payments processing industry, Merchant Advisors provides a total payments solution including ACH processing, Credit Card Processing and alternative small business financing via our business cash advance solution. Our payment processing solutions are designed to meet the requirements of both medium and enterprise level companies yet affordable for new businesses searching for a scalable solution.
Throughout our history we've provided innovative and specialized solutions to our merchants. These solutions have helped our merchants reduce processing costs, streamline operations, and increase sales through the use of additional payment options. These are just a few of the benefits our merchants have experienced working with our Advisors.
Our focus has alwa
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.
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Categorized under Financial services
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Cryptocurrency
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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
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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
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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.
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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.
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Categorized under Financial Services
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Categorized under Financial Services
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Categorized under Financial Services
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Alternative Investment Administration
Consultation
Bookkeeping Services
Greenwich Fund Services, Inc (GFS) provides clients with administrative, bookkeeping and account sevices. Clients generally include private equity, venture capital and hedge funds. GFS specializes in start-ups and liquidations.
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Life Insurance
Retirement Planning Service
Financial Services
Long Term Care Insurance
Financial Planning Services
Harry A. Kent is a Financial Consultant and the owner of Kent Retirement Planning Services, LLC, a full-service independent agency providing access to life, health, annuity, and security products and services.
With an emphasis on services, KRP provides personalized investment alternatives to individuals and businesses focusing on financial, retirement, estate and/or tax planning (KRP does not provide tax advice. Please consult your tax advisor for such guidance.)
Insurance coverage provided includes: life; income replacement (disability); health; Medicare Supplements, Medicare Prescription, and Medicare Advantage; and long-term care.
Harry has over 30 years of experience in helping individuals plan for their financial future. He has graduated from the University of Connecticut with a Bachelor of Science in Economics in 1968. He has successfully completed the FINRA sponsored Series 7, 65, and 66 examinations, as well as, Connecticut State Life & Health Insurance examinations. Harry is also a Certified Agent for The Connecticut Partnership for Long Term Care.
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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.
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Categorized under Financial Services
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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
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Categorized under Financial Services
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Categorized under Financial Services
As a leader in the business financing industry, we know the challenging situations that small business owners have to experience in getting the right business funding they need to grow. Our customized lending approach makes us unique in the industry and allows us to help small businesses with short and long-term business funding solutions. This also can help reduce the burden of recurring business expenses that can regularly place stress on the cash flow. We’ve provided millions in funding to more than 50,000 small businesses all over US.
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Categorized under Financial Services
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Bookeeping
Title 19 Planning
Accounting Services
Payroll Services
Personal Finance Services
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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.
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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.
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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
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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.
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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
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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.
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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.
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Categorized under Financial services
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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.
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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.
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Categorized under Financial Services
Yost Wealth Solutions is a resource of Booth Financial Associates, an independent financial services firm. Therefore, we can provide financial services independent of any insurance, mutual fund or asset management company.
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Categorized under Financial Services
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ETFs
Bonds
Commodity Brokers
Mutual Funds
Stockings
Manage risk return for high net worth investors marketable securities portfolios.
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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.
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