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          Category: Estate Planning and Management

          Showing: 279 results for Estate Planning and Management
          near Shelton, CT

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          Barnum Financial Group

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (203) 513-6000

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

          Flagship Financial Partners L.L.C.

          Insurance Agency, Insurance Companies, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          State of Connecticut 

          • CT
          Accredited BusinessAccredited Business
          (203) 712-7348

          6 Research Dr Unit 401,
          Shelton, CT 06484-6228

          Get a Quote

          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
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          • MO
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          • NY
          Accredited BusinessAccredited Business
          (860) 258-2607

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

          Get a Quote

          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

          Michael L. Guidone, CPA

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (203) 415-6118

          555 Sherman Ave,
          Hamden, CT 06514-1152

          HRT Advisors, LLC

          CPA, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (860) 644-5731

          1 Evergreen Ave Ste 22,
          Hamden, CT 06518-2732

          Get a Quote

          Michael L. Guidone, CPA

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          not BBB accredited
          (202) 823-4233

          16 Birchwood Dr,
          Hamden, CT 06518-1160

          Caserta & deJongh LLC

          Financial Services, Life Insurance, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          Accredited BusinessAccredited Business
          (203) 272-9111

          12 Elm St,
          North Haven, CT 06473-2507

          Get a Quote

          Bedard McClanahan CPAs, PC

          CPA, Tax Return Preparation, Payroll Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          • NY
          not BBB accredited
          (203) 264-4454

          30 Poverty Rd,
          Southbury, CT 06488-2254

          Kanner Financial Services LLC

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

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          not BBB accredited
          (203) 239-6537

          116 Washington Ave Ste 3,
          North Haven, CT 06473-1721

          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

          Bailey Scarano LLC

          Accounting, Tax Return Preparation, Tax Consultant ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (203) 481-1120

          1224 Main St,
          Branford, CT 06405-3778

          Get a Quote

          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

          DeCaprio CPA & Associates, P.C.

          CPA, Tax Return Preparation, Accountant ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CT
          • FL
          • NJ
          • NY
          not BBB accredited
          (203) 488-6374

          500 E Main St Ste 334,
          Branford, CT 06405-2929

          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

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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