Financial Services in Cos Cob, CT

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1. Edward Jones - Financial Advisor: Scott Alley

Edward Jones - Financial Advisor: Scott Alley

79 E Putnam Ave, Greenwich, CT 06830

CLOSED NOW:8:30 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

2. Chase Bank

Chase Bank

500 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

3. Skygate Financial Group

Skygate Financial Group

64 Main St, New Canaan, CT 06840

CLOSED NOW:9:00 am - 5:00 pm

From Business: True Wealth Management, Investments, Financial Planning, Insurance, Tax Planning and Consulting

4. Green Capital Funding LLC

Green Capital Funding LLC

53 Mason St Apt 6b, Greenwich, CT 06830

CLOSED NOW:9:00 am - 7:00 pm

From Business: Green Capital Funding LLC (GCF) is a business funding consultation company with an expansive network of alternative investors and lenders. We work with businesses of all types…

5. Edward Jones - Financial Advisor: Richard Jimenez

Edward Jones - Financial Advisor: Richard Jimenez

79 E Putnam Ave Ste 18, Greenwich, CT 06830

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

6. Interactive Brokers

Interactive Brokers

2 Pickwick Plz, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Interactive Brokers Group conducts its broker and dealer and proprietary trading businesses. It provides direct access, trade execution and clearing services to institutional…

YP
32 Years
in Business

7. John Mirabile - Financial Advisor, Ameriprise Financial Services

John Mirabile - Financial Advisor, Ameriprise Financial Services

51 Church St, Greenwich, CT 06830

CLOSED NOW:8:00 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Fidelity Investments

Fidelity Investments

48 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

9. Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services

Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Thomas Mc Candless - Private Wealth Advisor, Ameriprise Financial Services

Thomas Mc Candless - Private Wealth Advisor, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 7:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Investment Management Institute

Investment Management Institute

165 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 6:00 pm

From Business: Investment Management Institute (IMI) is a leading education and research organization servicing institutional investors and wealthy families internationally. Established in…

YP
44 Years
in Business

12. Fidelity Investments

Fidelity Investments

869 Washington Blvd, Stamford, CT 06901

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

13. Gould Barry CPA

Gould Barry CPA

478 Newfield Ave, Stamford, CT 06905

CLOSED NOW:9:00 am - 5:00 pm

"I really had the very best experience. I wanted to tell you guys keep up the good work. Thank you very much"

YP
30 Years
in Business

14. Edward Jones - Financial Advisor: Alex Grantcharov, CFP®

Edward Jones - Financial Advisor: Alex Grantcharov, CFP®

49 Locust Ave Ste 101, New Canaan, CT 06840

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

15. Women's Law Firm, Helen Bruno, Esquire

Women's Law Firm, Helen Bruno, Esquire

112 Prospect St, Stamford, CT 06901

From Business: Welcome to the Womens Law Firm. For over 25 years, we have successfully assisted individuals and families deal with the legal complexities of contested divorce, uncontested…

YP
44 Years
in Business

16. Cameron J. McFarlane - Wilmington Advisors @ M&T

Cameron J. McFarlane - Wilmington Advisors @ M&T

119 E Putnam Ave, Cos Cob, CT 06807

CLOSED NOW:9:00 am - 5:00 pm

From Business: With a client-first mentality, Cameron will work with you to provide high-quality retirement and estate-planning solutions. His commitment to trust and transparency helps…

17. Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

119 E Putnam Ave, Cos Cob, CT 06807

CLOSED NOW:9:00 am - 5:00 pm

From Business: A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet…

18. Citi

Citi

453 E Putnam Ave, Cos Cob, CT 06807

CLOSED NOW:9:00 am - 4:00 pm

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

19. Edward Jones - Financial Advisor: Ryan P Curran

Edward Jones - Financial Advisor: Ryan P Curran

79 E Putnam Ave Ste 18, Greenwich, CT 06830

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

20. Stephen Mazzarelli - Chase Home Lending Advisor - NMLS ID 722117

Stephen Mazzarelli - Chase Home Lending Advisor - NMLS ID 722117

1150 E Putnam Ave, Riverside, CT 06878

From Business: Stephen proudly serves clients in the New Canaan, CT area. Stephen has 15 years of experience as a Senior Home Lending Advisor. Whether you're a first-time homebuyer, need to…

21. Austin Colaluca - TD Wealth Financial Advisor

Austin Colaluca - TD Wealth Financial Advisor

3 Pickwick Plz, Greenwich, CT 06830

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

22. TD Bank

TD Bank

3 Pickwick Plz, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

23. Wolfe, Jonathan

Wolfe, Jonathan

2 Pickwick Plz Ste 4, Greenwich, CT 06830

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Greenwich, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

24. Charles Schwab

Charles Schwab

19 E Elm St, Greenwich, CT 06830

CLOSED NOW:8:30 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

25. Belpoint

Belpoint

125 Greenwich Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Stillwater Investment Management Corporation is a Connecticut based corporation focused on real estate development, redevelopment, and acquisition of residential properties and…

26. Skyworks Capital

Skyworks Capital

283 Greenwich Ave Ste 4, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: ICF-SkyWorks offers full-service solutions to the aviation and aerospace industries. Located in Greenwich, Conn., the company merges the services provided by ICF International…

27. Filiz Hoops - Registered Practice Associate, Ameriprise Financial Services

Filiz Hoops - Registered Practice Associate, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Mike Bucci - Branch Manager, Ameriprise Financial Services

Mike Bucci - Branch Manager, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services

Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Javier Cabral - Financial Advisor, Ameriprise Financial Services

Javier Cabral - Financial Advisor, Ameriprise Financial Services

41 W Putnam Ave, Greenwich, CT 06830

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 998 results for Financial Services in or near Cos Cob, CT.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Stamford, Huntington, and Downtown New Rochelle. These businesses offer their services in one-or-more of the following languages: Spanish, Dutch, and German.