Financial Services in Old Greenwich, CT

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1. Edward Jones - Financial Advisor: Chris Manimbo

Edward Jones - Financial Advisor: Chris Manimbo

1111 Summer St Ste 402a, Stamford, CT 06905

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. 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…

5. 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…

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. 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…

8. 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…

9. 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…

10. 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…

11. 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…

12. 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

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. Peter Ventriglia - Chase Home Lending Advisor - NMLS ID 16032

Peter Ventriglia - Chase Home Lending Advisor - NMLS ID 16032

260 Sound Beach Ave, Old Greenwich, CT 06870

From Business: Peter proudly serves clients in Connecticut & Nationwide. Peter has 37 years of experience as a Senior Home Lending Advisor CPC and specializes in adjustable-rate mortgages,…

17. Wells Fargo Advisors

Wells Fargo Advisors

Old Greenwich, CT 06870

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

18. 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

19. Battea

Battea

46 Southfield Ave, Stamford, CT 06902

From Business: Battea Class Action Services, LLC is a global leader and expert in all stages of asserting and processing settlement claims in connection with antitrust and securities…

20. CoinFlip Bitcoin ATM - Selleck Market (Stamford)

CoinFlip Bitcoin ATM - Selleck Market (Stamford)

29 Irving Ave, Stamford, CT 06902

OPEN NOW:6:00 am - 11:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

21. 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…

22. 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…

23. 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…

24. 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…

25. Gerald Financial Group Inc

Gerald Financial Group Inc

750 Washington Blvd, Stamford, CT 06901

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

From Business: Gerald Metals Inc. is a privately held commodities trading and resources company. The group consists of a family of affiliated companies, including Gerald Metals S.A., Gerald…

26. Charles Schwab

Charles Schwab

300 Atlantic St Ste 130, Stamford, CT 06901

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,…

27. Lavan Financial Group

Lavan Financial Group

6 Landmark Sq, Stamford, CT 06901

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

From Business: Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans -…

28. Michael Occhiuto - RBC Wealth Management Financial Advisor

Michael Occhiuto - RBC Wealth Management Financial Advisor

3 Landmark Sq Ste 100, Stamford, CT 06901

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Michael Occhiuto - RBC Wealth Management Financial Advisor

Michael Occhiuto - RBC Wealth Management Financial Advisor

1 Landmark Sq 12th Fl, Stamford, CT 06901

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Skip Morton - RBC Wealth Management Financial Advisor

Skip Morton - RBC Wealth Management Financial Advisor

1 Landmark Sq 12th Fl, Stamford, CT 06901

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

We found 1013 results for Financial Services in or near Old Greenwich, CT.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 2 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.