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Financial Services in Shelton, CT

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2. Ritch Greenberg & Hassan CPA's PC

Ritch Greenberg & Hassan CPA's PC

70 Platt Rd, Shelton, CT 06484

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

From Business: Please Contact Us For More Information.

YP
45 Years
in Business

3. Apicella Testa & Company PC

Apicella Testa & Company PC

680 Bridgeport Ave, Shelton, CT 06484

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

From Business: Apicella, Testa & Company, P.C., CPAs is a locally owned and operated company. As a full service public accounting firm, we assist our growing client base with a diverse range…

4. Venman & Co LLC

Venman & Co LLC

375 Bridgeport Ave, Shelton, CT 06484

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

From Business: Venman & Co. LLC has been serving the accounting and entrepreneurial business needs of closely held businesses in Fairfield and New Haven counties since 1935. As a medium-size…

YP
36 Years
in Business

5. Perlroth Donald L & Company

Perlroth Donald L & Company

250 State St Unit C1, North Haven, CT 06473

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

From Business: Offering a full array of accounting, taxation and consulting services on a personal level, catering to the unique needs of our clients.Serving a wide range of individuals,…

YP
56 Years
in Business

6. Consumer Financial Services

Consumer Financial Services

4 Research Dr Ste 102, Shelton, CT 06484

CLOSED NOW:9:00 am - 5:00 pm
YP
28 Years
in Business

8. Global Financial NetworX, LLC

Global Financial NetworX, LLC

2 Enterprise Dr Ste 303, Shelton, CT 06484

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

From Business: GLOBAL FINANCIAL NETWORX is focused on providing ASSET PRIVACY, PROTECTION & GROWTH, in the areas of AFFORDABLE HEALTH INSURANCE, INVESTMENT SOLUTIONS, RETIREMENT AND ESTATE…

YP
15 Years
in Business

9. Barnum Financial Group

Barnum Financial Group

6 Corporate Dr Ste 550, Shelton, CT 06484

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

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

10. Christopher J Baudouin - Private Wealth Advisor, Ameriprise Financial Services

Christopher J Baudouin - Private Wealth Advisor, Ameriprise Financial Services

2 Corporate Dr Ste 644, Shelton, CT 06484

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. Mutual Security Credit Union

Mutual Security Credit Union

1000 Bridgeport Ave 1st Fl, Shelton, CT 06484

From Business: Setting You Up for Financial Success Since 1954. Our Mission is to provide our member-owners with innovative financial solutions that enhance their economic well-being. We…

YP
71 Years
in Business

12. DiMatteo Group Financial Services

DiMatteo Group Financial Services

1000 Bridgeport Ave Ste 506, Shelton, CT 06484

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

From Business: DiMatteo Group Financial Services, partnered with Commonwealth Financial Network, provides financial planning, along with retirement, tax, and college planning services.

13. Terence Gibbons - Financial Advisor, Ameriprise Financial Services - Closed

Terence Gibbons - Financial Advisor, Ameriprise Financial Services - Closed

90 Oxford Rd Ste 401, Oxford, CT 06478

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…

14. Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services

Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services

90 Oxford Rd, Oxford, CT 06478

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…

15. Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA®

Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA®

314 Center Rock Grn, Oxford, CT 06478

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…

16. R. Miller & Associates - Ameriprise Financial Services

R. Miller & Associates - Ameriprise Financial Services

2 Corporate Dr Ste 743, Shelton, CT 06484

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

From Business: At R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

17. Chase Bank

Chase Bank

675 Bridgeport Ave, Shelton, CT 06484

CLOSED NOW:8:30 am - 6:00 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.

18. Raymond A. Oppel CPA, LLC

Raymond A. Oppel CPA, LLC

259 Coram Ave, Shelton, CT 06484

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

From Business: Evening and Saturday Appointments Available January Though April ASSOCIATION *Greater Valley Chamber of Commerce *Shelton Historical Society *Derby-Shelton Rotary Club…

YP
42 Years
in Business

19. Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

500 Shelton Ave, Shelton, CT 06484

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

From Business: As a senior financial advisor with nearly 40 years of experience, Stephen understands that careful listening is key to unlocking the right solutions for your specific…

20. Warner Group

Warner Group

1 Enterprise Dr Ste 105, Shelton, CT 06484

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

From Business: Warner Insurance Group, located in Shelton, CT, is a full-service insurance agency that has been serving the community for over 40 years. They offer a wide range of insurance…

21. Fiduciary X

Fiduciary X

1 Corporate Dr Ste 202, Shelton, CT 06484

OPEN 24 HOURS

From Business: FiduciaryX provides independent and actionable information for effective investment governance by investment stewards. Fiduciary is educated in a wide range of investment best…

22. Richard Miller - Private Wealth Advisor, Ameriprise Financial Services

Richard Miller - Private Wealth Advisor, Ameriprise Financial Services

2 Corporate Dr Ste 743, Shelton, CT 06484

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…

23. Razzino, Peter, AGT

Razzino, Peter, AGT

4 Corporate Dr, Shelton, CT 06484

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…

24. Total Mortgage

Total Mortgage

4 Corporate Dr Ste 396, Shelton, CT 06484

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

From Business: NMLS #1850768

25. Vanessa Torres at Rate (NMLS #87465)

Vanessa Torres at Rate (NMLS #87465)

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: Vanessa Torres is your Shelton local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Vanessa is committed to helping…

26. Jim Adams at Rate (NMLS #401099)

Jim Adams at Rate (NMLS #401099)

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: Jim Adams is your Shelton local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jim is committed to helping homeowners with…

27. David Bunk at Rate (NMLS #116251)

David Bunk at Rate (NMLS #116251)

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: David Bunk is your Shelton local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, David is committed to helping homeowners…

28. Jeff Gomes at Rate (NMLS #1196177)

Jeff Gomes at Rate (NMLS #1196177)

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: Jeff Gomes is your Shelton local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jeff is committed to helping homeowners…

29. Jill Taylor at Rate (NMLS #2563680)

Jill Taylor at Rate (NMLS #2563680)

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: Jill Taylor is your Shelton local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jill is committed to helping homeowners…

30. Rate

Rate

4 Corporate Dr Ste 292, Shelton, CT 06484

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

From Business: Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping…