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State DirectoryFinancial Services in Wooster Square / Mill River New Haven, CT
1. CPA Tax Solutions LLC-Anthony F. Lucci CPA
310 Main St, East Haven, CT, 06512
From Business: CPA Tax Solutions, LLC is a certified public accounting firm with extensive professional experience, offering high quality services with personalized attention.;We are business…
3. New England Bail Bonds
57 High St, East Haven, CT, 06512
From Business: New England Bail Bonds was founded in 2009 by Kevin and Lisa Yulo.Lisa began as a paralegal where she focused on all areas of defense for 12 years before becoming a Bail Bonds…
4. Smith, Klein & Pavano
47 Middletown Ave, North Haven, CT, 06473
From Business: *Small Business Accounting *Personal Financial Planning *Estate Planning *Tax Preparation *Strategic Business Planning *QuickBooks Training
6. Edward Jones - Financial Advisor: Nikola Sormaz
780 State St Unit 1, New Haven, CT, 06511
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…
9. Ubs Ag
265 Church St, New Haven, CT, 06510
From Business: UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related…
10. Fidelity Investments
265 Church St, New Haven, CT, 06510
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
13. Kirk Knudsen, CFP - UBS Financial Services Inc.
265 Church St Ste 601, New Haven, CT, 06510
15. Chase Bank
234 Church St, New Haven, CT, 06510
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. Key Private Bank
20. CoinFlip Bitcoin ATM
786 Chapel St, New Haven, CT, 06510
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. Walker Heagney - Financial Advisor, Ameriprise Financial Services
157 Church St Fl 19, New Haven, CT, 06510
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…
22. Savona Financial Group - Ameriprise Financial Services
157 Church St Fl 19, New Haven, CT, 06510
From Business: At Savona Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
24. Edward Jones - Financial Advisor: Nikola Sormaz
470 James St Ste 13, New Haven, CT, 06513
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…
25. Werkwallet
26. The Banks Group of Janney Montgomery Scott
555 Long Wharf Dr Ste 11TH, New Haven, CT, 06511
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
Wheelchair accessible27. THE CECCARELLI HURSH GROUP - Ameriprise Financial Services
545 Long Wharf Dr Ste 501, New Haven, CT, 06511
From Business: At THE CECCARELLI HURSH GROUP, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
28. Peter Goletz - Financial Advisor, Ameriprise Financial Services
545 Long Wharf Dr Ste 501, New Haven, CT, 06511
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. Robert Ceccarelli - Financial Advisor, Ameriprise Financial Services
545 Long Wharf Dr Ste 501, New Haven, CT, 06511
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. Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services
545 Long Wharf Dr Ste 501, New Haven, CT, 06511
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…