Financial Advising near Avon, CT

7 locations found near Avon

“I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure approach.”

5 Superb28 Reviews

“We are considered to be a part of their family. You won't meet nicer or more caring people. Cowen's group also does an excellent job making money for us. We trust them implicitly and highly recommend them.”

4.9 Superb25 Reviews

“Greg was a total professional, even while helping me deal with the ups and downs of starting a small business for the first time. He took the time to help me understand what exactly was being done with my taxes and bookkeeping. Talk to Greg - you won't be disappointed!”

5 Superb15 Reviews

“Working with The Ferris Financial Group has been nothing short of amazing! I especially love the feel of personalization and customer centric approach they take with me as a client. No matter what question I have whether it be an article I see, changes in the market, or life changes, they ensure to dedicate time to communicate quickly and share helpful advice! My favorite part of this group is the newsletter which gives insights into market shifts, current event impacts, and common topics to consider like choosing your medical plan! I couldn’t recommend a better group to work with no matter what stage in life you are in today.”

5 Superb7 Reviews

“I would rate my experience at Sunrise Accounting as excellent...service and friendliness is just perfect. Miguel and his staff are very professional and prompt about keeping their appointments. I completely trust sunrise with all my tax needs, they are by far the place to go!”

4.5 Superb19 Reviews

“I’ve been banking here almost since they opened. I don’t think I’ve ever experienced a bank that I look forward to coming into - this one I do! Every time I’m in, the service is professional and friendly.

I was there on July 5th and even though they were short-staffed my needs were addressed promptly.
Bonus, they have coffee available ☕️

Pro tip - Park in the lot around the back. There sure few designated spaces for Chase customers - sometimes full - and lots of other spaces too.”

4.7 Superb25 Reviews

“Paul Giliberto has done my taxes for over 20 years. Always trusted him and never looked elsewhere. Tax year 2021 was different all thanks to Covid19. I received my taxes late this year but at least I know it's done right. Thank you, Paul.”

3.6 Good18 Reviews