Financial Advising near Avon, CT
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10 locations found near Avon
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302 W Main St Ste 206B, Avon CT 06001
“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.”
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433 S Main St, #310 on 3rd floor, West Hartford CT 06110
“Have been going here for years to get my taxes done and have nothing but good things to say about everyone. They are kind, professional, knowledgeable, and always put the client first.”
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276 Main St, Farmington CT 06032
“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!”
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40 High St STE 1, Bristol CT 06010
“Working with The Ferris Financial Group over the last year has been an outstanding experience. Their team is extremely knowledgeable, professional, and genuinely cares about helping clients reach their financial goals. They take the time to explain everything clearly, answer questions thoroughly, and create personalized strategies that inspire confidence and peace of mind. I especially appreciate the responsiveness, transparency, and attention to detail. It’s clear they value long term relationships and truly put their clients first. I highly recommend The Ferris Financial Group to anyone looking for trustworthy and experienced financial guidance!”
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960 Farmington Ave, West Hartford CT 06107
“I had an amazing experience at this bank! The staff was incredibly helpful and friendly, making my banking needs feel effortless. I appreciate their attention to detail and willingness to go the extra mile—definitely my go-to spot!”
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65 LaSalle Rd, West Hartford CT 06107
“Extremely thorough interview plenty of time is allotted for each new opening. the reviews of all your products and taking time to hear your questions and not having him ask everything. he's just very personal, very thorough, very informative and he's able explain how you thought things weren't right in the past but what you didn't really know about the products you had and so him taking time to tell you both sides of the story and nothing being hidden. Also no fees products, that's the way to go. Doug Gordon all the way”
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2035 Broad St, Hartford CT 06114
“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!”
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223 Broad Street, New Britain CT 06053
“This agency assist people need or behind on their rent, or behind under their mortgage to try to get assistance. An individual must qualify in order to get the assistance.”
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66 Cedar St #303, Newington CT 06111
“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.”
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29 S Main St #201, West Hartford CT 06107
