Greenwich, CT

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Greenwich, CT
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Best Financial Advisors in Greenwich, CT

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Greenwich area.

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Eagle Point Credit Company

Eagle Point Credit Company

“Eagle Point Credit Company, Inc. is a publicly traded closed-end investment company that is registered under the Investment Company Act of 1940. The Company's common shares are publicly traded on the New York Stock Exchange under the symbol “ECC”....”
In Business Since 2014
600 Steamboat Rd Suite 202, Greenwich, CT
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Alfano & Company

Alfano & Company

(24)
Services For Quickbooks, Tax Services, Business Services
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1997
3 Boulder Ave, Old Greenwich, CT 06870
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Magnifico Frank CPA

Magnifico Frank CPA

(1)
“Helped us quite a bit with a business as well as a family return.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2005
45 E Putnam Ave # 106, Greenwich, CT
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Strategic Value Partners

Strategic Value Partners

“With roots in distressed investing, SVP's platform now invests across private debt, event-driven transactions, hard assets (real estate, infrastructure, airplanes, power plants) and special situations private equity. Today, SVP has control or signifi...”
Coupons & Offers
In Business Since 2002
100 West Putnam Avenue # 2, Greenwich, CT
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Wealth Protection Management

Wealth Protection Management

(1)
“I have given several educational presentations with her, and have referred clients to her.”
In Business Since 2017
Stark Office Suites, 2 Greenwich Office Park, Bldg 2 West, Suite 300, Greenwich, CT
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Fairlead Strategies

Fairlead Strategies

(1)
“Consistent and dependable reasons for reliable profitable advice.”
In Business Since 2018
19 E Elm St 2nd floor, Greenwich, CT
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Everwatch Financial

Everwatch Financial

“EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing.”
In Business Since 2003
8 Sound Shore Dr, Greenwich, CT
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Skyworks Capital

Skyworks Capital

In Business Since 2018
283 Greenwich Ave #4, Greenwich, CT
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Pentalpha Capital

Pentalpha Capital

Operational Support, Distressed Situations, Capital Markets
“PENTALPHA provides a suite of highly specialized products and services to the pace-setters of the international credit markets and structured finance industries. In a market of fierce competition, increasingly complex interdependencies, growing regul...”
In Business Since 1999
1 Greenwich Office Park # 6, Greenwich, CT
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Acuity Knowledge Partners

Acuity Knowledge Partners

Private Markets, Lending Services, Specialised Solutions
“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hed...”
Transparent Fees & Pricing
In Business Since 2019
7 World Trade Center, 10th Floor, 250 Greenwich St, New York, NY
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Merritt Point Wealth Advisors

Merritt Point Wealth Advisors

(1)
“The staff starting with Beth Cutler are knowledgeable, professional and keep their clients informed.”
In Business Since 2020
1700 E Putnam Ave Suite 200, Old Greenwich, CT 06870
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Four Corners Private Wealth

Four Corners Private Wealth

Institutional Consulting, Financial Planning, Risk Management
“You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial li...”
In Business Since 1998
45 E Putnam Ave # 115, Greenwich, CT
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Drake Capital Advisors

Drake Capital Advisors

“Drake Capital, founded in 2001, is an independently owned investment management firm dedicated to furthering our clients' long-term objectives by growing and protecting capital through investments in alternative assets.”
Transparent Fees & Pricing
In Business Since 2001
1 Fawcett Pl # 140, Greenwich, CT
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Lapides Asset Management

Lapides Asset Management

In Business Since 2009
500 West Putnam Avenue #4, Greenwich, CT
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Greenwich Wealth Management

Greenwich Wealth Management

“With over a century of combined investment experience and knowledge, our team of independent advisors prides itself on customizing our approach for solving complex financial goals. Transparency is at the core of everything we do; we believe in open c...”
In Business Since 2007
45 E Putnam Ave #128, Greenwich, CT
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Cardinal Capital Management

Cardinal Capital Management

“The investment team evaluates potential investments in two stages. In the first stage, analysts assess whether the company has an attractive business model, management is competent and motivated, the business generates significant free cash flow, and...”
In Business Since 1997
4 Greenwich Office Park, Greenwich, CT
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33 Capital Management

33 Capital Management

“If you believe everything you read, better not to read.”
In Business Since 2018
71 Arch St 3rd floor, Greenwich, CT
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Performance Equity Management

Performance Equity Management

“Performance Equity Management is a trusted advisor in the global private equity investment community. We believe significant relationships with premier partners and a disciplined investment process give us a competitive advantage. Our senior investme...”
In Business Since 2005
5 Greenwich Office Park, 3rd Floor, Greenwich, CT
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Whitehaven Asset Management, LP

Whitehaven Asset Management, LP

In Business Since 2013
289 Greenwich Ave, Greenwich, CT
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Crescent Pine Family Office Group

Crescent Pine Family Office Group

“Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, ...”
In Business Since 2022
One Greenwich Plaza Suite A - 2nd Floor, Greenwich, CT
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Portico Capital

Portico Capital

Financial Planning
“Protect Yourself from Recruitment Fraud. Recruitment fraud can be attempted through fake job postings, fake websites (posing as a Company) or unauthorized individuals impersonating recruiters (even using employee names). Depending on the role, Cowen ...”
In Business Since 2004
35 Mason St 4th Floor, Greenwich, CT
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Monitor Capital Llc

Monitor Capital Llc

“Monitor Capital has been establishing partnerships with select alternative asset managers and implementing comprehensive capital raising strategies and personalized investor relations services since 2008. Monitor continues to expand its reach with a ...”
In Business Since 1999
8 Sound Shore Dr #19, Greenwich, CT
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Kensico Capital

Kensico Capital

Financial Planning
In Business Since 2004
55 Railroad Ave, Greenwich, CT
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Cerity Partners

Cerity Partners

“Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to...”
In Business Since 2001
1 Greenwich Office Park, Greenwich, CT
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Retirement Planning and Investment Management Services in Greenwich, CT Cost Estimates

Minimum cost
$1081
Maximum cost
$9181
National Average
$3241
Avg Per Hour Rates
$325
$2161
$5941
Typical price range is based on 366 cost profiles
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Average Cost $3241
Minimum cost $1081
Maximum cost $9181
Avg Per Hour Rates $325

Typical range $2161 to $5941 is based on 366 cost profiles.

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