Best Financial Advisors in Stamford, CT

“Recently, Freedom Invest was introduced as a brand of GCCM and was designed to cater to small accounts with the use of a virtual application to allocate funds.”

“Through an informed dialogue, the right financial course can be planned, monitored and adjusted over time. Our approach allows our clients to concentrate on fulfilling long-term aspirations without being distracted by the ebbs and flows of geopolitic...”

“She and her staff know the ins and outs of bookkeeping, and are well-versed in the cutting edge software that continues to roll out.”

“Altrinsic Global Advisors, LLC is a focused investment boutique specializing in the identification of investment opportunities among listed global equities. By applying time-tested principles of fundamental, intrinsic value investing, the firm capita...”

“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”

“Our guidance is free of the conflicts inherent in the investment bank/placement agent role and our allegiance is to a single client – the corporate issuer. We begin by helping management fully evaluate its financing needs and alternatives – equity, e...”

“Investing is challenging. Many investors are unaware of the variables that truly move markets. As a result, they tend to do what others do, which is often influenced by predictions, narratives, opinions, and biases. This produces poor results as seen...”

“Selecting a professional to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving ...”

“The IPO Pro platform provides a wealth of information for those interested in IPOs. Get premium features like the pipeline, calendar and profiles to make your research easier than ever be...”

“Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm.”

“GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor's advocate through a bus...”

“At Global Hill Wealth Advisors, our unwavering commitment is to offer exceptional financial services tailored to your unique needs. Our seasoned team stands beside you at every turn, ensuring your choices are well-informed and your financial future, ...”

“PhiloSmith is a leading, independent advisory and investment firm specializing in the insurance and financial services industry. Our investment banking business provides financial and strategic advice on mergers and acquisitions to insurance companie...”

“Although we make reasonable efforts to update the information on our site, we make no representations, warranties, or guarantees, whether express or implied, that any information or other content of the Site are accurate, complete, reliable, updated,...”

“Petauri Health's initial acquisition marks a key milestone in its mission to offer integrated commercialization solutions. NEW YORK June 13, 2023 — Petauri Health, a New York–based, purpose-built pharmaceutical services platform, announced today that...”

“Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved o...”

“Past performance is never a guarantee of future returns. Investing in securities involves the risk of loss, including the loss of principal. All prospective investors should be prepared to bear the risk of loss prior to investing. The volatility of b...”

“Our firm offers a full suite of custom services. No matter where you are in your retirement journey, our aim is to maximize your financial standing by designing a plan to achieve all of your goals and guiding you to the peak of your highest values. M...”