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Map of Cos Cob, CTMap of Cos Cob, CT

Financial Services in Cos Cob, CT

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1. Gold Alliance

Gold Alliance

Serving the Cos Cob Area

CLOSED NOW

From Business: We help Americans diversify their savings with precious metals in an effort to achieve true diversification. When your IRA, 401(k), or other savings accounts consist 100% of…

YP
8 Years
in Business

2. Attorneys Collectors & Investigators

Attorneys Collectors & Investigators

Serving the Cos Cob Area

OPEN 24 HOURS

From Business: Dynamic Legal Recovery is a vigorous account receivable recovery firm and debt collection firm affiliated with over 3000 attorneys, investigative professionals, paralegals and…

YP
64 Years
in Business

4. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Cos Cob Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
69 Years
in Business

5. Robert A. Bonavito, CPA

Robert A. Bonavito, CPA

Serving the Cos Cob Area

CLOSED NOW

From Business: Pro-active, we believe that it takes more than examining books and preparing reports to help you succeed. It takes a whole new way of thinking. When we become your CPAs, we…

6. The Document Center Inc

The Document Center Inc

Serving the Cos Cob Area

CLOSED NOW

From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…

8. Women's Law Firm, Helen Bruno, Esquire

Women's Law Firm, Helen Bruno, Esquire

112 Prospect St, Stamford, CT, 06901

From Business: Welcome to the Womens Law Firm. For over 25 years, we have successfully assisted individuals and families deal with the legal complexities of contested divorce, uncontested…

YP
43 Years
in Business

9. Chase Bank

Chase Bank

371 E Putnam Ave, Cos Cob, CT, 06807

CLOSED NOW

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.

10. Cameron J. McFarlane - Wilmington Advisors @ M&T

Cameron J. McFarlane - Wilmington Advisors @ M&T

119 E Putnam Ave, Cos Cob, CT, 06807

CLOSED NOW

From Business: With a client-first mentality, Cameron will work with you to provide high-quality retirement and estate-planning solutions. His commitment to trust and transparency helps…

11. Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T

119 E Putnam Ave, Cos Cob, CT, 06807

CLOSED NOW

From Business: A tenured financial advisor, Naomi takes a personal approach to your financial situation. By understanding your needs, she constructs a financial plan that enables you to meet…

12. Citi

Citi

453 E Putnam Ave, Cos Cob, CT, 06807

CLOSED NOW

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

14. C at Partners

C at Partners

20 West Ave, Darien, CT, 06820

15. Edward Jones - Financial Advisor: Scott Alley

Edward Jones - Financial Advisor: Scott Alley

79 E Putnam Ave, Greenwich, CT, 06830

CLOSED NOW

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…

YP
102 Years
in Business

16. Skygate Financial Group

Skygate Financial Group

64 Main St, New Canaan, CT, 06840

CLOSED NOW

From Business: True Wealth Management, Investments, Financial Planning, Insurance, Tax Planning and Consulting

17. Experity Wealth

Experity Wealth

1037 E Putnam Ave, Riverside, CT, 06878

CLOSED NOW

From Business: Partner with Experity Wealth for all your wealth management needs! As a dedicated wealth management firm and financial planner, we specialize in wealth management, life…

YP
1 Year
in Business

18. Green Capital Funding LLC

Green Capital Funding LLC

53 Mason St Apt 6b, Greenwich, CT, 06830

CLOSED NOW

From Business: Green Capital Funding LLC (GCF) is a business funding consultation company with an expansive network of alternative investors and lenders. We work with businesses of all types…

19. First Republic Bank

First Republic Bank

93 Mason St, Greenwich, CT, 06830

CLOSED NOW

From Business: At 2:00 PM on May 24, 2024, this office will permanently close. Beginning May 28, 2024, you’ll gain access to more than 4,700 Chase branches. Please visit chase.com/branch to…

YP
39 Years
in Business

20. George Boudria

George Boudria

56 Mason St, Greenwich, CT, 06830

From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…

21. Michael Wray

Michael Wray

56 Mason St, Greenwich, CT, 06830

From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…

22. Austin Colaluca - TD Wealth Financial Advisor

Austin Colaluca - TD Wealth Financial Advisor

3 Pickwick Plz, Greenwich, CT, 06830

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

23. TD Bank

TD Bank

3 Pickwick Plz, Greenwich, CT, 06830

CLOSED NOW

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

24. Jeffrey Ferraro - TD Wealth Relationship Manager

Jeffrey Ferraro - TD Wealth Relationship Manager

3 Pickwick Plz, Greenwich, CT, 06830

CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

25. Interactive Brokers

Interactive Brokers

2 Pickwick Plz, Greenwich, CT, 06830

CLOSED NOW

From Business: Interactive Brokers Group conducts its broker and dealer and proprietary trading businesses. It provides direct access, trade execution and clearing services to institutional…

YP
31 Years
in Business

26. Wolfe, Jonathan

Wolfe, Jonathan

2 Pickwick Plz Ste 4, Greenwich, CT, 06830

CLOSED NOW

From Business: Welcome to Merrill Lynch in Greenwich, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

27. Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services

Jon L Newman - Private Wealth Advisor, Ameriprise Financial Services

51 Church St, Greenwich, CT, 06830

CLOSED NOW

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…

28. Newman & Associates - Ameriprise Financial Services

Newman & Associates - Ameriprise Financial Services

51 Church St, Greenwich, CT, 06830

From Business: At Newman & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

29. Charles Schwab

Charles Schwab

19 E Elm St, Greenwich, CT, 06830

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

30. Belpoint

Belpoint

125 Greenwich Ave, Greenwich, CT, 06830

CLOSED NOW

From Business: Stillwater Investment Management Corporation is a Connecticut based corporation focused on real estate development, redevelopment, and acquisition of residential properties and…