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Investment Securities in Westport, Connecticut

Timothy Romano Jr. - Morgan Stanley photos
Timothy Romano Jr. - Morgan Stanley, Westport
Westport / Connecticut / United States
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Wells Fargo Advisors photos
Wells Fargo Advisors, Westport
Westport / Connecticut / United States
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A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
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The TOPP Group - Morgan Stanley photos
The TOPP Group - Morgan Stanley, Westport
Westport / Connecticut / United States
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The Leapley Group - Morgan Stanley photos
The Leapley Group - Morgan Stanley, Westport
Westport / Connecticut / United States
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Kim Bechtold - Ameriprise Financial Services, Inc. photos
Kim Bechtold - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor inWestport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.
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John Nelson - Ameriprise Financial Services, Inc. photos
John Nelson - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor in Westport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Jonathan A Goldstein - Morgan Stanley photos
Jonathan A Goldstein - Morgan Stanley, Westport
Westport / Connecticut / United States
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Karen Goersch - Ameriprise Financial Services, Inc. photos
Karen Goersch - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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David Lerner Associates photos
David Lerner Associates, Westport
Westport / Connecticut / United States
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RBC Wealth Management Branch - Westport photos
RBC Wealth Management Branch - Westport
Westport / Connecticut / United States
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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
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First Equity Group Inc photos
First Equity Group Inc, Westport
Westport / Connecticut / United States
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First Equity Group, located in Westport, Conn., has interests in a number of transportation-related businesses. Established in 1985, its businesses include First Aviation Services, engaged in logistics and distribution, and serving the aerospace industry, Imtek, one of the leading independent companies, serving the motor club industry, and First Equity Development, one of the oldest investment bank focused on the aerospace and defense industry. The Group s other affiliates include Skip Barber Racing School, one of the leaders in performance driver training, and the First Racing Team, which has won several championships First Equity Group is listed on the NASDAQ National Market.
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Stratos Wealth Partners photos
Stratos Wealth Partners, Westport
Westport / Connecticut / United States
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We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations.
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Clapboard Hill Private Wealth photos
Clapboard Hill Private Wealth, Westport
Westport / Connecticut / United States
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The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest. Our firm traces its roots back to the early 1990’s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients as fiduciaries. As the industry struggled between 2008-09, our practice continued to expand. It became clear that serving our clients and putting their interests first was leading us to independence and the creation of Pacilio Wealth Management in 2011. Our growing reputation, customized process and high-end clientele; a major US accounting firm approached us to provide wealth management and family office services to their existing tax client base.
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Jennifer Hradek - Morgan Stanley photos
Jennifer Hradek - Morgan Stanley, Westport
Westport / Connecticut / United States
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Tate Wingate - Ameriprise Financial Services, Inc. photos
Tate Wingate - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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KT Group - Morgan Stanley photos
KT Group - Morgan Stanley, Westport
Westport / Connecticut / United States
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KeyBank photos
KeyBank, Westport
Westport / Connecticut / United States
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NewAlliance Bank serves Connecticut and Massachusetts, providing trusted banking services for Westport community members and small businesses by offering valuable wealth management services. It offers free checking, direct deposit, free savings and more. At this branch, customers can benefit from a walk-up, 24-hour ATM, drive-up window and nighttime depository. Visit the NewAlliance Web site for more information.

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Robert Hill - Morgan Stanley photos
Robert Hill - Morgan Stanley, Westport
Westport / Connecticut / United States
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Steven W Sherman - Morgan Stanley photos
Steven W Sherman - Morgan Stanley, Westport
Westport / Connecticut / United States
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Natasha Villarroel - Ameriprise Financial Services, Inc. photos
Natasha Villarroel - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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