The 7 Biggest Financial Consulting Firm in Connecticut

Connecticut is home to several prominent financial consulting firms that provide comprehensive advisory services to individuals, businesses, and institutions. These firms offer expertise in various financial domains, including wealth management, investment banking, risk management, and financial planning. Here are the five largest financial consulting firms in Connecticut:

1. UBS Financial Services:

• UBS Financial Services is a global wealth management and investment banking firm with a significant presence in Connecticut.
• The firm provides tailored financial advisory services to high-net-worth individuals, families, and institutions.
• It offers a wide range of investment products, including stocks, bonds, mutual funds, and alternative investments.
• UBS Financial Services also provides comprehensive financial planning and wealth management services to help clients achieve their long-term financial goals.

2. Morgan Stanley Wealth Management:

• Morgan Stanley Wealth Management is a leading financial consulting firm in Connecticut, catering to a diverse clientele.
• The firm offers customized investment solutions, wealth management strategies, and comprehensive financial planning services.
• Its experienced financial advisors work closely with clients to develop personalized investment portfolios aligned with their specific financial objectives and risk tolerance.
• Morgan Stanley Wealth Management also provides access to a wide range of investment products and services.

3. Merrill Lynch Wealth Management:

• Merrill Lynch Wealth Management is another prominent financial consulting firm in Connecticut, providing comprehensive financial advisory services to individuals and institutions.
• The firm offers a wide range of investment products and services, including stocks, bonds, mutual funds, and alternative investments.
• Merrill Lynch Wealth Management also provides financial planning and wealth management services to help clients navigate complex financial decisions and achieve their financial goals.

4. Raymond James Financial Services:

• Raymond James Financial Services is a leading independent financial consulting firm in Connecticut, known for its personalized financial advisory services.
• The firm’s experienced financial advisors provide tailored investment strategies, comprehensive financial planning, and retirement planning services to clients.
• Raymond James Financial Services also offers access to a broad range of investment products and services to meet the diverse needs of its clients.

5. Wells Fargo Advisors:

• Wells Fargo Advisors is a well-established financial consulting firm in Connecticut, providing a wide range of financial advisory services to individuals and businesses.
• The firm offers personalized financial planning, investment management, and retirement planning services to help clients achieve their financial objectives.
• Wells Fargo Advisors also provides access to a comprehensive suite of investment products and services, including stocks, bonds, mutual funds, and alternative investments.

The 7 Biggest Financial Consulting Firm near Connecticut

Executive Consulting LLC

• Address: 175 Capital Blvd, Rocky Hill, CT 06067, United States
• Map: Click here
• Rating: 5 (2)
• Phone: +1 860-532-8331
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:00 PM

  Tuesday: 9:00 AM – 4:00 PM

  Wednesday: 9:00 AM – 4:00 PM

  Thursday: 9:00 AM – 4:00 PM

  Friday: 9:00 AM – 4:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Desire Eve Boutique✭✭✭✭✭

  4 months ago

  Very professional! He helped me build my business to the next level, I HIGHLY recommend if you’re starting a new business or company and don’t know where to start.

  Natasha Santana✭✭✭✭✭

  a year ago

Northeast Financial Consultant, Inc

• Address: 518-B Riverside Ave 2nd floor, Westport, CT 06880, United States
• Map: Click here
• Rating: 5 (2)
• Phone: +1 203-226-8997
• Opening hours:
  
  Monday: 8:30 AM – 5:00 PM

  Tuesday: 8:30 AM – 5:00 PM

  Wednesday: 8:30 AM – 5:00 PM

  Thursday: 8:30 AM – 5:00 PM

  Friday: 8:30 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Paul Sutera✭✭✭✭✭

  3 years ago

  Steven W Ryder✭✭✭✭✭

  a year ago

College Financial Aid Consultants

• Address: 29 Ives Hill Ct, Cheshire, CT 06410, United States
• Map: Click here
• Rating: 5 (1)

Eng Zorena Wealth Consulting Group – UBS Financial Services Inc.

• Address: 1 Century Tower 4th and 6th Floors, 265 Church St, New Haven, CT 06510, United States
• Map: Click here
• Rating: 5 (1)

Global International, Inc.

• Address: 36 N Main St, Waterbury, CT 06702, United States
• Map: Click here
• Rating: 2 (1)

Nutmeg Advisory Group, LLC

• Address: 2 Washington Ave, North Haven, CT 06473, United States
• Map: Click here
• Rating: 5 (1)

Compass South Wealth Consulting Group – UBS Financial Services Inc.

• Address: 4th + 6th Floors, 265 Church St, New Haven, CT 06510, United States
• Map: Click here
• Rating:

Discover top consulting firms in various states, like those mentioned in Utah, California and Texas, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Connecticut, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Connecticut

Connecticut is home to several top financial consulting firms that provide a range of services to businesses and individuals in the state. These firms offer expertise in areas such as accounting, tax planning, financial analysis, and investment management. Here are three of the most popular financial consulting firms in Connecticut:

• Deloitte: Deloitte is one of the largest financial consulting firms in the world, with a strong presence in Connecticut. They offer a wide range of services, including audit, tax, risk advisory, and consulting. Deloitte has a team of experienced professionals who work closely with clients to help them navigate complex financial challenges and achieve their goals. Their expertise spans multiple industries, including healthcare, manufacturing, technology, and financial services.
• PwC (PricewaterhouseCoopers): PwC is another global financial consulting firm that has a significant presence in Connecticut. They provide services in areas such as audit, tax, and advisory. PwC has a team of professionals who have deep knowledge and experience in various industries, including banking, insurance, retail, and real estate. They work closely with clients to develop strategies and solutions that meet their specific financial needs and objectives.
• KPMG: KPMG is a leading financial consulting firm that operates in Connecticut and across the globe. They offer a wide range of services, including audit, tax, and advisory. KPMG’s team of professionals have extensive experience in industries such as healthcare, technology, government, and financial services. They work closely with clients to help them optimize performance, manage risk, and drive growth.

These top financial consulting firms in Connecticut have a strong track record of delivering high-quality services to their clients. Whether you need assistance with tax planning, financial reporting, or business strategy, these firms have the expertise and resources to help you achieve your goals.

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