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      Investment Management in Georgetown, CT

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      1. Haque Agency

      Haque Agency
      203-529-3766Call Now
      Directions
      Investment ManagementInsuranceLife Insurance

      632 Danbury Rd, Wilton, CT 06897

      CLOSED NOW:9:00 am - 5:30 pm

      From Business: We specialize in auto insurance. Homeowners insurance. Business insurance. Life insurance. Dwelling insurance. Renters insurance. General liability. Workers compensation…

      2. Capital Investment Marketing Inc

      Capital Investment Marketing Inc
      203-438-7477Call Now
      Investment ManagementInvestment Advisory Service

      Ridgefield, CT 06877

      From Business: An Independent private placement agent specialising in raising capital for private Equity. Hedge funds. Direct and CO investment opportunities. We provide unique access to…

      3. Commonfund

      Commonfund
      203-563-5000Call NowVisit Website
      Directions
      Investment ManagementInvestmentsInvestment Advisory Service

      15 Old Danbury Rd, Wilton, CT 06897

      CLOSED NOW:8:30 am - 5:30 pm

      From Business: Commonfund is a nonprofit corporation that provides services for educational institutions, foundations and nonprofit health care facility. Its treasury management services…

      4. Upland Capital Management

      Upland Capital Management
      203-431-8546Call NowVisit Website
      Directions
      Investment Management

      90 Grove St Ste 206, Ridgefield, CT 06877

      CLOSED NOW:8:00 am - 5:00 pm
      Amenities:
      Wheelchair accessible

      7. Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC™

      Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC™
      203-431-1996Call NowVisit Website
      Directions
      Investment ManagementInvestmentsFinancial Services

      66 Danbury Rd, Ridgefield, CT 06877

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      8. Ceponis Financial Group

      Ceponis Financial Group
      203-403-3804Call NowVisit Website
      Directions
      Investment ManagementFinancial ServicesFinancial Planners

      100b Danbury Rd Suite 203b, Ridgefield, CT 06877

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: At Ceponis Financial Group, we endeavor to re-define how financial advice is given to clients. With 19 years of customized financial services, we have found people most highly…

      YP
      28 Years
      in Business
      Amenities:
      Wheelchair accessible

      9. Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

      Lisa Guerrera - Financial Advisor, Ameriprise Financial Services
      877-237-3572Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersInvestments

      10 Roberts Ln Ste 205, Ridgefield, CT 06877

      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…

      10. Advisers Trust LLC

      Advisers Trust LLC
      203-270-7700Call NowVisit Website
      Investment ManagementEstate Planning, Probate, & Living TrustsBanks

      Newtown, CT 06470

      CLOSED NOW:8:00 am - 5:30 pm

      From Business: Since 1984, Walter Pachniuk has provided investment solutions to help meet the financial goals of individuals and organizations nationwide. Today, with hundreds of client…

      11. LPL Financial - Dominick Santoro, Financial Advisor

      LPL Financial - Dominick Santoro, Financial Advisor
      203-431-2224Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersFinancial Services

      100 Danbury Rd, Ridgefield, CT 06877

      CLOSED NOW:Closed

      From Business: Investments and financial planning and advice

      YP
      21 Years
      in Business

      17. Capital Wealth Management, LLC

      Capital Wealth Management, LLC
      203-563-0665Call NowVisit Website
      Directions
      Investment ManagementInvestmentsFinancial Planning Consultants

      195 Danbury Rd Ste 100, Wilton, CT 06897

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Since its foundation, Capital Wealth Management has been committed to maintaining high ethical standards while developing and implementing sound investment planning principles.…

      18. Strategies for Wealth

      Strategies for Wealth
      914-764-8700Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersInvestments

      38 Westchester Ave, Pound Ridge, NY 10576

      CLOSED NOW:Closed

      From Business: Strategies for Wealth, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

      We found 300 results for Asset Management in or near Georgetown, CT.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Investments. 2 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Downtown Stamford, Newfield - Westover - Turn of River, and West Side - Waterside - South End. These businesses offer their services in one-or-more of the following languages: Portuguese, and Spanish.