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Financial Services in Georgetown, CT

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1. Figgatt Tax Services

Figgatt Tax Services

PO Box 792, Ridgefield, CT 06877

CLOSED NOW:9:00 am - 1:00 pm

From Business: Tax Services for Individuals, Small and Medium Businesses, Partnerships:- Tax Representation - Helping you solve problems with the IRS.- Tax Panning - Shaping activities and…

YP
16 Years
in Business

2. M&T Bank

M&T Bank

146 Greenwood Ave, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Plan your visit to M&T Bank's Bethel branch in Bethel, CT by checking our hours of operation. M&T Bank is a community-focused, regional financial services company committed to…

YP
170 Years
in Business

3. Wells Fargo Advisors

Wells Fargo Advisors

83 Wooster Hts Ste 401, Danbury, CT 06810

CLOSED NOW:

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

YP
18 Years
in Business

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

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

66 Danbury Rd, Ridgefield, CT 06877

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

5. Edward Jones - Financial Advisor: Tom Casey, ChFC®|CEPA®|AAMS®|CRPC™|CRPS™

Edward Jones - Financial Advisor: Tom Casey, ChFC®|CEPA®|AAMS®|CRPC™|CRPS™

66 Danbury Rd, Ridgefield, CT 06877

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

6. Edward Jones - Financial Advisor: Kip Schibli, CFP®|CFA®

Edward Jones - Financial Advisor: Kip Schibli, CFP®|CFA®

66 Danbury Rd, Ridgefield, CT 06877

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

7. Edward Jones - Financial Advisor: Claire W Ross

Edward Jones - Financial Advisor: Claire W Ross

66 Danbury Rd, Ridgefield, CT 06877

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

8. Ceponis Financial Group

Ceponis Financial Group

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

CLOSED NOW:

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
29 Years
in Business
Amenities:
Wheelchair accessible

9. Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

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. Bankers Life

Bankers Life

100 Reserve Rd Ste 4196, Danbury, CT 06810

From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and…

11. Armstrong Financial Strategies

Armstrong Financial Strategies

57 North St Ste 105, Danbury, CT 06810

From Business: We provide advice that is tailored to your special situation.

YP
25 Years
in Business

12. Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS®

Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS®

19 Church Hill Rd Ste 2, Newtown, CT 06470

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

13. Wells Fargo Bank

Wells Fargo Bank

26 Church Hill Rd, Newtown, CT 06470

CLOSED NOW:9:00 am - 2:00 pm

From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next.…

YP
15 Years
in Business

14. Georgetown Financial Group Inc.

Georgetown Financial Group Inc.

73 Redding Rd, Redding, CT 06896

CLOSED NOW:

From Business: Since 1991, Georgetown Financial Group, Inc GFG has provided financial planning, retirement and wealth management services designing and implementing detailed strategies to…

YP
35 Years
in Business

15. Dave Stambone-U.S. Bank Mortgage

Dave Stambone-U.S. Bank Mortgage

75 Danbury Rd Ste B, Ridgefield, CT 06877

CLOSED NOW:9:00 am - 1:00 pm

From Business: As a Mortgage Loan Originator right here in Ridgefield, I work with you to help find the right mortgage for your unique situation. You probably have lots of questions. How much…

16. Matthew Fiorillo - Chase Home Lending Advisor - NMLS ID 408635

Matthew Fiorillo - Chase Home Lending Advisor - NMLS ID 408635

108 Danbury Rd, Ridgefield, CT 06877

From Business: Matthew proudly serves clients in the Ridgefield, CT area. Matthew has 20 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…

17. Cerbone Montal, Lisa Anne, CFP

Cerbone Montal, Lisa Anne, CFP

63 Copps Hill Rd, Ridgefield, CT 06877

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

18. Iliad Estrada at Guaranteed Rate Affinity (NMLS #62963)

Iliad Estrada at Guaranteed Rate Affinity (NMLS #62963)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Iliad Estrada is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

19. Jennifer Newsom at Guaranteed Rate Affinity (NMLS #85086)

Jennifer Newsom at Guaranteed Rate Affinity (NMLS #85086)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Jennifer Newsom is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

20. Samantha Fallon at Guaranteed Rate Affinity (NMLS #108922)

Samantha Fallon at Guaranteed Rate Affinity (NMLS #108922)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Samantha Fallon is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

21. Chris Weigand at Guaranteed Rate Affinity (NMLS #18900)

Chris Weigand at Guaranteed Rate Affinity (NMLS #18900)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Chris Weigand is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

22. Maureen Elkins at Guaranteed Rate Affinity (NMLS #507737)

Maureen Elkins at Guaranteed Rate Affinity (NMLS #507737)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

OPEN 24 HOURS

From Business: Maureen Elkins is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

23. Lynne Kirby at Guaranteed Rate Affinity (NMLS #609084)

Lynne Kirby at Guaranteed Rate Affinity (NMLS #609084)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

CLOSED NOW:Closed

From Business: Lynne Kirby is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process, Lynne…

24. Tim Martin at Guaranteed Rate Affinity (NMLS #16273)

Tim Martin at Guaranteed Rate Affinity (NMLS #16273)

230 Greenwood Ave Ste 1A, Bethel, CT 06801

OPEN 24 HOURS

From Business: Tim Martin is your Bethel local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process, Tim is…

25. CrossCountry Mortgage

CrossCountry Mortgage

26 Mill Plain Rd, Danbury, CT 06811

CLOSED NOW:

From Business: With nearly 20 years in the industry, Terrence Jones and his team at CCM in Charlotte, NC are ready to help you achieve your dreams of homeownership. Whether you are buying,…

26. Webster Bank

Webster Bank

301 Main St, Danbury, CT 06810

CLOSED NOW:9:00 am - 2:00 pm

From Business: Since our beginning in 1935, Webster Bank, a community-minded and values-guided bank, has maintained a commitment to starting every relationship by listening to what matters…

YP
91 Years
in Business

27. Flagstar Bank Home Loan Center

Flagstar Bank Home Loan Center

100 Mill Plain Rd Ste 4A, Danbury, CT 06811

CLOSED NOW:

From Business: Flagstar Bank’s Home Loan Center in Danbury, CT specializes in delivering tailored mortgage solutions through trusted, local lending experts. Backed by the strength and…

YP
39 Years
in Business

28. Ameriprise Financial Service Inc

Ameriprise Financial Service Inc

57 North St, Danbury, CT 06810

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Danbury. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

29. Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

57 North St Ste 208, Danbury, CT 06810

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…

30. Joseph Taylor - Financial Advisor, Ameriprise Financial Services

Joseph Taylor - Financial Advisor, Ameriprise Financial Services

57 North St Ste 213, Danbury, CT 06810

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…

We found 627 results for Financial Services in or near Georgetown, CT.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 3 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 Saugatuck. These businesses offer their services in one-or-more of the following languages: Spanish, Portuguese, and Hindi.