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      Financial Services in Windsor, CT

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      1. Davidson Chevrolet Inc

      Davidson Chevrolet Inc
      860-693-6301Call NowVisit Website
      Directions
      Financial ServicesNew Car DealersAuto Oil & Lube

      156 Albany Tpke, Canton, CT 06019

      CLOSED NOW:Closed

      From Business: About Us We appreciate you taking the time today to visit our web site. Our goal is to give you an interactive tour of our new and used inventory, as well as allow you to…

      YP
      45 Years
      in Business
      Contact Us

      2. A J Bafundo & Company LLC

      A J Bafundo & Company LLC
      860-666-8468Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesTax Return Preparation

      45 E Cedar St, Newington, CT 06111

      CLOSED NOW:Closed

      From Business: We are a local accounting firm established in 1963. We provide personal attention to your accounting needs.

      YP
      63 Years
      in Business

      3. Windsor Federal Bank

      Windsor Federal Bank
      860-298-1420Call NowVisit Website
      Directions
      Financial ServicesATM LocationsSavings & Loan Associations

      270 Broad St, Windsor, CT 06095

      CLOSED NOW:9:00 am - 12:00 pm

      From Business: At Windsor Federal, we put community first. “Neighbors Helping Neighbors” is much more than a tagline for us; it speaks to our culture, and values, as an organization. We’re…

      4. Edward Jones - Financial Advisor: Marty McMahon, CFP®|CEPA®

      Edward Jones - Financial Advisor: Marty McMahon, CFP®|CEPA®
      860-688-0881Call NowVisit Website
      Directions
      Financial ServicesMutual FundsFinancial Planning Consultants

      233 Addison Rd, Windsor, CT 06095

      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: Daniel Gilligan, CRPC™

      Edward Jones - Financial Advisor: Daniel Gilligan, CRPC™
      860-718-4653Call NowVisit Website
      Directions
      Financial Services

      233 Addison Rd, Windsor, CT 06095

      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: Monica Forbes

      Edward Jones - Financial Advisor: Monica Forbes
      860-580-8085Call NowVisit Website
      Directions
      Financial Services

      233 Addison Rd, Windsor, CT 06095

      From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

      7. Edward Jones - Financial Advisor: Mary Kate Thompson

      Edward Jones - Financial Advisor: Mary Kate Thompson
      860-322-0648Call NowVisit Website
      Directions
      Financial Services

      233 Addison Rd, Windsor, CT 06095

      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. SRC, Certified Public Accountants, P.C.

      SRC, Certified Public Accountants, P.C.
      860-659-0357Call NowVisit Website
      Directions
      Financial ServicesTax Return PreparationAccountants-Certified Public

      655 Winding Brook Dr, Glastonbury, CT 06033

      CLOSED NOW:

      From Business: Accounting & Auditing, Tax Preperation & Planning, Tax Representation, Personal FInancial Planning, Estate Tax Planning, Management Advisory Services

      YP
      50 Years
      in Business

      9. Creative Funding Corporation

      Creative Funding Corporation
      860-242-4483Call NowVisit Website
      Directions
      Financial ServicesInvestment ManagementFinancial Planners

      699 Bloomfield Ave, Bloomfield, CT 06002

      CLOSED NOW:

      From Business: Please contact us for more information!

      YP
      41 Years
      in Business

      10. Advance Smart

      Advance Smart
      855-249-7627Call NowVisit Website
      Directions
      Financial ServicesAlternative LoansBusiness Brokers

      2264 Silas Deane Hwy, Rocky Hill, CT 06067

      CLOSED NOW:Closed

      From Business: Advance Smart makes finding a business loan very easy. We have over 100 different business loan options. Find a wide range of merchant loans and other merchant funding options…

      YP
      15 Years
      in Business

      11. Courtney Fink & Forbes LLP

      Courtney Fink & Forbes LLP
      860-242-9400Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicAccounting Services

      719 Cottage Grove Rd, Bloomfield, CT 06002

      CLOSED NOW:

      From Business: James F. Courtney, CPA. Russell H. Fink, CPA. Christopher J. Forbes, CPA. David R. Lefkowitz, CPA.

      YP
      24 Years
      in Business

      12. Accounting Resources Inc

      Accounting Resources Inc
      860-659-3955Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesBookkeeping

      100 Western Blvd, Glastonbury, CT 06033

      CLOSED NOW:Closed

      From Business: Accounting Resources, Inc (ARI) of Glastonbury, Connecticut provides professional accounting and bookkeeping services designed to assist small business owners with internal…

      YP
      38 Years
      in Business
      Amenities:
      Wheelchair accessible

      13. Charles Bailey & Assoc LLC

      Charles Bailey & Assoc LLC
      860-436-4977Call NowVisit Website
      Directions
      Financial ServicesBookkeepingAccounting Services

      750 Old Main St, Rocky Hill, CT 06067

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

      From Business: Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs, but tomorrows…

      YP
      21 Years
      in Business
      Amenities:
      Wheelchair accessible

      14. Wells Fargo Bank

      Wells Fargo Bank
      860-726-1900Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      44 Jerome Ave, Bloomfield, CT 06002

      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

      15. Daniel Tarbell - Private Wealth Advisor, Ameriprise Financial Services

      Daniel Tarbell - Private Wealth Advisor, Ameriprise Financial Services
      860-466-7143Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      99 E River Dr 8th Fl, East Hartford, CT 06108

      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…

      16. Alfred Loomer - Private Wealth Advisor, Ameriprise Financial Services

      Alfred Loomer - Private Wealth Advisor, Ameriprise Financial Services
      860-466-7130Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      99 E River Dr Fl 8, East Hartford, CT 06108

      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…

      YP
      78 Years
      in Business

      17. Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services

      Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services
      860-466-7272Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      99 E River Dr 8th Fl, East Hartford, CT 06108

      CLOSED NOW:Closed

      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…

      18. Jeffrey Benaitis - Private Wealth Advisor, Ameriprise Financial Services

      Jeffrey Benaitis - Private Wealth Advisor, Ameriprise Financial Services
      860-466-7134Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      99 E River Dr 8th Fl, East Hartford, CT 06108

      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…

      19. KeyBank

      KeyBank
      860-240-2626Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersATM Locations

      225 Trumbull St, Hartford, CT 06103

      CLOSED NOW:Closed

      From Business: Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment…

      YP
      201 Years
      in Business

      20. Christopher M Pekala - Financial Advisor, Ameriprise Financial Services

      Christopher M Pekala - Financial Advisor, Ameriprise Financial Services
      860-436-9444Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      55 Hartland St Ste 405, East Hartford, CT 06108

      CLOSED NOW:Closed

      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…

      21. John A Henehan - Financial Advisor, Ameriprise Financial Services

      John A Henehan - Financial Advisor, Ameriprise Financial Services
      860-218-2235Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      55 Hartland St Ste 405, East Hartford, CT 06108

      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…

      22. Camille Gagliardi - Private Wealth Advisor, Ameriprise Financial Services

      Camille Gagliardi - Private Wealth Advisor, Ameriprise Financial Services
      860-313-1313Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      8 Lowell Rd, West Hartford, CT 06119

      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…

      23. Mercer Advisors - West Hartford

      Mercer Advisors - West Hartford
      860-651-1716Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      15 N Main St Ste 1000, West Hartford, CT 06107

      CLOSED NOW:Closed

      From Business: For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance…

      YP
      41 Years
      in Business

      24. Crowe

      Crowe
      860-678-9200Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceTaxes-Consultants & Representatives

      62 Memorial Rd Ste 100, West Hartford, CT 06107

      CLOSED NOW:Closed

      From Business: Crowe established its Hartford office in July 2015 after completing its combination with Saslow, Lufkin & Buggy LLP, an accounting and consulting firm founded in 1999 that had…

      YP
      11 Years
      in Business

      25. Fidelity Investments

      Fidelity Investments
      800-458-6665Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      29 S Main St Ste A02, West Hartford, CT 06107

      CLOSED NOW:Closed

      From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

      YP
      16 Years
      in Business

      26. Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services

      Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services
      860-430-1919Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033

      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…

      27. Michael Domingos - Private Wealth Advisor, Ameriprise Financial Services

      Michael Domingos - Private Wealth Advisor, Ameriprise Financial Services
      860-430-1919Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033

      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. Keith Albert - Financial Advisor, Ameriprise Financial Services

      Keith Albert - Financial Advisor, Ameriprise Financial Services
      860-430-1919Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033

      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…

      29. Steven Hahn - Financial Advisor, Ameriprise Financial Services

      Steven Hahn - Financial Advisor, Ameriprise Financial Services
      860-430-1919Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033

      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. Sean Allen - Private Wealth Advisor, Ameriprise Financial Services

      Sean Allen - Private Wealth Advisor, Ameriprise Financial Services
      860-430-1919Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033

      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 551 results for Financial Services in or near Windsor, CT.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 11 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Downtown Hartford, Simsbury Center Historic District, and West Side. These businesses offer their services in one-or-more of the following languages: Spanish, Polish, and Russian.