📍 707 Summer St 4th Floor 4th Fl, Stamford, CT, 06901
📞 203-323-6666
Liberty Wealth Advisors is an independent financial planning and investment management company based in Stamford, CT that serves both individuals and businesses. Our team of investment professionals has been providing personalized financial planning and investment advice to clients nationally for 25 years. The firm is registered with the Securities Exchange Commission as a registered investment advisor. In this capacity, Liberty Wealth Advisors must put your interests first and disclose any potential conflicts of interest. Our investment professionals hold the Certified Financial Planner® (CFP) designation. They are dedicated to helping our clients make smart money decisions, work through financial challenges, and build wealth.
📍 400 Atlantic St Suite 3 Ste 3, Stamford, CT, 06901
📞 914-505-7538
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals? That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.
📍 733 Summer St, Stamford, CT, 06901
📞 203-316-9195
Established in 1979, The Mayer Benefits Advisory, LLC, in Stamford, Connecticut, provides quality financial consulting and planning to corporations, private businesses, and self-employed professionals. We offer a variety of services, including: • Employee Benefit Plans • Valuations & Compliance Mgmt. • 401(k) Plans & New Comparability • Cash Balance Plans • Plan Terminations • Merger/Acquisition Consulting • VCP & DFVC Program Submissions • Pension & Profit Sharing Plans • Employer Consulting Services • Retirement Planning • Audit Representation • PBGC Filings • QDRO • Plan Documents & Amendments The MBA Difference With our uncompromising promotion, you can count on our professional staff to provide high-quality services for all your pension and profit sharing plan issues. Additionally, we work directly with sponsors, accountants, attorneys, investment advisors, and insurance brokers on behalf of their clients. Your financial stability is our priority, and it is our goal to make sure you feel comfortable with your company sponsored retirement plans. Experience You Can Trust At The Mayer Benefits Advisory, LLC, we have more than 33 years of experience in the financial services field. Turn to us when you are looking for 100% committed and professional consultants. It is our mission to offer reliable and affordable services for all your financial needs. Member Firms The Mayer Benefits Advisory, LLC The MBA Group, LLC Retirement Plan Review (DBA)
📍 34 E Putnam Ave #122, Greenwich, CT, 06830
📞 203-202-7780
📍 49 Oak St, Port Chester, NY, 10573
📞 914-305-5433
📍 106 Corporate Park Dr, White Plains, NY, 10604
📞 914-437-7755
🌐 www.pmamusements.com
PM Amusements is a full-service party/event planning company offering a wide array of amusement rentals serving Westchester county and the surrounding area
📍 76 Frank St, Stamford, CT, 06902
📞 203-883-8883
📍 500 Main St, Stamford, CT, 06901
📞 203-327-7249
📍 65 Bank St, Stamford, CT, 06901
📞 203-325-2739
This business offers clients catering and event planning design. We do weddings corporate events, bam bat mitvahs and birthday parties first communions, c