Connecticut Institute Of Finance - Shelton, Connecticut

Introduction to Connecticut Institute of Finance

The Connecticut Institute of Finance is a highly-regarded financial planning and accounting firm located at 231 Coram Ave, Shelton, CT 06484, United States. With a strong commitment to providing exceptional service, the Institute has earned a stellar reputation in the industry. The firm specializes in financial planning and accounting, offering a wide range of services to meet the diverse needs of their clients.

Specialties and Services

• Financial Planner: The institute offers comprehensive financial planning services, helping clients achieve their short-term and long-term financial goals.
• Accounting Firm: They provide expert accounting services, ensuring that clients' financial records are accurate and up-to-date.

Accessibility and Other Points of Interest

The Connecticut Institute of Finance understands the importance of accessibility for all clients. The facility offers wheelchair-accessible parking, entrance, and restrooms, ensuring that everyone can access their services easily. It is recommended to make an appointment before visiting the office to ensure the best possible service.

Location and Contact Information

Customer Reviews and Opinions

The Connecticut Institute of Finance has received overwhelmingly positive reviews from its clients. With an average rating of 5/5 on Google My Business, the firm has demonstrated its commitment to providing top-notch service. Clients consistently praise the knowledgeable, friendly, and honest staff, particularly highlighting the exceptional service provided by Andrew Acosta. The experienced team, led by Bob Walsh, is known for their competence, friendliness, and integrity.

Final Recommendation

If you are seeking a reliable and professional financial planning or accounting firm in Shelton, Connecticut, look no further than the Connecticut Institute of Finance. Their commitment to excellence, combined with their dedication to client satisfaction, makes them an excellent choice for anyone in need of financial or accounting services. We highly recommend visiting their website ctiof.com to learn more about their services and to schedule an appointment today.

👍 Reviews of Connecticut Institute Of Finance

Steve G.

5/5

My wife Cherie and I have been clients of CT Institute of Finance for two years now. We have been more than pleased with the entire staff of this firm! They are knowledgeable and friendly! We are especially happy with Andrew Acosta! He helped us with some tax matters and went over and above the call of duty! They are now located at 231 Coram Ave. Shelton, CT. I highly recommend them for any tax or investment advise!

Larry P.

5/5

Experienced staff headed by Bob Walsh. The entire group is competent, friendly, open, and most importantly, honest! What more can one want from their financial advisor?