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Estate Planners in Connecticut

Estate Planners in Westport, CT

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Here is a complete list of most experienced Estate Planners in Westport, CT.

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3 results found

Daniel Loft New York, NY

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Athlete • Advisor • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Consumers Insurance Inc.
Title:
Principal, Consumers Insurance Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Consumers Insurance Inc. - Westport, CTPrincipalsince Jan 2001
Skills:
Life Insurance, Risk Management, Insurance Planning, Risk Arbitrage, Policy Analysis, Wealth...
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Michael Loft New York, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Army Lieutenant Colonel • Concierge • Independent Consultant • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Statistician • Underwriter • Data Entry Specialist • Data Scientist • Financial Manager

Experience & Education

Position:
Principal at Consumers Insurance Inc.
Title:
Principal, Consumers Insurance Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Consumers Insurance Inc. - Westport, CTPrincipalsince Jan 1975
Skills:
Insurance Planning, Wealth Transfer Planning, Wealth Transfer, Portfolio Management, Policy...
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Anne Crane New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Partner • Chief Executive • Financial Manager • Team Member

Experience & Education

Position:
Partner, Trusts and Estates Attorney at Berkowitz Trager & Trager LLC, member at Estate...
Title:
Trusts and Estates Attorney at Berkowitz Trager & Trager
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Berkowitz Trager & Trager LLC - Westport, CTPartner, Trusts and Estates Attorneysince Aug 2011Estate Planning Council of Lower Fairfield County Membersince 2000
Skills:
Estate Planning, Probate, Trusts, Tax, Estate Administration, Wills
Estate Planner Legal Network
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Estate Planners near Westport, CT0123GreenwichWiltonFairfield


Estate Planners around Westport, CT

Fairfield  (1)
Greenwich  (3)
Wilton  (2)

Estate Planners in Connecticut

Sub-specializations

Estate Planner  (3)