Money Concepts

DFS Inc, known as the Dowling Group, is an independent financial services firm based in Greenwich, CT, with nearly 40 years of experience. Their award-winning team of CPAs and financial advisors offers a range of services, including income tax preparation, financial planning, investment management, and family office wealth management. The firm emphasizes a personalized approach to financial planning, ensuring each client's unique values and beliefs are reflected in their investment portfolios. Committed to providing unbiased advice, DFS Inc is dedicated to supporting local communities while helping clients navigate their financial goals. Generated from the website

At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure.

The Dowling Group is an independent family business based in Greenwich, CT, with over 40 years of experience in providing excellent financial services and advice to their neighbors. They are driven by their mission to deliver personalized financial plans that cater to the unique needs and goals of each client, offering services such as tax preparation, financial planning, investment management, and family office solutions. Committed to making a positive impact, the Dowling Group partners with Ethic, a tech-driven asset manager, to align clients' investment portfolios with their social values and beliefs, addressing issues like climate change, women's rights, racial justice, and corporate ethics. As an independently owned and operated firm, they follow the fiduciary standard, ensuring unbiased financial advice for their clients.Generated from the website