The Dowling Group provides comprehensive wealth advisory, income tax and asset management to individuals, families and small business. We tailor elegant strategies for creating and preserving wealth for those individuals, families and small businesses through custom solutions. The Dowling Group is an independent registered investment advisor and certified public accounting firm that works with its clients on a fee only basis. Located in Greenwich, CT since 1979
Our staff is comprised of certified public accountants, certified financial planners and enrolled agents. We utilize independent attorneys that specialize in estate, trust and business planning. We offer income tax preparation to our clients both as part of the comprehensive wealth management program and independent of the wealth management. Our insurance specialists design insurance investment strategies in coordination with the wealth advisory team. We welcome your inquiries both personal and professional.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 1171 E Putnam Avenue,
- Phone
- 203-967-2231
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thedowlinggroup.com
- Keywords
- Wealth Planning and Management, Income Tax Preparation, Financial Planning, Investment Managament, Estate and Trust Planning, Risk Management.
- HQ
- Greenwich, CT
The Dowling Group Questions
The Dowling Group's helpline number is 203-967-2231
The Dowling Group's website is thedowlinggroup.com
The Dowling Group's LinkedIn profile is https://www.linkedin.com/company/the-dowling-group
The Dowling Group has
14 employees.
View email and phone details for 14
employees at The Dowling Group.
The Dowling Group's industry is
Financial Services
The Dowling Group's top competitors are
Factset,
Mesirow,
Greenwich Wealth Management, Llc,
Vestrata,
Federated Hermes Limited,
Merritt Point Wealth Advisors,
Crescent Pine Family Office Group,
Fairfield, Bush & Co.,
The Richman Group,
Bastion Management.
The Dowling Group's support email address is info@thedowlinggroup.com
The Dowling Group's categories are Financial Services
The Dowling Group's founding year is 1979
