The Dowling Group
Financial Services
1171 E Putnam Avenue
14 employees
- Employees
- 14
- Contacts
- 4
- Emails
- 4
- Phones
- 4
The Dowling Group Overview
- Headquarters
- 1171 E Putnam Avenue
- Phone Number
- Available in AeroLeads
- Website
- thedowlinggroup.com
- Industry
- Financial Services
- Employees
- 14
- Founded
- 1979
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Dowling Group
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.
The Dowling Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
The Dowling Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sean M. Dowling, Cfp®, Ea | President, the Dowling Group | Old Greenwich, Connecticut, United States |
Email
Phone
|
| Joseph M. Dowling, Cpa | CEO & Chairman at the Dowling Group | Stamford, Connecticut, United States |
Email
Phone
|
| Pamela Garrett | Licensed Real Estate Professional, Realtor Fl & Nj | Punta Gorda, Florida, United States |
Email
Phone
|
| Joseph Manno | Financial Advisor, Consultant, Volunteer | South Salem, New York, United States |
Email
Phone
|
Employees by Management Level
Executive
3 profiles
Individual contributor
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
Compare Similar Companies to The Dowling Group
FactSet
Financial Services
Mesirow
Financial Services
Federated Hermes Limited
Investment Management
The Richman Group
Real Estate
Merritt Point Wealth Advisors
Financial Services
Greenwich Wealth Management, LLC
Investment Management
Crescent Pine Family Office Group
Financial Services
Fairfield, Bush & Co.
Investment Management
Vestrata
Financial Services
Bastion Management
Financial Services