Carrillo, CPA PC

The Dowling Group, based in Greenwich, CT, is an independent family-operated business that has been providing comprehensive financial services since 1979. With a team of award-winning CPAs and financial advisors, they offer tailored solutions in income tax preparation, financial planning, investment management, and wealth management, ensuring that clients receive unbiased advice that aligns with their personal values. Committed to making a positive impact, The Dowling Group integrates social values into investment portfolios while guiding clients through significant financial planning changes, such as those introduced by the SECURE Act. Their collaborative approach combines expertise in tax, investment, and legal sectors, resulting in personalized financial strategies that cater to individual needs. Generated from the website

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

Caroprese & Company is a certified public accounting firm and leading consultancy that provides innovative and strategic services to a diverse client base. Our dynamic team of experts perform at a high intensity and are laser focused on providing excellent cost-effective solutions to our global clientele. When partnering with Caroprese, you can expect significant involvement with experienced professionals that maintain the highest levels of confidentiality. We approach every project with a proven methodology that results in tailored solutions to our clients’ most complex problems. Our success is not determined by short-term results, but by the long-term success of our clients.