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CONTACT INFORMATION:
Manhattan Location
225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055
Stamford Location
350 Bedford St, Ste 303 Stamford, CT 06902
Phone: (203) 356-1061
Long Island Location
487 Jericho Turnpike, Syosset, NY 11791
Phone: (212) 736-0055
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225 W 35th St, 5th FL., NY 10001
— Advisory Services
Asset Protection in Connecticut
Our Asset Protection Services in Connecticut are structured to help you defend your wealth against potential legal and financial threats while ensuring a path toward long-term growth. Whether you’re running a business in Stamford, managing estate planning in Greenwich, or preserving family wealth in Hartford, our services are tailored to meet Connecticut’s unique financial environment.
OUR SERVICE
P&N's
Asset Protection
At Presti & Naegele, we assist clients across Connecticut with strategic, personalized advisory services. We build strong, lasting relationships that focus on helping you secure your assets and maintain financial stability over the long term.
#1 Choice for Asset Protection in Connecticut
Asset protection in Connecticut requires a strategic and adaptable plan—one that responds to your financial goals and the changing economic climate. Our experienced team designs custom protection strategies built around your specific circumstances.
We start with a full review of your financial situation to identify areas of exposure, then create a tailored plan incorporating legal structures, tax planning, and estate coordination to protect your wealth for years to come.
Our team is equipped with the expertise to guide you through the complexities of asset protection in Connecticut.
We help Connecticut clients protect their assets through legal entities, tax-focused planning, and integrated estate strategies. Together, these elements form a comprehensive plan that addresses immediate security and long-term legacy goals.
With time, your needs shift—so we keep your strategy dynamic. Through regular check-ins and responsive updates, we make sure your asset protection plan adapts to life changes and the state’s evolving financial policies.
Our goal is to provide clear, effective solutions that reflect Connecticut’s financial landscape, giving you peace of mind no matter where you are on your financial journey.
Why Choose Presti & Naegele for Asset Protection in Connecticut:
Presti & Naegele is your dedicated resource for asset protection in Connecticut. With our personalized approach and forward-thinking strategies, we help ensure your wealth remains secure and resilient through every stage of life.
We value transparency and education, equipping you with the knowledge and confidence to make smart, protective financial decisions.
FAQ's for Asset Protection in Connecticut
What is included in Presti & Naegele’s Asset Protection Services?
Our Asset Protection Services begin with a holistic risk assessment and a deep analysis of your financial situation. From there, we develop a personalized strategy that includes legal structuring, tax-efficient planning, and estate planning integration to safeguard your wealth comprehensively.
How does Presti & Naegele tailor asset protection to individual needs?
We recognize that each financial situation is unique. Our team crafts dynamic, customized strategies based on a thorough understanding of your goals, financial landscape, and potential vulnerabilities. This personalized approach ensures your plan evolves with your needs and the ever-changing financial environment.
Do you provide ongoing monitoring for asset protection plans?
Yes. Asset protection is not a one-time solution—it requires continual oversight. We provide proactive, ongoing monitoring to reassess risks and make timely adjustments, ensuring your plan remains effective as your circumstances and the financial landscape shift.
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Tailored Solutions for Financial Success
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P&N INDUSTRIES
Industries We Serve
Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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New York (NYC) Location
225 W 35th St, 5th FL New York, NY 10001
Phone: (212) 736-0055
Stamford, CT Location
350 Bedford St, Ste 303 Stamford, CT 06901
Phone: (203) 356-1061
Long Island, NY Location
487 Jericho Trnpk, Syosset, NY 11791
Phone: (212) 736-0055
