The Dowling Group Ltd

The Dowling Group Ltd. is a limited liability company based in Greenwich, Connecticut. Founded in 1979, the company employs 12 people and generates an annual revenue of $17 million. The Dowling Group offers a range of financial services, including wealth advisory, income tax preparation, and asset management. They cater to individuals, families, and small businesses, providing customized solutions for creating and preserving wealth. The company also offers independent income tax preparation services separate from their wealth management programs. As an independent registered investment advisor and certified public accounting firm, The Dowling Group operates on a fee-only basis. Their team comprises certified public accountants, certified financial planners, and enrolled agents, collaborating with independent attorneys specializing in estate, trust, and business planning. Insurance specialists work alongside the wealth advisory team to design insurance investment strategies. For inquiries, you can visit their website at thedowlinggroup.com.