THE DOWLING GROUP

We take care of as much of your financial life as you need, so you can take care of what's really important. We're the Dowling Group, and our team of award-winning CPAs and Financial Advisors is based in Greenwich, CT... We believe your investment portfolio should not only follow sound tax and risk reduction strategies, but should also reflect your personal values and beliefs. We're proud to partner with Ethic, a tech-driven asset manager, to enable you to understand how your portfolio may affect issues you care about-like climate change, women's rights, racial justice, corporate ethics, and more... Now in its second generation, our family business has had its roots in Greenwich for nearly 40 years. We're proud to live and work here, and we're driven by our mission to make excellent financial services and advice available to our neighbors. We're happy to support local charities, businesses, and events. And since we are 100% independently owned and operated, and follow the fiduciary..

Primary location: Greenwich United States