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THEDOWLINGGROUP.COM

The Dowling Group: Income tax preparation, financial planning, investment and wealth management services by the best independent financial advisors in Greenwich, Connecticut. Since 1979.

Spend More Evenings With Your Family. Instead of Your Finances. We take care of as much of your financial life as you need, so you can take care of what’s really important. Income Tax Preparation and Planning. Based Right Here in Greenwich, Connecticut. We're an independent, second-generation family business. Based in Greenwich since 1979. We're proud to live and work here, and we're driven by our mission to make excellent financial services. To Put It Simply: We Don’t Believe One Size Fits All.

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The Dowling Group: Income tax preparation, financial planning, investment and wealth management services by the best independent financial advisors in Greenwich, Connecticut. Since 1979. | thedowlinggroup.com Reviews
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Spend More Evenings With Your Family. Instead of Your Finances. We take care of as much of your financial life as you need, so you can take care of what’s really important. Income Tax Preparation and Planning. Based Right Here in Greenwich, Connecticut. We're an independent, second-generation family business. Based in Greenwich since 1979. We're proud to live and work here, and we're driven by our mission to make excellent financial services. To Put It Simply: We Don’t Believe One Size Fits All.
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The Dowling Group: Income tax preparation, financial planning, investment and wealth management services by the best independent financial advisors in Greenwich, Connecticut. Since 1979. | thedowlinggroup.com Reviews

https://thedowlinggroup.com

Spend More Evenings With Your Family. Instead of Your Finances. We take care of as much of your financial life as you need, so you can take care of what’s really important. Income Tax Preparation and Planning. Based Right Here in Greenwich, Connecticut. We're an independent, second-generation family business. Based in Greenwich since 1979. We're proud to live and work here, and we're driven by our mission to make excellent financial services. To Put It Simply: We Don’t Believe One Size Fits All.

INTERNAL PAGES

thedowlinggroup.com thedowlinggroup.com
1

Learn How We Approach Tax Planning, Financial Planning & Wealth Management | The Dowling Group

http://www.thedowlinggroup.com/our-process

Holistic Wealth Planning: A Business Plan for Life. The most effective wealth management strategy is one that integrates and coordinates all forms of financial planning. That's why your team at The Dowling Group. Will include CFP, CPA, CFA, and legal professionals, who will work together to craft a plan that suits your specific needs. Once that is in place, it allows you to enjoy the present — guiltlessly! A wealth management plan at The Dowling Group integrates:. To grow your assets in a dynamic market.

2

News and Market Commentary

http://www.thedowlinggroup.com/news

News from The Dowling Group. August 31, 2016. The Fed's Hawkish Talk at Jackson Hole Revamping Corporate Investing. August 24, 2016. All Eyes on the Fed Wi-Fi Dos and Don'ts. August 16, 2016. Dow 68,000 on the Horizon? The True Value of Olympic Medals. August 9, 2016. How Low Can the VIX Go? August 2, 2016. The Great Interest Rate Riddle Retire Here, Not There. July 26, 2016. TDG News: The Dowling Group at Swing Fore Hope Charity Tournament Volatility Lulled as Post-Brexit Boost Continues. July 19, 2016.

3

Greenwich, CT Family Office, Wealth Management & Wealth Advisory | The Dowling Group

http://www.thedowlinggroup.com/family-office-services

Family Office Services Aren't Just for the Super Wealthy. As you become more successful, life can get complicated. Don't forget to enjoy what you've worked for. My favorite things in life don't cost any money. It's really clear that the most precious resource we all have is time.". Bring Life Back Under Control. As your professional life starts to take off, you'll find yourself managing more and more details. There comes a point where it will make more sense to start delegating. Let Us Handle the Details.

4

Greenwich, CT Investment Portfolio Management Services by Certified Wealth Managers | The Dowling Group

http://www.thedowlinggroup.com/investment-management

Investment Management Services from Qualified Portfolio Managers You Trust. Are your investments playing well together? Meet with us, develop a long-term game plan, and we'll run with it. Then, go see to your other duties. Are You Managing, or Micromanaging? Some people get a huge thrill out of micro-managing their portfolio. We love those guys, really ( some of them work here. Protect Capital; Pursue Growth. And how much do you need? We can advise you with these kinds of judgment calls. An investment in...

5

About Us | The Dowling Group

http://www.thedowlinggroup.com/about-us

Meet Your Team at The Dowling Group. You have high standards, and so do we. Our principals have been living and working here in Greenwich for decades. We are proud to live here and to help our neighbors succeed. We're extremely proud to reveal that our client retention rate is over 99%. What can we do for you? Raquo; I'm Interested. Joseph M. Dowling. Certified Financial Planner™ Professional. Sean M. Dowling. Professional and licensed investment advisor representative registered with the Securities and ...

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LINKS TO THIS WEBSITE

josephmdowlingcpa.com josephmdowlingcpa.com

Return Preparation | Joseph M. Dowling, CPA

http://josephmdowlingcpa.com/trusts/return-preparation

Joseph M. Dowling, CPA completes dozens of Trust Tax Returns each year, specializing in filing in Connecticut, New York, New Jersey, and Maryland, with the capability to report in all 50 states. Trusts can be as unique as individuals, so it is important to seek the help of an experienced professional in preparing a Trust Tax Return. Our outlined process includes:. Obtain an EIN, if necessary. Read Trust Documents to understand tax treatment. Choose the most advantageous tax year-end. 1171 East Putnam Ave...

josephmdowlingcpa.com josephmdowlingcpa.com

News | Joseph M. Dowling, CPA

http://josephmdowlingcpa.com/news

On May 14, 2015 in News. On January 20, 2015 in News. Inherited IRAs: Death of a Spouse. On January 13, 2015 in News. Inherited IRAs: Estate Planning. On January 5, 2015 in News. Deferring Required Minimum IRA Distributions. On December 31, 2014 in News. Hobby or a Business. On December 23, 2014 in News. On December 2, 2014 in News. Substantiation of Noncash Donations. On November 18, 2014 in News. Have you made a non-cash donation of items to a charitable organization? On September 23, 2014 in News.

josephmdowlingcpa.com josephmdowlingcpa.com

Estate | Joseph M. Dowling, CPA

http://josephmdowlingcpa.com/estate

Keeping your last will and testament current is the most important part of formalizing your final wishes. But an updated will is only the first step toward having a true estate plan. Your Estate Plan must have as its primary focus the manner in which you hope to use your accumulated assets as well as future earnings. Please visit our individual pages to learn more about our Estate Planning services:. Estate Probate and Administration. Joseph M. Dowling, CPA. Joseph M. Dowling, CPA. Riverside, CT 06878.

josephmdowlingcpa.com josephmdowlingcpa.com

Probate and Administration | Joseph M. Dowling, CPA

http://josephmdowlingcpa.com/estate/probate-and-administration

It is everyone’s wish to see that their family’s assets are passed on in an appropriate and efficient manner, while protecting as much as possible. We understand how daunting of a process this is. Let our experience guide you and limit your stress. Our Estate Probate and Administration process is designed to ensure your assets are properly taken care of. Our process includes:. Plan for and pay estate, inheritance, and income taxes. Keep inventory of assets and assist with transfers of assets if necessary.

josephmdowlingcpa.com josephmdowlingcpa.com

About Us | Joseph M. Dowling, CPA

http://josephmdowlingcpa.com/about-us

Joseph M. Dowling is dedicated to professional excellence, integrity, and community service. Founded in 1979 by Joseph M. Dowling, our firm has been serving its clients out of its Stamford and New York City offices for over 30 years. We believe in a client centric approach in which we provide service, not products, by maintaining independence and offering unbiased advise. From income tax consulting and preparation to financial and retirement planning for individuals or small businesses, we assure a perso...

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The Dowling Group: Income tax preparation, financial planning, investment and wealth management services by the best independent financial advisors in Greenwich, Connecticut. Since 1979.

Spend More Evenings With Your Family. Instead of Your Finances. We take care of as much of your financial life as you need, so you can take care of what’s really important. Income Tax Preparation and Planning. Based Right Here in Greenwich, Connecticut. We're an independent, second-generation family business. Based in Greenwich since 1979. We're proud to live and work here, and we're driven by our mission to make excellent financial services. To Put It Simply: We Don’t Believe One Size Fits All.

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Welcome to The Dowling Group LLC online! Available for lease November 1, 2013. 9000 sq ft free standing Commercial Building. Available for lease September 1, 2013. 21,000 sq ft Commercial Building. Site Last Updated on : August 19, 2013. The Dowling Group , LLC 3596 Stearns Ave Oshkosh, WI 54904 920.230.6478.

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The Dowling family

Welcome to our Home Page. We are an extended family bound by blood, marriage, friendship, circumstances and good fortune. We have been blessed beyond measure with loving parents, children, grandchildren and dear friends and colleagues. We plan to use this site as a family forum where we can share favorites, news, knowledge and inspiration. A Note from Chuck Fahey. More accolades for Matt. Ronan, the Happy Surfer. Brendan admitted to St. John's Law Schoo[. Tom and Mo lend a helping hand. Lily on the Attack.

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The Dowling Family

Sunday, October 24, 2010. Carlson family reunion pics. We had the Carlson family reunion in Utah this year. I haven't blogged in forever, so this is why I am just now getting aroud to posting the family pictures that my sister, Melissa's, sister-in-law took. She did an amazing job! Here are all 27 of us. Since this picture, we have added to more to our family. Megan just had Avery (Ava) Rae Call, and Leah just gave birth to Tyler Austin Carlson. Can't wait to get them in the picture next year. After we l...

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