Dowling Joseph M

read moreWe 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. The SECURE Act allows more Americans to save for retirement, but makes major changes to several traditional retirement and legacy planning strategies. Read our explanation of the SECURE Act and how it impacts retirement planning. No matter what stage of life you're in, contact us for a personal analysis of how best to adjust your retirement plan.

read moreYou 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. As our company has grown since 1979, we've been careful to hire only those special people who go beyond having solid credentials and strong moral character; quite simply, they are people you'll be comfortable talking to about your goals, concerns, and dreams. Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management.

read moreSure, the stock market is an exciting way to try to make big bucks, but financial planning, with a focus on tax minimization, is where real wealth is earned. And it's far more relaxing. Have you have put in long hours, saved your money, and invested prudently, but you still haven't attained your financial goals? It's time to call us. We'll help figure out how your financial world fits together - and if you can make your money work harder for you, for a change. We don't work on commission - which means we'll never advise you to trade or buy just so we can make a quick dollar.

read moreWe prepare personal income tax returns, provide business tax services, and offer holistic financial advice, including accounting for the special concerns of high net worth individuals. We are a second-generation family business founded in Greenwich in 1979 by Joseph M. Dowling, CPA. Our experienced CPAs can advise you on the best ways to minimize your tax burden this year and in the future, while still being sure to follow the law. As independent advisors, we follow the fiduciary pledge - meaning we always give advice to your benefit.