BBB Business Review
BBB Accredited Business since
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This company offers tax preparation, financial planning, small business and individual coaching.
A BBB Accredited Business since
BBB has determined that Sound Coaching Inc. dba: Connecticut Institute of Finance meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Sound Coaching Inc. dba: Connecticut Institute of Finance include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Insurance, State of CT Dept. of
153 Market St, Hartford CT 06103
Phone Number: (860) 297-3900
Banking, State Department of
602 Tolland St., East Hartford CT 06108
Phone Number: (860) 240-8299
Type of Entity
Business ManagementMr. Alan Bernstein, Vice President Mr. Robert Walsh, President
Tax Return Preparation Financial Planning Consultants Coaching - Business Tax Preparation Services (NAICS: 541213)
Alternate Business NamesConnecticut Institute of Finance Corp
9:00 AM to 7:00 PM By Appointment Only
Products & Services
The CT Institute of Finance is dedicated to its client's financial well being. We offer our clients a unique array of services by combining tax planning, comprehensive life, health & LTC insurance planning, with estate and trust creation.