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TOP 30 Banking for insurance companies in Connecticut
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Robert Velardi - Financial Advisor - Ion Investments
Robert Velardi - Financial Advisor - Ion Investments is a reputable finance institution located at 2989 Whitney Avenue, Hamden, Connecticut, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity in serving our customers. As a family-owned business, we prioritize looking out for our clients' best interests. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that sets us apart from larger banks. We specialize in financial planning and risk management through our unique 5 Step Process designed to help clients achieve their financial goals. Our advisors provide economic insights and market alerts to guide decision-making and keep clients informed. We make investing simple, fast, and easy for our clients, offering one of the fastest growing Wealth Management programs.
Christopher Curtis - Financial Advisor - Ion Investments
Christopher Curtis - Financial Advisor at Ion Investments is a trusted institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Our team of financial professionals is highly skilled and dedicated to providing expert financial planning and risk management services. We operate as a family and business that is committed to looking out for you and helping you achieve your financial goals. Through our unique 5 Step Process, we offer personalized financial planning and tactical asset management tailored to your specific needs. Our advisors have access to industry-leading tools and products to help you meet your financial objectives. We provide regular economic insights and market alerts to keep you informed and guide our decision-making process.
Mengel Morse and Associates
Mengel Morse and Associates is a finance institution located at 113 Kimberly Drive in Manchester, Connecticut, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team of professionals is dedicated to providing personalized financial advice tailored to your specific goals and needs. We offer comprehensive financial strategies to help you achieve clarity and confidence as you work towards your financial dreams. Whether you are looking to manage accumulated wealth or have multiple financial goals in mind, we integrate your objectives into a personalized blueprint that evolves with your changing needs.
KPMG
KPMG is a global institution located at 50 Prospect Street in Hartford, Connecticut, United States. Specializing in accounting and finance, KPMG is known for creating a caring, inclusive, Purpose-led, and Values-driven culture. They work with a variety of clients, from asset management firms to banks and fintech companies, helping them navigate the complex landscape of regulatory changes, customer demands, and technological advancements. KPMG also provides services to the energy sector, public sector, biotechnology, pharmaceutical, and medical device corporations, as well as insurers. They are committed to providing objective assurance and helping businesses transform and adapt to the challenges of today and tomorrow. With a global network of professionals, KPMG offers personalized content, expert viewpoints, and support for entrepreneurs at every stage of their business journey.
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List of local businesses, places and services in Connecticut
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