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TOP 30 Comprehensive financial services in Old Lyme, CT
12 results found
A convenient service for searching for businesses, places and services
Nicholas Holmes, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor
Nicholas Holmes is a trusted Bankers Life Agent and Investment Advisor located at 6 Vista Drive in Old Lyme, Connecticut. Specializing in a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Nicholas Holmes is dedicated to helping clients find the best coverage for their needs. As a Financial Advisor with Bankers Life Advisory Services, Nicholas Holmes can assist with Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. With options for prescription drug coverage and affordable premiums, Medicare Advantage Plans provide peace of mind with an annual maximum out of pocket limit.
Exencial Wealth Advisors
Exencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes. The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.
Farmers Insurance - Michael Whalen
Farmers Insurance - Michael Whalen is an insurance agency located at 180 Flanders Road in East Lyme, Connecticut, United States. Michael Whalen, a longtime resident of Connecticut, takes pride in serving the East Lyme community and surrounding areas. With over 30 years of experience in the insurance and financial services industry, Michael and his team focus on helping clients understand their insurance needs. Whether you need home insurance, auto insurance, recreational coverage, life insurance, renters insurance, business insurance, condo insurance, or umbrella insurance, Farmers Insurance - Michael Whalen is here to help. Conveniently located near Flanders Donut Shop, Michael Whalen's office is easily accessible for residents of Old Lyme, Lyme, Waterford, Salem, Niantic, and beyond. As a proud husband and father of seven children, Michael understands the importance of protecting what matters most to you. Contact Farmers Insurance - Michael Whalen for personalized insurance solutions to secure your future.
Kevin Agan Jr, Bankers Life Insurance Agent
Kevin Agan Jr, Bankers Life Insurance Agent is located at 6 Vista Drive in Old Lyme, Connecticut. Our insurance agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare, including comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. As the need for long-term care becomes increasingly important, we can help you start planning for the future and have important discussions with your loved ones. Visit us today to start planning your next steps towards a secure future.
Michael Domenech, Bankers Life Agent
Michael Domenech, Bankers Life Agent is an established insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing comprehensive insurance solutions, Michael Domenech and his team are dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can feel confident in their coverage and secure in their investments. Trust Michael Domenech, Bankers Life Agent to provide expert guidance and support for all your insurance needs.
Alexandra Books, Bankers Life Agent
Alexandra Books, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in life insurance and financial planning services, this institution offers personalized and comprehensive coverage options for individuals and families. With a team of experienced agents, Alexandra Books is dedicated to helping clients secure their financial future and protect their loved ones. Visit their office today to learn more about their services and find the right insurance solution for your needs.
Collin Brown, Bankers Life Agent
Collin Brown, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our team of dedicated professionals includes Kevin Agan, Kobey Coburn, Timothy Fava, Brenden Ferrigno, Nicholas Holmes, Stanley Kesilewski, Bruce Kocsis, Richard Lasaracina, Jaclyn Lasaracina, Kristofer Macneill, Cory Muckle, Ryan Park, David Preli, Andrew Smith, Aidan Walls, Alicia White, and Rachel Zaizar. We offer a range of insurance and financial services to meet the needs of our clients. Whether you are looking for insurance coverage or financial advice, our experienced team is here to help. Contact us today to learn more about how we can assist you with your insurance needs.
Sara Sleboda, Bankers Life Agent
Sara Sleboda, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted agent of Bankers Life, Sara Sleboda provides a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and tailored insurance solutions, Sara Sleboda is dedicated to helping individuals and families find the coverage they need. Contact Sara Sleboda, Bankers Life Agent today to discuss your insurance needs and secure your peace of mind.
Corrina Thompson, Bankers Life Agent
Corrina Thompson, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in a variety of insurance products, Corrina Thompson offers personalized and professional service to help clients protect their financial future. With a strong focus on customer satisfaction, this agency strives to provide comprehensive insurance solutions tailored to each individual's needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Corrina Thompson, Bankers Life Agent is dedicated to helping you secure your financial well-being.
Alyssa Parks, Bankers Life Agent
Alyssa Parks, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Alyssa Parks is dedicated to helping clients protect their financial future. With a focus on personalized service and comprehensive coverage options, Alyssa Parks, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance planning. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.
Jaimie Louviere, Bankers Life Agent
Jaimie Louviere, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance products and services from Bankers Life, Jaimie Louviere is dedicated to helping clients protect their financial future and well-being. With a focus on personalized service and expert advice, Jaimie Louviere, Bankers Life Agent is committed to helping individuals and families find the right insurance solutions to meet their needs.
Jorge Vera, Bankers Life Agent
Jorge Vera, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in life insurance products, Jorge Vera and his team are dedicated to helping individuals and families protect their financial future. With a focus on personalized service and comprehensive coverage options, clients can trust Jorge Vera, Bankers Life Agent to provide them with the right insurance solutions tailored to their specific needs. Contact them today to learn more about how they can help you secure your financial well-being.
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