TOP 30 Best Customized financial planning in Hartford, Connecticut

Berkley Asset Protection, located at 433 South Main Street in West Hartford, Connecticut, is a highly esteemed institution known for providing top-notch insurance programs for a variety of clients, including global enterprises, museums, jewelry operations, and art collections. With a focus on personalized customer service and industry-esteemed claims response, Berkley Asset Protection ensures that their clients are well taken care of in the event of a loss. As part of the W. R. Berkley Corporation, founded in 1967, Berkley Asset Protection is backed by a long-standing history of excellence in the commercial property casualty insurance industry. With over 50 operating units, each specializing in a niche market, Berkley Asset Protection is able to provide specialized knowledge and tailored insurance solutions to meet the unique needs of their clients.

USA Mortgage Network Inc. is a finance institution located at 98 Washington Street, Middletown, Connecticut, United States. Refinancing a home mortgage can be a significant decision for many homeowners, and our team is here to help guide you through the process. Your situation and needs change over time, so why shouldn't your mortgage? Now might be the perfect time for you to refinance into a lower rate mortgage. We offer a mortgage loan that is insured by the US Department of Agriculture, available to qualified individuals who are purchasing or refinancing their home loan in areas that are not considered major metropolitan areas by USDA. Documents are requested only when we are proceeding with your mortgage, not needed for pre-qualification purposes.

Evans, Pires & Leonard Insurance Agency, Inc is a trusted insurance agency located at 121 Roberts Street in East Hartford, Connecticut. With a strong presence in the community, our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the right price. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.

Bank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.