TOP 20 Best Customized financial planning in Milford, Connecticut

Colonial Toyota in Milford, Connecticut is a reputable car dealer and finance institution located at 470 Boston Post Road. With a wide selection of new, used, and certified pre-owned Toyota vehicles, as well as other major brands, customers are sure to find their dream car at this family-owned and -operated dealership. The showroom boasts a variety of popular Toyota models like the Corolla, RAV4, and Tacoma, along with a range of electrified and hybrid vehicles for those looking to reduce their carbon footprint. The experienced and knowledgeable finance experts at Colonial Toyota are available to assist customers with their finance plans, whether in-store or online. With convenient online shopping tools and the Fast Trac online buying system, the entire car-buying process can be completed from the comfort of home.

The Milford Bank is a trusted financial institution located at 3651 Main Street in Stratford, Connecticut, United States. As a full-service bank, we offer a range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services provide easy access to cash withdrawals and account information. With a commitment to excellent customer service and community involvement, The Milford Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with a local, community-focused institution.

Summit Financial Group is a reputable insurance agency located at 288 Broad Street in Milford, Connecticut. With a commitment to providing top-notch insurance solutions to individuals and businesses in the area, Summit Financial Group offers a wide range of insurance products tailored to meet the unique needs of each client. Their team of experienced agents strive to provide personalized service and expert guidance to help clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, Summit Financial Group is dedicated to helping you find the right coverage at the best value. Contact them today to learn more about how they can assist you with your insurance needs.

The Milford Bank is a trusted financial institution located at 205 Bridgeport Avenue in Milford, Connecticut, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our convenient location provides easy access to our ATM services, making it simple for customers to manage their finances on the go. Whether you're looking for personal banking solutions, business banking services, or assistance with investments and loans, our dedicated team of professionals is here to help. Visit The Milford Bank today and experience the difference of personalized service and community-focused banking.

ADP Milford is a finance institution located at 185 Plains Road in Milford, Connecticut, United States. We offer a range of financial services to individuals and businesses, including payroll processing, tax services, and human resources solutions. Our team of experienced professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Visit ADP Milford today to learn more about how we can assist you with your financial needs.

Creative Planning is a leading finance institution located at 472 Wheelers Farm Road in Milford, Connecticut, United States. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients worldwide. Our dedicated wealth managers in the Milford Area are committed to helping you achieve your financial goals and provide you with peace of mind. By choosing Creative Planning, you can enjoy a richer way to wealth and financial success. Contact us today to schedule a free, no-obligation consultation and take the first step towards a secure financial future.

The Milford Bank Lending Center is a finance institution located at 9 Depot Street in Milford, Connecticut, United States. We offer a wide range of lending services to meet the financial needs of our customers, including personal loans, mortgages, and business loans. Our experienced team of loan officers is dedicated to providing personalized service and helping clients achieve their financial goals. Visit us today to learn more about our competitive rates and flexible loan options.

The Hunt is a unique institution located at 20 Bank Street in New Milford, Connecticut, offering a diverse range of products and services. As a clothing store, The Hunt provides fashionable and high-quality apparel for men, women, and children. Additionally, it serves as a finance hub, providing financial services and advice to customers. The institution also houses a home goods store, offering a variety of items to enhance the decor and functionality of any living space. With its convenient location and wide array of offerings, The Hunt is a one-stop shop for all your shopping needs.

Rosemary Butler - State Farm Insurance Agent is a trusted insurance agency located at 56 Danbury Road in New Milford, Connecticut. Owned by Rosemary Butler, who has over 23 years of experience in the insurance industry, the agency is committed to helping clients manage the risks of everyday life and achieve their goals. The team at Rosemary Butler State Farm Agency provides personalized service to ensure that clients understand their coverage and receive the best possible insurance plans. Located in the Red 2 story building next to McDonald's, the agency offers a wide range of insurance services including car insurance, home insurance, renters insurance, business insurance, pet insurance, and financial services. Customers can call or visit the office for a free quote tailored to their individual needs.

Wanda Carlson - State Farm Insurance Agent is a reputable insurance agency located at 415 Boston Post Road in Milford, Connecticut. With over 30 years of experience in the insurance industry, Wanda Carlson and her team provide personalized insurance and financial services to protect your assets and loved ones. Aside from offering a wide range of insurance products such as homeowners, auto, small business, and life insurance, Wanda Carlson is actively involved in the Greater Milford community. She holds leadership positions in organizations like the Milford United Way and the Milford Regional Chamber of Commerce, demonstrating her commitment to serving the community.

James Perrella: Allstate Insurance is a reputable insurance agency located at 193 Bridgeport Avenue in Milford, Connecticut. With a strong commitment to providing top-notch insurance products and exceptional customer service, James Perrella and his team strive to help clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can rely on James Perrella: Allstate Insurance to tailor a policy that suits your specific needs. Trustworthy, reliable, and dedicated, this agency is a go-to choice for individuals and businesses seeking peace of mind and financial security.

Farmers Insurance - Debora Suby is an insurance agency located at 3 Church Street, New Milford, Connecticut, United States. As your local Farmers agent, Debora Suby helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Debora has the knowledge and experience to assist you in understanding your coverage options. The institution provides personalized services in a friendly and professional manner. Debora Suby can help you with mortgage loan and origination services through representatives of Rocket Mortgage. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your most valuable possessions are protected in the event of disaster. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Debora Suby can help customize a plan to meet your needs and budget. Additionally, Farmers offers recreational insurance options for motorcycles, boats, ATVs, and more. Contact Debora Suby for a personalized insurance quote and start building a solid financial plan for the future.

Matthew Salem, Bankers Life Agent is a reputable insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Specializing in providing comprehensive insurance solutions, Matthew Salem offers personalized service and expert advice to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplement plans, Matthew Salem is dedicated to helping you find the right insurance products to meet your needs. With a commitment to exceptional customer service and a strong focus on building long-term relationships, Matthew Salem, Bankers Life Agent is a trusted partner in safeguarding your assets and securing your peace of mind.

Margie Ford, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Margie Ford can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even have premiums as low as $0 per month.

Robert Cloutier, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. As a representative of Bankers Life, Robert Cloutier is dedicated to providing personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a focus on building long-term relationships, Robert Cloutier helps clients navigate the complexities of insurance coverage to protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Robert Cloutier, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance products and how we can help you secure your financial well-being.

Visions Salon is a versatile and family-friendly institution located in the historic Town of Milford, CT for the past 30 years. We offer a range of services including accounting, beauty salon, finance, and hair care for both men and women. We welcome walk-in customers as well as appointments. Our operating hours are Tuesday 9am-5pm, Wednesday 9am-8pm, Thursday 9am-8pm, Friday 9am-5pm, and Saturday 8am-3pm. Conveniently located near I95 and Milford's Westfield Mall, our address is 394 New Haven Avenue. Come visit us and experience our exceptional services!

Savings Bank of Danbury, located at 1 Kent Road in New Milford, Connecticut, is a trusted institution that has been serving the community since 1849. With over $1.4 billion in assets, Savings Bank of Danbury offers a wide range of banking services including ATMs, loans, and financial solutions. With 16 branch offices in various locations, including Stamford and Waterbury, we are here to help you with all your banking needs. Whether you are looking to save for the future, apply for a loan, or grow your business, Savings Bank of Danbury has the products and services to meet your needs. Our Electronic Services make banking convenient and easy, allowing you to manage your finances whenever and wherever it's convenient for you. As a member of the FDIC and Equal Housing Lender, you can trust Savings Bank of Danbury to provide you with the personalized service and support you deserve. Visit us today to learn more about how we can help you achieve your financial goals.

Webster Bank is a leading financial institution located at 53 Main Street in New Milford, Connecticut. As a full-service bank, Webster Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With a strong focus on customer service and community involvement, Webster Bank is committed to helping individuals and businesses achieve their financial goals. Whether you need to withdraw cash from their convenient ATM or speak with a financial advisor, Webster Bank is here to help you every step of the way.

CVS Pharmacy is a renowned health and pharmacy institution located at 989 Boston Post Road in Milford, Connecticut, United States. As a trusted store for all health and wellness needs, CVS Pharmacy offers a wide range of prescription medications, over-the-counter drugs, vitamins, supplements, personal care products, and more. With a team of knowledgeable pharmacists and staff members, customers can expect excellent service and expert advice on their healthcare needs. Whether you're looking to refill a prescription or stock up on daily essentials, CVS Pharmacy is the go-to destination for all your health and wellness needs.

Bank of America is a renowned financial institution located at 55 Main Street in the charming town of New Milford, Connecticut. This branch offers a convenient drive-thru ATM service for customers on-the-go, making banking transactions quick and hassle-free. With a wide range of financial services available, including savings accounts, checking accounts, loans, and investment options, Bank of America is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience top-notch customer service and cutting-edge banking technology.

Greenhaus Riordan & Co LLP is a renowned accounting and finance institution located at 3 Aspetuck Avenue in New Milford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Greenhaus Riordan & Co LLP is committed to helping their clients achieve their financial goals. Their dedication to excellence and customer satisfaction sets them apart as a trusted partner in financial management.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.