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TOP 30 Customized financial solutions in West Hartford, CT
19 results found
A convenient service for searching for businesses, places and services
The Roth Financial Group
The Roth Financial Group is a leading finance and insurance agency located at 29 South Main Street in West Hartford, Connecticut, United States. With a dedicated team of experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, our experienced professionals are here to assist you every step of the way. Visit us today to learn more about how The Roth Financial Group can help secure your financial future.
Merrill Lynch Financial Advisor David F. Farnham
Merrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.
Horizon Financial Advisors
Horizon Financial Advisors is a reputable financial institution located at 16 Arapahoe Road in West Hartford, Connecticut, United States. With a team of experienced and knowledgeable financial advisors, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is here to provide personalized solutions tailored to your individual needs. Trust Horizon Financial Advisors to guide you towards a brighter financial future.
Merrill Lynch Financial Advisor Eugene J Duarte
Merrill Lynch Financial Advisor Eugene J Duarte, located at 29 South Main Street, West Hartford, Connecticut, United States, is dedicated to understanding your financial goals and priorities. Their personalized approach involves asking thoughtful questions, listening carefully, and designing a customized plan to help you pursue your aspirations while managing investment risk. With access to the resources of Merrill and Bank of America, they offer comprehensive financial solutions tailored to your needs. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can create a flexible strategy that adapts to changing market conditions and helps you achieve your goals. As your life and financial situation evolve, they will work with you to adjust your approach and ensure you stay on track.
Merrill Lynch Financial Advisor Alma M Kruh
Merrill Lynch Financial Advisor Alma M Kruh is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Our mission is to understand your financial goals and aspirations in order to design and implement a personalized plan to help you manage investment risk and pursue your objectives. We focus on providing solutions to turn your goals into reality, whether it's planning for future expenses, education, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop an approach tailored to your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. As your life and financial markets change, we will help you stay on track by revisiting and adjusting your financial approach. Our goal is to help you achieve what's most important to you through personalized wealth management strategies.
Merchant Solutions LLC
Merchant Solutions LLC, located at 15 North Main Street in West Hartford, Connecticut, is a finance institution specializing in retail credit card processing solutions. Our services allow merchants to accept major credit cards, debit cards, and checks at the point-of-sale, providing customers with flexible payment options. We understand the importance of meeting the growing needs of businesses, which is why we offer comprehensive payment processing solutions with low rates that can help save money and improve restaurant operations. Whether your payments volume has doubled or tripled, we believe that it is essential to adjust rates accordingly to ensure cost-effectiveness.
Bay Equity Home Loans - West Hartford, CT
Bay Equity Home Loans in West Hartford, CT is a finance institution located at 65 LaSalle Road. They specialize in providing home loans and mortgage services to residents in the West Hartford area and beyond. With a team of experienced professionals, Bay Equity Home Loans is dedicated to helping clients achieve their dream of homeownership. Whether you are a first-time homebuyer or looking to refinance your current mortgage, they offer personalized solutions to meet your specific needs. Visit Bay Equity Home Loans in West Hartford for expert advice and excellent customer service in the world of home financing.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a finance institution located at 15 North Main Street in West Hartford, Connecticut, United States. With a strong presence in the financial services industry, Janney Montgomery Scott LLC offers a wide range of investment and wealth management services to individual and institutional clients. Their experienced team of professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Janney Montgomery Scott LLC is committed to providing expert guidance and support.
Charles Schwab
Charles Schwab is a leading finance institution located at 11 South Main Street in West Hartford, Connecticut. Known for its expertise in investment and financial services, Charles Schwab offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for customer service and innovative financial strategies, Charles Schwab is a trusted partner for those seeking to grow and protect their wealth.
Capitol Region Group - Thrivent
Capitol Region Group - Thrivent is a finance institution located at 71 Raymond Road in West Hartford, Connecticut, United States. Our mission is to help humanity thrive by empowering clients towards achieving financial freedom. We provide insightful wealth management solutions and focus on fostering a culture of service excellence, strong advice, and innovation. Our vision is to offer best-in-class customized financial planning solutions through education, empowerment, and execution. Capitol Region Group offers a virtual, hybrid, and in-person experience focusing on clients' holistic financial wellbeing. We understand the importance of choosing the right financial team, which is why we have a unique 3-Step New Client Onboarding Process to ensure that your principles align with ours.
Lindberg & Ripple
Lindberg & Ripple is a reputable finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a commitment to providing top-notch financial services, Lindberg & Ripple offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Lindberg & Ripple today for expert financial advice and personalized solutions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious financial institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a reputation for providing top-notch financial services and expertise, Merrill Lynch offers wealth management solutions tailored to meet the individual needs of their clients. From investment strategies to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Merrill Lynch Wealth Management is committed to providing you with the guidance and support you need to succeed.
The UPS Store
The UPS Store at 41 Crossroads Plaza in West Hartford, Connecticut is a trusted institution offering a wide range of financial and store services. From shipping and packaging to printing and mailing, The UPS Store is your one-stop shop for all your business and personal needs. Our friendly staff is dedicated to providing top-notch customer service and ensuring your satisfaction with every visit. Visit us today and experience the convenience and reliability of The UPS Store.
Flagstar Bank Home Lending
Flagstar Bank Home Lending is a financial institution located at 29 South Main Street in West Hartford, Connecticut, United States. As an ATM and finance provider, Flagstar Bank Home Lending offers a range of services to help individuals and businesses with their banking needs. Whether you are looking to open a savings account, apply for a mortgage, or simply withdraw cash, Flagstar Bank Home Lending is dedicated to providing top-notch customer service and financial solutions. Visit us today to see how we can help you achieve your financial goals.
Gina Garafola - Citizens, Home Mortgage
Gina Garafola - Citizens, Home Mortgage is a finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Specializing in helping individuals achieve their dream of homeownership, Gina Garafola has years of experience as a residential mortgage loan officer and is knowledgeable about a variety of loan programs. Whether you are a first-time homebuyer or a seasoned homeowner, Gina will guide you through the mortgage process and answer all your questions. Citizens, one of the nation’s oldest and largest financial institutions, is committed to helping customers find the right home loan solution. With a simple online mortgage application process and a mobile app for easy management, Citizens makes it faster and more convenient to secure a new home loan. Additionally, setting up automatic payments from your Citizens checking account and enrolling in electronic billing statements can help you save money on your new home loan.
Rize Mortgage
Rize Mortgage is a finance institution located at 10 North Main Street, West Hartford, Connecticut, United States. Whether you are in the market for a new home or looking to refinance your existing mortgage, Rize Mortgage is here to help. Our experienced team of Mortgage Advisors will guide you through the buying or refinancing process quickly, efficiently, and confidently. We offer a free calculator to help you crunch the numbers and determine how much money you can save by refinancing. Browse today's rate comparisons to find the individual mortgage terms that make the most sense for you. As a Mortgage Brokerage, we will compare rates from various lenders on your behalf to find the terms that work best for you. Take advantage of today's great terms to significantly lower your monthly payment, the interest you pay over the life of your loan, or both. With our up-to-date property evaluation, you'll be better equipped to choose loan terms that fit your goals. Utilize your home's equity with a cash-out refinance or Home Equity Line of Credit. Get started by completing our simple online application, or call our office to speak with an expert for assistance. Your time and money matter to us, so let's not waste either. Speak with a professional at Rize Mortgage to discuss your specific scenario and determine what's best for you. We offer personalized mortgage solutions, fast customized quotes, great rates, and service with integrity.
Berkley Asset Protection
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.
KAPLAN INSURANCE GROUP
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
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.
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