The 30 Best Elderly financial planning in Connecticut

A Tax Center LLC is an accounting and finance institution located at 10 Old Shelter Rock Road in Danbury, Connecticut, United States. The center specializes in helping clients with new businesses determine the best way to file their business tax returns and set up their records. With over 25 years of experience, Amy and Rochelle have been providing professional and efficient tax preparation services. They offer services for Individual returns, schedule C for small business owners, and schedule E for landlords. A Tax Center LLC is a home-based business where clients can visit and even meet the resident cats, or they can provide information for distance customers via e-mail, fax, and postal services. The institution also offers Daily Money Management services to help clients manage their finances and alleviate the stress of tax burdens. Whether you are an elderly individual, adult child, busy professional, or small business owner, A Tax Center LLC is here to help with bill paying, checkbook balancing, financial organization, and more. Connect with them on LinkedIn to learn more about their services.

Mark Lee and Associates is a reputable institution located at 7 Laurel Drive in Montville, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to excellence ensure that each client receives tailored solutions to meet their specific financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark Lee and Associates can provide expert guidance and support every step of the way.

Success Market is a bustling convenience store located at 536 Success Avenue in Bridgeport, Connecticut. As a one-stop shop for all your daily needs, we offer a wide variety of food items and household essentials. Whether you're looking for a quick snack, a refreshing beverage, or everyday groceries, Success Market has got you covered. Our friendly staff is always ready to assist you in finding exactly what you need. Visit us today and experience the convenience and quality that sets us apart from the rest.

Czepiga Daly Pope & Perri is a reputable law firm located at 15 South Main Street in New Milford, Connecticut. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions to their clients. Whether you need assistance with estate planning, elder law, or probate matters, Czepiga Daly Pope & Perri is committed to guiding you through the legal process with expertise and care. Contact them today for professional and reliable legal services.

Czepiga Daly Pope & Perri is a prestigious law firm located in Berlin, Connecticut, United States. With a team of experienced and dedicated lawyers, they provide expert legal services in a variety of practice areas including estate planning, elder law, probate, and Medicaid planning. Clients can trust in their professionalism and commitment to achieving the best possible outcomes for their legal matters. Located at 15 Massirio Drive, Czepiga Daly Pope & Perri is a trusted institution for individuals seeking high-quality legal representation.

The Law Offices of Miriam Gardner-Frum, located at 6 Elm Street in Deep River, Connecticut, offers expert legal services in family law, specializing in divorce mediation in New London and Middlesex Counties. With 28 years of experience, Miriam Gardner-Frum focuses on helping clients resolve issues related to divorce, custody, and financial matters in a private and cost-effective manner, avoiding the need for litigation. In addition to divorce mediation, the firm also offers a wide range of mediation services for businesses, families with elder and probate concerns, and family partnerships. Miriam Gardner-Frum holds degrees in law (J.D.) and social work (M.S.W.) and has practiced law in New London and Middlesex Counties for 25 years. She is a Special Master in New London County and Regional Family Trial Docket, as well as a member of The Governor’s Task Force on Justice for Abused Children. Miriam Gardner-Frum has testified before a US Senate Subcommittee and the Connecticut Legislature and is a professor of Children’s Rights and Public Policy at Connecticut College. She is also a member of the Connecticut Counsel for Non-Adversarial Divorce and has served as President and board member of Safe Futures. Miriam Gardner-Frum is a Harvard-trained mediator and former Child and Family Therapist.

Polish Care Services is a health institution located at 254 Main Street, Farmington, Connecticut, United States. Our mission is to provide high-quality services with compassion and professionalism as a caregiver agency and cleaning company. Our insured and bonded caregivers ensure the safety and well-being of your loved ones. We offer a wide range of services tailored to meet the individual needs of each client, including 24/7, live-in, hourly, and overnight care. We accept payments through long-term care insurance, private pay, and Medicaid. Our compassionate caregivers provide emotional support and social interaction to combat loneliness and isolation. We offer free estimates for housekeeping and cleaning services. Our flexible payment options, transparent pricing, and upfront estimates ensure that our clients receive the care they need without financial stress. Visit us at Polish Care Services for exceptional in-home care services that exceed expectations.

Brody Wilkinson is a reputable law firm located at 2507 Post Road in Fairfield, Connecticut, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the Fairfield area. From estate planning and real estate transactions to business law and litigation, Brody Wilkinson is dedicated to providing high-quality legal representation and personalized service to their clients. Their commitment to excellence and integrity has earned them a strong reputation in the community. Whether you are in need of legal advice or representation, Brody Wilkinson is here to help.

Dougherty Greenwich Legal LLC is a trusted and professional law firm located at 28 Sound View Drive in Greenwich, Connecticut. With over 30 years of experience, James Dougherty specializes in areas such as Real Estate, Trusts and Estates, Probate Administration, Elder Law, Tax, and Non-Profit Organizations. The firm offers personalized services tailored to individual client needs, with reasonable fees and prompt, courteous service. James Dougherty, who was admitted to practice law in Connecticut in 1983, reorganized his firm as Dougherty Greenwich Legal, LLC in 2013. With a long history of serving the Greenwich community, the firm has a solid reputation for excellence and professionalism. Whether you are an individual, small business, or larger organization, Dougherty Greenwich Legal LLC can meet your legal needs with expertise and efficiency.

Innovative Senior Benefits is a leading insurance agency located at 373 Leonard Road in Middlebury, Connecticut, United States. Specializing in providing comprehensive and customized insurance plans for seniors, our institution offers a range of innovative benefits to ensure peace of mind and financial security during retirement years. With a team of experienced professionals dedicated to serving the unique needs of seniors, Innovative Senior Benefits is committed to providing top-notch customer service and personalized solutions. Contact us today to learn more about how we can help you protect your future.

Ross Senior Services is a comprehensive finance, health, and insurance agency located at 1224 Mill Street in Berlin, Connecticut. Our dedicated team of professionals is committed to providing personalized services to seniors in the community, helping them navigate the complexities of retirement planning, healthcare options, and insurance coverage. With years of experience and expertise in the field, Ross Senior Services is a trusted resource for seniors looking to secure their financial future and ensure their well-being. Visit us today to learn more about how we can assist you in achieving peace of mind and financial security in your golden years.

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.