TOP 30 Financial advisor for individuals in Old Lyme, Connecticut

7 results found

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.

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.

Grenier Lender, LLP Tax and Accounting Services is a reputable accounting and finance institution located at 90 Halls Road in Old Lyme, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Grenier Lender, LLP is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Bankers Life, located at 6 Vista Drive in Old Lyme, Connecticut, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the importance of long-term care planning, our team is here to assist you in preparing for the future. If you are interested in a career in finance or insurance, Bankers Life is currently recruiting agents, managers, and investment professionals. Our training programs are award-winning and designed to help you achieve success and financial security. Join us at Bankers Life and start planning for a secure retirement today. Visit our New Rochelle, NY branch of Bankers Conseco Life Insurance Company for more information.

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.

Angela Thoma, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a dedicated Bankers Life agent, Angela Thoma provides expert guidance and personalized insurance solutions to help clients protect their financial future. With a commitment to exceptional customer service and a deep understanding of insurance products, Angela Thoma is a trusted advisor for individuals and families seeking peace of mind and security. Contact Angela Thoma, Bankers Life Agent today to learn more about how she can help you with your insurance needs.

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.