Financial expertise in Old Lyme, CT
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Exencial Wealth Advisors
● ClosedExencial 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.
83 Halls Rd #205, Old Lyme, CT 06371, United States -
Sweitzer Income Planning, LLC.
● ClosedSweitzer Income Planning, LLC. is a finance institution located at 18 Lyme Street, Old Lyme, Connecticut, United States. Schedule a meeting with us to discover your ideal retirement plan using our Asset Preservation Strategies. Receive a custom strategy tailored to your unique goals. Ken and the team at Sweitzer Income Planning have helped many clients secure their retirement through income guarantees. Protect everything you've built with intentional foresight and industry expertise from Ken Sweitzer. Explore topics such as taxes, long-term care funding, Social Security benefits, market losses, and more with Ken's insights. Request the Sweitzers' book or schedule a one-on-one meeting to create a retirement strategy using insurance products. Consult with a qualified professional for tax or legal advice before making any purchasing decisions. Annuity guarantees are backed by the issuing insurance company's financial strength. Information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.
18 Lyme St, Old Lyme, CT 06371, United States -
LRB Accounting
● ClosedLRB Accounting is a reputable accounting and finance institution located at 19 Halls Road in Old Lyme, Connecticut, United States. With a team of experienced professionals, LRB Accounting offers a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Whether you are a small business owner or an individual looking for financial guidance, LRB Accounting is dedicated to providing top-notch services tailored to meet your specific needs. Trust LRB Accounting to help you navigate the complexities of financial management with expertise and integrity.
19 Halls Rd suite 221, Old Lyme, CT 06371, United States -
Farmers Insurance - Michael Whalen
● ClosedFarmers Insurance - Michael Whalen is an insurance agency located at 180 Flanders Road in East Lyme, Connecticut, United States. Michael Whalen, a longtime resident of Connecticut, takes pride in serving the East Lyme community and surrounding areas. With over 30 years of experience in the insurance and financial services industry, Michael and his team focus on helping clients understand their insurance needs. Whether you need home insurance, auto insurance, recreational coverage, life insurance, renters insurance, business insurance, condo insurance, or umbrella insurance, Farmers Insurance - Michael Whalen is here to help. Conveniently located near Flanders Donut Shop, Michael Whalen's office is easily accessible for residents of Old Lyme, Lyme, Waterford, Salem, Niantic, and beyond. As a proud husband and father of seven children, Michael understands the importance of protecting what matters most to you. Contact Farmers Insurance - Michael Whalen for personalized insurance solutions to secure your future.
180 Flanders Rd Unit 1, Niantic, CT 06357, United States -
Jessica Clark, Bankers Life Agent
● ClosedJessica Clark, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing financial security and peace of mind to individuals and families, Jessica Clark offers a range of insurance products through Bankers Life. With a commitment to personalized service and tailored solutions, clients can trust in the expertise and professionalism of Jessica Clark to help them navigate the complexities of insurance coverage. Whether it's life insurance, long-term care insurance, or retirement planning, Jessica Clark is dedicated to helping clients protect what matters most. Visit the office today to learn more about how Jessica Clark, Bankers Life Agent can help you secure your future.
6 Vista Dr Ste 101, Old Lyme, CT 06371, United States -
Ashlee Kennard, Bankers Life Agent
● ClosedAshlee Kennard, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Ashlee Kennard provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in the insurance industry, Ashlee Kennard is dedicated to helping clients find the right insurance coverage for their needs. Contact Ashlee Kennard, Bankers Life Agent today for a consultation to discuss your insurance options.
6 Vista Dr UNIT 101, Old Lyme, CT 06371, United States -
Tyler Mikula, Bankers Life Agent
● OpenTyler Mikula, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Tyler Mikula provides a range of insurance products and services to help individuals and families protect their financial well-being. With a commitment to personalized service and expertise in insurance solutions, Tyler Mikula is dedicated to helping clients find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Tyler Mikula, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance offerings and how we can help you secure your financial future.
6 Vista Dr UNIT 101, Old Lyme, CT 06371, United States -
Samuel Stevens, Bankers Life Agent
● OpenSamuel Stevens, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a trusted provider of Bankers Life insurance products, our dedicated team of agents is committed to helping clients secure their financial future through personalized insurance solutions. With a focus on customer service and expertise in the insurance industry, we strive to provide peace of mind and protection for our clients and their loved ones. Contact us today to learn more about our insurance offerings and how we can help you plan for the unexpected.
6 Vista Dr UNIT 101, Old Lyme, CT 06371, United States -
Samantha Rentz, Bankers Life Agent
● OpenSamantha Rentz, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing personalized insurance solutions, Samantha Rentz is dedicated to helping clients protect their financial future. With a focus on Bankers Life products, clients can trust in the expertise and professionalism of Samantha Rentz to find the right insurance coverage for their individual needs. Contact Samantha Rentz, Bankers Life Agent today to secure your peace of mind for the future.
6 Vista Dr UNIT 101, Old Lyme, CT 06371, United States
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