Financial planning and organization in Guilford, Connecticut

Merrill Lynch Financial Advisor David D Zellner, located at 350 Goose Lane in Guilford, Connecticut, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, David Zellner works to help you pursue your aspirations and manage your wealth effectively. By participating in the community and volunteering with local organizations, David Zellner demonstrates a commitment to understanding and serving the needs of his clients. Through the Merrill Personal Wealth Analysis™, he can help you create a personalized financial plan focused on your priorities and aspirations.

Equitable Divorce Solutions, LLC, located at 15 Meigs Avenue in Madison, Connecticut, specializes in providing financial guidance and support for individuals going through the divorce process. Led by Certified Divorce Financial Analyst Lisa Gresham, the team at Equitable Divorce Solutions has over 30 years of experience in the financial and investment industry, with a focus on navigating the complex financial issues specific to divorce. Ms. Gresham works with individuals, mediators, and collaborative professionals to help clients achieve a workable settlement and plan for their immediate and future financial needs and goals. As a member of various professional organizations, including the International Academy of Collaborative Professionals and the American Bar Association, Ms. Gresham is dedicated to providing expert financial advice during the divorce process.

MetLife: Maynard James is an insurance agency located at 2614 Boston Post Road, Guilford, Connecticut, United States. We are dedicated to providing you and your family with all the information you need to protect yourselves in one convenient place. Protecting your information is our top priority, especially in today's digital age where scams are becoming more prevalent. We offer a range of insurance products, including Health Savings Accounts (HSAs) which are essential for employee retention and promoting financial health. Our dental network options cater to your specific needs, whether you prefer a preferred dental program, a Dental Health Maintenance Organization (HMO), or a plan for Federal government employees.