TOP 30 Financial planning strategies in Connecticut

Sweeney Law Firm, located at 897 Boston Post Road in Madison, Connecticut, is a trusted institution offering legal services in the areas of estate planning, business succession planning, and probate administration. With a focus on helping clients prepare for the future and protect their assets, Sweeney Law Firm believes in the importance of planning ahead to ensure peace of mind for both individuals and families. Their services include guardianship planning to prevent children from being placed in the Department of Children and Families system in the event of a crisis, estate planning to address personal health and financial challenges, and business planning to safeguard partnerships and assets. By combining these planning strategies, Sweeney Law Firm aims to minimize family disputes and provide clients with the assurance that their affairs will be handled according to their wishes.

Scott Franklin & Associates is a prestigious law firm located at 68 South Main Street in West Hartford, Connecticut. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various areas of law. Our firm is known for its professionalism, integrity, and commitment to achieving the best possible outcomes for our clients. Whether you need assistance with personal injury cases, family law matters, or business disputes, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Floman DePaola, LLC is a reputable institution located at 378 Boston Post Road in Orange, Connecticut, United States. Specializing in both health and legal services, they offer a unique combination of expertise to meet the diverse needs of their clients. With a dedicated team of professionals, Floman DePaola, LLC is committed to providing top-notch care and legal representation to help individuals navigate through various challenges and achieve positive outcomes. Whether you require healthcare services or legal assistance, you can trust Floman DePaola, LLC to provide reliable and effective solutions tailored to your specific needs.

Nedder & Associates, LLC is a leading professional services firm located at 3 Parklands Drive in Darien, Connecticut. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing high-quality solutions to our clients. With a commitment to excellence and integrity, we strive to help individuals and businesses navigate complex financial and legal matters with confidence. Contact us today to learn more about how Nedder & Associates, LLC can assist you in achieving your goals.

McKenzie Becker & Stevens Inc is a finance institution located at 8 Holley Street in Salisbury, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach ensures that each client receives tailored solutions to meet their unique financial goals. Whether you are looking to grow your wealth, plan for the future, or optimize your investments, McKenzie Becker & Stevens Inc is dedicated to helping you achieve financial success.

Sullivan & Associates is a reputable financial consulting firm located at 2 Crossroads Lane in Avon, Connecticut, United States. With a team of experienced professionals, we provide expert financial advice and services to help individuals and businesses achieve their financial goals. From investment planning to retirement planning, tax strategies, and estate planning, we offer a comprehensive range of services tailored to meet our clients' unique needs. Trust Sullivan & Associates to guide you towards financial success and security.

Nomura is a leading health institution located at 26 Skyridge Road in Greenwich, Connecticut, United States. With a focus on providing top-quality healthcare services to its patients, Nomura is committed to improving the well-being and overall health of the community. The institution offers a wide range of medical services and treatments, delivered by a team of highly skilled and compassionate healthcare professionals. Patients can expect personalized care and innovative treatment options at Nomura, making it a trusted destination for all their healthcare needs.

Robert Noonan & Associates is a well-established institution located at 97 North Main Street in Southington, Connecticut. Specializing in providing top-notch financial and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and attention to detail, we strive to exceed our clients' expectations and build long-lasting relationships. Whether you need assistance with tax preparation, financial planning, or business consulting, Robert Noonan & Associates is here to help. Visit us today and see how we can support you in reaching your financial aspirations.

Sexton & Company, LLC is a reputable financial institution located at 363 Main Street in Hartford, Connecticut, United States. With a strong commitment to providing top-notch financial services, Sexton & Company, LLC offers a wide range of investment solutions and financial planning services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and tailored advice to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sexton & Company, LLC is the trusted partner you can rely on.

The Law Office of Joseph P. Sargent, located at 1129 Old Post Road in Greenwich, Connecticut, offers unique strategies and solutions tailored to each client's individual circumstances. Joseph P. Sargent provides the sophisticated analysis expected from a large firm, with the personalized attention of a solo practitioner. Services offered include state and federal civil litigation, residential and commercial real estate transactions, wills, trusts, and estates, zoning and land use matters, as well as corporate and business transactions. Clients range from financial institutions and municipalities to small businesses and individuals. With a focus on aggressive and effective representation, payment plans are available for client convenience.

MDW Holdings LLC is a reputable financial institution located at 13 Bates Lane in Glastonbury, Connecticut, United States. Specializing in investment management and financial services, MDW Holdings LLC is dedicated to helping clients achieve their financial goals through personalized and strategic planning. With a team of experienced professionals, MDW Holdings LLC offers a range of services including wealth management, retirement planning, and portfolio management. Whether you are looking to grow your wealth or secure your financial future, MDW Holdings LLC is committed to providing top-notch financial solutions tailored to your individual needs.

Andrew Associates Inc is a leading institution located at 6 Pearson Way in Enfield, Connecticut, United States. Known for its dedication to excellence, Andrew Associates Inc offers a wide range of services including financial consulting, investment management, and business advisory services. With a team of experienced professionals, the institution is committed to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are an individual looking to grow your wealth or a business seeking strategic guidance, Andrew Associates Inc is the trusted partner you can rely on for expert advice and support.

Crowe & Associates is a reputable health insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. With years of experience in the industry, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our dedicated team of professionals is committed to helping individuals and families navigate the complex world of health insurance, ensuring they have access to quality coverage that fits their budget. Whether you are looking for individual or group health insurance, Medicare plans, or supplemental coverage, Crowe & Associates is here to help. Contact us today to learn more about how we can assist you in finding the right insurance plan for your needs.

Bouvier Insurance is a reputable insurance agency located at 1020 Hartford Turnpike in Waterford, Connecticut, United States. With a team of experienced professionals, Bouvier Insurance offers a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Bouvier Insurance is committed to providing personalized and reliable coverage options. Contact them today to learn more about how they can help protect what matters most to you.

NFP is an insurance agency located at 386 Main Street in Middletown, Connecticut, United States. With a dedicated team of professionals, NFP offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, NFP is committed to providing personalized solutions tailored to your specific needs. Visit us today to discuss your insurance needs and let us help you protect what matters most.

New York Life Insurance, located at 50 Pratt Street in Glastonbury, Connecticut, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash value in the market. The institution provides support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments for potential market gains. With a focus on helping individuals plan for their financial future, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small businesses. Their diverse and welcoming workplace environment, along with their commitment to community engagement and charitable giving, sets them apart as an industry leader. With a mission to make the world a better place, New York Life strives to support families, individuals, and communities through their products, services, and philanthropic initiatives. Visit their website to learn more about their offerings and how they can help you secure your financial future.

Integris Group is a leading institution located at 80 Glastonbury Boulevard in Glastonbury, Connecticut. We specialize in providing comprehensive financial services and solutions to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, tax strategies, or estate planning, Integris Group is here to help. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Jaclyn Lasaracina, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jaclyn Lasaracina, as a Unit Supervisor and Insurance Sales Representative, is dedicated to helping clients find the right coverage, especially when it comes to Medicare Advantage plans. These plans offer all-in-one coverage, including options for prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising costs of healthcare and the inevitability of needing long-term care, it's important to start planning ahead. Visit Jaclyn Lasaracina, Bankers Life Agent in Old Lyme to discuss your insurance needs and start planning for the future.

New York Life, located at 12 Case Street in Norwich, Connecticut, is an insurance agency offering permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, solutions to help pay for education expenses, and the ability to receive income for as long as needed. Their expert agents can help create a tailored investment strategy, set up an estate plan, and provide insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures.

Wilton Reassurance Co Inc is a reputable insurance agency located at 20 Glover Avenue in Norwalk, Connecticut, United States. With a strong commitment to providing reliable insurance solutions, they specialize in offering reassurance and peace of mind to their clients. Trusted by individuals and businesses alike, Wilton Reassurance Co Inc is dedicated to helping customers protect what matters most. Contact them today for personalized insurance options tailored to your specific needs.

Genworth - Stamford is a reputable insurance agency located at 3001 Summer Street in Stamford, Connecticut. With a commitment to providing top-notch insurance products and services, Genworth - Stamford is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are in need of life insurance, long-term care insurance, or mortgage insurance, the knowledgeable team at Genworth - Stamford is here to guide you through the process and find the best coverage options for your unique needs. Trust Genworth - Stamford to provide you with peace of mind and financial security for years to come.

LENDirect Mortgage, Inc is a finance institution located at 1200 Farmington Avenue in Berlin, Connecticut, United States. Our experienced team of brokers is dedicated to making the mortgage process fast and simple for our clients. With our quick and easy tools, you can find out what you qualify for, free of charge. We offer pre-approvals, home purchase loans, cash-out refinancing, and more to help make your dream of homeownership a reality. Take advantage of today's great mortgage rates and secure favorable terms for your monthly budget. With our fast funding options, you can seize opportunities quickly and cure that house fever. Don't settle for the first offer - shop around and use our rate comparisons to find the best plan for your home ownership strategy. Whether you're looking to buy a new home or refinance your current one, LENDirect Mortgage, Inc is here to help you every step of the way. Contact us for a free customized quote and let us help you save time and money on your mortgage needs.

Ramel Haines, Bankers Life Agent is an insurance agency located at 100 Reserve Road in Danbury, Connecticut, United States. As a Bankers Life Agent, Ramel Haines specializes in providing insurance solutions to individuals and families, helping them protect their financial future and achieve peace of mind. With a commitment to exceptional customer service and personalized care, Ramel Haines is dedicated to helping clients find the right insurance coverage tailored to their unique needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Ramel Haines, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your financial well-being.

First Republic Bank, located at 93 Mason Street in Greenwich, Connecticut, is a full-service financial institution offering a range of banking and investment services. With a focus on providing personalized solutions and exceptional customer service, our team is dedicated to meeting the unique needs of each client. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind. Investing with us involves market risk, but our experienced team at J.P. Morgan Wealth Management is here to help you navigate the complexities of the financial world. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing a comprehensive approach to managing your wealth. Insurance products can be accessed through Chase Insurance Agency, Inc., giving you added protection for your assets. Please note that investment and insurance products are not FDIC insured and involve potential risks. At First Republic Bank, we strive to help you achieve your financial goals with confidence.

Kevin Stasiowski, Bankers Life Agent is an insurance agency located at 195 Scott Swamp Road in Farmington, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Kevin Stasiowski is dedicated to helping individuals and families protect their financial future. With a focus on customer service and personalized attention, Kevin Stasiowski aims to help clients navigate the complexities of insurance coverage and find the best policies to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning options, Kevin Stasiowski, Bankers Life Agent is here to assist you every step of the way.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.

Collin Brown, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our team of dedicated professionals includes Kevin Agan, Kobey Coburn, Timothy Fava, Brenden Ferrigno, Nicholas Holmes, Stanley Kesilewski, Bruce Kocsis, Richard Lasaracina, Jaclyn Lasaracina, Kristofer Macneill, Cory Muckle, Ryan Park, David Preli, Andrew Smith, Aidan Walls, Alicia White, and Rachel Zaizar. We offer a range of insurance and financial services to meet the needs of our clients. Whether you are looking for insurance coverage or financial advice, our experienced team is here to help. Contact us today to learn more about how we can assist you with your insurance needs.

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.

Nosa Omoragbon: Allstate Insurance is a trusted insurance agency located at 3074 Whitney Avenue in Hamden, Connecticut. With a commitment to providing quality coverage and personalized service, this institution offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, life, or business insurance, Nosa Omoragbon: Allstate Insurance has you covered. Contact them today to discuss your insurance needs and receive a quote tailored to your specific requirements.

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.