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TOP 30 Importance of financial planning in Connecticut
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Smith & Pavano: Smith Brian F CPA
Smith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
JR Tax Preparation
JR Tax Preparation is a reputable accounting and finance institution located at 214 Prospect Street in Thomaston, Connecticut, United States. Our team of experts is dedicated to providing top-notch tax preparation services to individuals and businesses in the area. At JR Tax Preparation, we understand the importance of accurate and timely tax filings. Our experienced professionals are committed to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with individual tax returns, business tax planning, or financial consulting, we are here to help.
Tax Worx
Tax Worx is a finance institution located at 125 Rockland Avenue in Stratford, Connecticut, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or resolution, we are here to provide personalized solutions to meet your financial needs. At Tax Worx, we understand the importance of privacy and offer the option to customize your website experience by accepting or opting out of cookies that analyze web traffic. Contact us today to learn more about how we can help you achieve your financial goals.
B&H Notary Service
B&H Notary Service is a trusted finance institution located at 910 Wolcott Street in Waterbury, Connecticut. Our experienced notaries provide professional and efficient notary services for all your financial and legal documents. Whether you need a document notarized for a loan, real estate transaction, or legal matter, our team is here to assist you. Trust B&H Notary Service for all your notary needs in the Waterbury area.
Sweeney Law Firm
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.
Ronai Physical Therapy & Sports Medicine
Ronai Physical Therapy & Sports Medicine, located at 400 Boston Post Road in Orange, Connecticut, is dedicated to helping individuals achieve a pain-free and active lifestyle. Whether you are recovering from surgery, experiencing discomfort, or dealing with an injury, our team is here to assist you in your rehabilitation journey. Our goal is to promote the well-being of our community by providing exceptional outpatient Physical Therapy and Sports Medicine services. We believe in exceeding your expectations and tailoring our treatments to meet your specific needs.
Vitelli Law LLC
Vitelli Law LLC is a unique estate planning institution located in Glastonbury, Connecticut, United States. What sets us apart is our personalized approach to estate planning - we come to your home where you are comfortable and have all your important documents and information. During our initial meeting, we will review your Estate Planning Questionnaire to understand your family, financial situation, assets, and priorities. Based on this information, we will work together to create a customized plan that aligns with your goals. Our pricing is transparent and based on a fixed fee basis, so you won't encounter any surprise costs. Please note that the content on our website is for informational purposes only and should not be relied upon as legal advice. We prioritize protecting our clients' privacy and adhere to strict confidentiality policies.
Thomas E. Brennan, Attorney-at-Law, LLC
Located at 3288 Main Street in Stratford, Connecticut, Thomas E. Brennan, Attorney-at-Law, LLC is a trusted institution specializing in estate planning and probate law. Attorney Thomas E. Brennan and his dedicated staff have been providing expert legal services since 2003, serving clients from Fairfield, Norwalk, Bethel, and Newtown. With a focus on personalized attention and results-driven representation, our firm assists clients with a variety of complex legal matters, including estate planning, probate litigation, civil litigation, and conservatorship cases. We understand the importance of thorough preparation and documentation, and we strive to guide our clients through the legal process with diligence and compassion.
Farmers Insurance - Mary Jane Vita
Farmers Insurance - Mary Jane Vita is an insurance agency located at 558 Chase Avenue in Waterbury, Connecticut, United States. If you are looking for a Farmers Insurance agent in Waterbury, Connecticut, this is the place to go. They offer insurance underwritten by various Farmers Insurance affiliates, including Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. Please note that insurance policies may vary depending on your location, with different underwriters in Texas and New York. The home office of Farmers Insurance is located in Los Angeles, California.
Met Life Auto & Home Insurance
Met Life Auto & Home Insurance, located at 1052 New Britain Avenue in West Hartford, Connecticut, is your one-stop shop for all your insurance needs. Our top priority is protecting your information, so you can trust that your personal and financial data is safe with us. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and promoting financial well-being. Our dental network options cater to your specific needs, whether you prefer a preferred dental program, a Dental Health Maintenance Organization (HMO), or coverage for Federal government employees.
Farmers Insurance - Michael Whalen
Farmers 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.
Nationwide Insurance: Sig Insurance Agencies
Located in Norwich, Connecticut, Nationwide Insurance: SIG Insurance Agencies offers a wide range of insurance products to meet the needs of individuals and businesses in the area. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, the agency is dedicated to providing comprehensive coverage options for their clients. For auto insurance, the agency focuses on explaining coverage in a simple and understandable way, ensuring that clients in Norwich have the knowledge they need to make informed decisions. From liability coverage to collision and comprehensive packages, Nationwide Insurance: SIG Insurance Agencies works with drivers to find the right level of protection for their vehicles.
Michael Croker, Bankers Life Agent
Michael Croker, Bankers Life Agent is an insurance agency located at 100 Reserve Road in Danbury, Connecticut. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare expert, we can help you compare Medicare Advantage plans to find the best coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Let us help you start preparing for the future and have important discussions with your loved ones. Contact us today to begin planning your next steps towards financial security and peace of mind.
Bankers Life
Bankers Life, located at 185 Plains Road in Milford, Connecticut, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as products from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedule can set you up for success. Join us at Bankers Life and achieve more in your career. Visit our branch office in New Rochelle, NY for more information.
Kevin Agan Jr, Bankers Life Insurance Agent
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.
Jaclyn Lasaracina, Bankers Life Agent
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.
Richard Lasaracina, Bankers Life Agent
Richard Lasaracina, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complex world of Medicare, offering guidance on Medicare Advantage plans that provide comprehensive coverage and optional prescription drug benefits. Our plans include an annual maximum out-of-pocket limit, and some even have $0 monthly premiums.
David Preli, Bankers Life Agent
David Preli, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit.
Robert Murphy, Bankers Life Agent
Robert Murphy, Bankers Life Agent is an insurance agency located at 100 Reserve Road in Danbury, Connecticut. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complex world of Medicare Advantage plans. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). With annual maximum out of pocket limits and some plans offering premiums as low as $0 per month, we can help you find the right plan for your needs.
Alec Lavigne, Bankers Life Agent
Alec Lavigne, Bankers Life Agent is an insurance agency located at 100 Reserve Road in Danbury, Connecticut, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an Insurance Sales Representative, Alec Lavigne can help you navigate the complexities of Medicare and find the right Medicare Advantage plan for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have important discussions with your loved ones.
Sarah De Jesus - State Farm Insurance Agent
Sarah De Jesus - State Farm Insurance Agent is located at 30 Huntington Street in Shelton, Connecticut, United States. As the proud owner of this agency, Sarah De Jesus is dedicated to helping others prepare for the unexpected. The agency offers a wide range of insurance products including Auto Insurance, Home Insurance, Life Insurance, Renters Insurance, Condo Insurance, Health Insurance, Small Business Insurance, Commercial Insurance, and Workers Compensation. The mission of State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. The agency is committed to serving the community and providing excellent customer service. Whether you need a quote for insurance or help with your financial needs, the team at Sarah De Jesus - State Farm Insurance Agent is ready to assist you.
Rhaeshetta Bryant, Bankers Life Agent
Rhaeshetta Bryant, Bankers Life Agent in Milford, Connecticut, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Rhaeshetta can help you navigate the complexities of healthcare coverage and ensure you have the right plan for your needs. With a focus on long-term care planning, Rhaeshetta is dedicated to helping you prepare for the future and have important conversations with your loved ones. Visit Rhaeshetta Bryant, Bankers Life Agent at 185 Plains Road in Milford to start planning your next steps towards financial security.
Metlife: Maynard James
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.
Cory Muckle, Bankers Life Agent
Cory Muckle, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Cory Muckle, as an Insurance Sales Representative, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Cory can help you compare options to find the right coverage for your needs. With the increasing importance of long-term care planning, Cory is ready to help you start preparing for the future and have important discussions with your loved ones. Contact Cory Muckle, Bankers Life Agent today to begin planning your next steps towards financial security.
Brenden Ferrigno, Bankers Life Agent
Brenden Ferrigno, Bankers Life Agent located at 6 Vista Drive 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. As an insurance sales representative, Brenden Ferrigno can help you navigate the complexities of Medicare Advantage plans and find the right coverage for your needs. With the increasing importance of long-term care planning, it is crucial to have these discussions with your loved ones and be prepared for the future. Contact Brenden Ferrigno today to start planning your next steps towards financial security.
Edgar Almanzar - State Farm Insurance Agent
Welcome to Edgar Almanzar - State Farm Insurance Agent located at 765 Post Road in Fairfield, Connecticut, United States. We are a bilingual insurance agency serving the entire states of Connecticut and New York, with a focus on towns such as Fairfield, Norwalk, Westport, Bridgeport, and Stamford. Our mission is to provide you and your family with the right protection at a competitive price, whether in English or Spanish. With over 25 years of experience in the insurance industry, including 11 years representing State Farm, we are dedicated to ensuring your financial future is secure.
Scott McCracken, Bankers Life Agent
Scott McCracken, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Scott McCracken specializes in helping clients navigate their Medicare options, including Medicare Advantage plans which provide all-in-one coverage with the option for prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, we can help you find the right plan for your needs.
Margie Ford, Bankers Life Agent
Margie Ford, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Margie Ford can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even have premiums as low as $0 per month.
Southport Compass
Southport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.
Dalila Namy - State Farm Insurance Agent
Dalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.
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