The 30 Best Individualized financial plans in Connecticut

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.

Allstate is a well-established finance and insurance agency located at 162 Montowese Street in Branford, Connecticut, United States. With a strong reputation for providing reliable insurance products and financial services, Allstate offers a range of options to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, or life insurance, or need assistance with retirement planning or investment management, Allstate has knowledgeable agents ready to help. Trusted by customers for their commitment to quality service and competitive rates, Allstate is a go-to institution for all your insurance and financial needs.

New York Life is an insurance agency located at 41 Rexview Circle, Trumbull, Connecticut, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Additionally, they provide the ability to invest your policy's cash value in the market, help with everyday tasks, replace lost income due to sickness or injury, and offer professionally managed investments with potential market gains. New York Life also offers guidance on creating an investment strategy, estate planning, insurance for employees and business owners, and more. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures and thrive. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. With the highest financial strength ratings and a diverse workforce, New York Life is dedicated to serving their policy owners and communities with integrity and compassion.

FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions. Our CARBYNE planning process is designed to provide exceptional service that minimizes taxes and volatility while maximizing income and wealth for our clients and their heirs. We operate under a fiduciary standard of care, ensuring that we always act in our clients' best interests. With a deep understanding that each individual and family has unique financial needs, we offer personalized solutions tailored to meet specific goals. Our team of experienced financial advisors is dedicated to providing the highest level of service, working closely with clients to develop comprehensive plans that align with their objectives. At FBO Strategies LLC, we prioritize asset protection and efficient wealth transfer to loved ones. Our mission is to help clients achieve their financial goals and build a secure financial future. Visit us at 1177 High Ridge Road, Suite 133, Stamford, CT 06905.

Fidelity Investments is a renowned financial institution located at 1261 Post Road in Fairfield, Connecticut, United States. Specializing in finance, Fidelity Investments offers a wide range of services including investment management, retirement planning, wealth management, and more. With a reputation for excellence and a commitment to helping clients achieve their financial goals, Fidelity Investments is a trusted partner for individuals and businesses alike. Visit their office in Fairfield to learn more about how they can help you secure your financial future.

Patricia J. Foley, CPA is a reputable accounting firm located at 51 Crown Ridge in Newington, Connecticut. With years of experience and a dedicated team of professionals, we provide a wide range of accounting services to individuals and businesses in the United States. Our firm is committed to delivering accurate and reliable financial solutions to help our clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Patricia J. Foley, CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

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.

Christopher Elias, Bankers Life Agent is an insurance agency located at 70 Seaview Avenue in Stamford, Connecticut, United States. Specializing in providing insurance products and services, Christopher Elias offers personalized solutions to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, this agency strives to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Christopher Elias, Bankers Life Agent is dedicated to helping you navigate the complexities of insurance and find the right policy for your needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.

Robert Cloutier, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. As a representative of Bankers Life, Robert Cloutier is dedicated to providing personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a focus on building long-term relationships, Robert Cloutier helps clients navigate the complexities of insurance coverage to protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Robert Cloutier, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance products and how we can help you secure your financial well-being.

Taylor Stell, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. As a trusted Bankers Life Agent, Taylor Stell offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, Taylor Stell is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Taylor Stell, Bankers Life Agent is here to help you navigate the complexities of the insurance world and make informed decisions. Contact us today to learn more about how we can assist you in securing your financial well-being.

Senior Insurance Benefits Ted Peiffer is an independent insurance agency located at 18 Newell Place in Fairfield, Connecticut, United States. Specializing in helping seniors in the northeast region enroll in the right insurance plans for their needs, the agency offers services such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, Final Expense Insurance, Dental Insurance, and Vision Insurance. The agency serves seniors, families, and individuals in the northeast, as well as in Virginia, North Carolina, and Florida. Their team of licensed agents provides education and assistance to help clients make informed decisions about their insurance coverage, taking into consideration their long-term financial, lifestyle, and healthcare goals.

Thomas P McKiernan - Aflac Insurance Agent is located at 109 Boston Post Road in Orange, Connecticut. As an insurance agency, we provide a wide range of insurance policies to help you feel confident about your coverage. We offer cash benefits for covered accidents, positive diagnoses, and serious health events to ease financial worries. Our policies also help with deductibles, co-pays, and other out-of-pocket expenses during hospital stays. Additionally, we offer dental and vision coverage with no networks, deductibles, or precertification requirements. Aflac also provides cash benefits for out-of-pocket expenses that major medical insurance may not cover. For employers, we offer quality products at no direct cost. If you're interested in becoming an Aflac insurance agent, we provide unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, with group policies offered by Continental American Insurance Company. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, or the Virgin Islands, and are offered by Continental American Insurance Company.

Susman, Duffy & Segaloff, P.C. is a prestigious law firm located in New Haven, Connecticut. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, litigation, real estate, and estate planning. With a commitment to excellence and a track record of success, we provide our clients with personalized and expert legal representation. Whether you are a business owner, individual, or organization, our dedicated team is here to help you navigate the complex legal landscape. Visit us at 700 State Street to learn more about how we can assist you with your legal needs.

Lincoln National Life Insurance Co is a leading finance institution located at 350 Church Street in Hartford, Connecticut, United States. With a strong reputation for providing reliable insurance products and financial services, Lincoln National Life Insurance Co is committed to helping individuals and families secure their financial future. Their experienced team of professionals work closely with clients to tailor insurance solutions that meet their specific needs and goals. Whether you are looking for life insurance, retirement planning, or investment strategies, Lincoln National Life Insurance Co is dedicated to helping you achieve financial security and peace of mind.

The Money Source is a finance institution located at 500 South Broad Street in Meriden, Connecticut, United States. We specialize in providing a wide range of financial services including mortgage, loan, and investment options to our clients. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Whether you are looking to purchase a new home, refinance your current mortgage, or plan for your future, The Money Source is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.

Choice Funding is a leading finance institution located at 10 Columbus Boulevard in Hartford, Connecticut, United States. We specialize in providing a wide range of financial solutions to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for a loan, investment advice, or assistance with financial planning, Choice Funding is here to help. Contact us today to learn more about our services and how we can help you secure your financial future.

Kit Crowne is a reputable finance institution located at 110 Main Street in Manchester, Connecticut, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Kit Crowne is known for its expertise in investments, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kit Crowne today to experience personalized and reliable financial solutions tailored to your specific needs.

Page Operations, LLC is a finance institution located at 567 Vauxhall Street in Waterford, Connecticut, United States. Specializing in financial operations and services, Page Operations, LLC is dedicated to providing top-notch financial solutions to their clients. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan assistance, or financial planning, Page Operations, LLC is here to help you achieve your financial goals. Visit their office in Waterford or contact them today to learn more about how they can assist you with your financial needs.

Steven Kukolla is a health institution located at 3 West Street in Litchfield, Connecticut, United States. This institution provides high-quality healthcare services to patients in the local community. With a team of experienced medical professionals, Steven Kukolla is dedicated to ensuring the well-being and health of all patients who walk through its doors. From primary care services to specialized treatments, this institution is committed to providing compassionate and personalized care to meet the unique needs of each individual. Visit Steven Kukolla for comprehensive and reliable healthcare services in a welcoming and comfortable environment.

Empire Real Estate School, located at 11 Birchwood Drive in Ansonia, Connecticut, is dedicated to helping individuals achieve their real estate goals efficiently. Our upcoming classes are designed to get you licensed in just 7 weeks, with morning classes held on Tuesdays, Wednesdays, and Thursdays from 9:00 am to 12:00 pm, and evening classes held on Mondays, Wednesdays, and Thursdays from 6:00 pm to 9:00 pm. Tuition is $398, with required books costing $98, and payment plans are accepted to accommodate different financial situations. Our online classes are conducted by certified instructors who are experienced realtors committed to your success, providing a supportive virtual environment for interaction, learning, and growth. To secure your spot in our upcoming classes, call (203) 231-1208 to register and begin your journey towards becoming a licensed real estate professional with Empire Real Estate School.

Freedom Life Therapy and Wellness is a comprehensive institution located at 101 Centerpoint Drive in Middletown, Connecticut, United States. Offering a unique blend of financial and health services, this institution is dedicated to helping individuals achieve holistic well-being. With a team of experienced professionals, Freedom Life Therapy and Wellness provides personalized therapy, counseling, financial planning, and wellness programs to support clients in reaching their goals and living a fulfilling life. Whether you are seeking mental health support, financial guidance, or simply looking to improve your overall well-being, Freedom Life Therapy and Wellness is here to help you every step of the way.

The Retirement Wealth Institute, located at 8 Wright Street in Westport, Connecticut, is a renowned school dedicated to providing comprehensive education and training in the field of retirement planning and wealth management. Our expert instructors and cutting-edge curriculum ensure that students are equipped with the knowledge and skills necessary to help individuals and families achieve financial security in their golden years. Join us at the Retirement Wealth Institute and embark on a rewarding career in the ever-evolving world of retirement planning.

Nadeau & Associates is a reputable finance institution located at 95 New Quarry Road in Guilford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Nadeau & Associates has the expertise to provide personalized solutions tailored to your unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Chubb Group of Insurance Co is a reputable insurance agency located at 3550 Main Street in Stratford, Connecticut, United States. With a strong focus on providing comprehensive insurance solutions to individuals and businesses, Chubb Group is known for its exceptional customer service and commitment to protecting its clients' assets. Whether you are looking for auto, home, life, or commercial insurance, Chubb Group has a team of experienced professionals ready to assist you in finding the right coverage for your needs. Visit their office today to learn more about their insurance products and services.

IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.

Fernando Rivadeneira - Morgan Stanley is a finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals provide personalized advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fernando Rivadeneira - Morgan Stanley is dedicated to helping you succeed.

Tammi Lauder, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients navigate the complexities of wealth management. Our team is committed to providing tailored solutions to meet the unique needs of each individual or family, ensuring stability for today and the future. From expert guidance to seamless financial management, we offer a comprehensive suite of services for holistic financial planning. Our bespoke investment strategies, aligned with your financial objectives, provide access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective and relevant advice. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. At Tammi Lauder, we are confidantes, counselors, and navigators dedicated to managing the complexities of family and wealth.

Bank of America Private Client Advisor Bryan Smith is a trusted financial institution located at 1 Gorham Island Road in Westport, Connecticut. As a private client advisor, Bryan Smith provides personalized financial solutions and expert advice to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Bryan Smith offers comprehensive wealth management services, investment strategies, and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bank of America Private Client Advisor Bryan Smith is committed to helping you achieve your financial objectives.

Located at 300 First Stamford Place in Stamford, Connecticut, the Landmark Group is a finance institution that is dedicated to empowering clients with expert guidance for their financial decisions. With a focus on meeting the dynamic needs of each client, the team at Landmark Group provides seamless financial management for families and individuals, ensuring stability for today and the future. They offer bespoke investment strategies aligned with clients' financial objectives, as well as a comprehensive suite of solutions for holistic financial planning. The institution also offers various trust services and fiduciary oversight, along with access to exclusive experiences through their curated Rockefeller Lifestyle Advisory partners. Led by a dedicated team of professionals, the Landmark Group is committed to serving clients as confidantes, counselors, and navigators in managing the complexities of family and wealth.