The 30 Best Individualized financial plans in Fairfield, Connecticut

BitX Capital is a leading finance institution located at 3135 Easton Turnpike in Fairfield, Connecticut, United States. Specializing in investment management, financial planning, and wealth management services, BitX Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, BitX Capital is a trusted partner for all your financial needs.

Prosper First Funding Corporation - Nima Rezvan is a reputable finance institution located at 2465 Black Rock Turnpike in Fairfield, Connecticut, United States. With a focus on providing financial solutions and funding options to individuals and businesses, Prosper First Funding Corporation is committed to helping clients achieve their financial goals. Led by experienced financial expert Nima Rezvan, the institution offers personalized services and tailored financial plans to meet the unique needs of each client. Whether you are looking for a loan, investment advice, or financial planning assistance, Prosper First Funding Corporation is dedicated to helping you prosper financially.

Farmers Insurance - Joseph Barragan is a reputable insurance agency located at 203 East Putnam Avenue in Greenwich, Connecticut. With over 22 years of experience as a Connecticut resident, Joseph Barragan takes pride in serving the community of Greenwich and all of Fairfield County. He is actively involved in local charitable organizations such as New Covenant House in Stamford and Abilis events, showcasing his commitment to giving back to the community. At the Barragan Agency, personalized service is a top priority. Joseph aims to make his clients smarter about their insurance options, whether it be for life, home, auto, umbrella, business insurance, and more. With over 37 years of experience in financial services, Joseph and his team are dedicated to customizing insurance plans to fit the unique needs of each individual and family.

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.

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.

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.

Investment Capital Partners is a leading finance institution located at 2425 Post Road in Fairfield, Connecticut, United States. With a strong focus on providing strategic investment solutions for clients, Investment Capital Partners offers a wide range of services including asset management, wealth planning, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their investment potential. Whether you are an individual looking to grow your wealth or a business in need of capital, Investment Capital Partners is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Marissa Rella is a finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing personalized financial services, Marissa Rella offers a range of investment options and financial planning solutions to help clients achieve their financial goals. The institution prides itself on its knowledgeable staff and commitment to excellent customer service, making it a trusted partner for individuals and businesses looking to secure their financial future.

Daniel Holzer - Morgan Stanley is a prestigious financial institution located at 1229 Post Road in Fairfield, Connecticut, United States. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services to our clients, including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Daniel Holzer - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

People's Securities Inc is a finance institution located at 1055 Post Road in Fairfield, Connecticut, United States. We offer a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking to invest, save for the future, or plan for retirement, People's Securities Inc 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.