TOP 30 Insurance advisors in Connecticut

436 results found

Matson Financial Advisors, Inc. is a fee-based financial planning firm located at 4 Mountainview Terrace in Danbury, Connecticut. We specialize in comprehensive Financial Planning and Wealth Management, including investment, tax, insurance, and estate planning services. Our experienced team also assists employers with implementing Employee Benefits. As a Registered Investment Adviser firm, we take our fiduciary role seriously in addressing each client’s unique planning needs. Securities and advisory services are offered through registered representatives of Cetera Advisor Networks LLC, a Broker/Dealer and Registered Investment Adviser. Some advisory services are offered through Matson Financial Advisors, Inc. Rest assured that individuals affiliated with our firm are dedicated to providing the best possible financial solutions for our clients.

Sound Trust Wealth Advisors, LLC is a leading finance and insurance agency located at 33 Pequot Trail in Westport, Connecticut. Our team of expert advisors is dedicated to providing personalized financial planning and wealth management services to individuals and businesses in the local community. With a commitment to sound financial principles and trustworthiness, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you build and protect your wealth.

Mercer Advisors Wealth Management, located at 965 Post Road East in Westport, Connecticut, offers a unique approach to wealth management. They believe that there comes a point in life where the hard work and success you've achieved should be enjoyed, not just built upon. The firm provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, ensuring that all aspects of your financial life are taken care of. Their team of talented wealth advisors in the Westport area, including Robert, Gregg, Eric, Nadia, Roain, Brian, and Timothy, have years of experience in providing comprehensive financial planning and investment advisory services. They are dedicated to helping clients achieve their financial goals and enjoy the fruits of their labor.

Northwestern Mutual Life Insurance, located at 16 Concord Ridge Road in Newtown, Connecticut, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a focus on personalized service, their policies are tailored to your unique needs and goals. Whether you're looking for a safety net for the unexpected or a solid financial plan for the future, Northwestern Mutual has you covered. Their experienced advisors will work with you to determine the right type and amount of life insurance for your situation, ensuring you get the coverage you need without paying for what you don't. From term life insurance for temporary protection to whole life insurance with cash value growth, they offer a variety of options to fit your needs.

Mercer Advisors Wealth Management is a finance institution located at 1 Bradley Road in Woodbridge, Connecticut, United States. This institution offers a unique approach to wealth management, focusing on helping clients transition from wealth-building to wealth-enjoying. They believe in overseeing and connecting all aspects of a client's financial life, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The team of talented wealth advisors at Mercer Advisors in Woodbridge is dedicated to helping clients achieve their financial goals and live a more fulfilling life. With expertise in various financial areas and a commitment to personalized service, Mercer Advisors is here to help clients protect and grow their wealth. Whether it's creating better financial plans, investment outcomes, or risk management strategies, Mercer Advisors is dedicated to helping clients build a secure and confident future.

Nick Pitruzzello - Retirement Planning & Insurance Broker is a leading finance, health, and insurance agency located at 10 Waterside Drive in Farmington, Connecticut, United States. With years of experience in the industry, our team of experts is dedicated to helping clients plan for a secure and comfortable retirement. We offer a wide range of insurance products to protect your financial future, including life insurance, health insurance, and long-term care insurance. Whether you are looking to secure your retirement savings or protect your loved ones, Nick Pitruzzello is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Pasco Advisors, LLC is a finance and insurance agency located at 5A Pasco Drive in East Windsor, Connecticut, United States. With a team of experienced professionals, Pasco Advisors, LLC offers a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Pasco Advisors, LLC is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Brian Marois, AAMS CT Financial Advisor is a finance institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Specializing in financial planning and investment management, Brian Marois, AAMS® has earned his Accredited Asset Management Specialist designation from The College for Financial Planning. Brian takes a proactive approach in educating his clients and hosts a video podcast series on YouTube to provide insights into investment markets and tips for improving personal financial wellness. His goal is to remove the fear from investing and instill confidence in his clients by developing strategic financial plans tailored to their personal goals, whether it be retirement, education savings, or wealth accumulation.

Northwestern Mutual Life Insurance: Cluney John is a finance institution located at 1579 Straits Turnpike, Middlebury, Connecticut, United States. Our financial advisors are dedicated to helping protect your family and keep your goals on track with insurance designed to provide financial flexibility and protect your income. We offer personalized plans at no cost to you, balancing your current and future priorities to help you make the best financial choices every day. With top financial strength ratings and recognition for customer experience, we offer a wide range of financial options tailored to your goals. Our advisors will guide you through life events and help you create a comprehensive financial plan that combines growth and protection strategies personalized to your needs. Connect with us today to start working towards the life you've always wanted.

C. Gary Drake, Sterling Holistic Advisors is a finance and insurance agency located at 135 Church Street in Guilford, Connecticut, United States. Our institution is dedicated to helping you achieve the highest level of comfort and confidence in your investments. We offer securities and advisory services through LPL Financial, a Registered Investment Adviser. Our team of Registered Representatives can only conduct securities business with residents of certain states. We are committed to providing superior client service and guidance, and our website serves as a valuable resource for our clients and visitors. Thank you for visiting us and we look forward to assisting you with your financial goals.

SkyBlue Wealth Advisors - Fee-Only is a financial advisory firm located in Glastonbury, Connecticut, United States. We specialize in tax-efficient retirement planning and investment management. Our services include tax planning, investment planning, and ongoing retirement advice. We address the changing needs of aging clients by focusing on protecting assets with attention to liquidity, credit, liability management, long-term care, premature death protection, and longevity protection. Unlike many advisors, we incorporate careful tax minimization planning into all aspects of our services and are regulated solely as fiduciaries, always acting in your best interest.

Wolff Wealth Advisors is a leading finance and insurance agency located at 201 East Center Street in Manchester, Connecticut, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we provide comprehensive financial planning services tailored to each client's unique needs. Contact us today to start building a secure financial future with Wolff Wealth Advisors.

eMBark Financial and Insurance Partners is a leading finance and insurance agency located at 220 Hartford Turnpike in Vernon, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial planning and insurance solutions to help our clients achieve their goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Visit us today to embark on a secure financial future with eMBark Financial and Insurance Partners.

PMG Insurance & Financial Services is a comprehensive finance, health, and insurance agency located at 675 Berlin Turnpike in Berlin, Connecticut, United States. Our dedicated team of professionals is committed to providing personalized and reliable financial solutions to meet the unique needs of our clients. Whether you are looking for insurance coverage, retirement planning, or healthcare options, PMG Insurance & Financial Services is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in achieving your financial goals.

Merrill Lynch Financial Advisor David R Schrage is a trusted institution located at 27 Coogan Boulevard in Stonington, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are committed to helping clients achieve their financial goals. Our team of advisors offers a wide range of services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk and our advisors do not provide legal, tax, or accounting advice. Before making any financial decisions, we recommend consulting with your own legal and tax advisors. We offer insurance and annuity products through Merrill Lynch Life Agency Inc., and trust and fiduciary services through Bank of America Private Bank. Additionally, we provide banking products through Bank of America, N.A. and affiliated banks. Our advisors hold various certifications and designations, ensuring that you receive expert guidance tailored to your specific needs. At Merrill Lynch, we strive to provide you with information about products and services that may be of interest to you. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor David R Schrage for your financial needs.

MONECO Advisors is a finance and insurance agency located at 2150 Post Road in Fairfield, Connecticut, United States. Our team of experienced advisors offers comprehensive financial planning and insurance solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, MONECO Advisors is here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merritt Point Wealth Advisors is a finance institution located at 274 Riverside Avenue in Westport, Connecticut, United States. Our services are available to residents of select states, including AZ, CA, CT, FL, GA, KY, MA, NC, NH, NJ, NY, PA, SC, SD, TX, VA, VT, and WY. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that securities-related services may not be provided to individuals residing outside of the listed states. For parties residing outside of the U.S., please be aware that the information provided on our website is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell any securities. Social Media content may not necessarily reflect the views of our firm, and is intended for U.S. residents only.

Lenox Advisors is a reputable finance and insurance agency located at 281 Tresser Boulevard in Stamford, Connecticut, United States. With a team of experienced professionals, Lenox Advisors offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lenox Advisors can provide personalized solutions to meet your needs. Visit their office in Stamford or contact them to schedule a consultation and start securing your financial future today.

n create a personalized financial plan tailored to your unique needs and aspirations. With over 35 years of experience in the financial industry, Edward Laux of Merrill Lynch Financial Advisor is dedicated to providing a concierge level of service to meet the sophisticated wealth management needs of his clients. Located at 2 Pickwick Plaza in Greenwich, Connecticut, Edward leverages his Wall Street background to offer a wide array of products and services to help clients achieve their long-term financial goals. As a Founding Member of the First Tee of Connecticut and a coach of travel basketball, Edward is deeply involved in his community and is committed to building strong client relationships based on trust and personalized service. He works closely with the Dyer Group, one of Merrill's top advisory teams, to provide expert guidance in investment management, trust and estate planning services, insurance, alternative investments, credit, and more.

Merrill Lynch Financial Advisor Brian D. Ceglarski, located at 1020 Boston Post Road in Darien, Connecticut, offers a wide range of investment solutions from Merrill Lynch and banking products from Bank of America. Brian Ceglarski, a Senior Vice President and Senior Financial Advisor, works with multi-generational families, executives, and privately-held business owners to create tailored wealth strategies. With access to the investment insights of Merrill Lynch and banking convenience of Bank of America, Brian helps clients address various aspects of their financial lives. From insurance needs to home financing, investment allocations, and estate planning, Brian coordinates a team of specialists to provide comprehensive financial solutions. With a focus on understanding clients' goals and aspirations, Brian helps design and implement personalized plans to help manage investment risk and pursue financial objectives. Through thoughtful conversations and a deep understanding of clients' needs, Brian aims to turn goals into reality by providing advice and guidance to help clients stay informed and make informed financial decisions. As a member of the Darien Chamber of Commerce, Brian is actively involved in the community and is dedicated to helping clients achieve financial success.

AXA Advisors is a finance and insurance agency located at 304 Federal Road in Brookfield, Connecticut, United States. We are dedicated to developing the first global B2B management and prevention platform, with a vision of sustainability that encompasses environmental, social, and economic concerns. Our team includes dedicated professionals like Maria, a doctor from Bogotá at Emermédica, who shows grit and empathy towards those in need. Employee shareholding is a key part of our culture, allowing our team to share in the value created by the Group. Our Chief Risk Officer and Risk Management Department play crucial roles in our strategy, fostering a common risk culture. Our Head of Communications, Brand, and Sustainability leads us in innovative collaborations like Healthanea, a new model for healthcare access. Stay updated on our progress with the 2023 Annual Report (Universal Registration Document).

Prudential | Paul Sedor | Life Insurance & Financial Services is a trusted finance and insurance agency located at 246 Federal Road in Brookfield, Connecticut, United States. Specializing in life insurance and various financial services, our dedicated team is committed to helping clients protect their futures and achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide peace of mind and financial security to individuals and families in the Brookfield area. Contact us today to learn more about our services and how we can assist you in planning for a secure financial future.

Nicholas / Tobin Insurance is a reputable insurance agency located at 10 South Main Street in Kent, Connecticut, United States. With a strong focus on providing personalized insurance solutions to meet the needs of individuals and businesses, they offer a wide range of coverage options including auto, home, life, and commercial insurance. Their team of experienced agents is dedicated to helping clients find the right policies at competitive rates. Whether you're looking for basic coverage or specialized insurance products, Nicholas / Tobin Insurance is committed to delivering exceptional service and peace of mind to their customers.

Bluebird Wealth Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 57 North Street, Danbury, Connecticut, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors will work with you to create a comprehensive investment strategy, regularly reviewing and adjusting your portfolio as needed. With access to your accounts and progress tracking tools, you can stay informed and in control of your financial future.

Alexander Fredericks is a financial advisor at Ameriprise Financial Services, LLC located at 57 North Street in Danbury, Connecticut, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. If you are looking for guidance on your financial future, consider setting up a complimentary initial consultation with Alexander Fredericks. The consultation will provide an overview of financial planning concepts to help you make informed decisions.

Merrill Lynch Financial Advisor William T Whelan is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients in all 50 states, the District of Columbia, and various US territories are guided towards achieving their desired lifestyles. Investing comes with risks, and there is always a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against market declines. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with legal and/or tax advisors before making financial decisions.

Cutrali Insurance & Financial Services, LLC is a leading finance institution located at 12 Cranberry Lane in Burlington, Connecticut, United States. We specialize in providing a wide range of insurance and financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their futures. Whether you are looking for insurance coverage or investment advice, we are here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you with your financial needs.

Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Nina Daoud provides expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking for assistance with wealth transfers, retirement planning, or investment management, Nina Daoud has the knowledge and expertise to help you reach your financial goals. Contact Nina Daoud today to schedule a consultation and start planning for a secure financial future.

Robert Velardi - Financial Advisor - Ion Investments is a reputable finance institution located at 2989 Whitney Avenue, Hamden, Connecticut, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity in serving our customers. As a family-owned business, we prioritize looking out for our clients' best interests. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that sets us apart from larger banks. We specialize in financial planning and risk management through our unique 5 Step Process designed to help clients achieve their financial goals. Our advisors provide economic insights and market alerts to guide decision-making and keep clients informed. We make investing simple, fast, and easy for our clients, offering one of the fastest growing Wealth Management programs.

Brian Marois - Financial Advisor - Ion Investments is a reputable finance institution located at 665 North Colony Road, Wallingford, Connecticut, United States. Our team of financial professionals is highly skilled in financial planning, risk management, and wealth management. We offer personalized service and a unique 5 Step Process to help you achieve your financial goals. As a part of Ion Bank's relationship with Osaic Institutions Inc., we provide access to a wide range of products and services typically found at larger banks, but with a personal touch. Our advisors are experienced and dedicated to keeping you informed with economic insights and market alerts. Whether you are a family, business, nonprofit, or individual, we have the tools and expertise to help you meet your financial goals. Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Consult with us to learn more about how we can help you secure your financial future.