TOP 10 Insurance bank solutions in Connecticut
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Merrill Edge Financial Solutions Advisor : CHRISTOPHER CLARKE
● OpenMerrill Edge Financial Solutions Advisor, Christopher Clarke, is located at 781 Farmington Avenue in Farmington, Connecticut, United States. As a Merrill Financial Solutions Advisor, Christopher Clarke offers personalized advice and guidance to help individuals turn their ambitions into action. Whether you are looking to pursue your financial goals or plan for what matters most to you, Christopher Clarke can provide the tools and expertise to help you succeed. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that may be of interest to you. Investing in securities involves risks, and it is important to understand the potential for loss when investing. With a range of services including brokerage, investment advisory, and financial planning, Merrill is dedicated to helping clients achieve their financial objectives. Additional information about Merrill's services and offerings can be found in the Client Relationship Summary. Banking products are provided by Bank of America and its affiliated banks, while Merrill Lynch Life Agency Inc. offers insurance services. Contact Christopher Clarke at Merrill Edge Financial Solutions Advisor for expert financial guidance and support.
781 Farmington Ave, Farmington, CT 06032, United States -
Kevin Linskey - State Farm Insurance Agent
● ClosedKevin Linskey - State Farm Insurance Agent is an insurance agency located at 1049 Queen Street in Southington, Connecticut, United States. Situated in Riverbend Plaza near the Plainville line on Route 10, we have been serving the Southington and Central CT community since 2016. Our services include home insurance, auto insurance, life insurance, business insurance, commercial lines, commercial auto insurance, and business auto insurance. In addition to providing insurance coverage, we also offer appraisals for determining the value of your home, as well as tips on how to combat rising auto repair costs by performing some maintenance tasks at home. We prioritize the protection of our customers and advise against sharing sensitive personal information online.
1049 Queen St Ste 10, Southington, CT 06489, United States -
National Iron Bank
● ClosedNational Iron Bank is a leading financial institution located at 195 Main Street in Salisbury, Connecticut, United States. As a full-service bank, we offer a wide range of banking and financial services including ATMs for your convenience. Our institution is dedicated to providing top-notch customer service and helping you achieve your financial goals. At National Iron Bank, you can access millions in FDIC insurance coverage, giving you peace of mind knowing that your funds are secure. We are proud to be one of the Nation's fastest-growing lenders, offering competitive rates and personalized financial solutions to meet your individual needs.
195 Main St, Salisbury, CT 06068, United States -
Chase Bank
● ClosedChase Bank, located at 151 Trumbull Street in Hartford, Connecticut, is a financial institution offering a range of services including ATMs, banking, and finance. With a team of business professionals, Chase provides guidance on improving cash flow, credit solutions, and payroll management for businesses. They also offer online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. Chase is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering for approved deposit accounts. Please note that all documents related to Chase products are available only in English.
151 Trumbull St, Hartford, CT 06103, United States -
Chase Bank
● ClosedChase Bank, located at 234 Church Street in New Haven, Connecticut, is a newly renovated branch offering a wide range of financial services. As a leading bank in the United States, Chase provides ATM services, business banking guidance, credit solutions, payroll management, online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and annuities through Chase Insurance Agency, Inc. Chase Private Client is a banking and investment service offering available to approved clients. With a focus on market risk management and investment objectives, Chase Bank is dedicated to providing top-notch financial solutions to its customers.
234 Church St, New Haven, CT 06510, United States -
First Republic Bank
● ClosedFirst 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.
93 Mason St, Greenwich, CT 06830, United States -
Joe Namy - State Farm Insurance Agent
● ClosedWelcome to Joe Namy - State Farm Insurance Agent, located at 1051 Long Ridge Road in Stamford, Connecticut. Our agency is conveniently situated in the Chimney Corners Shopping Center, above Dunkin Donuts and across the street from Lakeside Diner. As a third-generation State Farm Agent, I am proud to serve the communities of Connecticut and New York with personalized insurance solutions. At our agency, we offer a wide range of insurance products, including auto, home, renters, condo, boat, motorcycle, personal liability umbrella policy, jewelry coverage, business insurance, workers comp, life insurance, and health plans. We are committed to protecting families and helping individuals and businesses manage risks, recover from the unexpected, and realize their dreams.
1051 Long Ridge Rd, Stamford, CT 06903, United States -
Fairfield County Bank Insurance Services: Stamford
● ClosedFairfield County Bank Insurance Services in Stamford is a reputable insurance agency located at 850 East Main Street in Stamford, Connecticut, United States. Our experienced team of insurance professionals is dedicated to providing top-notch insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. With a commitment to exceptional customer service and a wide range of insurance products, you can trust Fairfield County Bank Insurance Services to protect what matters most to you. Contact us today to learn more about our insurance offerings and how we can help you secure your future.
850 E Main St, Stamford, CT 06902, United States -
Tashalee White-simms: Primerica - Financial Services
● OpenTashalee White-Simms: Primerica - Financial Services is a reputable finance and insurance agency located at 207 Bank Street in Waterbury, Connecticut, United States. They offer a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Tashalee White-Simms: Primerica - Financial Services is dedicated to providing personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, they are committed to helping you make informed decisions and build a solid financial foundation. Visit their office today to learn more about how they can assist you in achieving financial success.
207 Bank St 2ND FL, Waterbury, CT 06702, United States -
Connecticut Mutual Holding Co
● OpenConnecticut Mutual Holding Co is a finance institution located at 86 Main Street in Winsted, Connecticut, United States. They specialize in providing a range of financial services to individuals and businesses in the local community. With a strong focus on customer service and personalized solutions, Connecticut Mutual Holding Co is dedicated to helping their clients achieve their financial goals. Whether you are looking for assistance with banking, investments, or insurance, you can trust the experienced professionals at Connecticut Mutual Holding Co to provide expert guidance and support.
86 Main St, Winsted, CT 06098, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 2319 Whitney Avenue in Hamden, Connecticut, United States. As a full-service bank, finance, and insurance agency, we offer a wide range of financial products and services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions to meet our clients' unique needs. Whether you are looking for banking services, investment options, or insurance coverage, TIAA 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 securing your financial future.
2319 Whitney Ave Suite 6A, Hamden, CT 06518, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 10 Cold Spring Road, Rocky Hill, Connecticut, United States. At Merrill, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors in Connecticut can assist you in planning for what matters most to you. Whether you are looking for investment advice or financial planning services, our team is here to help. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. Investing in securities involves risks, and it is important to understand the potential of losing money. We offer a range of services including brokerage, investment advisory, and financial planning. For more information, please review our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
10 Cold Spring Rd, Rocky Hill, CT 06067, United States -
First Command
● ClosedFirst Command is a leading financial institution located at 400 Bayonet Street in New London, Connecticut. As a bank, finance, and insurance agency, we offer a wide range of services to help individuals and families achieve their financial goals. Our team of experts is dedicated to providing personalized solutions and guidance to our clients, ensuring they have the tools and resources needed to secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, First Command is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
400 Bayonet St STE 306, New London, CT 06320, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a reputable institution located at 225 High Ridge Road in Stamford, Connecticut, United States. As a versatile financial services provider, TIAA offers a range of banking, finance, and insurance solutions to help individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, TIAA is a trusted partner in managing and growing your wealth. Visit us today to experience the personalized service and expertise that sets us apart in the industry.
225 High Ridge Rd Suite 115, Stamford, CT 06905, United States -
Merrill Lynch Financial Advisor Edward Laux
● Closedn 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.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Brian D. Ceglarski
● ClosedMerrill 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.
1020 Boston Post Rd, Darien, CT 06820, United States -
Robert Velardi - Financial Advisor - Ion Investments
● ClosedRobert 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.
2989 Whitney Ave, Hamden, CT 06518, United States -
Christopher Curtis - Financial Advisor - Ion Investments
● ClosedChristopher Curtis - Financial Advisor at Ion Investments is a trusted institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Our team of financial professionals is highly skilled and dedicated to providing expert financial planning and risk management services. We operate as a family and business that is committed to looking out for you and helping you achieve your financial goals. Through our unique 5 Step Process, we offer personalized financial planning and tactical asset management tailored to your specific needs. Our advisors have access to industry-leading tools and products to help you meet your financial objectives. We provide regular economic insights and market alerts to keep you informed and guide our decision-making process.
1751 Ellington Rd, South Windsor, CT 06074, United States -
Chelsea Groton Financial Services
● ClosedChelsea Groton Financial Services is a reputable finance institution located at 2 Water Street in Groton, Connecticut. With a strong commitment to providing personalized financial solutions, they offer a wide range of services including banking, investment, and insurance. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to open a savings account, plan for retirement, or protect your assets, Chelsea Groton Financial Services is here to provide expert guidance and support. Visit their branch today to experience top-notch financial services tailored to meet your individual needs.
2 Water St, Mystic, CT 06355, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1070 High Ridge Road, Stamford, Connecticut, United States. They offer personalized advice and guidance to help individuals achieve their financial goals. At Merrill Edge, you can find a Merrill Financial Solutions Advisor in Stamford, CT to help you plan for what matters most to you. They provide information about products and services that may be of interest to you and strive to help you make informed investment decisions. Please note that investing in securities involves risks and there is always the potential of losing money. Merrill offers a range of brokerage, investment advisory, and other services to meet your financial needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, you can review their Client Relationship Summary.
1070 High Ridge Rd, Stamford, CT 06905, United States -
Tim Martin at Guaranteed Rate Affinity (NMLS #16273)
● ClosedTim Martin at Guaranteed Rate Affinity (NMLS #16273) is a finance institution located at 230 Greenwood Avenue in Bethel, Connecticut, United States. With the right advice, they can help you find the perfect mortgage for your needs. They offer fast approvals with options as little as 3% down, making it easier for you to purchase the home you desire. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments for homeownership. Tim Martin at Guaranteed Rate Affinity also offers VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, providing a competitive edge for military service members and their families to build equity through real estate at a lower cost.
230 Greenwood Ave Suite 1A, Bethel, CT 06801, United States -
American Eagle Financial Center
● OpenAmerican Eagle Financial Center is a leading financial institution located at 333 East River Drive in East Hartford, Connecticut. As a trusted provider of financial services, we offer a wide range of banking and investment options to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to help our customers make informed decisions. Whether you are looking to open a savings account, apply for a loan, or invest in the stock market, American Eagle Financial Center is here to help you every step of the way. Visit us today to experience the difference that our commitment to excellence can make in your financial future.
333 E River Dr, East Hartford, CT 06108, United States -
CorePlus Credit Union Norwich
● ClosedCorePlus Credit Union Norwich, located at 202 Salem Turnpike in Norwich, Connecticut, is a trusted financial institution offering a range of innovative and personalized financial solutions. With a commitment to community and member satisfaction, CorePlus provides free checking accounts, competitive loan rates, and cutting-edge digital banking services. As a member of CorePlus Credit Union, you can enjoy great benefits such as earning 4.00% APY on balances up to $10,000 with Kasasa Cash, free checking that pays you for doing the things you already do, and access to convenient locations for all your banking needs.
202 Salem Turnpike, Norwich, CT 06360, United States -
CorePlus Credit Union Waterford
● ClosedCorePlus Credit Union Waterford, located at 40 Boston Post Road in Waterford, Connecticut, is a finance institution dedicated to providing innovative and personalized financial solutions to its members. With a commitment to community and member satisfaction, CorePlus offers a range of benefits including free checking accounts, competitive loan rates, and cutting-edge digital banking services. Members can enjoy the convenience of digital banking solutions and access to wealth management services to help identify and achieve financial goals. CorePlus also offers great member benefits and convenient locations for easy access to financial services.
40 Boston Post Rd, Waterford, CT 06385, United States -
CorePlus Credit Union Plainfield
● ClosedCorePlus Credit Union Plainfield, located at 67 Lathrop Road in Plainfield, Connecticut, is a trusted financial institution offering a wide range of services to its members. With a focus on community and member satisfaction, CorePlus provides innovative and personalized financial solutions to meet your needs. Join us in the month of April and refer a friend to receive a FREE Stanley Tumbler! Our debit cards offer convenience and security, serving as your all-in-one banking solution. Learn the rules of the road when it comes to Social Security by registering for our informative sessions.
67 Lathrop Rd, Plainfield, CT 06374, United States -
InsurBanc
● OpenInsurBanc is an insurance agency located at 605 West Avenue in Norwalk, Connecticut, United States. We specialize in insurance agency financing and understand the unique needs of independent agents and their businesses. Whether you are looking for agency perpetuation funding, insurance agency acquisition, or simply need assistance with your banking needs, InsurBanc can help agencies nationwide. If you believe there is an error on your mortgage loan periodic statement or would like to request information related to your mortgage loan, please contact us at Connecticut Community Bank, N.A., Loan Operations Department at the address provided. Get in touch with InsurBanc to find out how we can help you achieve your goals.
605 West Ave, Norwalk, CT 06850, United States -
CorePlus Credit Union Groton
● ClosedCorePlus Credit Union Groton, located at 441 Long Hill Road in Groton, Connecticut, is a trusted financial institution offering a wide range of services to its members. With a focus on community and member satisfaction, CorePlus provides innovative and personalized financial solutions to help you achieve your goals. As a member of CorePlus Credit Union, you can enjoy great benefits such as free checking accounts that actually pay you for doing the things you already do, competitive loan rates, and cutting-edge digital banking services. Earn a high APY of 4.00% on balances up to $10,000 with Kasasa Cash, and take advantage of convenient locations and digital banking solutions.
441 Long Hill Rd, Groton, CT 06340, United States -
John Horton
● OpenJohn Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States
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