Insurance banking professionals in Connecticut

Banks Wealth Management LLC is a premier finance and insurance agency located at 2268 Main Street in Stratford, Connecticut, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, protect your assets, or plan for the future, we are here to provide expert guidance and support. Trust Banks Wealth Management LLC to help you secure your financial future.

Fairfield County Bank Insurance Services: Ridgefield is a trusted health insurance agency located at 401 Main Street in Ridgefield, Connecticut, United States. With a commitment to providing personalized service and comprehensive coverage options, our experienced team of insurance professionals is dedicated to helping individuals and families find the right health insurance plans to meet their needs. Whether you are looking for individual coverage or group plans, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Jack Edsall Jr - State Farm Insurance Agent is an insurance agency located at 1101 Huntingdon Avenue in Waterbury, Connecticut, United States. Our experienced staff has a combined 38 years of insurance experience to help you insure the things that are important to you and plan for your future. We are dedicated to providing the customer service you deserve. At our institution, we offer tips to help you avoid the dangers of drinking and driving, remove cigarette smoke from your car or home, and practice good kitchen safety to prevent cuts and burns. We also provide information on pet insurance products, pre-existing conditions, and investment options.

Welcome to Ashlee Moore - State Farm Insurance Agent located at 698 Hartford Road in Manchester, Connecticut. As your local State Farm Insurance Agent, I am here to serve the Hartford County and Tolland County community with all your insurance, financial service, and banking needs. I am a second-generation State Farm Agent with a passion for helping customers protect what matters most to them. At our agency, we offer a variety of State Farm products and discounts to ensure that you have the coverage you need at a price you can afford. Whether you are looking for auto insurance, home insurance, life insurance, or health insurance, we are here to provide you with a free quote and personalized recommendations.

Zachary Racow - State Farm Insurance Agent is a reputable insurance agency located at 230 East Main Street in Branford, Connecticut. The large blue building is easily recognizable, situated across from Mill Pond Veterinary Hospital and Cumberland Farms. The agency serves a wide range of areas including Branford, North Branford, East Haven, New Haven, Guilford, Madison, Clinton, Killingworth, and New Haven County, offering services such as Auto, Homeowners Insurance, Financial Services, commercial auto, and business insurance. As a second-generation State Farm Agent, Zachary Racow is dedicated to providing exceptional service to all customers. With a team that aims to create a great experience for every client, the agency offers State Farm Discounts in Guilford, Auto Insurance Quotes in Madison, Home Insurance in East Haven, Renters Insurance in New Haven, Car Insurance in North Branford, and more. Additionally, the agency provides life insurance protection for residents in Connecticut and New Haven County.

Dave Persa - State Farm Insurance Agent is a trusted insurance agency located at 163 Albany Turnpike in Canton, Connecticut. With almost 20 years of experience in the insurance and customer service industry, Dave Persa is dedicated to providing top-notch Insurance and Financial Services to the residents of Canton and the Farmington Valley. The agency offers a range of products including Auto Insurance, Home Insurance, Renters/Condo Insurance, Life Insurance, Health Insurance, and Business and Commercial Insurance. Located on the north side of Albany Turnpike, between Unique Antiques and The Whole Donut, the agency is committed to exceeding customer expectations and providing the products that best suit their needs. Whether you need to protect your home, vehicle, or business, Dave Persa and his team are here to help.

Mario Russo - State Farm Insurance Agent is an insurance agency located at 1123 New Britain Avenue, West Hartford, Connecticut, United States. Since 2008, Mario Russo and his team have been dedicated to protecting customers with Auto, Home, Life, and Business Insurance. Unfortunately, their online Auto Insurance quoting is currently unavailable, so they encourage customers to call, text, or email directly for Auto insurance inquiries. The team is committed to exceeding expectations and providing excellent customer service. The team at Mario Russo - State Farm Insurance Agent includes experienced professionals such as Cheryl, Laura, and Lindsey, who are licensed in various types of insurance and bring a wealth of knowledge to the office. They are dedicated to helping customers navigate the complexities of insurance and find the best coverage for their needs.

Chase 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.

Tom Huse - State Farm Insurance Agent is an insurance agency located at 36 Mill Plain Road in Danbury, Connecticut. We proudly serve the greater Danbury Area as well as the entire State of Connecticut. Our services include providing tips on preventing merging collisions, handling parking lot accidents, and avoiding the dangers of drinking and driving. We prioritize the protection of our clients' sensitive personal information and offer assistance to those using screen readers on our website. We offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Our credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. When it comes to pet insurance, we work with American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.

Brandy Henriquez - State Farm Insurance Agent is located at 61 Arrow Road in Wethersfield, Connecticut. As an insurance professional in Hartford County, Brandy offers a wide range of insurance options, including life, health, and auto insurance. Her goal is to provide families with better coverage and service while staying updated on the insurance needs of Hartford County. Whether you need protection during bad weather while riding your motorcycle or tips on limiting screen time for your children, Brandy is here to help. Please refrain from sharing sensitive personal information on this website, and if you are having trouble accessing it with a screen reader, you can call (959) 666-3924 for assistance. Remember that State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities, and State Farm VP Management Corp. is a separate entity that provides banking and insurance products. For tax or legal advice, it is recommended to consult a professional advisor.

Fairfield 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.

Tashalee 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.

Connecticut 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.

TIAA 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.

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.

Merrill Lynch Wealth Management, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced financial advisors at Merrill Lynch can provide strategies based on years of wealth management knowledge and can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working with clients to identify their personal and professional goals and create financial strategies to meet their long-term objectives. The advisors at Merrill Lynch also engage in volunteerism and charitable outreach to support the communities in which they operate.

Merrill Lynch Wealth Management, located at 1020 Boston Post Road in Darien, Connecticut, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch emphasizes client service and satisfaction, working with clients to identify personal and professional goals related to lifestyle and multi-generational issues. By utilizing industry analysts and specialists, financial advisors create customized financial strategies to meet long-term objectives.

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.

Merrill Lynch Financial Advisor LeVar D. Brown is located at 63 Copps Hill Road in Ridgefield, Connecticut, United States. With nearly 20 years of experience in the financial services industry, LeVar offers a comprehensive approach to Wealth Management by listening to clients' needs and helping them achieve their financial goals. He provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. LeVar holds a MBA from NYU Stern School of Business and is a CERTIFIED FINANCIAL PLANNER professional. He offers services such as investment and retirement planning, cash management, insurance analysis, educational planning, and business lending. LeVar is dedicated to delivering excellent service and helping clients pursue their goals. With a team of talented individuals at Merrill, LeVar focuses on building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation, customizing financial approaches, or providing guidance on important financial decisions, LeVar is committed to helping clients achieve their aspirations. Through the Merrill Personal Wealth Analysis™, clients can receive a personalized plan centered on their goals and focused on what they want to achieve. LeVar believes in understanding clients personally to create a financial approach that reflects their unique needs and priorities. He stays updated on changes in clients' lives and financial markets to help them stay on track towards their goals. By working together, LeVar and his team aim to help clients live their best financial life.

Merrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Christopher 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.

Mengel Morse and Associates is a finance institution located at 113 Kimberly Drive in Manchester, Connecticut, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team of professionals is dedicated to providing personalized financial advice tailored to your specific goals and needs. We offer comprehensive financial strategies to help you achieve clarity and confidence as you work towards your financial dreams. Whether you are looking to manage accumulated wealth or have multiple financial goals in mind, we integrate your objectives into a personalized blueprint that evolves with your changing needs.

Chelsea 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.

Webster St Mutual is a reputable finance institution located at 73 Webster Street in Hartford, Connecticut. With a strong focus on customer service and financial expertise, we provide a wide range of services including banking, loans, investments, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how Webster St Mutual can help you manage your finances effectively.

KPMG is a global institution located at 50 Prospect Street in Hartford, Connecticut, United States. Specializing in accounting and finance, KPMG is known for creating a caring, inclusive, Purpose-led, and Values-driven culture. They work with a variety of clients, from asset management firms to banks and fintech companies, helping them navigate the complex landscape of regulatory changes, customer demands, and technological advancements. KPMG also provides services to the energy sector, public sector, biotechnology, pharmaceutical, and medical device corporations, as well as insurers. They are committed to providing objective assurance and helping businesses transform and adapt to the challenges of today and tomorrow. With a global network of professionals, KPMG offers personalized content, expert viewpoints, and support for entrepreneurs at every stage of their business journey.

PhysicianOne Urgent Care in Glastonbury, Connecticut is your go-to destination for fast, friendly, and professional urgent care services. Located at 2955 Main Street, our facility is open 365 days a year with extended hours to accommodate your medical needs. Whether you require treatment for a non-life-threatening illness or injury, vaccinations, physicals, X-ray services, or lab testing, including rapid PCR testing for COVID-19, the flu, RSV, and strep throat, we have you covered. Our experienced providers, who are trained in emergency, family, and internal medicine, are dedicated to providing high-quality care to our patients. We offer 24/7 virtual visits for your convenience, allowing you to speak with a local provider and receive medical advice from the comfort of your own home.

Tim 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.

American 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.

InsurBanc 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.