Insurance consultation services in Stratford, CT
12 results found
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Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
● OpenPeter Velcofsky is a Branch Manager at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Peter holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Peter's expertise in asset management, estate planning, financial planning for retirees and small business owners, insurance products, and investment strategies. Peter is dedicated to providing comprehensive financial services to clients, with a focus on ethical practices and continued education in the field of finance.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
David M Caraglior - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid M Caraglior is a financial advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to helping clients achieve their financial goals and maximize their wealth through strategic investment management, estate planning, retirement planning, insurance products, and more. With a strong focus on ethics and continuing education, David ensures that his clients receive the highest level of expertise and personalized service for their financial needs.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
AT Tavella Insurance & Income Tax Prep
● OpenAT Tavella Insurance & Income Tax Prep is a reputable institution located at 2499 Main Street in Stratford, Connecticut. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to helping individuals and businesses navigate their financial needs with precision and expertise. Whether you need assistance with tax preparation, insurance coverage, or financial planning, our professionals are here to provide personalized solutions tailored to your unique circumstances. Trust AT Tavella Insurance & Income Tax Prep for all your financial needs in the Stratford area and beyond.
2499 Main St unit f, Stratford, CT 06615, United States -
Ardit Bita - State Farm Insurance Agent
● OpenWelcome to Ardit Bita - State Farm Insurance Agent, located at 935 White Plains Road in Trumbull, Connecticut. Our agency serves clients in both Connecticut and New York State, offering a wide range of insurance products including car, home, renter's, life, boat, motorcycle, health, personal articles, and umbrella policies. Our team is dedicated to providing excellent service and personalized insurance solutions to meet your individual needs. We are conveniently located in Trumbull, surrounded by beautiful walking trails, and we proudly serve the communities of Milford, Stratford, New Haven, West Haven, Orange, Fairfield, and Bridgeport.
935 White Plains Rd Ste 201, Trumbull, CT 06611, United States -
Portsmouth Atlantic Insurance
● OpenPortsmouth Atlantic Insurance is a reputable insurance agency located at 160 1st Avenue in Stratford, Connecticut, United States. With a commitment to providing top-notch insurance solutions to individuals and businesses, Portsmouth Atlantic Insurance offers a wide range of insurance products to meet the unique needs of their clients. From auto and home insurance to business and life insurance, their team of experienced agents is dedicated to helping customers find the right coverage at competitive rates. Whether you are looking to protect your assets or secure your future, Portsmouth Atlantic Insurance is the trusted choice for all your insurance needs.
160 1st Ave, Stratford, CT 06615, United States -
Rick LoCicero - State Farm Insurance Agent
● OpenRick LoCicero - State Farm Insurance Agent is a trusted insurance agency located at 1516 Barnum Avenue in Stratford, Connecticut. With a focus on providing personalized service and comprehensive coverage options, Rick LoCicero and his team are dedicated to helping clients protect what matters most. Whether you need auto, home, life, or business insurance, they have the knowledge and expertise to find the right policy for you. Visit their office today to discuss your insurance needs and receive a customized quote.
1516 Barnum Ave, Stratford, CT 06614, United States -
Carl Baker - State Farm Insurance Agent
● OpenCarl Baker - State Farm Insurance Agent is located at 305 Boston Avenue in Stratford, Connecticut, United States. As an insurance agency, we offer a range of services to help protect you and your family. You can enter the value of your home and mortgage amount to see what line of credit you may qualify for. We also provide tips for safe rural road driving, as well as advice for preparing your babysitter with important information about your child, family, and home. For your protection, please refrain from sharing sensitive personal information such as social security numbers or credit card details on our website. If you are experiencing difficulty using our website, please call us at (203) 385-1108. We offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association.
305 Boston Ave #202, Stratford, CT 06614, United States -
Bellara & Associates L.L.C
● OpenBellara & Associates L.L.C is a finance, health, and insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. We specialize in helping you protect your assets, income, and lifestyle for a secure tomorrow. Our team works with you to create personalized portfolios of assets, continuously evaluating and adjusting them to maximize returns according to your risk tolerance. We also provide independent analyses of existing portfolios and offer estate planning services to ensure efficient wealth distribution upon death. Our services include retirement planning, savings goals analysis, investment diversification, and income sources in retirement. We work closely with you to understand your goals and provide tailored solutions to further your retirement objectives. As an Authorized to Offer agent with New York Life Insurance Company, we offer a wide range of life insurance products and long-term care options to protect your family and legacy.
99 Hawley Ln, Stratford, CT 06614, United States -
Banks Wealth Management LLC
● OpenBanks 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.
2268 Main St Suite 202, Stratford, CT 06615, United States -
Susan Ianniello, Financial Professional - New York Life
● OpenSusan Ianniello, Financial Professional at New York Life, located in Stratford, Connecticut, offers a wide range of financial services to meet your needs. From permanent life insurance policies to investments and retirement planning, Susan can help you create a customized financial strategy that aligns with your goals and budget. With expertise in insurance, investments, and estate planning, Susan can provide guidance on protecting your family's future and building wealth for generations to come. As a financial advisor with Eagle Strategies, Susan is committed to building long-term relationships with her clients and providing personalized support through life's biggest moments. Whether you're looking to secure your family's financial future, plan for retirement, or protect your assets, Susan Ianniello can help you navigate the complex world of finance with confidence and clarity. Contact Susan today to learn more about how she can help you achieve your financial goals.
99 Hawley Ln, Stratford, CT 06614, United States -
Amar Bellara, President - Bellara & Associates Llc
● OpenAmar Bellara, President of Bellara & Associates LLC, located at 99 Hawley Lane, Stratford, Connecticut, is a finance institution dedicated to helping clients protect their assets, income, and lifestyle for a secure future. They offer personalized portfolios of assets, estate planning services, retirement planning, and a wide range of life insurance products through New York Life Insurance Company. With a focus on listening to clients' needs and objectives, they work to create tailored financial plans that maximize wealth while assessing risk. Amar Bellara is a licensed insurance agent and financial adviser with a commitment to providing solutions that meet clients' best interests. They offer a variety of resources, including engaging animations and informative flipbooks, to educate clients on key financial concepts. Whether you are just starting your retirement planning or have accumulated significant assets, Bellara & Associates LLC is dedicated to helping you achieve your financial goals and secure your legacy.
99 Hawley Ln #1400, Stratford, CT 06614, United States -
Cooper Bruce
● OpenCooper Bruce is an insurance agency located at 99 Hawley Lane in Stratford, Connecticut, United States. Our institution is dedicated to serving professional advisors and helping clients secure their financial future. Our philosophy is rooted in the idea of doing good and providing the best possible service to our clients. Our agent, Bruce Cooper, is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. We have the experience, knowledge, and resources to help our clients make informed decisions about their insurance needs.
99 Hawley Ln #1400, Stratford, CT 06614, United States
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