Insurance consultation services in Westport, CT
28 results found
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Caiati Financial Services
● ClosedCaiati Financial Services is an insurance agency located at 8 Wright Street in Westport, Connecticut, United States. Our mission is to help you take care of your family for generations to come by providing financial planning services to help you reach your unique retirement goals. With over 26 years of experience, our team is dedicated to helping you create, manage, and grow your wealth so you can live life on your terms. Using our Caiati Financial Blueprint™ system, we will work with you to determine your retirement needs and create a personalized plan to help you achieve your ideal retirement. Contact us today at (888) 435-7899 to schedule a meeting and start planning for your financial future.
8 Wright St Suite 107, Westport, CT 06880, United States -
Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a wide range of services and certifications to cater to the diverse financial needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at Nicholas Difalco are well-equipped to provide expert financial advice and planning. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, the team at Nicholas Difalco is dedicated to helping you achieve your financial goals. Their commitment to upholding ethical standards and staying up-to-date with the latest industry trends ensures that clients receive the highest level of service and expertise. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Nicholas Difalco - Financial Advisor, Ameriprise Financial Services, LLC is the institution to trust for all your financial needs.
10 Wright St FL 1st, Westport, CT 06880, United States -
Arnel Gonzales - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedArnel Gonzales is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States. Arnel 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Arnel's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Arnel Gonzales is dedicated to providing clients with comprehensive and personalized financial advice and services.
10 Wright St, Westport, CT 06880, United States -
Paul Sheldon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPaul Sheldon - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States, offers personalized financial planning and investment advice. With a focus on risk and reward, Paul helps clients navigate market volatility and determine their risk tolerance to create an appropriate investment strategy. Background and qualification information is available on FINRA's BrokerCheck website, ensuring transparency and trust. Clients can expect a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.
10 Wright St FL 1st, Westport, CT 06880, United States -
Kim Bechtold - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKim Bechtold, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, is dedicated to helping clients achieve a more confident financial future. As a lover of tennis and a proud owner of a 28-foot Boston Whaler, Kim understands the importance of enjoying life while also planning for the future. If you're not already a client of Ameriprise, you can take the next step towards financial security by scheduling a complimentary initial consultation with Kim. During this meeting, you'll receive an overview of financial planning concepts to help you understand your options.
10 Wright St FL 1st, Westport, CT 06880, United States -
David Janny - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Janny - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The background and qualification information of the institution can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure. David Janny believes that we are at an important investing juncture and offers insights on the current market situation and how it may impact personal financial situations. If you are not already a client, consider setting up a complimentary initial consultation to take the next step towards a more confident financial future.
10 Wright St FL 1st, Westport, CT 06880, United States -
Karen Goersch - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKaren Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She 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®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.
10 Wright St FL 1st, Westport, CT 06880, United States -
Steven Huebner - State Farm Insurance Agent
● ClosedSteven Huebner - State Farm Insurance Agent is a trusted insurance agency located at 99 New Canaan Avenue in Norwalk, Connecticut. With over 11 years of experience, we offer a wide range of insurance services including Home Insurance, Auto Insurance, Condo Insurance, Renters Insurance, Life Insurance, Boat Insurance, Classic Car Insurance, and more. Our office has bi-lingual members who speak Spanish to better serve our customers. We are licensed to help customers in Connecticut and New York, serving areas such as Norwalk, New Canaan, Westport, Wilton, White Plains, and New York City. Whether you need assistance with out-of-state transfers or insurance coverage, our friendly and experienced team is here to help. Contact us today for a free insurance quote and personalized service.
99 New Canaan Ave, Norwalk, CT 06850, United States -
Marty O'Neill - State Farm Insurance Agent
● ClosedMarty O'Neill - State Farm Insurance Agent is a reputable insurance agency located at 365 Westport Avenue in Norwalk, Connecticut. With over 18 years of experience, Marty O'Neill specializes in providing Auto and Home Insurance services to the residents of Norwalk. He offers personalized face-to-face meetings and online consultations to ensure that his clients receive the best coverage for their needs. In addition to insurance policies, Marty also offers Life Insurance reviews to protect his clients and their loved ones. With designations such as CLU, CHFC, and CASL, Marty is well-equipped to provide expert advice on insurance matters. Aside from his professional accomplishments, Marty is a dedicated family man and a proud supporter of his community. He has three boys, two of whom are identical twins, and has been actively involved in activities such as Bethel Baseball. As a State Farm Senior Field Trainer and Ambassador Traveler, Marty has demonstrated his commitment to excellence and customer satisfaction.
365 Westport Ave #6, Norwalk, CT 06851, United States -
Premier PEO Consultants
● ClosedPremier PEO Consultants is a leading insurance agency located at 315 Bayberry Lane in Westport, Connecticut. Specializing in providing professional employer organization (PEO) services, we offer comprehensive insurance solutions for businesses of all sizes. Our team of experienced consultants is dedicated to helping clients navigate the complexities of employee benefits, payroll administration, and risk management. With a commitment to excellence and personalized service, Premier PEO Consultants is your trusted partner in protecting your business and employees. Contact us today to learn more about how we can tailor our services to meet your specific needs.
315 Bayberry Ln, Westport, CT 06880, United States -
Cambridge Insurance Advisors
● OpenCambridge Insurance Advisors is a reputable insurance agency located at 21 Bridge Square in Westport, Connecticut, United States. With a team of experienced advisors, we offer personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complexities of the insurance market and find the best coverage at competitive rates. Trust Cambridge Insurance Advisors to provide you with expert guidance and exceptional customer service for all your insurance needs.
21 Bridge Square, Westport, CT 06880, United States -
Dalila Namy - State Farm Insurance Agent
● ClosedDalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.
793 Post Rd E Ste A101, Westport, CT 06880, United States -
CFIG Wealth Management, LLC
● ClosedCFIG Wealth Management, LLC is a reputable finance and insurance agency located at 1555 Post Road East in Westport, Connecticut, United States. With a team of experienced professionals, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, CFIG Wealth Management, LLC offers personalized solutions tailored to your unique needs. Trustworthy and dedicated, they are committed to helping you secure your financial future.
1555 Post Rd E Suite 206, Westport, CT 06880, United States -
Sound Trust Wealth Advisors, LLC
● ClosedSound 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.
33 Pequot Trail, Westport, CT 06880, United States -
Mercer Advisors Wealth Management
● ClosedMercer 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.
965 Post Rd E, Westport, CT 06880, United States -
Merritt Point Wealth Advisors
● ClosedMerritt 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.
274 Riverside Ave 2nd Floor, Westport, CT 06880, United States -
Northwestern Mutual: Brian Keane
● OpenNorthwestern Mutual: Brian Keane is a finance institution located at 274 Riverside Avenue in Westport, Connecticut, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services including insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their financial future, Northwestern Mutual: Brian Keane provides personalized and comprehensive financial solutions. The experienced team at this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses in the Westport area.
274 Riverside Ave #4, Westport, CT 06880, United States -
Alfred Schor
● OpenAlfred Schor is a reputable finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With years of experience in the industry, Alfred Schor offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Their team of knowledgeable professionals is dedicated to providing personalized solutions and top-notch customer service. Whether you are looking for investment advice, insurance coverage, or retirement planning, Alfred Schor is committed to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing your financial future.
274 Riverside Ave #4, Westport, CT 06880, United States -
Northwestern Mutual: Peter B Dott
● OpenNorthwestern Mutual: Peter B Dott is a finance institution located at 285 Riverside Avenue in Westport, Connecticut, United States. This institution provides a range of financial services such as investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Northwestern Mutual: Peter B Dott is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, this institution offers personalized and comprehensive financial planning services to meet your needs.
285 Riverside Ave #200, Westport, CT 06880, United States -
Saugatuck Financial - Northwestern Mutual
● OpenSaugatuck Financial - Northwestern Mutual is a reputable finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a strong focus on providing personalized financial planning and insurance solutions, their team of experienced professionals are dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Saugatuck Financial - Northwestern Mutual is committed to providing top-notch service and support to meet your individual needs.
274 Riverside Ave 4th floor, Westport, CT 06880, United States -
Cotiviti LLC formerly Connolly Inc
● ClosedCotiviti LLC, formerly known as Connolly Inc, is a leading provider of payment accuracy solutions located at 10 Westport Road in Wilton, Connecticut. With a focus on healthcare and retail industries, Cotiviti LLC helps organizations identify and recover overpayments, reduce waste, and improve financial performance. Their innovative technology and expert team ensure accurate and efficient solutions for their clients.
10 Westport Rd b202, Wilton, CT 06897, United States -
Northwestern Mutual Financial: Cox Valerie
● OpenNorthwestern Mutual Financial: Cox Valerie is a finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a focus on providing comprehensive financial planning and insurance services, the institution is dedicated to helping individuals and families achieve their financial goals and secure their futures. Led by experienced financial advisor Valerie Cox, Northwestern Mutual Financial offers personalized guidance and solutions tailored to each client's unique needs. From retirement planning to risk management, the institution is committed to helping clients build and protect their wealth for the long term.
274 Riverside Ave #4, Westport, CT 06880, United States -
Northwestern Mutual - The Bender Financial Group
● ClosedNorthwestern Mutual - The Bender Financial Group is a trusted finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut. With a focus on providing personalized financial planning and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to secure your future with life insurance, plan for retirement, or invest for growth, Northwestern Mutual - The Bender Financial Group is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
274 Riverside Ave #4, Westport, CT 06880, United States -
Wolverine Investments
● ClosedWolverine Investments is a leading finance, health, and insurance agency located at 251 Riverside Avenue in Westport, Connecticut, United States. With a team of experienced professionals, Wolverine Investments offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in the stock market, secure health insurance, or protect your assets with comprehensive insurance coverage, Wolverine Investments is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure a brighter financial future.
251 Riverside Ave, Westport, CT 06880, United States -
Wunder Financial
● OpenWunder Financial is a leading finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking to invest, secure your future, or protect your assets, Wunder Financial is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.
274 Riverside Ave Ste 4B, Westport, CT 06880, United States -
The NEST Agency
● ClosedThe NEST Agency, located at 163 Main Street in Westport, Connecticut, is a comprehensive accounting, finance, and insurance agency. Our dedicated financial team offers a wide range of solutions to meet the needs and lifestyles of individuals and businesses. At The NEST Agency, our clients' bottom line is our top priority. We maintain open communication with those we serve and are committed to addressing their immediate needs and desires. Our team works tirelessly to provide the necessary services and support that each client requires.
163 Main St, Westport, CT 06880, United States -
Telemed At Home
● OpenTelemed At Home is a cutting-edge healthcare institution located at 606 Post Road East in Westport, Connecticut, United States. As a telemedicine provider, we offer convenient and efficient doctor consultations and health services from the comfort of your own home. Our team of skilled healthcare professionals is dedicated to providing high-quality care and personalized treatment plans to meet the unique needs of each patient. With Telemed At Home, you can access medical expertise and support without ever having to leave your house, making healthcare more accessible and convenient than ever before.
606 Post Rd E, Westport, CT 06880, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance products and financial services to help individuals and businesses achieve their financial goals. With a commitment to providing personalized solutions and exceptional customer service, Northwestern Mutual is a trusted partner for those looking to secure their financial future.
274 Riverside Ave 4th floor, Westport, CT 06880, United States
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