The 30 Best Investment management agency in Connecticut

The Heritage Team at Charter Oak Financial is a finance and insurance agency located at 555 Heritage Road in Southbury, Connecticut, United States. With a focus on preserving and growing our clients' financial legacies, our team of experienced professionals offers a wide range of financial planning and insurance services. Whether you are looking to protect your assets, plan for retirement, or secure your family's future, we are dedicated to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start building a secure financial future.

Pearl Financial is a reputable finance and insurance agency located in Hamden, Connecticut, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Pearl Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Contact Pearl Financial today to learn more about our comprehensive financial services.

Philip Allopenna - Prudential Financial is a reputable finance and insurance agency located at 2 Corporate Drive in Shelton, Connecticut, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Philip Allopenna - Prudential Financial are committed to providing personalized solutions tailored to meet your specific needs. Trust in their expertise and guidance to help you navigate the complexities of the financial world and achieve your long-term financial goals.

Northwestern Mutual - Ian Freeman is a reputable finance and insurance agency located at 115 Waterbury Road in Prospect, Connecticut, United States. With a strong focus on providing clients with personalized financial planning and insurance solutions, Northwestern Mutual - Ian Freeman is committed to helping individuals and families achieve their financial goals and secure their future. With a team of experienced professionals, they offer a wide range of services including retirement planning, investment management, and risk management. Whether you are looking to protect your assets or grow your wealth, Northwestern Mutual - Ian Freeman is dedicated to providing you with the guidance and support you need to make informed decisions and build a secure financial future.

Eager Financial is a reputable finance and insurance agency located at 441 Oxford Road in Oxford, Connecticut, United States. With a team of experienced professionals, Eager Financial offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Our institution is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Contact us today to learn more about how Eager Financial can assist you in reaching financial success.

M W Financial Group Ltd is a reputable finance and insurance agency located at 197 Scott Swamp Road in Farmington, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in managing your finances effectively.

Central Connecticut Financial Services is a reputable finance institution located at 78 East Main Street in Bristol, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses in the Central Connecticut region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, insurance, or any other financial service, we are here to help. Visit us today to learn more about how Central Connecticut Financial Services can help you reach your financial goals.

Michael Maruzo - Prudential Financial is a reputable finance and insurance agency located at 110 Laurel Street in Southington, Connecticut. With a strong focus on providing personalized financial solutions to meet the unique needs of each client, the experienced team at Michael Maruzo - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can trust in the expertise and professionalism of Michael Maruzo - Prudential Financial. Contact them today to schedule a consultation and take the first step towards securing your financial future.

The Allstate Personal Financial Representative, Christopher Sprague, is a trusted finance and insurance agency located at 767 Wolcott Street in Waterbury, Connecticut. With a focus on personalized financial planning and insurance solutions, Christopher Sprague is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Christopher Sprague is committed to providing expert guidance and exceptional service to meet your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Dimension Financial Services is a reputable finance and insurance agency located at 433 Silas Deane Highway in Wethersfield, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, insurance coverage, or retirement planning, Dimension Financial Services is dedicated to providing personalized solutions to help you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.

Berube & Associates - Ameriprise Financial is a finance and insurance agency located at 63 High Street in Suffield, Connecticut, United States. The institution offers a wide range of certifications and designations for their advisors, including 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 cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Berube & Associates are dedicated to providing expert financial advice and services to their clients, with a focus on professionalism, ethics, and comprehensive financial planning.

Prudential | Andrew Komarow CFP | Insurance & Financial Services is a reputable finance and insurance agency located at 74 Batterson Park Road in Farmington, Connecticut, United States. With a focus on providing top-notch services in insurance and financial planning, our team led by Certified Financial Planner Andrew Komarow is dedicated to helping clients secure their financial future. Whether you are looking for insurance coverage or seeking guidance on investment strategies, our institution is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Herz Financial is a reputable finance and insurance agency located at 75 Isham Road in West Hartford, Connecticut. With a strong commitment to providing top-notch financial services to individuals and businesses, Herz Financial has built a solid reputation for its expertise and reliability. Whether you are looking for investment advice, insurance coverage, or financial planning services, the experienced professionals at Herz Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Rebecca Phillips - Prudential Financial is a trusted finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut, United States. With a focus on providing personalized financial solutions, this institution offers a wide range of services including retirement planning, investment management, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, the experienced team at Rebecca Phillips - Prudential Financial is dedicated to helping you achieve your goals. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.

Mark Garvey - Prudential Financial is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut, United States. With a focus on providing top-notch financial services and insurance products, Mark Garvey - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. The team of experienced professionals at this institution is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mark Garvey - Prudential Financial is the trusted partner you can rely on.

Sunstone Financial Group, located at 243 Hartford Turnpike in Vernon, Connecticut, is a finance, health, and insurance agency dedicated to providing holistic financial expertise to its clients. With a commitment to transforming dreams into tangible realities, Sunstone forges collaborative partnerships with clients to build secure and prosperous futures. As an independent, family-owned firm, Sunstone specializes in retirement income planning, long-term care planning, insurance, and legacy planning. The team at Sunstone believes in safeguarding their clients' financial well-being as if they were family members, providing unwavering dedication and care. Through a time-tested decision-making process grounded in empirical evidence, Sunstone educates and guides clients to help them achieve their financial goals. With a focus on diversification and comprehensive planning, Sunstone helps clients navigate the complexities of investment planning and retirement preparation. Additionally, Sunstone offers customized healthcare solutions tailored to individual needs, ensuring clients receive the support they deserve. At Sunstone Financial Group, the goal is to empower clients to make informed financial decisions and achieve a secure and comfortable future.

Sebastiano Calafiore - Prudential Financial is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut, United States. With a focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Sebastiano Calafiore - Prudential Financial has a team of experienced professionals ready to assist you every step of the way. Trustworthy, reliable, and committed to customer satisfaction, this institution is a go-to destination for all your finance and insurance needs.

Prudential | Utpal Parekh is a reputable finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and protect their assets. Led by experienced professionals, Prudential | Utpal Parekh is committed to delivering personalized and comprehensive financial planning services to individuals and businesses in the local community. Whether you are looking for retirement planning, investment management, or insurance coverage, you can trust Prudential | Utpal Parekh to provide expert guidance and support.

Mullaney, Keating & Wright, Inc is a reputable finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a strong commitment to providing top-notch financial services, they offer a wide range of solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Mullaney, Keating & Wright, Inc are dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

LTC Financial Partners is a leading finance, health, and insurance agency located at 23 Shenipsit Lake Road in Tolland, Connecticut, United States. Specializing in long-term care planning, this institution offers expert guidance and personalized solutions to help individuals and families secure their financial future and protect their health. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch services and comprehensive support to clients seeking long-term care insurance and financial planning services.

Hathaway Financial Group is a trusted finance and insurance agency located at 68 Linwood Avenue in Colchester, Connecticut, United States. With a team of experienced professionals, we provide personalized financial solutions to help our clients achieve their goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Hathaway Financial Group is here to help you every step of the way. Visit us today to see how we can assist you in managing your finances and protecting your assets.

Bankers Life, located at 6 Vista Drive in Old Lyme, Connecticut, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the importance of long-term care planning, our team is here to assist you in preparing for the future. If you are interested in a career in finance or insurance, Bankers Life is currently recruiting agents, managers, and investment professionals. Our training programs are award-winning and designed to help you achieve success and financial security. Join us at Bankers Life and start planning for a secure retirement today. Visit our New Rochelle, NY branch of Bankers Conseco Life Insurance Company for more information.

Prudential | Joe Vasington Sr. | Life Insurance & Annuities is a reputable finance and insurance agency located at 156 Cottonwood Lane in Montville, Connecticut. With a focus on providing top-notch life insurance and annuity products, clients can trust in the expertise and professionalism of the team at this institution. Whether you are looking to protect your loved ones with life insurance or secure your financial future with annuities, Prudential | Joe Vasington Sr. is dedicated to helping you find the right solutions for your needs. Contact them today to learn more about their services and how they can assist you in achieving your financial goals.

Mark Marcy - Prudential Financial is a reputable finance and insurance agency located at 164 Plain Hill Road in Norwich, Connecticut, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mark Marcy - Prudential Financial is committed to delivering top-notch services tailored to your individual needs. Contact us today to learn more about how we can assist you in managing your finances and protecting your assets.

Castaldi Financial & Insurance is a premier institution located at 387 Danbury Road in Wilton, Connecticut, United States. Specializing in finance, health, and insurance services, we offer a wide range of products and solutions to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to providing personalized and comprehensive assistance to help individuals and businesses achieve their financial goals and protect their assets. With a commitment to excellence and customer satisfaction, Castaldi Financial & Insurance is your trusted partner for all your financial and insurance needs.

4 Core Financial is a premier finance, health, and insurance agency located at 35 Nutmeg Drive in Trumbull, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services, health insurance solutions, and insurance products to meet the diverse needs of our clients. Whether you are looking to secure your financial future, protect your health, or safeguard your assets, 4 Core Financial is here to help. Contact us today to learn more about how we can assist you in achieving your financial and insurance goals.

Austro Financial Services is a leading finance institution located at 1 Church Street in New Haven, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Austro Financial Services can help you reach your financial objectives.

Merrill Lynch Financial Advisor Susan Kaupie, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to help clients achieve their goals. With over 15,000 advisors nationwide, Merrill Lynch provides a wide range of brokerage, investment advisory, and other services to clients in all 50 states. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. Services offered include asset allocation, diversification, and rebalancing, but these do not guarantee a profit or protect against loss. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide clients with information about products and services that may be of interest. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. "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. Please consult with a financial advisor for personalized advice tailored to your specific needs.

Northwestern 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.

Mutual of Omaha® Advisors - Trumbull is a finance and insurance agency located at 101 Merritt Boulevard in Trumbull, Connecticut, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide advanced curriculum, marketing strategies, and tools to help our advisors confidently begin their careers as Mutual of Omaha financial advisors. We offer a world-class CRM, extensive material library, and resources to help build your digital brand and grow your business. Our work environment takes into consideration your life as much as the lives of your clients, with future growth opportunities within the company. As you progress, you may have the chance to manage and grow your own team, among other career paths.