Investment management services in Connecticut
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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 -
Chase Bank
● ClosedChase Bank, located at 34 Danbury Road in Wilton, Connecticut, is a leading financial institution offering a range of services including ATMs, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank provides investment products and services through J.P. Morgan Securities LLC and offers Chase Private Client banking and investment products. Member FDIC, Chase Bank is committed to helping individuals and businesses achieve their financial goals while managing market risks.
34 Danbury Rd, Wilton, CT 06897, United States -
Chase Bank
● ClosedChase Bank is a financial institution located at 33 Old Ridgefield Road in Wilton, Connecticut, United States. Offering a range of services including ATMs, banking, and finance, Chase provides business banking solutions to help improve cash flow, credit solutions, and payroll management. With online and mobile services, business credit cards, and payment acceptance solutions, Chase caters specifically to businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC. Chase Private Client is a banking and investment product and service offering, with bank deposit accounts subject to approval. Member FDIC.
33 Old Ridgefield Rd, Wilton, CT 06897, United States -
Margaret Maruzo - Prudential Financial
● OpenMargaret Maruzo - Prudential Financial is a reputable finance and insurance agency located at 10 Quaker Lane in Southington, Connecticut, United States. With a focus on providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Margaret Maruzo - Prudential Financial is committed to providing personalized solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or insurance coverage, you can trust this institution to provide expert guidance and support.
10 Quaker Ln, Southington, CT 06489, United States -
Savings Bank of Danbury
● ClosedThe Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.
2586 Summer St, Stamford, CT 06905, United States -
Prudential Financial: Michael Dilorenzo
● OpenPrudential Financial: Michael Dilorenzo is a finance and insurance agency located at 170 Mountain Road in Suffield, Connecticut, United States. With a strong reputation for providing expert financial planning and insurance services, this institution is dedicated to helping individuals and families achieve their financial goals and protect their assets. Led by Michael Dilorenzo, a seasoned professional with years of experience in the industry, clients can trust in the expertise and guidance provided by this reputable institution. Whether you are looking to invest for the future, secure your family's financial well-being, or protect your assets, Prudential Financial: Michael Dilorenzo is committed to delivering personalized solutions tailored to your specific needs.
170 Mountain Rd, Suffield, CT 06078, United States -
The Milford Bank
● ClosedThe Milford Bank is a trusted financial institution located at 205 Bridgeport Avenue in Milford, Connecticut, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our convenient location provides easy access to our ATM services, making it simple for customers to manage their finances on the go. Whether you're looking for personal banking solutions, business banking services, or assistance with investments and loans, our dedicated team of professionals is here to help. Visit The Milford Bank today and experience the difference of personalized service and community-focused banking.
205 Bridgeport Ave, Milford, CT 06460, United States -
Nassau Financial Group
● ClosedNassau Financial Group is a leading financial institution located at 1 American Row in Hartford, Connecticut, United States. With a focus on providing innovative financial solutions, Nassau Financial Group offers a wide range of services including insurance, retirement planning, and investment management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, Nassau Financial Group is committed to providing personalized and comprehensive financial solutions tailored to your individual needs.
1 American Row, Hartford, CT 06102, United States -
Ibu Inc
● ClosedIbu Inc is a leading institution located at 100 Pearl Street in Hartford, Connecticut. We are dedicated to providing high-quality services to our clients, including consulting, financial planning, and investment management. Our team of experts is committed to helping individuals and businesses achieve their financial goals and secure their future. With a focus on integrity and professionalism, Ibu Inc is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you succeed.
100 Pearl St #14, Hartford, CT 06103, United States -
Jacob Lavalley - Prudential Financial
● OpenJacob Lavalley - Prudential Financial is a trusted finance and insurance agency located at 1751 Ellington Road in South Windsor, Connecticut. With a strong reputation for providing top-notch financial services and insurance solutions, Jacob Lavalley - Prudential Financial is committed to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are dedicated to providing personalized and reliable services to meet your needs. Contact Jacob Lavalley - Prudential Financial today to secure your financial future.
1751 Ellington Rd, South Windsor, CT 06074, United States -
Alyssa Parks, Bankers Life Agent
● OpenAlyssa Parks, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Alyssa Parks is dedicated to helping clients protect their financial future. With a focus on personalized service and comprehensive coverage options, Alyssa Parks, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance planning. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.
6 Vista Dr Ste 101, Old Lyme, CT 06371, United States -
Bankers One Capital
● ClosedBankers One Capital is a leading finance institution located at 261 South Main Street in Newtown, Connecticut, United States. Our experienced team of bankers specializes in providing a wide range of financial services to individuals and businesses. From loans and mortgages to investment advice and wealth management, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how Bankers One Capital can help you secure your financial future.
261 S Main St Suite #337, Newtown, CT 06470, United States -
Jaimie Louviere, Bankers Life Agent
● ClosedJaimie Louviere, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance products and services from Bankers Life, Jaimie Louviere is dedicated to helping clients protect their financial future and well-being. With a focus on personalized service and expert advice, Jaimie Louviere, Bankers Life Agent is committed to helping individuals and families find the right insurance solutions to meet their needs.
6 Vista Dr Ste 101, Old Lyme, CT 06371, United States -
TD Bank
● ClosedTD Bank, located at 215 High Street in Torrington, Connecticut, is a full-service institution offering a range of financial services including banking, ATM access, and wealth management. Our team of dedicated professionals is here to help you achieve your financial goals by providing personalized advice and support. Whether you need assistance with private banking, credit, investments, or financial planning, our experienced Relationship Managers are here to assist you every step of the way. At TD Bank, we understand that life doesn't always stick to a 9-5 schedule, which is why we offer convenient hours including weekends for your banking needs. Visit us for instant debit cards, new savings accounts, and more, all while enjoying complimentary lollipops and dog biscuits. Our services also include 24/7 ATMs, foreign currency exchange, notary services, safe deposit boxes, and more. If our location doesn't have what you need, we can help you find another TD Bank nearby.
215 High St, Torrington, CT 06790, United States -
Sharpe Capital LLC
● ClosedSharpe Capital LLC is a finance institution located at 78 Beaver Road in Wethersfield, Connecticut, United States. Specializing in investment management and financial services, Sharpe Capital LLC offers a range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, the institution provides personalized advice and strategic planning to optimize returns and minimize risks. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sharpe Capital LLC is dedicated to helping you succeed.
78 Beaver Rd Suite 1-D, Wethersfield, CT 06109, United States -
Wealth Continuum Group
● ClosedWealth Continuum Group is a prestigious financial institution located at 187 Danbury Road in Wilton, Connecticut, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a focus on long-term success and financial security, we offer a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or growing your business, Wealth Continuum Group is committed to guiding you along the path to financial prosperity. Visit us today to learn more about how we can help you secure your financial future.
187 Danbury Rd 2nd floor, Wilton, CT 06897, United States -
Ideal Financial Group
● ClosedIdeal Financial Group is a leading finance institution located at 569 Boston Post Road in Orange, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Ideal Financial Group is committed to delivering exceptional results for our clients.
569 Boston Post Rd, Orange, CT 06477, United States -
Capital Experts
● ClosedCapital Experts is a reputable finance institution located at 62 Washington Street in Middletown, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of services including investment advice, financial planning, wealth management, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you make the most of your money.
62 Washington St Ste 201, Middletown, CT 06457, United States -
Merit Insurance
● ClosedMerit Insurance, located at 1 Enterprise Drive in Shelton, Connecticut, is an insurance agency that has been delivering solutions the Gallagher Way since 1927. Our tailored and comprehensive insurance solutions are designed to meet all your business needs. We focus on developing effective risk management strategies to protect your people and reduce your total cost of risk. Our strategic approach to organizational wellbeing includes investing in your people's health, financial wellbeing, and career growth to align with your goals. Gallagher is a global leader in insurance, risk management, and consulting services, helping clients face challenges and providing effective solutions. With over 52,000 employees worldwide, we provide insurance, risk management, and consulting services to businesses, communities, and people around the globe. Our commitment to integrity, ethics, and purpose has been the foundation of The Gallagher Way since our inception. We offer a network of over 960 offices globally, providing local expertise and personalized service. At Merit Insurance, we are proud to work with organizations that share our values and commitment to enriching lives and communities worldwide.
1 Enterprise Dr, Shelton, CT 06484, 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 -
Carl Baker - State Farm Insurance Agent
● ClosedCarl 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 -
Mary Sloan - Prudential Financial
● ClosedMary Sloan - Prudential Financial is a reputable finance and insurance agency located at 645 Main Street in Somers, Connecticut, United States. With a strong focus on providing top-notch financial planning and insurance services, their team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or insurance coverage, Mary Sloan - Prudential Financial is committed to providing personalized solutions tailored to your specific needs. Visit their office today to start securing your financial future.
645 Main St, Somers, CT 06071, United States -
Liberty Bank
● ClosedLiberty Bank is a trusted financial institution located at 48 East Street in Plainville, Connecticut, United States. As a full-service bank, we offer a range of financial products and services to meet the needs of our customers, including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for easy access to cash withdrawals and account management. With a commitment to providing excellent customer service and personalized financial solutions, Liberty Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the freedom and security of banking with Liberty Bank.
48 East St, Plainville, CT 06062, United States -
American Eagle Financial Credit Union
● ClosedAmerican Eagle Financial Credit Union is a trusted financial institution located at 888 Queen Street in Southington, Connecticut. As a credit union, we offer a variety of financial services including ATM access and personalized finance solutions. Our dedicated team is committed to providing our members with the tools and resources they need to achieve their financial goals. Whether you're looking to save for the future, invest in a new home, or simply manage your day-to-day finances, American Eagle Financial Credit Union is here to help. Visit us today to learn more about how we can support your financial well-being.
888 Queen St, Southington, CT 06489, United States -
TD Bank
● ClosedTD Bank, located at 911 Washington Street in Middletown, Connecticut, is a full-service financial institution offering a range of services including banking, ATM access, and wealth management. Our dedicated Relationship Managers and team of wealth professionals are here to advise you on all your financial needs, from credit and investments to financial planning. Visit us to work with a TD Financial Advisor to create a personalized TD Wealth Plan tailored to your unique goals. Our branch is open during convenient hours, including weekends, so you can stop by for all your banking needs. We offer a variety of services including instant debit cards, savings accounts, ATMs, foreign currency exchange, notary services, and safe deposit boxes. If you can't find what you need at our location, we will help you locate another TD Bank nearby. Whether you're saving, investing, or need a mortgage or credit card, TD Bank has you covered. Stop by today and let us help you achieve your financial goals.
911 Washington St, Middletown, CT 06457, United States -
Margie Ford, Bankers Life Agent
● ClosedMargie Ford, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Margie Ford can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even have premiums as low as $0 per month.
185 Plains Rd Ste 205W, Milford, CT 06461, United States -
Webster Bank
● ClosedWebster Bank is a trusted financial institution located at 1 North Riverside Avenue in Plymouth, Connecticut. As a full-service bank, Webster Bank offers a wide range of financial services, including personal and business banking, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their accounts at any time. With a commitment to providing excellent customer service and innovative financial solutions, Webster Bank is a reliable choice for all your banking needs.
1 N Riverside Ave, Terryville, CT 06786, United States -
Southport Compass
● ClosedSouthport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.
354 Pequot Ave, Southport, CT 06890, United States -
Allstate
● ClosedAllstate is a well-established finance and insurance agency located at 162 Montowese Street in Branford, Connecticut, United States. With a strong reputation for providing reliable insurance products and financial services, Allstate offers a range of options to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, or life insurance, or need assistance with retirement planning or investment management, Allstate has knowledgeable agents ready to help. Trusted by customers for their commitment to quality service and competitive rates, Allstate is a go-to institution for all your insurance and financial needs.
162 Montowese St, Branford, CT 06405, United States -
TD Ameritrade
● ClosedTD Ameritrade is a leading finance institution located at 300 Atlantic Street in Stamford, Connecticut, United States. With a reputation for excellence in the financial industry, TD Ameritrade offers a wide range of services including investment management, trading platforms, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to make informed decisions and grow your wealth. Visit their office in Stamford today to learn more about their services and how they can help you reach your financial goals.
300 Atlantic St Ste 130, Stamford, CT 06901, United States
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List of local businesses, places and services in Connecticut
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