TOP 10 Life insurance advisor in Connecticut
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Barnum Financial Group, New London CT
● OpenBarnum Financial Group in New London, CT is dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of every financial representative working with us and are proud to be recognized for our commitment to our clients' success. We provide educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to growing your wealth strategically. We offer insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
3 Shaws Cove UNIT 204, New London, CT 06320, United States -
Steven DeGraff
● OpenSteven DeGraff is a reputable finance and insurance agency located at 495 Gold Star Highway in Groton, Connecticut, United States. With years of experience in the industry, Steven DeGraff offers a wide range of financial services and insurance solutions to meet the needs of individuals and businesses alike. Their team of knowledgeable professionals is dedicated to providing personalized and reliable guidance to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Steven DeGraff is committed to delivering top-notch service and expertise. Contact them today to see how they can assist you with your financial needs.
495 Gold Star Hwy STE 211, Groton, CT 06340, United States -
DeGraff Financial
● OpenDeGraff Financial is a reputable finance and insurance agency located at 495 Gold Star Highway in Groton, Connecticut, United States. With a strong commitment to providing personalized financial solutions to clients, DeGraff Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit DeGraff Financial today to experience top-notch financial services tailored to meet your specific needs.
495 Gold Star Hwy, Groton, CT 06340, United States -
DeGraff Financial
● OpenDeGraff Financial is a reputable finance and insurance agency located at 495 Gold Star Highway in Groton, Connecticut. With a focus on providing personalized financial solutions to individuals and businesses, DeGraff Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit DeGraff Financial today to start planning for tomorrow.
495 Gold Star Hwy STE 211, Groton, CT 06340, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 555 Long Wharf Drive in New Haven, Connecticut, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to individual needs. The institution prides itself on its commitment to helping clients achieve their financial goals and plan for a secure future. With a team of experienced financial advisors, Northwestern Mutual is dedicated to providing top-notch service and expert guidance to its clients.
555 Long Wharf Dr, New Haven, CT 06511, United States -
T M Burrows Associates LLC
● OpenT M Burrows Associates LLC is a versatile institution located at 516 Vauxhall Street in New London, Connecticut, United States. Specializing in finance, health, and insurance services, we are dedicated to providing our clients with expert guidance and support in managing their financial, health, and insurance needs. Our experienced team is committed to delivering personalized solutions tailored to meet the unique goals and objectives of each individual and business we serve. Contact us today to learn how T M Burrows Associates LLC can help you secure a brighter financial future.
516 Vauxhall St STE 201, New London, CT 06320, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 600 Silas Deane Highway in Wethersfield, Connecticut, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a wide range of brokerage and investment advisory services, including financial planning. It's important to note that investing in securities comes with risks, and there is always the potential of losing money. Merrill Edge also offers banking products through Bank of America, N.A. and affiliated banks. Additionally, they provide insurance services through Merrill Lynch Life Agency Inc., a wholly owned subsidiary of BofA Corp. For more information, you can refer to their Client Relationship Summary and Form CRS.
600 Silas Deane Hwy, Wethersfield, CT 06109, United States -
Milford Financial
● OpenMilford Financial is a trusted finance and insurance agency located at 3 Lafayette Street in Milford, Connecticut, United States. With a commitment to providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Milford Financial is here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.
3 Lafayette St, Milford, CT 06460, 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 -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a strong presence in the community, Northwestern Mutual offers a wide range of financial services, including insurance and investment solutions, to help individuals and families achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to clients, ensuring they have the tools and resources needed to secure their financial future. Trust Northwestern Mutual to provide reliable and comprehensive financial services tailored to your specific needs.
531 Main St, Branford, CT 06405, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 14 Masons Island Road in Stonington, Connecticut, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of advisors offers personalized plans that balance current and future priorities, providing a wide range of financial options including investments and insurance. With top ratings for financial strength and customer experience, Northwestern Mutual is committed to putting clients first and helping them plan for a secure future. Whether you're saving for retirement, buying a home, or planning for a major life event, Northwestern Mutual's advisors can guide you through every step of your financial journey. Connect with an advisor today to start building a personalized financial plan that works for you.
14 Masons Island Rd, Mystic, CT 06355, United States -
Hartmann & Company Inc.
● OpenHartmann & Company Inc. is a reputable accounting, finance, and insurance agency located at 149 Durham Road in Madison, Connecticut, United States. With a team of experienced professionals, we provide top-notch services to individuals and businesses in need of financial guidance and support. Whether you are looking for tax preparation, investment advice, or insurance coverage, our experts are here to help you navigate the complex world of finance. Trust Hartmann & Company Inc. to provide you with personalized solutions that meet your specific needs and goals.
149 Durham Rd STE 32, Madison, CT 06443, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 372 Danbury Road in Wilton, Connecticut, United States. With a strong commitment to providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of services including wealth management, retirement planning, and insurance solutions. With a team of experienced professionals, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets for the future.
372 Danbury Rd #255, Wilton, CT 06897, United States -
Brown & Knapp - Northwestern Mutual
● OpenBrown & Knapp - Northwestern Mutual is a reputable finance and insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a strong focus on providing top-notch financial planning and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.
531 Main St, Branford, CT 06405, United States -
Harbor West Wealth Management
● OpenHarbor West Wealth Management is a finance institution located at 830 Post Road East, Westport, Connecticut, United States. We specialize in providing personalized financial planning for a fulfilling retirement, offering expert advice and strategies to ensure your financial security and peace of mind during your retirement years. Our team understands the complexities of financial planning in retirement and works closely with each client to create a tailored plan that aligns with their lifestyle, risk tolerance, and aspirations. We help retirees and blended families navigate challenges such as insufficient retirement savings, rising healthcare costs, and family caregiving responsibilities. By leveraging our expertise and personalized approach, we turn financial worries into financial confidence, providing a clear path to financial security.
830 Post Rd E #102, Westport, CT 06880, United States -
Merrill Lynch Wealth Management
● OpenMerrill 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.
1499 Post Rd, Fairfield, CT 06824, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.
2 Greenwich Office Park, Greenwich, CT 06831, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 50 Washington Street in Norwalk, Connecticut, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their futures. The institution offers a wide range of products and services, including life insurance, disability income insurance, long-term care insurance, and investment solutions. With a team of experienced financial advisors, Northwestern Mutual is dedicated to providing personalized guidance and support to clients as they navigate the complexities of financial planning. Visit Northwestern Mutual today to start building a secure financial future.
50 Washington St Floor 6, Norwalk, CT 06854, United States -
Merrill Lynch Wealth Management
● OpenMerrill 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.
1020 Boston Post Rd, Darien, CT 06820, United States -
Northwestern Mutual Financial: Dickinson Robert
● OpenNorthwestern Mutual Financial: Dickinson Robert is a finance and insurance agency located at 372 Danbury Road, Wilton, Connecticut, United States. Our team of financial advisors is dedicated to helping you protect your family and achieve your goals through personalized insurance plans that provide financial flexibility and income protection. We offer a wide range of financial options, including investments and insurance, tailored to your specific needs and goals. With top ratings from major agencies and recognition for customer experience, you can trust us to guide you towards the life you've always wanted. Contact us today to start planning for a secure financial future.
372 Danbury Rd #255, Wilton, CT 06897, United States -
Barnum Financial Group: Smith Allen
● OpenBarnum Financial Group: Smith Allen is an insurance agency located at 3 Shaws Cove, New London, Connecticut, United States. Our institution is dedicated to your financial well-being and helping you achieve your financial goals. We have a strong leadership team committed to achieving our mission and creating a culture of belonging, respect, and opportunity. We are actively involved in making a difference in the communities we serve and offer a range of financial services to assist you in every step of your financial journey. From managing risks to growing your wealth strategically, we provide personalized guidance and solutions to help you meet your needs and achieve your goals. Contact us to schedule an appointment with a financial professional and start planning for a secure financial future.
3 Shaws Cove, New London, CT 06320, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 501 Merritt 7, Norwalk, Connecticut, United States. Discover how insurance can help protect what matters most to you and download your tax forms easily. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages to ensure your loved ones can keep moving forward no matter what. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing for your future with Principal Financial Group. Meet your money goals with a local partner and get guidance on adapting your finances as life changes. Learn about retirement planning challenges and research our firm with FINRA's BrokerCheck. Principal Financial Group offers a range of services and products, including insurance, mutual funds, and ETFs. Take control of your financial future with Principal Financial Group.
501 Merritt 7, Norwalk, CT 06851, United States -
The Finance Fixer
● OpenThe Finance Fixer is a reputable finance and insurance agency located at 977 East Main Street in Torrington, Connecticut. Our team of experienced professionals is dedicated to providing top-notch financial solutions and insurance products to individuals and businesses in the area. Whether you need assistance with budgeting, investment planning, or finding the right insurance coverage, we are here to help you navigate the complex world of finance. Trust The Finance Fixer to be your partner in achieving financial stability and security.
977 E Main St STE 2, Torrington, CT 06790, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 326 Albany Turnpike in Canton, Connecticut, United States. With a strong reputation for providing personalized financial planning and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their long-term financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual offers a wide range of services to meet your needs. Contact us today to learn more about how we can help secure your financial future.
326 Albany Turnpike, Canton, CT 06019, United States -
Michael Baptiste - Prudential Financial
● OpenMichael Baptiste - Prudential Financial is a reputable finance and insurance agency located at 155 Main Street in Danbury, Connecticut, United States. With a focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and secure their future. The team at Michael Baptiste - Prudential Financial is committed to delivering personalized and comprehensive financial planning strategies tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or insurance coverage, you can trust Michael Baptiste - Prudential Financial to provide expert guidance and support every step of the way.
155 Main St #200a, Danbury, CT 06810, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a well-established finance and insurance agency located at 57 North Street in Danbury, Connecticut, United States. With a strong reputation for providing top-notch financial services, Mass Mutual offers a wide range of insurance products and investment solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, life insurance, or wealth management services, Mass Mutual has a team of experienced professionals ready to assist you every step of the way. Visit their office in Danbury to learn more about how Mass Mutual can help secure your financial future.
57 North St Suite 217, Danbury, CT 06810, United States -
Flagship Financial Partners
● OpenFlagship Financial Partners is a premier finance, health, and insurance agency located at 6 Research Drive in Shelton, Connecticut, United States. With a team of experienced professionals, we provide top-notch financial services, health insurance options, and insurance solutions tailored to meet the unique needs of our clients. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner for all your financial and insurance needs. Visit us today and let us help you secure your financial future.
6 Research Dr Suite 401, Shelton, CT 06484, United States -
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 -
Pearl Financial
● OpenPearl 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.
3074 Whitney Avenue Building One Second Floor, Hamden, CT 06518, United States -
Chad Burroughs Agency
● OpenThe Chad Burroughs Agency is a trusted insurance agency located at 733 East Main Street in Torrington, Connecticut. With a commitment to providing personalized insurance solutions for individuals and businesses, our experienced team is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance options and how we can help you secure your future.
733 E Main St, Torrington, CT 06790, United States
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