TOP 10 Life insurance advisor in Connecticut
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Richard J Vogler - Ameriprise Financial Services, LLC
● ClosedRichard J Vogler - Ameriprise Financial Services, LLC is a finance institution located at 22 Pine Street, Bristol, Connecticut, United States. The institution offers a range of certifications and designations to its professionals, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics such as asset management, retirement planning, estate planning, insurance products, investment strategies, and more. The professionals at Richard J Vogler - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
22 Pine St #302b, Bristol, CT 06010, United States -
Quality Senior Benefits LLC
● OpenQuality Senior Benefits LLC is a reputable finance and insurance agency located at 50 Union Street in Thomaston, Connecticut. Specializing in providing top-notch benefits for seniors, our team is dedicated to helping our clients navigate the complexities of insurance and financial planning. With a focus on quality service and personalized solutions, we strive to ensure that our clients have the peace of mind they deserve in their golden years. Contact us today to learn more about how we can help you secure your future.
50 Union St, Thomaston, CT 06787, United States -
EAGER FINANCIAL
● OpenEager 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.
441 Oxford Rd Suite 2-A, Oxford, CT 06478, United States -
Stewardship Capital Ltd
● OpenStewardship Capital Ltd, located at 720 Hopmeadow Street, Simsbury, Connecticut, United States, is a Registered Investment Advisor Firm that prioritizes building lasting relationships with clients to help them achieve their life goals. Specializing in wealth management solutions such as personalized consultation, retirement planning, employee retirement programs, investment strategies, and insurance products, Stewardship Capital has been serving the community since 1997. As an independent and locally owned institution, they have received numerous awards and recognition in the financial services industry. Their team works diligently to develop financial planning and investment solutions tailored to individual situations, whether it be planning for a child's education or building a nest egg for the future. With a focus on getting to know clients and their priorities, Stewardship Capital creates customized financial plans that are regularly assessed and adjusted based on feedback. Their goal is to help hardworking individuals simplify and clarify their financial lives, enabling wise stewardship and instilling confidence in the future.
720 Hopmeadow St, Simsbury, CT 06070, United States -
Pinnacle Investment Management
● ClosedPinnacle Investment Management, located at 573 Hopmeadow Street in Simsbury, Connecticut, is a finance institution that goes beyond traditional wealth management. Their team of specialized advisors offers a comprehensive approach to financial planning, investments, tax strategies, estate planning, insurance, and more. As a fiduciary, they prioritize your best interests and work towards helping you achieve your financial goals. With a focus on connecting all aspects of your financial life, Pinnacle Investment Management aims to guide you towards a future where you can work by choice, not by necessity. Their team of experts collaborates to create personalized portfolios, rooted in research and designed to meet your specific needs. They also offer services for women investors, with a commitment to helping women build wealth and success.
573 Hopmeadow St, Simsbury, CT 06070, United States -
Berube & Associates - Ameriprise Financial
● ClosedBerube & 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.
63 High St, Suffield, CT 06078, United States -
Kingston Wealth Management Group
● ClosedKingston Wealth Management Group, located at 152 Deming Street in South Windsor, Connecticut, is a leading institution in the fields of accounting, finance, and insurance. Our team is dedicated to providing exceptional service that sets us apart from the competition. We specialize in offering holistic and comprehensive wealth management services, tailored to meet the individual needs of our clients at every stage of life. In today's fast-paced financial world, it can be challenging to develop a solid financial strategy that can adapt to your changing needs over time. That's where Kingston Wealth Management Group comes in. As an independent financial services firm, we are committed to helping our clients navigate their financial concerns with confidence. From investment management to unbiased advice and recommendations, we strive to create customized strategies that align with our clients' goals and aspirations.
152 Deming St, South Windsor, CT 06074, United States -
Herz Financial
● ClosedHerz 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.
75 Isham Rd, West Hartford, CT 06107, United States -
Cowen Tax Advisory Group, Inc.
● ClosedCowen Tax Advisory Group, Inc. is a reputable institution located in West Hartford, Connecticut, United States. Specializing in accounting, finance, and insurance services, this local government office provides expert guidance and support to individuals and businesses seeking assistance with tax matters. With a team of experienced professionals, Cowen Tax Advisory Group, Inc. is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Whether you need help with tax planning, preparation, or compliance, you can trust the experts at Cowen Tax Advisory Group, Inc. to provide personalized solutions tailored to your specific needs.
433 S Main St, #310 on 3rd floor, West Hartford, CT 06110, United States -
Sunstone Financial Group
● ClosedSunstone 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.
243 Hartford Turnpike, Vernon, CT 06066, United States -
Prudential | Utpal Parekh
● OpenPrudential | 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.
1751 Ellington Rd, South Windsor, CT 06074, United States -
John Farrell - Prudential Financial
● OpenJohn Farrell - Prudential Financial is a reputable finance and insurance agency located at 64 Valleyview Drive in Middlefield, Connecticut, United States. With a strong commitment to providing exceptional financial services and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, John Farrell - Prudential Financial is here to provide personalized and comprehensive solutions to meet your needs. Contact us today to learn more about how we can assist you in securing your financial future.
64 Valleyview Dr, Middlefield, CT 06455, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located at 27 Kennedy Road in Manchester, Connecticut, United States. Specializing in long-term care planning, our team of experts is dedicated to helping individuals and families navigate the complex world of insurance and financial planning. With a focus on providing personalized solutions tailored to each client's unique needs, LTC Financial Partners is committed to ensuring peace of mind and security for the future. Contact us today to learn more about our comprehensive services and how we can help you plan for your long-term care needs.
27 Kennedy Rd, Manchester, CT 06042, United States -
LTC Financial Partners
● OpenLTC 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.
23 Shenipsit Lake Rd, Tolland, CT 06084, United States -
Robert A. Shoneck, Jr.
● OpenRobert A. Shoneck, Jr. is a finance institution located at 360 Bloomfield Avenue in Windsor, Connecticut, United States. With a strong reputation for providing expert financial guidance and personalized service, Robert A. Shoneck, Jr. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, the experienced team at Robert A. Shoneck, Jr. is here to help. Visit us today to learn more about how we can help you secure your financial future.
360 Bloomfield Ave #402, Windsor, CT 06095, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a leading finance, health, and insurance agency located at 18 Cope Farms Road in Farmington, Connecticut, United States. Specializing in long-term care planning, they provide expert guidance and personalized solutions to help individuals and families navigate the complexities of healthcare and insurance options. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients secure their financial future and peace of mind. Contact them today to learn more about their services and how they can assist you in planning for your long-term care needs.
18 Cope Farms Rd, Farmington, CT 06032, United States -
Carl Piecyk: Primerica - Financial Services
● ClosedCarl Piecyk: Primerica - Financial Services is a reputable finance and insurance agency located at 5 National Drive in Windsor Locks, Connecticut, United States. With a strong focus on providing top-notch financial services to clients, the institution is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experienced team at Carl Piecyk: Primerica - Financial Services is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and let them help you secure a stable financial future.
5 National Dr STE 101, Windsor Locks, CT 06096, United States -
Wolff Financial Group, LLC
● ClosedWolff Financial Group, LLC, located at 201 East Center Street in Manchester, Connecticut, is a finance and insurance agency that specializes in helping clients protect their wealth and plan for their family's future. With a wide range of products and services tailored to each client's individual needs, Wolff Financial Group is a third generation family business with expertise in business and estate planning. Licensed to sell insurance and securities in multiple jurisdictions, including AL, AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, the advisors at Wolff Financial Group are dedicated to providing top-notch service to their clients. Keith Wolff and Randi Saboski are licensed insurance agents in California, with Keith also holding licenses in Arizona and Connecticut, while Randi is based in Connecticut.
201 E Center St, Manchester, CT 06040, United States -
Hathaway Financial Group
● OpenHathaway 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.
68 Linwood Ave, Colchester, CT 06415, United States -
Northeast Financial Group LLC.
● ClosedNortheast Financial Group LLC is an insurance agency located at 194 Boston Post Road in East Lyme, Connecticut, United States. With a commitment to providing personalized and comprehensive insurance solutions, Northeast Financial Group LLC offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced agents are dedicated to helping clients navigate the complexities of insurance and find the coverage that best fits their unique needs. Whether you are looking for auto, home, life, or business insurance, Northeast Financial Group LLC is here to help you protect what matters most.
194 Boston Post Rd, East Lyme, CT 06333, United States -
Edward Rando
● OpenEdward Rando is a reputable insurance agency located at 172 Boston Post Road in East Lyme, Connecticut, United States. With years of experience in the industry, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Their team of knowledgeable agents are dedicated to providing personalized and reliable coverage options to ensure their clients are protected in any situation. Whether you are looking for auto, home, life, or business insurance, Edward Rando is committed to finding the right policy for you. Visit their office today to discuss your insurance needs and receive top-notch customer service.
172 Boston Post Rd, East Lyme, CT 06333, United States -
Mark Marcy - Prudential Financial
● ClosedMark 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.
164 Plain Hill Rd, Norwich, CT 06360, United States -
Damon Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedDamon Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 205 Old Boston Post Road, Old Saybrook, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track and analyze their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. Services include retirement planning, education savings, major purchases, and insurance solutions for unexpected events. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. DISCLAIMERS: Ameriprise Financial cannot guarantee future results. Users agree to abide by website rules and regulations. Member FINRA and SIPC.
205 Old Boston Post Rd, Old Saybrook, CT 06475, United States -
Mark Grillo: Primerica - Financial Services
● OpenMark Grillo: Primerica - Financial Services is a reputable finance and insurance agency located at 1130 Voluntown Road in Griswold, Connecticut, United States. With a strong focus on providing top-notch financial services to individuals and families, Mark Grillo and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Mark Grillo: Primerica - Financial Services is committed to providing personalized and professional service to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
1130 Voluntown Rd STE 6, Griswold, CT 06351, United States -
Stateline Senior Services, LLC
● ClosedStateline Senior Services, LLC is a comprehensive institution located at 48 South Road in Somers, Connecticut, United States. As a finance, health, and insurance agency, we specialize in providing personalized services tailored to meet the unique needs of seniors in our community. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of financial planning, healthcare options, and insurance coverage. Whether you are looking for retirement planning advice, assistance with Medicare enrollment, or guidance on long-term care insurance, Stateline Senior Services, LLC is here to support you every step of the way. Visit us today to learn more about how we can help you secure a brighter future.
48 S Rd, Somers, CT 06071, United States -
Bank of America (with Drive-thru ATM)
● ClosedLocated at 304 Main Street in Killingly, Connecticut, the Bank of America branch offers convenient banking services including a drive-thru ATM. By simply adding your Bank of America debit card to your digital wallet, you can easily access your funds. The ATM provides instructions in multiple languages for added convenience. Securities products are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through Bank of America Private Bank. Additionally, insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. The branch strives to provide personalized services to meet your financial needs. Visit us today to learn more about our banking, credit card, mortgage, and investment products.
304 Main St, Danielson, CT 06239, United States -
4 Core Financial
● Closed4 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.
35 Nutmeg Dr m275, Trumbull, CT 06611, United States -
Amar Bellara, President - Bellara & Associates Llc
● OpenAmar Bellara, President of Bellara & Associates LLC, located at 99 Hawley Lane, Stratford, Connecticut, is a finance institution dedicated to helping clients protect their assets, income, and lifestyle for a secure future. They offer personalized portfolios of assets, estate planning services, retirement planning, and a wide range of life insurance products through New York Life Insurance Company. With a focus on listening to clients' needs and objectives, they work to create tailored financial plans that maximize wealth while assessing risk. Amar Bellara is a licensed insurance agent and financial adviser with a commitment to providing solutions that meet clients' best interests. They offer a variety of resources, including engaging animations and informative flipbooks, to educate clients on key financial concepts. Whether you are just starting your retirement planning or have accumulated significant assets, Bellara & Associates LLC is dedicated to helping you achieve your financial goals and secure your legacy.
99 Hawley Ln #1400, Stratford, CT 06614, United States -
Mullen & Mahon Inc
● OpenMullen & Mahon Inc is a reputable insurance agency located at 72 West Stafford Road in Stafford, Connecticut, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch insurance solutions tailored 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 find the right coverage at competitive rates. Trust Mullen & Mahon Inc for all your insurance needs and experience peace of mind knowing you are in good hands.
72 W Stafford Rd # 1, Stafford Springs, CT 06076, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial is a leading finance and insurance agency located at 60 Long Ridge Road in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to guiding you towards a secure financial future.
60 Long Ridge Rd, Stamford, CT 06902, United States
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