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TOP 30 Long term investments in Norwich, CT
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JGS Wealth Management
JGS Wealth Management, located at 79A Norwich Avenue in Colchester, Connecticut, is a finance institution that takes a thoughtful and balanced approach to investing. They believe in globally diversified, low-cost, and tax-efficient portfolios based on academic research rather than media hype. With a focus on risk, cost, and taxes, they help clients meet their long-term financial goals through solid personal financial planning. John, an independent, fee-only financial adviser, is a Certified Public Accountant and Personal Financial Specialist with experience in working with professionals and their families. His comprehensive knowledge in financial planning and tax uniquely qualifies him to provide exceptional advice tailored to his clients' specific needs.
New York Life
New York Life, located at 12 Case Street in Norwich, Connecticut, is an insurance agency offering permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers bundled investments with low fees, solutions to help pay for education expenses, and the ability to receive income for as long as needed. Their expert agents can help create a tailored investment strategy, set up an estate plan, and provide insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures.
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