Personal financial advisor services in Old Lyme, Connecticut

Grenier Lender, LLP Tax and Accounting Services is a reputable accounting and finance institution located at 90 Halls Road in Old Lyme, Connecticut, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Grenier Lender, LLP is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Benchmark Wealth Management is a leading financial institution located at 83 Halls Road in Old Lyme, Connecticut, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on providing exceptional service and building long-lasting relationships, Benchmark Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Sharon M Dufresne & Associates is a reputable accounting and finance institution located at 389 Shore Road in Old Lyme, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Sharon M Dufresne & Associates is dedicated to providing personalized and quality service to meet your financial needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.

Farmers Insurance - Michael Whalen is an insurance agency located at 180 Flanders Road in East Lyme, Connecticut, United States. Michael Whalen, a longtime resident of Connecticut, takes pride in serving the East Lyme community and surrounding areas. With over 30 years of experience in the insurance and financial services industry, Michael and his team focus on helping clients understand their insurance needs. Whether you need home insurance, auto insurance, recreational coverage, life insurance, renters insurance, business insurance, condo insurance, or umbrella insurance, Farmers Insurance - Michael Whalen is here to help. Conveniently located near Flanders Donut Shop, Michael Whalen's office is easily accessible for residents of Old Lyme, Lyme, Waterford, Salem, Niantic, and beyond. As a proud husband and father of seven children, Michael understands the importance of protecting what matters most to you. Contact Farmers Insurance - Michael Whalen for personalized insurance solutions to secure your future.

Kevin Agan Jr, Bankers Life Insurance Agent is located at 6 Vista Drive in Old Lyme, Connecticut. Our insurance agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare, including comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. As the need for long-term care becomes increasingly important, we can help you start planning for the future and have important discussions with your loved ones. Visit us today to start planning your next steps towards a secure future.

Jaclyn Lasaracina, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jaclyn Lasaracina, as a Unit Supervisor and Insurance Sales Representative, is dedicated to helping clients find the right coverage, especially when it comes to Medicare Advantage plans. These plans offer all-in-one coverage, including options for prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising costs of healthcare and the inevitability of needing long-term care, it's important to start planning ahead. Visit Jaclyn Lasaracina, Bankers Life Agent in Old Lyme to discuss your insurance needs and start planning for the future.

Regan Childree, Bankers Life Agent is a trusted insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a dedicated Bankers Life agent, Regan Childree provides personalized insurance solutions to help individuals and families protect their financial futures. With a commitment to exceptional customer service and a deep understanding of the insurance industry, clients can trust Regan Childree to provide expert guidance and tailored insurance plans. Contact Regan Childree, Bankers Life Agent today to learn more about how they can help you secure the coverage you need.

Alexandra Books, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in life insurance and financial planning services, this institution offers personalized and comprehensive coverage options for individuals and families. With a team of experienced agents, Alexandra Books is dedicated to helping clients secure their financial future and protect their loved ones. Visit their office today to learn more about their services and find the right insurance solution for your needs.

Sara Sleboda, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted agent of Bankers Life, Sara Sleboda provides a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and tailored insurance solutions, Sara Sleboda is dedicated to helping individuals and families find the coverage they need. Contact Sara Sleboda, Bankers Life Agent today to discuss your insurance needs and secure your peace of mind.

Corrina Thompson, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in a variety of insurance products, Corrina Thompson offers personalized and professional service to help clients protect their financial future. With a strong focus on customer satisfaction, this agency strives to provide comprehensive insurance solutions tailored to each individual's needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Corrina Thompson, Bankers Life Agent is dedicated to helping you secure your financial well-being.

Angela Thoma, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a dedicated Bankers Life agent, Angela Thoma provides expert guidance and personalized insurance solutions to help clients protect their financial future. With a commitment to exceptional customer service and a deep understanding of insurance products, Angela Thoma is a trusted advisor for individuals and families seeking peace of mind and security. Contact Angela Thoma, Bankers Life Agent today to learn more about how she can help you with your insurance needs.

Alyssa 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.

David Bellisle, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted representative of Bankers Life, David Bellisle provides personalized insurance solutions to help protect individuals and families from life's uncertainties. With a commitment to excellent customer service and a comprehensive understanding of insurance products, David Bellisle is dedicated to helping clients find the coverage that best fits their needs. Contact David Bellisle, Bankers Life Agent today for expert guidance on insurance options and peace of mind for the future.

Tyler Mikula, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Tyler Mikula provides a range of insurance products and services to help individuals and families protect their financial well-being. With a commitment to personalized service and expertise in insurance solutions, Tyler Mikula is dedicated to helping clients find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Tyler Mikula, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance offerings and how we can help you secure your financial future.

Austin Draper, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a trusted Bankers Life Agent, we are dedicated to providing our clients with top-notch insurance products and personalized service. Our team of experienced professionals is committed to helping you find the right insurance coverage to protect your financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and secure your peace of mind.

Katie Riley, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance services through Bankers Life, Katie Riley offers a range of products to meet the needs of individuals and families. With a focus on personalized service and expert advice, Katie Riley is dedicated to helping clients protect their financial future and achieve peace of mind. Contact Katie Riley, Bankers Life Agent today to discuss your insurance needs and find the right coverage for you.

Jaimie 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.

Samantha Rentz, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing personalized insurance solutions, Samantha Rentz is dedicated to helping clients protect their financial future. With a focus on Bankers Life products, clients can trust in the expertise and professionalism of Samantha Rentz to find the right insurance coverage for their individual needs. Contact Samantha Rentz, Bankers Life Agent today to secure your peace of mind for the future.