Personal insurance advisor in Ridgefield, Connecticut
2 results found
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Merrill Lynch Financial Advisor LeVar D. Brown
● ClosedMerrill Lynch Financial Advisor LeVar D. Brown is located at 63 Copps Hill Road in Ridgefield, Connecticut, United States. With nearly 20 years of experience in the financial services industry, LeVar offers a comprehensive approach to Wealth Management by listening to clients' needs and helping them achieve their financial goals. He provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. LeVar holds a MBA from NYU Stern School of Business and is a CERTIFIED FINANCIAL PLANNER professional. He offers services such as investment and retirement planning, cash management, insurance analysis, educational planning, and business lending. LeVar is dedicated to delivering excellent service and helping clients pursue their goals. With a team of talented individuals at Merrill, LeVar focuses on building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation, customizing financial approaches, or providing guidance on important financial decisions, LeVar is committed to helping clients achieve their aspirations. Through the Merrill Personal Wealth Analysis™, clients can receive a personalized plan centered on their goals and focused on what they want to achieve. LeVar believes in understanding clients personally to create a financial approach that reflects their unique needs and priorities. He stays updated on changes in clients' lives and financial markets to help them stay on track towards their goals. By working together, LeVar and his team aim to help clients live their best financial life.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Charles Rio - State Farm Insurance Agent
● ClosedCharles Rio - State Farm Insurance Agent is a reputable insurance agency located at 370 Ethan Allen Highway in Ridgefield, Connecticut. As a State Farm agent, Charles Rio provides a wide range of insurance products and services to meet the needs of individuals and businesses in the area. With a focus on customer service and personalized attention, clients can expect expert advice and guidance when it comes to choosing the right insurance coverage. Whether you are looking for auto, home, life, or business insurance, Charles Rio and his team are committed to helping you protect what matters most. Visit their office today to discuss your insurance needs and receive a customized insurance plan that fits your budget and lifestyle.
370 Ethan Allen Hwy, Ridgefield, CT 06877, United States
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