Personalized financial planning in Connecticut

Farmers Insurance - Joseph Barragan is a reputable insurance agency located at 203 East Putnam Avenue in Greenwich, Connecticut. With over 22 years of experience as a Connecticut resident, Joseph Barragan takes pride in serving the community of Greenwich and all of Fairfield County. He is actively involved in local charitable organizations such as New Covenant House in Stamford and Abilis events, showcasing his commitment to giving back to the community. At the Barragan Agency, personalized service is a top priority. Joseph aims to make his clients smarter about their insurance options, whether it be for life, home, auto, umbrella, business insurance, and more. With over 37 years of experience in financial services, Joseph and his team are dedicated to customizing insurance plans to fit the unique needs of each individual and family.

Robert N. Sloan is a dedicated New York Life Agent located at 61 Bittersweet Lane in New Canaan, Connecticut. As an insurance agency, Robert N. Sloan offers a range of insurance products and services to meet the needs of individuals and families in the area. With a commitment to providing personalized and professional service, Robert N. Sloan helps clients navigate the complexities of insurance to find the best coverage for their unique situations. Whether you are looking for life insurance, retirement planning, or investment solutions, Robert N. Sloan is here to help you protect your future and achieve your financial goals.

TD Bank, located at 911 Washington Street in Middletown, Connecticut, is a full-service financial institution offering a range of services including banking, ATM access, and wealth management. Our dedicated Relationship Managers and team of wealth professionals are here to advise you on all your financial needs, from credit and investments to financial planning. Visit us to work with a TD Financial Advisor to create a personalized TD Wealth Plan tailored to your unique goals. Our branch is open during convenient hours, including weekends, so you can stop by for all your banking needs. We offer a variety of services including instant debit cards, savings accounts, ATMs, foreign currency exchange, notary services, and safe deposit boxes. If you can't find what you need at our location, we will help you locate another TD Bank nearby. Whether you're saving, investing, or need a mortgage or credit card, TD Bank has you covered. Stop by today and let us help you achieve your financial goals.

Hartford Firefighters Federal Credit Union is a financial institution located at 776 Maple Avenue in Hartford, Connecticut, United States. As a credit union, it offers a range of financial services to its members, including ATM access for convenient banking transactions. With a focus on serving firefighters and their families, this institution provides personalized service and competitive rates to help members achieve their financial goals. Visit Hartford Firefighters Federal Credit Union for all your banking needs.

Farmers Insurance - Passero Agency, located at 891 High Ridge Road in Stamford, Connecticut, is a trusted insurance agency dedicated to providing personalized service to meet the unique needs of each client. With over 20 years of experience in the industry, the agency offers a wide range of insurance products, including auto, home, life, renters, casualty, business insurance, and more. Whether you are looking for comprehensive coverage for your car, protection for your home, or a plan to secure your family's financial future, the knowledgeable agents at Farmers Insurance - Passero Agency are here to help. They can help you navigate the complexities of insurance policies, find the right coverage options for your budget, and ensure that you are well-protected in the event of a disaster.

Matthew Salem, Bankers Life Agent is a reputable insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Specializing in providing comprehensive insurance solutions, Matthew Salem offers personalized service and expert advice to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplement plans, Matthew Salem is dedicated to helping you find the right insurance products to meet your needs. With a commitment to exceptional customer service and a strong focus on building long-term relationships, Matthew Salem, Bankers Life Agent is a trusted partner in safeguarding your assets and securing your peace of mind.

Primerica is a reputable insurance agency located at 185 Plains Road in Milford, Connecticut, United States. With a strong focus on providing quality insurance products and financial services, Primerica is committed to helping individuals and families protect their assets and plan for a secure future. Their team of experienced agents are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you're looking for life insurance, investments, or retirement planning, Primerica is a trusted partner in helping you achieve financial security.

Margie Ford, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, Margie Ford can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even have premiums as low as $0 per month.

Southport Compass is an insurance agency and lawyer located at 354 Pequot Avenue in Fairfield, Connecticut, United States. We specialize in navigating the complexities of planning and offer tailored solutions for estate and business needs. With over 30 years of experience in designing insurance products, we work with families, businesses, and advisors nationwide to provide unrivaled value to our clients. Our team at Southport Compass understands that every plan is centered around the individual and their unique needs. We prioritize learning about a family's dynamics, legacy goals, and how to protect their peace of mind. By working directly with clients and serving as advisors to other professionals, we tackle challenges with flexibility and optionality in every plan.

FBO Strategies LLC, located at 1177 High Ridge Road in Stamford, Connecticut, is a top-tier financial advisory firm specializing in asset and income protection, as well as wealth transfer solutions. Our CARBYNE planning process is designed to provide exceptional service that minimizes taxes and volatility while maximizing income and wealth for our clients and their heirs. We operate under a fiduciary standard of care, ensuring that we always act in our clients' best interests. With a deep understanding that each individual and family has unique financial needs, we offer personalized solutions tailored to meet specific goals. Our team of experienced financial advisors is dedicated to providing the highest level of service, working closely with clients to develop comprehensive plans that align with their objectives. At FBO Strategies LLC, we prioritize asset protection and efficient wealth transfer to loved ones. Our mission is to help clients achieve their financial goals and build a secure financial future. Visit us at 1177 High Ridge Road, Suite 133, Stamford, CT 06905.

Chelsea Groton Bank, located at 2 Water Street in Groton, Connecticut, is a full-service institution offering a range of financial services including personal and business banking, wealth management, and more. The bank is committed to providing personalized service to all customers, understanding their unique needs and goals. Whether you are a first-time home buyer, a business owner looking for commercial loans, or seeking financial wellness programs, Chelsea Groton is here to help you reach your objectives. The bank has received high scores in customer satisfaction surveys and is known for its hands-on approach to growing businesses for the long term. With a dedicated team of professionals, Chelsea Groton offers a variety of commercial loan products, cash management services, and advanced technology solutions tailored to meet the specific needs of each client.

Farmers Insurance - Jose Boccardo located at 501 Boston Post Road in Orange, Connecticut, is an insurance agency dedicated to providing personalized coverage to empower clients with knowledge and confidence. With years of experience, the agency offers options for auto, home, renters, life, and business insurance. The team is fluent in Spanish to cater to the diverse community's needs. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, the agents at Farmers Insurance can help you select the right insurance coverage for your needs and budget. They also offer competitive rates with multi-line insurance discounts for home insurance. Additionally, they provide solutions for life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Farmers Insurance and Financial Services agents are available to help you build a solid financial plan to secure your future. For added protection, consider a Personal Umbrella insurance policy. The agency represents specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others. Contact Farmers Insurance - Jose Boccardo for all your insurance needs and start protecting what matters most today.

Dalila Namy - State Farm Insurance Agent is a trusted insurance agency located at 793 Post Road East in Westport, Connecticut. Conveniently situated where Post Rd & Long Lots Rd meet, our office is easily accessible between Terrain, Fresh Market, Sakura, Sherwood Diner, and Walgreens. We specialize in helping individuals and families make informed decisions about their home or renters insurance coverage, as well as expedite the insurance claims process in the event of theft, damage, or loss. At Dalila Namy - State Farm Insurance Agent, we also provide valuable information on important topics such as the dangers of drunk driving, the benefits of eating organic, and the considerations to keep in mind when purchasing pet insurance. Our team is dedicated to helping you protect what matters most to you, whether it's your home, your vehicle, your health, or your furry friends.

Christopher Elias, Bankers Life Agent is an insurance agency located at 70 Seaview Avenue in Stamford, Connecticut, United States. Specializing in providing insurance products and services, Christopher Elias offers personalized solutions to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, this agency strives to help individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Christopher Elias, Bankers Life Agent is dedicated to helping you navigate the complexities of insurance and find the right policy for your needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.

Robert Cloutier, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. As a representative of Bankers Life, Robert Cloutier is dedicated to providing personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a focus on building long-term relationships, Robert Cloutier helps clients navigate the complexities of insurance coverage to protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Robert Cloutier, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about our insurance products and how we can help you secure your financial well-being.

Taylor Stell, Bankers Life Agent is an insurance agency located at 185 Plains Road in Milford, Connecticut, United States. As a trusted Bankers Life Agent, Taylor Stell offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, Taylor Stell is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, health insurance, or retirement planning, Taylor Stell, Bankers Life Agent is here to help you navigate the complexities of the insurance world and make informed decisions. Contact us today to learn more about how we can assist you in securing your financial well-being.

Susman, Duffy & Segaloff, P.C. is a prestigious law firm located in New Haven, Connecticut. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, litigation, real estate, and estate planning. With a commitment to excellence and a track record of success, we provide our clients with personalized and expert legal representation. Whether you are a business owner, individual, or organization, our dedicated team is here to help you navigate the complex legal landscape. Visit us at 700 State Street to learn more about how we can assist you with your legal needs.

The Money Source is a finance institution located at 500 South Broad Street in Meriden, Connecticut, United States. We specialize in providing a wide range of financial services including mortgage, loan, and investment options to our clients. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Whether you are looking to purchase a new home, refinance your current mortgage, or plan for your future, The Money Source is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.

Universal Funds is a leading finance institution located at 1092 Elm Street in Rocky Hill, Connecticut, United States. With a commitment to providing top-notch financial services, Universal Funds offers a wide range of investment opportunities, financial planning services, and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and expert advice to assist clients in making sound financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Universal Funds is here to help. Visit us today to learn more about how we can help you reach your financial objectives.

Kit Crowne is a reputable finance institution located at 110 Main Street in Manchester, Connecticut, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Kit Crowne is known for its expertise in investments, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kit Crowne today to experience personalized and reliable financial solutions tailored to your specific needs.

David Lima is a renowned health institution located at 6 Woodland Road in Madison, Connecticut, United States. Specializing in providing top-notch medical care and treatment, Dr. Lima and his team are dedicated to promoting health and wellness for all patients. With a focus on personalized care and cutting-edge medical practices, David Lima is a trusted destination for those seeking expert healthcare services.

Steven Kukolla is a health institution located at 3 West Street in Litchfield, Connecticut, United States. This institution provides high-quality healthcare services to patients in the local community. With a team of experienced medical professionals, Steven Kukolla is dedicated to ensuring the well-being and health of all patients who walk through its doors. From primary care services to specialized treatments, this institution is committed to providing compassionate and personalized care to meet the unique needs of each individual. Visit Steven Kukolla for comprehensive and reliable healthcare services in a welcoming and comfortable environment.

Freedom Life Therapy and Wellness is a comprehensive institution located at 101 Centerpoint Drive in Middletown, Connecticut, United States. Offering a unique blend of financial and health services, this institution is dedicated to helping individuals achieve holistic well-being. With a team of experienced professionals, Freedom Life Therapy and Wellness provides personalized therapy, counseling, financial planning, and wellness programs to support clients in reaching their goals and living a fulfilling life. Whether you are seeking mental health support, financial guidance, or simply looking to improve your overall well-being, Freedom Life Therapy and Wellness is here to help you every step of the way.

Vitesse Worldwide, located at 25 Crescent Street in Stamford, Connecticut, is a transportation company that prioritizes reliability, excellence, luxury, and trustworthiness. With a focus on providing a personalized experience for each client, Vitesse pays attention to every detail of your transportation and travel needs. From helping you locate your chauffeur on their app to offering expert consultation on private air charter travel, Vitesse ensures that your experience is seamless and stress-free. Their advanced technology platforms allow clients to access up-to-the-minute pricing and easily book, track, and manage their travel arrangements. Whether you need Corporate Executive Vehicles for important business meetings or concierge services for last-minute event tickets, Vitesse has you covered.

Nadeau & Associates is a reputable finance institution located at 95 New Quarry Road in Guilford, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Nadeau & Associates has the expertise to provide personalized solutions tailored to your unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Located at 14 Church Street in North Haven, Connecticut, the Nationwide Insurance: David V Gould Agency is a trusted insurance agency offering a variety of insurance coverage options. Whether you need auto, home, commercial, farm, financial, powersports, or human services insurance, this agency has you covered. With Nationwide, you can count on reliable protection for your assets. When it comes to protecting your home, don't settle for basic coverage. The experienced agents at Nationwide Insurance: David V Gould Agency will work with you to create a customized plan that meets your specific needs. They understand that where you live and the security measures of your home can impact your insurance premiums, so they will carefully assess your property to ensure you have the right level of protection.

Chubb Group of Insurance Co is a reputable insurance agency located at 3550 Main Street in Stratford, Connecticut, United States. With a strong focus on providing comprehensive insurance solutions to individuals and businesses, Chubb Group is known for its exceptional customer service and commitment to protecting its clients' assets. Whether you are looking for auto, home, life, or commercial insurance, Chubb Group has a team of experienced professionals ready to assist you in finding the right coverage for your needs. Visit their office today to learn more about their insurance products and services.

Lee Randolph M is a renowned health institution located at 300 Summit Street in Hartford, Connecticut, United States. With a team of highly skilled and compassionate healthcare professionals, Lee Randolph M is dedicated to providing top-notch medical care and services to patients in need. Specializing in a wide range of health services, from primary care to specialized treatments, the institution prides itself on delivering personalized and effective care to improve the health and well-being of all patients. With a commitment to excellence and a patient-centered approach, Lee Randolph M is a trusted healthcare provider in the community.

IMAP of Greenwich LLC is a premier health institution located at 360 West Putnam Avenue in Greenwich, Connecticut, United States. Our dedicated team of healthcare professionals provides top-notch medical services to our patients, ensuring their well-being and comfort. With a focus on holistic healthcare and personalized treatment plans, IMAP of Greenwich LLC is committed to helping individuals achieve optimal health and wellness. Visit us today to experience the highest quality of care in a welcoming and compassionate environment.