Preserve management in Old Lyme, Connecticut

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.

Sweitzer Income Planning, LLC. is a finance institution located at 18 Lyme Street, Old Lyme, Connecticut, United States. Schedule a meeting with us to discover your ideal retirement plan using our Asset Preservation Strategies. Receive a custom strategy tailored to your unique goals. Ken and the team at Sweitzer Income Planning have helped many clients secure their retirement through income guarantees. Protect everything you've built with intentional foresight and industry expertise from Ken Sweitzer. Explore topics such as taxes, long-term care funding, Social Security benefits, market losses, and more with Ken's insights. Request the Sweitzers' book or schedule a one-on-one meeting to create a retirement strategy using insurance products. Consult with a qualified professional for tax or legal advice before making any purchasing decisions. Annuity guarantees are backed by the issuing insurance company's financial strength. Information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions.

Lisa Bosco, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. As a Bankers Life Agent, Lisa Bosco specializes in providing insurance products and services to help clients protect their financial future. With a focus on personalized service and tailored solutions, clients can trust Lisa Bosco to guide them through the insurance process and find the coverage that best meets their needs. Whether it's life insurance, annuities, or long-term care insurance, Lisa Bosco is committed to helping clients secure their financial well-being.