Retirement benefits consulting in Connecticut
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Benefit Resource Group LLC
● OpenBenefit Resource Group LLC is a finance, health, and insurance agency located at 930 Meriden-Waterbury Turnpike in Southington, Connecticut. Our experienced team of professionals is dedicated to helping individuals and businesses navigate the complexities of the insurance and financial industries. We offer a wide range of services, including health insurance, retirement planning, and employee benefits packages. With a focus on personalized service and customized solutions, Benefit Resource Group LLC is committed to helping our clients achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you with your insurance and financial needs.
930 Meriden-Waterbury Turnpike, Plantsville, CT 06479, United States -
Jim Hallinan Pension Consulting
● OpenJim Hallinan Pension Consulting is a renowned institution located at 77 South Main Street in West Hartford, Connecticut, United States. With years of experience in the field of pension consulting, they provide expert advice and guidance to individuals and organizations looking to plan for their retirement. Their team of professionals are committed to helping clients navigate the complexities of pension plans and make informed decisions for a secure financial future. Whether you are an individual looking to maximize your retirement savings or a company seeking to offer competitive pension benefits to employees, Jim Hallinan Pension Consulting is dedicated to providing personalized solutions to meet your needs.
77 S Main St, West Hartford, CT 06107, United States -
Integrity Benefit Partners
● OpenIntegrity Benefit Partners is a finance institution located at 65 LaSalle Road in West Hartford, Connecticut. We specialize in providing a wide range of financial services and benefits to individuals and businesses, ensuring that our clients receive the most comprehensive and personalized assistance possible. Our team of experienced professionals is dedicated to upholding the highest standards of integrity and transparency in all of our dealings, making us a trusted partner for all of your financial needs. Whether you are looking for retirement planning, investment advice, or insurance solutions, Integrity Benefit Partners is here to help you achieve your financial goals with honesty and integrity.
65 LaSalle Rd, West Hartford, CT 06107, United States -
P C Planning & Benefits
● OpenP C Planning & Benefits is a leading finance institution located at 12 Rocklyn Court in Simsbury, Connecticut, United States. With a team of experienced financial experts, they specialize in helping individuals and businesses plan for their financial futures and maximize their benefits. Whether you are looking to invest, save for retirement, or navigate complex insurance policies, P C Planning & Benefits is dedicated to providing personalized solutions tailored to your specific needs. Trust them to guide you towards financial success and security.
12 Rocklyn Ct, West Simsbury, CT 06092, United States -
Financial Benefits
● OpenFinancial Benefits is a reputable finance institution located at 111 Main Street in Manchester, Connecticut, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Benefits is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
111 Main St, Manchester, CT 06042, United States -
Financial Benefits Unlimited, LLC
● OpenFinancial Benefits Unlimited, LLC is a finance institution located at 63 Agerola Road in Durham, Connecticut, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or secure a loan, we are here to help you navigate the complex world of finance. Contact us today to learn more about how Financial Benefits Unlimited, LLC can help you secure your financial future.
63 Agerola Rd, Durham, CT 06422, United States -
JM HARLAN Benefit Advisors, LLC
● OpenJM HARLAN Benefit Advisors, LLC is a finance institution located at 175 Capital Boulevard in Rocky Hill, Connecticut, United States. Specializing in benefit advisory services, JM HARLAN helps clients navigate the complexities of employee benefits, retirement planning, and insurance options. With a team of experienced financial experts, JM HARLAN provides personalized solutions to help individuals and businesses make informed decisions about their financial future. Whether you are looking to optimize your benefits package or plan for retirement, JM HARLAN Benefit Advisors, LLC is committed to providing top-notch service and guidance.
175 Capital Blvd, Rocky Hill, CT 06067, United States -
Business and Personal Benefit Planning Group
● OpenThe Business and Personal Benefit Planning Group is a finance institution located at 2514 Boston Post Road in Darien, Connecticut, United States. Our team of experts specializes in creating customized financial plans to help businesses and individuals achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experienced advisors are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
2514 Boston Post Rd, Darien, CT 06820, United States -
Michael Munson Independent Insurance Consultant | American Senior Benefits
● OpenMichael Munson Independent Insurance Consultant | American Senior Benefits is an insurance agency located at 10 Waterside Drive in Farmington, Connecticut. Specializing in providing insurance solutions for seniors, Michael Munson offers personalized service and expert advice to help clients navigate the complex world of insurance. With a commitment to integrity and customer satisfaction, this agency is dedicated to helping seniors protect their assets and plan for the future. Whether you are looking for Medicare supplements, long-term care insurance, or retirement planning services, Michael Munson Independent Insurance Consultant | American Senior Benefits is here to help.
10 Waterside Dr # 104, Farmington, CT 06032, United States -
Van Nest Health and Benefits Consulting
● OpenVan Nest Health and Benefits Consulting is a leading insurance agency located at 24 East Avenue in New Canaan, Connecticut. With a focus on providing top-notch health and benefits consulting services, our team of experts is dedicated to helping individuals and businesses navigate the complex world of insurance. Whether you are looking for coverage for yourself, your family, or your employees, we are here to provide personalized solutions tailored to your specific needs. Trust Van Nest Health and Benefits Consulting to guide you towards making informed decisions about your insurance options.
24 East Ave # 125, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Matthew W Tackman
● OpenMerrill Lynch Financial Advisor Matthew W Tackman, located at 63 Copps Hill Road in Ridgefield, Connecticut, offers customized strategies to preserve significant wealth in concentrated stock for corporate executives and helps plan successful exits for businesses. The Tackman Group works closely with clients to maximize wealth benefits for families and important causes. The team communicates regularly through market cycles to keep clients on track towards their goals. They believe in making investment decisions that align with personal goals, whether it's planning for retirement, buying a home, or funding education. The institution provides personalized financial planning and advice, guided by the client's priorities and investment personality. With access to the resources of Merrill and Bank of America, the team helps clients develop a financial strategy that reflects their goals and life priorities. Merrill Lynch Wealth Management Advisors aim to simplify financial complexities, tailor investment approaches, and help clients pursue their goals. They offer a dedicated one-on-one relationship and personalized strategies to address the unique needs of each client. The team is committed to helping clients stay on track regardless of market fluctuations, providing the latest investment insights and strategies for financial success.
63 Copps Hill Rd 1st floor, Ridgefield, CT 06877, United States -
Daniel Dominello - RBC Wealth Management Financial Advisor
● OpenDaniel Dominello is a highly experienced financial advisor at RBC Wealth Management located in Farmington, Connecticut. With a focus on providing personalized financial solutions, Daniel works closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Daniel Dominello is dedicated to providing expert advice and guidance every step of the way. Visit the office at 30 Batterson Park Road to start planning for your financial future today.
30 Batterson Park Rd Suite 350, Farmington, CT 06032, United States -
Merrill Lynch Financial Advisor Lisa Anne Cerbone Montalto
● OpenMerrill Lynch Financial Advisor Lisa Anne Cerbone Montalto, located at 157 Church Street, New Haven, Connecticut, United States, offers personalized financial strategies to help clients pursue their long-term goals. The institution is dedicated to making financial lives better and works closely with clients to understand their priorities and create tailored investment strategies. The team, comprised of experienced professionals, provides advice and guidance on managing healthcare expenses, home ownership, family care, leisure activities, charitable giving, work in retirement, and financial goals. As Bank of America Retirement Benefits Consultants, The MDCL Group specializes in defined contribution plans and collaborates with other trusted professionals to help clients achieve their goals. With a transparent and insightful approach, the institution aims to build strong client relationships based on trust and personalized service. Working with Merrill Lynch and Bank of America, clients have access to a wide range of banking and investment services to support their financial needs.
157 Church St 26th Floor, New Haven, CT 06510, United States -
Capitol Region Group - Thrivent
● OpenCapitol Region Group - Thrivent is a finance institution located at 71 Raymond Road in West Hartford, Connecticut, United States. Our mission is to help humanity thrive by empowering clients towards achieving financial freedom. We provide insightful wealth management solutions and focus on fostering a culture of service excellence, strong advice, and innovation. Our vision is to offer best-in-class customized financial planning solutions through education, empowerment, and execution. Capitol Region Group offers a virtual, hybrid, and in-person experience focusing on clients' holistic financial wellbeing. We understand the importance of choosing the right financial team, which is why we have a unique 3-Step New Client Onboarding Process to ensure that your principles align with ours.
71 Raymond Rd, West Hartford, CT 06107, United States -
SkyBlue Wealth Advisors - Fee-Only
● OpenSkyBlue Wealth Advisors - Fee-Only is a financial advisory firm located in Glastonbury, Connecticut, United States. We specialize in tax-efficient retirement planning and investment management. Our services include tax planning, investment planning, and ongoing retirement advice. We address the changing needs of aging clients by focusing on protecting assets with attention to liquidity, credit, liability management, long-term care, premature death protection, and longevity protection. Unlike many advisors, we incorporate careful tax minimization planning into all aspects of our services and are regulated solely as fiduciaries, always acting in your best interest.
703 Hebron Avenue Second Floor, Glastonbury, CT 06033, United States -
Barnum Financial Group, Glastonbury CT
● OpenBarnum Financial Group in Glastonbury, CT is a finance institution dedicated to your financial well-being and helping you achieve your goals. Located at 45 Glastonbury Boulevard in Connecticut, United States, we offer a complete list of financial representatives ready to assist you. Our leadership team is committed to creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities we work and live in. We provide educational opportunities to help you maximize financial opportunities and overcome challenges, with a focus on managing risks and growing wealth strategically. Our services include legacy planning, retirement planning, insurance solutions, and more. Our goal is to deliver insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
45 Glastonbury Blvd, Glastonbury, CT 06033, United States -
Sweitzer Income Planning, LLC.
● OpenSweitzer 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.
18 Lyme St, Old Lyme, CT 06371, United States -
USI Advisors, Inc
● OpenUSI Advisors, Inc. is a leading financial institution located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Specializing in finance, they offer expert advisory services to help clients navigate the complexities of the financial world and make informed decisions about their investments. With a team of experienced professionals, USI Advisors, Inc. is dedicated to providing personalized solutions tailored to each client's unique financial goals and needs. Whether you are planning for retirement, managing your wealth, or seeking guidance on financial planning, USI Advisors, Inc. is committed to helping you achieve financial success.
95 Glastonbury Blvd, Glastonbury, CT 06033, United States -
Barnum Financial Group, New London CT
● OpenBarnum Financial Group in New London, CT is dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of every financial representative working with us and are proud to be recognized for our commitment to our clients' success. We provide educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to growing your wealth strategically. We offer insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.
3 Shaws Cove UNIT 204, New London, CT 06320, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 27 Coogan Boulevard in Stonington, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at the branch provide guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors work closely with clients to understand their goals and create financial strategies tailored to their needs. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. With access to industry insights and resources, Merrill clients benefit from personalized investment approaches and wealth management advice. The institution has a long history of training financial advisors and offers a range of services to help clients pursue their financial goals. Merrill Lynch emphasizes the importance of understanding each client's unique financial situation and collaborating on strategies to meet their long-term objectives.
27 Coogan Blvd, Mystic, CT 06355, United States -
Brown & Knapp - Northwestern Mutual
● OpenBrown & Knapp - Northwestern Mutual is a reputable finance and insurance agency located at 531 Main Street in Branford, Connecticut, United States. With a strong focus on providing top-notch financial planning and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.
531 Main St, Branford, CT 06405, United States -
CAPTRUST
● OpenCAPTRUST, located at 83 Mason Street in Greenwich, Connecticut, is a finance institution that offers fiduciary services to retirement plan sponsors, foundations, and nonprofit organizations. Our team in Greenwich provides services such as committee education, donor development, OCIO services, performance reporting, and investment management. We support employer organizations with fiduciary partnerships, plan design optimization, and financial wellness programs. With over 20 years of experience, our national network of experts is dedicated to finding solutions for our clients' financial needs. Join us for webinars on industry insights and financial planning strategies, and discover the benefits of our values-based approach. Contact us at our Greenwich office for support and guidance tailored to your specific needs.
83 Mason St, Greenwich, CT 06830, United States -
Bryan P Stern CPA
● OpenBryan P Stern CPA is a trusted accounting and finance institution located at 27 Pine Street in New Canaan, Connecticut, United States. They specialize in providing tailored tax services for individuals, businesses, not-for-profits, trusts, and estates. Whether you need assistance with tax preparation, planning, sales, payroll, income, or foreign bank account reporting, they will customize their services to meet your specific needs. In addition to tax services, Bryan P Stern CPA offers customized bookkeeping and accounting services to help businesses manage their finances efficiently and effectively. By keeping all services under one roof, they can provide up-to-date financial reports on a regular basis, allowing clients to make well-informed business decisions.
27 Pine St Suite 3, New Canaan, CT 06840, United States -
Bruce Buck - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBruce Buck - Financial Advisor, Ameriprise Financial Services, LLC, located at 27 Hartford Turnpike in Vernon, Connecticut, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Bruce Buck provides guidance on saving for college, retirement planning, smart investments, and more. By creating a customized financial strategy, clients can feel more confident and in control of their financial life. Bruce Buck is registered in states where securities business is conducted and adheres to FINRA's regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients achieve their financial goals. Feel free to refer friends and family to Bruce Buck for financial advice and they will be contacted promptly. Members of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients.
27 Hartford Turnpike #208c, Vernon, CT 06066, United States -
Rodney L Campopiano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRodney L Campopiano, a Financial Advisor at Ameriprise Financial Services, LLC located at 165 State Street in New London, Connecticut, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, Rodney takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By providing tailored guidance, clients can feel more confident and in control of their financial future. As a registered advisor, Rodney can only conduct securities business with residents of specific states. Clients can access background and qualification information on FINRA's BrokerCheck website. The initial consultation with Rodney offers an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial Services, LLC does not guarantee future financial results.
165 State St Ste 311, New London, CT 06320, United States -
Rodney L Campopiano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRodney L Campopiano - Financial Advisor at Ameriprise Financial Services, LLC, located at 207 West Town Street in Norwich, Connecticut, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Rodney takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering guidance for both expected and unexpected life events, clients can feel more confident and in control of their financial future. As a registered advisor, Rodney L Campopiano can conduct securities business with residents of specific states. For a full list of states, clients can refer to FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results, but aims to help clients navigate the complexities of financial planning.
207 W Town St Unit 2B, Norwich, CT 06360, United States -
Merrill Lynch Financial Advisor Wayne E Devoe
● OpenMerrill Lynch Financial Advisor Wayne E Devoe, located at 27 Coogan Boulevard in Stonington, Connecticut, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their team is dedicated to helping individuals define their goals, establish a planning process centered on priorities, and navigate through life's inevitable changes. By utilizing tools such as the Investment Personality Assessment, they can customize financial approaches to help clients pursue what matters most to them. With capabilities in retirement income planning, wealth transfer solutions, and access to trust and estate planning services, Merrill Lynch provides a comprehensive approach to financial success. They believe in bringing fresh perspectives to financial decisions and offer investing insights along with banking capabilities to help clients make informed choices as they work towards their goals. The institution emphasizes the importance of understanding the differences between brokerage and investment advisory services, ensuring that clients receive the appropriate guidance for their unique financial needs. With a focus on personalized service and thoughtful investment guidance, Merrill Lynch Financial Advisor Wayne E Devoe aims to help clients achieve their financial goals and build a secure future for themselves and their families.
27 Coogan Blvd, Mystic, CT 06355, United States -
frc services
● OpenFRC Services is a finance institution located at 27 Lindley Street in Bridgeport, Connecticut, United States. We offer a wide range of financial services to individuals and businesses, including investment advice, wealth management, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how FRC Services can help you reach your financial objectives.
Bethlehem 9701 Deco Mart Center, 27 Lindley St, Bridgeport, CT 06604, United States -
Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJavier Cabral is a Financial Advisor at Ameriprise Financial Services, LLC located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Javier specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards their goals, and communicate securely with Javier. With a focus on retirement, education, and major purchases, Javier documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can schedule a complimentary initial consultation to learn more about how Javier can help them achieve their financial goals. Javier is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Javier also offers complimentary sessions on topics such as Social Security benefits, retirement planning, productivity, and work-life balance. Clients can refer friends or family members to Javier for financial guidance, and can expect timely follow-up from Javier. The Ameriprise Financial website provides rules and regulations, privacy and security information, and resources to protect against email fraud.
41 West Putnam Avenue, Greenwich, CT 06830, United States -
The GDC Financial Group, Inc.
● OpenThe GDC Financial Group, Inc. is a leading finance, health, and insurance agency located at 929 Kings Highway East in Fairfield, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or health benefits, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust in the expertise of The GDC Financial Group, Inc. to secure your financial future.
929 Kings Hwy E STE 1, Fairfield, CT 06825, United States
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