TOP 30 Retirement savings in Newtown, Connecticut

13 results found

Savings Bank of Danbury, located at 20 Church Hill Road in Newtown, Connecticut, is a trusted institution offering a wide range of financial services. Established in 1849, Savings Bank of Danbury has grown to have assets exceeding $1.4 billion and operates 16 branch offices in various locations. Whether you need a simple ATM transaction or are looking for a comprehensive banking solution, Savings Bank of Danbury is here to help. With a focus on community impact and personalized service, we strive to make banking convenient and accessible for our valued customers.

The Savings Bank of Danbury, located at 2586 Summer Street in Stamford, Connecticut, is a trusted financial institution with a long history of serving the community since 1849. With assets exceeding $1.4 billion, we are dedicated to providing convenient banking solutions tailored to your needs. Whether you're looking for a deposit account, loan, savings plan, or retirement options, we have the products and expertise to help you achieve your financial goals. Our 16 branch offices in Bethel, Brookfield, Danbury, New Fairfield, New Milford, Newtown, Norwalk, Southbury, Stamford, and Waterbury make banking convenient and accessible. As a mutual savings bank, we prioritize your satisfaction and strive to build lasting relationships with our customers. Our Stamford Mortgage Company division, located on Summer Street, offers personalized mortgage solutions to help you secure your dream home.

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

Magnolia Private Wealth, located at 14 Church Hill Road in Newtown, Connecticut, offers comprehensive wealth management services to individuals, families, business owners, and institutions. Our experienced team takes a collaborative approach to navigating the complexities of wealth, providing integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, and family-office management, we bring diverse perspectives to our clients' financial challenges. Grounded in modern finance, we challenge conventional wisdom to provide bespoke access to institutional-caliber strategies and extensive manager due diligence. Each client's unique aspirations are the focus of our expertise, whether they are saving for retirement or the next generation. Our tailored investment approach and dynamic solutions cater to the most sensitive and complex financial situations. Services include portfolio management, retirement planning, risk management, insurance services, estate planning, charitable giving, and more. Our goal is to empower clients with transparent and objective advice to make better financial decisions and embrace a rewarding life. Contact us for expert advice on your unique financial situation.

AdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.

The Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.

Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is a trusted financial institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Maria Xavier, AAMS™, is a dedicated financial advisor who offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Maria Xavier strives to provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Maria Xavier, AAMS™ is committed to helping you make informed financial decisions and achieve financial success.

Steward Partners is a finance institution located at 32 Church Hill Road in Newtown, Connecticut, United States. As a trusted financial services provider, Steward Partners offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. With a team of experienced professionals, Steward Partners is committed to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Steward Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™ is a reputable finance institution located at 19 Church Hill Road in Newtown, Connecticut, United States. Bryan Roth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Newtown area.

Johnson Brunetti is a reputable financial institution located at 27 Glen Road in Newtown, Connecticut, United States. Specializing in financial planning and investment management, Johnson Brunetti offers personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or managing your wealth, Johnson Brunetti is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Pachniuk Walter is a reputable financial institution located at 30 Main Street in Newtown, Connecticut, United States. With a focus on providing top-notch financial services to its clients, Pachniuk Walter offers a wide range of financial products and solutions tailored to meet the unique needs of individuals and businesses. The institution prides itself on its experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Pachniuk Walter is committed to providing exceptional service and support.

H&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.

M&T Bank is a trusted financial institution located at 6 Queen Street in Newtown, Connecticut, United States. As a leading bank in the area, M&T Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment solutions. With a commitment to excellent customer service and a strong reputation for reliability, M&T Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise that M&T Bank has to offer.