Tailored retirement solutions in Newtown, Connecticut
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Global Financial Consulting
● OpenGlobal Financial Consulting is a reputable finance institution located at 33 Marlin Road in Newtown, Connecticut, United States. Our team of experienced financial consultants is dedicated to providing top-notch financial advice and services to individuals and businesses worldwide. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Global Financial Consulting to guide you towards a secure and prosperous financial future.
33 Marlin Rd, Sandy Hook, CT 06482, United States -
Stratos Wealth Partners - Grant Ulrick CFP ,CAP ,CLU - Danbury CT
● ClosedStratos 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.
105A Newtown Rd #5, Danbury, CT 06810, United States -
Magnolia Private Wealth
● ClosedMagnolia 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.
14 Church Hill Rd a4, Newtown, CT 06470, United States -
Pachniuk Walter
● OpenPachniuk 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.
30 Main St, Newtown, CT 06470, United States -
Iron Path Wealth Management, Inc
● ClosedIron Path Wealth Management, Inc is a trusted finance institution located at 15 Crabapple Lane in Newtown, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping our clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique financial goals. Trust Iron Path Wealth Management, Inc to guide you on the path to financial success.
15 Crabapple Ln, Sandy Hook, CT 06482, United States -
Savings Bank of Danbury
● ClosedSavings 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.
20 Church Hill Rd, Newtown, CT 06470, United States -
Dana Voelzke
● ClosedDana Voelzke is a reputable finance institution located at 43 South Main Street in Newtown, Connecticut, United States. With a focus on providing top-notch financial services to individuals and businesses, Dana Voelzke offers a wide range of financial solutions tailored to meet the unique needs of their clients. From investment management to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Dana Voelzke today to learn more about how they can assist you with your financial needs.
43 S Main St #8, Newtown, CT 06470, United States -
Savings Bank of Danbury
● ClosedThe 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.
2586 Summer St, Stamford, CT 06905, United States
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