TOP 30 Wealth management advisors in Old Lyme, Connecticut

10 results found

Exencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes. The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.

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.

Nicholas Holmes is a trusted Bankers Life Agent and Investment Advisor located at 6 Vista Drive in Old Lyme, Connecticut. Specializing in a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Nicholas Holmes is dedicated to helping clients find the best coverage for their needs. As a Financial Advisor with Bankers Life Advisory Services, Nicholas Holmes can assist with Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. With options for prescription drug coverage and affordable premiums, Medicare Advantage Plans provide peace of mind with an annual maximum out of pocket limit.

Sharon M Dufresne & Associates is a reputable accounting and finance institution located at 389 Shore Road in Old Lyme, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Sharon M Dufresne & Associates is dedicated to providing personalized and quality service to meet your financial needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.

Bankers Life, located at 6 Vista Drive in Old Lyme, Connecticut, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the importance of long-term care planning, our team is here to assist you in preparing for the future. If you are interested in a career in finance or insurance, Bankers Life is currently recruiting agents, managers, and investment professionals. Our training programs are award-winning and designed to help you achieve success and financial security. Join us at Bankers Life and start planning for a secure retirement today. Visit our New Rochelle, NY branch of Bankers Conseco Life Insurance Company for more information.

Jaclyn Lasaracina, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jaclyn Lasaracina, as a Unit Supervisor and Insurance Sales Representative, is dedicated to helping clients find the right coverage, especially when it comes to Medicare Advantage plans. These plans offer all-in-one coverage, including options for prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising costs of healthcare and the inevitability of needing long-term care, it's important to start planning ahead. Visit Jaclyn Lasaracina, Bankers Life Agent in Old Lyme to discuss your insurance needs and start planning for the future.

Collin Brown, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our team of dedicated professionals includes Kevin Agan, Kobey Coburn, Timothy Fava, Brenden Ferrigno, Nicholas Holmes, Stanley Kesilewski, Bruce Kocsis, Richard Lasaracina, Jaclyn Lasaracina, Kristofer Macneill, Cory Muckle, Ryan Park, David Preli, Andrew Smith, Aidan Walls, Alicia White, and Rachel Zaizar. We offer a range of insurance and financial services to meet the needs of our clients. Whether you are looking for insurance coverage or financial advice, our experienced team is here to help. Contact us today to learn more about how we can assist you with your insurance needs.

Sara Sleboda, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted agent of Bankers Life, Sara Sleboda provides a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and tailored insurance solutions, Sara Sleboda is dedicated to helping individuals and families find the coverage they need. Contact Sara Sleboda, Bankers Life Agent today to discuss your insurance needs and secure your peace of mind.

Alyssa Parks, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Alyssa Parks is dedicated to helping clients protect their financial future. With a focus on personalized service and comprehensive coverage options, Alyssa Parks, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance planning. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.

Jaimie Louviere, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance products and services from Bankers Life, Jaimie Louviere is dedicated to helping clients protect their financial future and well-being. With a focus on personalized service and expert advice, Jaimie Louviere, Bankers Life Agent is committed to helping individuals and families find the right insurance solutions to meet their needs.