Filter Options
Required*
Filter

Financial Advisory Services in Connecticut

Keith Somers - Ameriprise Financial Services, Inc. photos
Keith Somers - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Dom Socci: Allstate Insurance photos
Dom Socci: Allstate Insurance, Bristol
Bristol / Connecticut / United States
0.0
As a Personal Financial Representative in Bristol, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
Detail
New York Life Insurance Company photos
New York Life Insurance Company, Stratford
Stratford / Connecticut / United States
0.0
New York Life Insurance Company, a Fortune 100 company, offers a range of financial services for individual and business customers. Founded in 1845, the company provides investment annuities and long-term care insurance solutions. It maintains offices throughout the United States, Argentina, China, Hong Kong, Mexico, Taiwan and South Korea. New York Life Insurance Company s wholly owned subsidiaries, New York Life Investment Management and NYLIFE Securities, offer several types of long-term investment plans. The company also provides disability income and individual and group health products. In addition, its group membership association division serves the insurance needs of more than 500 membership associations and over 1 million insured members. New York Life Insurance Company offers commercial mortgage-backed and nonagency residential securities.
Detail
Canoga Wealth Management, LLC photos
Canoga Wealth Management, LLC, Chester
Chester / Connecticut / United States
0.0
As a provider of life-long financial advice to successful families and corporations, our hallmark is to build lasting relationships based on expert counsel and service that exceeds expectations. With our experience at your side, you can confidently work with Canoga Wealth Management, LLC to outline your future. The quality of our work and our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value confidentiality respect for our clients other advisors, and integrity in all our interactions.
Detail
Peoples United Bank photos
Peoples United Bank, Berlin
Berlin / Connecticut / United States
0.0
Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Berlin, CT and talk to one of our financial experts today!
Detail
Al Baran - Ameriprise Financial Services, Inc. photos
Al Baran - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Thomas P Collins Jr - Ameriprise Financial Services, Inc. photos
Thomas P Collins Jr - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Edward Jones - Financial Advisor: Eric R Judge photos
Edward Jones - Financial Advisor: Eric R Judge, Glastonbury
Glastonbury / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Detail
Liberty Tax Service photos
Liberty Tax Service, New Britain
New Britain / Connecticut / United States
0.0
Liberty Tax is a full service income tax preparation company. Visit your local New Britain CT Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
Detail
Peter Velcofsky - Ameriprise Financial Services, Inc. photos
Peter Velcofsky - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Edward Jones - Financial Advisor: Jerry Ferrentino photos
Edward Jones - Financial Advisor: Jerry Ferrentino, Somers
Somers / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Detail
Daniel Freddino - Ameriprise Financial Services, Inc. photos
Daniel Freddino - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Charles Bailey & Assoc photos
Charles Bailey & Assoc, Rocky Hill
Rocky Hill / Connecticut / United States
0.0

Bailey & Associates offers accounting and financial planning services. These include tax preparation, estate planning and Quickbooks. The company also provides cash flow review and disability insurance options.

Detail
Edward Jones - Financial Advisor: John Evans photos
Edward Jones - Financial Advisor: John Evans, Canton
Canton / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Detail
Mutual Security Credit Union photos
Mutual Security Credit Union, Stratford
Stratford / Connecticut / United States
0.0
Setting You Up for Financial Success Since 1954. Our Mission is to provide our member-owners with innovative financial solutions that enhance their economic well-being. We offer a full-range of convenient products and services to help you take advantage of all that life has to offer.
Detail
Edward Jones - Financial Advisor: Beth L Duffy photos
Edward Jones - Financial Advisor: Beth L Duffy, Canton
Canton / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Detail
Scott Insurance photos
Scott Insurance, Stratford
Stratford / Connecticut / United States
0.0

Scott Insurance is an independent and family-owned insurance agency. Scott Insurance offers automobile, umbrella, long-term care, business, product liability, disability and boat insurance, among others.

Detail
Edward Jones - Financial Advisor: Mark I Wolverton photos
Edward Jones - Financial Advisor: Mark I Wolverton, Vernon Rockville
Vernon Rockville / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Detail
Ted Davis - Ameriprise Financial Services, Inc. photos
Ted Davis - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
0.0
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Roland P Wauthier & Co. photos
Roland P Wauthier & Co., Stratford
Stratford / Connecticut / United States
0.0

Roland P. Wauthier & Company is an investment and insurance company. Roland P. Wauthier & Company offers life, property, casualty and health insurance, as well as retirement planning, financial investment services, pension plans, employee benefits and more.

Detail