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Financial Advisory Services in Connecticut

Jeffrey Long: Allstate Insurance photos
Jeffrey Long: Allstate Insurance, Stamford
Stamford / Connecticut / United States
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As a Personal Financial Representative in Stamford, 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. Im proud to work with a company whos been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - thats something Im glad to be a part of. As a small business owner, I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships. Thats why Im committed to offering you the same level of service Id expect from my own business dealings. When you leave my office, I hope youll feel confident, informed, assured and satisfied in your choices. The way you should feel.
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Kim Bechtold - Ameriprise Financial Services, Inc. photos
Kim Bechtold - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor inWestport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.
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The Mayer Benefits Advisory, LLC photos
The Mayer Benefits Advisory, LLC, Stamford
Stamford / Connecticut / United States
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Established in 1979, The Mayer Benefits Advisory, LLC, in Stamford, Connecticut, provides quality financial consulting and planning to corporations, private businesses, and self-employed professionals. We offer a variety of services, including: • Employee Benefit Plans • Valuations & Compliance Mgmt. • 401(k) Plans & New Comparability • Cash Balance Plans • Plan Terminations • Merger/Acquisition Consulting • VCP & DFVC Program Submissions • Pension & Profit Sharing Plans • Employer Consulting Services • Retirement Planning • Audit Representation • PBGC Filings • QDRO • Plan Documents & Amendments The MBA Difference With our uncompromising promotion, you can count on our professional staff to provide high-quality services for all your pension and profit sharing plan issues. Additionally, we work directly with sponsors, accountants, attorneys, investment advisors, and insurance brokers on behalf of their clients. Your financial stability is our priority, and it is our goal to make sure you feel comfortable with your company sponsored retirement plans. Experience You Can Trust At The Mayer Benefits Advisory, LLC, we have more than 33 years of experience in the financial services field. Turn to us when you are looking for 100% committed and professional consultants. It is our mission to offer reliable and affordable services for all your financial needs. Member Firms The Mayer Benefits Advisory, LLC The MBA Group, LLC Retirement Plan Review (DBA)
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Edward Jones - Financial Advisor: Jonathan M Baron photos
Edward Jones - Financial Advisor: Jonathan M Baron, Westport
Westport / Connecticut / United States
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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.
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Rand Insurance photos
Rand Insurance, Riverside
Riverside / Connecticut / United States
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Rand Insurance is one of the largest independent insurance agencies in southwest Connecticut. Founded in 1945, it provides a range of personal and business insurance products and finance-related services. The company serves more than 5,000 clients in Connecticut and New York. Rand Insurance offers personal insurance plans for watercraft, automobiles, homes, motor homes, motorcycles, recreational vehicles and valuable items. It also provides workers compensation and employee benefit plans, as well as flood and earthquake destruction coverage options. In addition, the company offers commercial insurance plans for contractors, manufacturers, retailers, wholesalers, professional offices, restaurants, day care facilities and automobile dealerships. Rand Insurance has partnerships with Aetna, Anthem Insurance Companies, The Chubb Corporation, Progressive Casualty Insurance Company, Encompass Insurance, Firemans Fund Insurance Company and UnitedHealthcare. It maintains a location in Riverside, Conn.
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Atlantic Home Loans photos
Atlantic Home Loans, Westport
Westport / Connecticut / United States
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Your home is your shelter. Your home is the center of the greatest joys and memories in your life, the place to share with others and grow old together. This is why we are so passionate about providing the best mortgage solutions. We don’t have customers, we have family. Sure, there are hundreds of other mortgage companies offering most of the same products, so it comes down to acceptance, friendliness and personal value. We take great pride and joy in being fully invested in each and every person who needs a mortgage, whether it be your first time buying a home or refinancing your existing home. Getting a mortgage today is more difficult than it was 20 years ago, but we will hold your hand every step of the way. We go the extra mile to ensure we see a smile on your face at closing, because we like to keep our family happy. If you need anything just let us know. We look forward to having you as part of the AHL Family.
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Lee Hunter - Ameriprise Financial Services, Inc. photos
Lee Hunter - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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Arnel Gonzales - Ameriprise Financial Services, Inc. photos
Arnel Gonzales - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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Edward Pardon - Ameriprise Financial Services, Inc. photos
Edward Pardon - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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Kevin A Tucker - Ameriprise Financial Services, Inc. photos
Kevin A Tucker - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC® photos
Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC®, Ridgefield
Ridgefield / Connecticut / United States
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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.
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Nicholas Difalco - Ameriprise Financial Services, Inc. photos
Nicholas Difalco - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Lavan Financial Group photos
Lavan Financial Group, Stamford
Stamford / Connecticut / United States
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Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group
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Paradigm Financial Partners photos
Paradigm Financial Partners, Westport
Westport / Connecticut / United States
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The sole commitment of Paradigm Financial Partners is to enhance the financial lives of our clients and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to lead lives that are happier, more harmonious and secure.
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Fidelity Investments photos
Fidelity Investments, Stamford
Stamford / Connecticut / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Parking is available in the garage behind the Investor Center. Enter from Tresser Boulevard.
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Adriatic Wealth Management LLC photos
Adriatic Wealth Management LLC, Stamford
Stamford / Connecticut / United States
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Adriatic Wealth Management LLC is a full-service financial firm committed to helping people pursue their financial goals. The senior Managing Partner, Mergim Elezi, has nearly 30 years of experience working for some of the major Investment Management and Banking institutions. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement strategies, and Insurance and annuity products.
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Mutual Security Credit Union photos
Mutual Security Credit Union, Norwalk
Norwalk / Connecticut / United States
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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.
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Tate Wingate - Ameriprise Financial Services, Inc. photos
Tate Wingate - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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Natasha Villarroel - Ameriprise Financial Services, Inc. photos
Natasha Villarroel - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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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.
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John Nelson - Ameriprise Financial Services, Inc. photos
John Nelson - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor in Westport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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