Best Financial Advisors in Middlesex County, CT

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Middlesex County, CT Fiduciary Financial Advisors

Sullivan Financial Advisors

4 out of 5

Location 15A Main St, Essex, CT 06426, USA
Phone (860) 657-4150
Edward Jones - Financial Advisor: Craig W Dennis
Location 138 College St Suite 97, Middletown, CT 06457, USA
Phone (860) 685-9082
Norwich Financial LLC
Location 4 Water St # 2, Chester, CT 06412, USA
Phone (860) 526-2021
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About Middlesex County, CT

Middlesex County is located in central Connecticut and is home to over 100,000 people. The county is known for its many historic landmarks, including the Mystic Seaport Museum and the Goodspeed Opera House. The top employers in Middlesex County are Pfizer, Electric Boat, and General Dynamics. Major highways and streets in the area include I-95 and Route 9. The neighborhoods of Middlesex County are varied and include both rural and urban areas.

Where Certified Financial Advisors in Middlesex County, CT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Middlesex County, CT residents have a number of services that banks can provide them. Banks are in the perfect position to help residents save money and plan for their financial futures. Banks also offer other important services, such as loans and mortgages. In addition, banks can help businesses in Middlesex County grow and succeed.

Insurance Broker

Middlesex County, CT residents can benefit greatly from working with an insurance broker. An insurance broker can help connect residents with the best possible rates on car, home, and health insurance. Brokers have access to a variety of different plans and policies from a number of different providers, so they are able to find the right coverage for each individual or family. Residents in Middlesex County, CT should not hesitate to contact an insurance broker today for assistance finding the right coverage at the best price.

Retirement Planning

Middlesex County, CT residents have a variety of retirement planning options to choose from, but for many people, working with a financial advisor is the best way to ensure their money is managed effectively. Financial advisors can help Middlesex County residents create and stick to a budget, make informed investment decisions, and plan for retirement. By working with a financial advisor, Middlesex County residents can be sure they are making the most of their money and will be able to enjoy a comfortable retirement.

Wealth Management

Middlesex County, CT residents may be interested in learning about the benefits of wealth management. Wealth management is a process that helps individuals and families manage their financial resources in order to achieve their goals. There are a number of different services that fall under the umbrella of wealth management, including investment planning, estate planning, and tax planning. Wealth management can help Middlesex County residents protect their assets and plan for their future. Investment planning can help individuals grow their money over time, while estate planning can help them ensure that their assets pass on to their heirs in accordance with their wishes. Tax planning can help taxpayers minimize their taxes and keep more of their money in savings. If you're interested in learning more about wealth management, please contact our office for a consultation. We would be happy to discuss the options available to you and help you get started on the path to financial success.

Estate Planning Lawyer

Estate planning lawyers can help Middlesex County, CT residents protect their assets and ensure that their loved ones are taken care of after they die. Estate planning is the process of creating a plan for how your property will be distributed after you die. It can also include provisions for taking care of your loved ones if you become incapacitated. An estate planning lawyer can help you create a plan that fits your specific needs and meets all the legal requirements in Connecticut. They can also advise you on how to best protect your assets from taxes and creditors. When it comes time to put your plan into effect, the lawyer will guide you through the process and make sure everything goes smoothly.

Mortgage Loan Officer

Mortgage loan officers in Middlesex County, CT can help residents by providing information on mortgages and home buying. They can also provide advice on the best way to purchase a home, and they can answer any questions that residents may have about the process. In addition, mortgage loan officers can help residents find the best mortgage rates available.

Tax Services

Middlesex County, CT residents can benefit from the expertise of tax accountants.Tax accountants are well-versed in the various deductions and credits that are available to taxpayers. They can help taxpayers maximize their deductions, ensuring that they keep as much money as possible in their own pockets. In addition, tax accountants can help taxpayers file their returns accurately and on time. This can save taxpayers the hassle and expense of having to correct mistakes or file late penalties.


FAQs About Personal Financial Advisors in Middlesex County, CT