Insurance Broker in Wethersfield, CT

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List of Firms

Top Wethersfield, CT Insurance Brokerages

Duric Insurance, LLC
Location 945 Silas Deane Hwy, Wethersfield, CT 06109, USA
Phone (860) 810-3799
Woodworth Insurance LLC
5 out of 5
Location 25 Old Post Rd, Wethersfield, CT 06109, USA
Phone (860) 258-2324
Marcus Insurance
5 out of 5
Location 842 Silas Deane Hwy, Wethersfield, CT 06109, USA
Phone (860) 563-9353
Allstate Insurance Agent: Randy Zebendon
5 out of 5
Location 786 Silas Deane Hwy, Wethersfield, CT 06109, USA
Phone (860) 563-8171
Wroblewski Joseph
5 out of 5
Location 185 Silas Deane Hwy, Wethersfield, CT 06109, USA
Phone (860) 372-4966
Insurance Brokers in Wethersfield, CT

Where Wethersfield, CT Auto, Life & Health Insurance Brokers Serve

Wethersfield, CT is a historic town located in Hartford County, Connecticut. The town is known for its charming neighborhoods, rich history, and vibrant community. Some of the most notable landmarks in Wethersfield include the Webb-Deane-Stevens Museum, the Keeney Memorial Cultural Center, and the Wethersfield Cove. The town is home to several top employers, including the State of Connecticut, Hartford Healthcare, and the Wethersfield Public Schools. These organizations provide a wide range of job opportunities to residents of the town and the surrounding areas. Wethersfield is conveniently located near several major highways and streets, including I-91, Route 3, and Route 99. These thoroughfares make it easy for residents to commute to nearby cities and towns, as well as to access all of the amenities that Wethersfield has to offer.

Wethersfield, CT Insurance Broker Related Services

Banks and Credit Unions

Residents of Wethersfield, CT can benefit from a bank in several ways. Firstly, banks can provide loans to individuals who are looking to purchase a home in Wethersfield, a town that is known for its historic homes and beautiful architecture. Additionally, banks can offer various financial services such as savings accounts, credit cards, and retirement planning to help residents manage their finances. With the town's proximity to Hartford, banks can also provide business loans to entrepreneurs looking to start or expand their business in the area. Furthermore, banks can offer financial education and resources to residents who may need guidance on how to improve their credit score or manage their debt. Overall, banks can play a crucial role in supporting the financial well-being of residents in Wethersfield, CT.

Retirement Planning

Residents of Wethersfield, CT may benefit from the services of a retirement planner in a multitude of ways. Firstly, given that the town has a higher than average median age of 45, a retirement planner could help individuals prepare for their future retirement by creating a personalized plan that considers their current financial situation, future goals, and potential risks. Additionally, Wethersfield, CT has a diverse population, with a mix of urban and suburban areas, and a retirement planner could provide guidance on investment strategies that are tailored to the unique needs of each individual. Furthermore, a retirement planner could also help residents navigate the complex tax laws that affect retirement savings, such as the Connecticut state income tax and estate tax. Overall, a retirement planner can be an invaluable resource for residents of Wethersfield, CT, providing them with the tools and knowledge they need to secure a comfortable retirement.

Wealth Management

As a resident of Wethersfield, CT, one of the most common ways that a wealth manager could assist me would be in managing my retirement savings. With a population that is slightly older on average than the rest of the state, Wethersfield residents are likely to be thinking about their retirement years and how to ensure they have enough money saved to support themselves. A wealth manager could help me to assess my current savings and investments, and develop a plan to maximize my returns while minimizing risk. They could also help me to navigate the complexities of Social Security and Medicare, ensuring that I am making the most of these benefits and avoiding any costly mistakes. Additionally, a wealth manager could provide guidance on estate planning, helping me to ensure that my assets are distributed according to my wishes after I pass away. With so many important financial decisions to make, the expertise of a wealth manager could be invaluable to residents of Wethersfield looking to secure their financial future.

Financial Advisor

Residents of Wethersfield, CT can benefit from the expertise of a financial advisor in various ways. Firstly, Wethersfield is a town with a high cost of living, which can put a strain on the finances of its residents. A financial advisor can help them create a budget that will enable them to live within their means and save for the future. Secondly, Wethersfield has a large population of retirees who need to plan for their retirement. A financial advisor can help them navigate the complexities of retirement planning, including choosing the right investment vehicles, managing taxes, and creating a sustainable income stream. Finally, Wethersfield is a town with a thriving small business community. A financial advisor can help these entrepreneurs manage their finances, create a business plan, and secure funding for growth. In short, a financial advisor can help residents of Wethersfield achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Wethersfield, CT can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, the loan officer can help them navigate the complex and ever-changing mortgage industry. They can provide guidance on the various mortgage options available, such as fixed-rate and adjustable-rate mortgages, and help residents choose the best option that suits their financial situation. Additionally, the loan officer can assist residents with the pre-approval process, which is crucial when house hunting in a competitive market like Wethersfield, CT. Moreover, the loan officer can help residents understand the intricacies of mortgage terms and conditions, such as interest rates, closing costs, and down payments. With the help of a mortgage loan officer, residents of Wethersfield, CT can confidently make informed decisions about their mortgage and ultimately achieve their dream of homeownership.

Tax Services

Residents of Wethersfield, CT can greatly benefit from the expertise of a tax advisor. Specifically, with the town's rich history dating back to the 1600s, many residents may have inherited property or assets that require specialized tax planning. Additionally, with a median household income of $86,000, residents may be subject to higher tax rates and could benefit from strategies to minimize their tax liability. A tax advisor can also provide guidance on deductions and credits that may be unique to Wethersfield, such as the town's historic preservation tax credit. Furthermore, with the recent changes to federal tax laws, a tax advisor can help residents navigate the complex and ever-changing tax landscape. Overall, a tax advisor can provide invaluable assistance to Wethersfield residents in maximizing their financial well-being and minimizing their tax burden.

Estate Planning Lawyer

Residents of Wethersfield, CT can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Wethersfield, CT, as the town has a rich history dating back to the 1600s, and many residents have ancestral homes and properties that they want to protect. An estate planning lawyer can also help residents minimize their tax liability, which is crucial in a state like Connecticut, where taxes can be quite high. Additionally, an estate planning lawyer can assist with healthcare planning, including drafting living wills and healthcare proxies, which are essential for residents who want to ensure that their medical wishes are respected in case they become incapacitated. Ultimately, an estate planning lawyer can provide peace of mind to residents of Wethersfield, CT, by helping them plan for the future and protect their assets and loved ones.


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