Retirement Planning in Groton, CT

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Top Retirement Planners in Groton, CT

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Parker Financial Planning, LLC
SEC File# 801-120415
CRD# 125511
Location 28 Cottrell St # 28G, Mystic, CT 06355, USA
Phone (860) 572-2737
Directions
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Pfizer 401K
Location 31 Willow St, Mystic, CT 06355, USA
Phone (860) 245-5553
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Guided Financial Strategies, LLC
5 out of 5
Location 11 Main St Suite 214, Mystic, CT 06355, USA
Phone (860) 291-2800
Directions
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Leonard Wealth Management
Location 60 Willow St Ste 101, Mystic, CT 06355, USA
Phone (888) 282-1044
Directions
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Chelsea Groton Financial Services
Location 2 Water St, Mystic, CT 06355, USA
Phone (860) 572-4046
Directions
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Northwestern Mutual Financial
Location 14 Masons Island Rd, Mystic, CT 06355, USA
Phone (860) 536-4448
Directions
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Josh Blau
Location 495 Gold Star Hwy, Groton, CT 06340, USA
Phone (203) 535-4067
Directions
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Lansdowne Wealth Management, LLC
5 out of 5
Location 34 Water St, Mystic, CT 06355, USA
Phone (860) 245-5078
Directions
SEC File# 801-101514
CRD# 269937
Location 62 Fort Hill Rd A, Groton, CT 06340, USA
Phone (860) 326-7507
Directions
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Darrell Fox - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 Bridge St Ste 8, Groton, CT 06340, USA
Phone (203) 823-9114
Directions
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O'Brien Retirement Investment Group
Location 232 Greenmanville Ave 1 - 7, Mystic, CT 06355, USA
Phone (860) 415-9614
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Robert Henderson, CFP®
Location Lansdowne Wealth Management LLC, 34 Water St, Mystic, CT 06355, USA
Phone (860) 245-5078
Directions
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Demers Accounting Services
Location 18 Jupiter Point Rd, Groton, CT 06340, USA
Phone (860) 779-9000
Directions
Retirement Planning in Groton, CT

About Groton, CT for Those Planning to Retire

Groton, CT is a vibrant town located in New London County, Connecticut. With a population of over 40,000, Groton is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. One of the most notable landmarks in Groton is the Naval Submarine Base New London, which is the primary homeport for the United States Navy's fleet of attack submarines. This base has been an integral part of the town's economy and culture for over 100 years. In addition to the submarine base, Groton is also home to Electric Boat, one of the town's top employers. This company designs and builds submarines for the Navy, and has been a major contributor to the town's economy for many years. When it comes to major highways and streets in Groton, one of the most important is Interstate 95, which runs through the town and connects it to other major cities in the region.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Groton, CT can benefit from a bank in numerous ways. For instance, the bank can provide access to financial services such as savings accounts, checking accounts, and loans. With a population of over 39,000 people, Groton is home to several large employers, including Electric Boat and Pfizer, which means that many residents may require assistance with managing their finances. Additionally, Groton is a coastal town located on the Thames River, which makes it an attractive destination for tourists. A bank can help residents take advantage of this by offering services such as travel insurance and foreign currency exchange. Furthermore, with the rise of online shopping, a bank can provide residents with the necessary tools to protect themselves from identity theft and online fraud. Overall, a bank can play a vital role in helping residents of Groton, CT manage their finances and protect their assets.

Insurance Broker

Residents of Groton, CT could greatly benefit from the services of an insurance broker. With its proximity to the coast, Groton is susceptible to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage in the event of a disaster. Additionally, Groton is home to many military families who may have unique insurance needs. An insurance broker can help these families understand their options for health insurance and life insurance, as well as navigate the complexities of TRICARE. Overall, an insurance broker can provide valuable guidance and support to residents of Groton, CT, ensuring that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Groton, CT can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping them navigate the complexities of the local tax code. Groton, CT has a unique tax structure that can be challenging to understand for those who are not familiar with it. A wealth manager can provide guidance on how to maximize tax savings and minimize liabilities, taking into account the various deductions and exemptions available to residents. Additionally, a wealth manager can assist residents with estate planning, retirement planning, and investment management, all of which are critical to achieving long-term financial goals. By working with a wealth manager, residents of Groton, CT can gain peace of mind knowing that their financial future is in capable hands.

Financial Advisor

Residents of Groton, CT can benefit from the services of a financial advisor in a multitude of ways. One of the most common ways is by helping them create a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in the area due to its proximity to New York City. A financial advisor can assist residents in creating a budget that allows them to save for retirement, education, and emergencies while also accounting for the high cost of housing and other expenses in Groton. Additionally, a financial advisor can help residents navigate the complex tax laws in Connecticut and maximize their tax savings. With the help of a financial advisor, residents of Groton can achieve financial stability and peace of mind, even in the face of the region's unique financial challenges.

Mortgage Loan Officer

Groton, CT is a town that is home to a significant number of military personnel and their families, given its proximity to the Naval Submarine Base New London. A mortgage loan officer can assist residents of Groton in many ways, including helping them secure a home loan that is tailored to their specific needs and financial situation. This can be particularly helpful for military families who may have unique circumstances when it comes to obtaining a mortgage. Additionally, a mortgage loan officer can provide guidance on the various mortgage programs available, such as VA loans, which can be especially beneficial for military families. Furthermore, a mortgage loan officer can help residents of Groton navigate the local housing market, which can be competitive and challenging to navigate without expert guidance. Overall, a mortgage loan officer can be an invaluable resource for residents of Groton, CT, helping them achieve their dream of homeownership and providing them with the support they need to make informed decisions about their finances.

Tax Services

Residents of Groton, CT can benefit from the expertise of a tax advisor in various ways. Firstly, Groton is home to several military bases, including the Naval Submarine Base New London and the Coast Guard Academy. As a result, many residents are employed by these institutions and may require guidance on tax deductions related to their military service. Additionally, Groton has a thriving maritime industry, with several shipbuilding and repair companies operating in the area. A tax advisor can assist these businesses in navigating the complex tax laws related to the maritime industry, such as the Jones Act and the Maritime Transportation Security Act. Furthermore, Groton has a significant senior population, and a tax advisor can provide valuable assistance with tax planning and retirement savings strategies. Overall, a tax advisor can provide tailored advice to meet the unique needs of Groton residents and help them navigate the complexities of the tax system.

Estate Planning Lawyer

Residents of Groton, CT can benefit from the services of an estate planning lawyer in several ways. One specific area where an estate planning lawyer can help is in the creation of a comprehensive estate plan that takes into account the unique needs and circumstances of Groton residents. This may include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can assist with the probate process, which can be complex and time-consuming. This is particularly important in Groton, which is home to several military installations and a large number of retirees. An estate planning lawyer can help ensure that assets are distributed according to the wishes of the deceased, while also minimizing taxes and other expenses. In short, an estate planning lawyer can provide invaluable guidance and support to residents of Groton, CT as they plan for the future and protect their loved ones.

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