Retirement Planning in Naugatuck, CT

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List of Firms

Top Retirement Planners in Naugatuck, CT

Fiduciam Financial - Ameriprise Financial Services, LLC
4 out of 5
Location 835 Straits Turnpike Ste A, Middlebury, CT 06762, USA
Phone (800) 895-6625
Language https://www.ameripriseadvisors.com/team/fiduciam-financial/?cid=IP_local_google
Directions
Thomaston Financial Services
Location 824 Highland Ave, Waterbury, CT 06708, USA
Phone (860) 283-3665
Language https://www.thomastonsavingsbank.com/meet-advisors/?utm_source=Google-My-Business&utm_medium=GMB&utm_content=GMB-Listing
Directions
Thomaston Financial Services
Location 985 Watertown Ave, Waterbury, CT 06708, USA
Phone (860) 283-3665
Language https://www.thomastonsavingsbank.com/meet-advisors/?utm_source=Google-My-Business&utm_medium=GMB&utm_content=GMB-Listing
Directions
Green Wealth Management Group
Location 555 Heritage Rd Ste. 2W, Southbury, CT 06488, USA
Phone (475) 557-6001
Language https://gwmgllc.com/
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 76 Center St #2, Waterbury, CT 06702, USA
Phone (203) 753-0800
Language https://www.wellsfargoadvisors.com/
Directions
Powell Financial Planning and Tax Services
4 out of 5
Location 42 Waterbury Rd, Prospect, CT 06712, USA
Phone (203) 758-5700
Directions
Retirement Planning in Naugatuck, CT

About Naugatuck, CT for Those Planning to Retire

Naugatuck, CT is a quaint town nestled in the heart of New Haven County, Connecticut. With a rich history dating back to the 18th century, Naugatuck is home to a variety of landmarks that showcase its unique charm and character. The Naugatuck River, which runs through the town, is a popular spot for fishing and boating. Other notable landmarks include the Whittemore Memorial Bridge, the Naugatuck Historical Society Museum, and the Naugatuck Green. When it comes to employment, Naugatuck has a diverse economy with a range of top employers. The town is home to several manufacturing companies, including Chemtura Corporation and Eastern Co., as well as healthcare providers like Saint Mary's Hospital and Naugatuck Valley Radiology. Other major employers include the Naugatuck Board of Education, the Borough of Naugatuck, and the Naugatuck YMCA.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Naugatuck, CT would benefit from a bank in numerous ways. Firstly, a bank could provide financial assistance to those who wish to buy a home in Naugatuck, CT. With the town's median home value being $188,800, many residents may require a mortgage to purchase a home. Secondly, a bank could offer loans to small businesses in Naugatuck, CT, which would help to stimulate the local economy. Naugatuck, CT has a population of 31,862 people, and many of these individuals may be entrepreneurs who require funding to start or expand their businesses. Lastly, a bank could provide financial education to residents of Naugatuck, CT. Many individuals in the town may not have a solid understanding of financial literacy, and a bank could offer resources to help them manage their finances better.

Insurance Broker

Residents of Naugatuck, CT can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can assist residents in finding the most suitable insurance policies to cover their unique needs and risks. This is especially important for Naugatuck residents, considering that the town is prone to natural disasters such as hurricanes, floods, and snowstorms. Furthermore, an insurance broker can help residents navigate the complex insurance industry and understand the various coverage options available to them. They can also help residents save money by comparing policies from different insurance providers and negotiating better rates on their behalf. Overall, an insurance broker can provide valuable advice and support to Naugatuck residents, ensuring that they are adequately protected against any unforeseen circumstances.

Wealth Management

Residents of Naugatuck, CT would benefit greatly from the assistance of a wealth manager. With the town's median household income being $70,000, a wealth manager could help residents make the most of their finances and investments. They could assist in creating a personalized financial plan, taking into account the unique needs and goals of each individual or family. Additionally, Naugatuck has a high property tax rate compared to the state average, which can be a burden on homeowners. A wealth manager could help navigate the complexities of tax planning and potentially find ways to reduce tax liabilities. Furthermore, with the town's proximity to major cities like New Haven and Hartford, a wealth manager could also provide guidance on investment opportunities in the broader Connecticut region. Overall, a wealth manager could be an invaluable resource for Naugatuck residents looking to secure their financial future.

Financial Advisor

Residents of Naugatuck, CT can benefit from a financial advisor in various ways. Firstly, Naugatuck is a town with a diverse population, ranging from young professionals to retirees. A financial advisor can help young professionals by guiding them on how to invest their money wisely and save for their future. On the other hand, a financial advisor can assist retirees by helping them manage their retirement funds and create a sustainable income stream. Secondly, Naugatuck is a town with a significant number of small businesses. A financial advisor can provide guidance on how to manage cash flow, create a budget, and make strategic financial decisions that can help these businesses grow. Lastly, Naugatuck is a town that is vulnerable to natural disasters such as hurricanes and floods. A financial advisor can help residents prepare for such emergencies by creating a financial plan that includes emergency funds, insurance coverage, and other contingencies.

Mortgage Loan Officer

Residents of Naugatuck, CT can greatly benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage to purchase a home in Naugatuck, which is known for its beautiful scenery and tight-knit community. With a population of over 31,000 people, Naugatuck is a bustling town that offers plenty of opportunities for individuals and families to settle down and make a home. However, navigating the complex process of securing a mortgage can be overwhelming, especially for first-time homebuyers. A mortgage loan officer can provide valuable guidance and support throughout the process, helping residents understand their options and find the best mortgage terms and rates for their unique needs. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, which can provide significant savings on monthly payments and help them achieve their financial goals.

Tax Services

Residents of Naugatuck, CT can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Connecticut, which can be particularly challenging for small business owners and self-employed individuals in Naugatuck. Additionally, tax advisors can assist residents in identifying tax deductions and credits that they may be eligible for, such as the Connecticut property tax credit or the state's tax exemption for Social Security income. Furthermore, a tax advisor can provide guidance on tax planning strategies, such as retirement planning or estate planning, to help residents in Naugatuck minimize their tax liability and maximize their financial well-being. Overall, a tax advisor can be an invaluable resource for residents of Naugatuck, CT who want to stay compliant with tax laws and optimize their financial situation.

Estate Planning Lawyer

Residents of Naugatuck, CT can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a comprehensive estate plan, which can help protect their assets and ensure their wishes are carried out after they pass away. This is especially important in Naugatuck, CT, where the median home value is $172,100, and many residents have substantial assets tied up in their homes. An estate planning lawyer can also help residents set up trusts, establish guardianships for minor children, and plan for long-term care needs. Additionally, they can assist with the probate process, which can be complex and time-consuming, and help ensure that the deceased's assets are distributed according to their wishes. In short, an estate planning lawyer can provide invaluable assistance to residents of Naugatuck, CT in protecting their assets and securing their legacies for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Naugatuck, CT can provide a comprehensive suite of financial planning solutions for individuals looking to secure their financial future. These services can include investment management, wealth preservation, and estate planning. Naugatuck, CT is a town known for its rich history and vibrant community. Retirement planners in this area can leverage their knowledge of the local economy and community to provide personalized retirement planning services that are tailored to the unique needs of each client. With a deep understanding of the complexities of retirement planning, these professionals can help individuals navigate the challenges of retirement and ensure a secure financial future. Whether you're looking to invest for retirement or plan your estate, a retirement planner in Naugatuck, CT can provide the guidance and expertise needed to achieve your financial goals.

Naugatuck, CT is the ideal place to get a retirement planner. The town's rich history and cultural diversity make it a unique and dynamic community that offers a wealth of resources for retirees. With its picturesque scenery and vibrant downtown area, Naugatuck provides an idyllic setting for those looking to retire in peace and tranquility. Moreover, the town boasts a plethora of financial planning firms that specialize in retirement planning. These firms offer tailored solutions to help retirees maximize their savings and investments, ensuring that they can enjoy a comfortable and financially secure retirement. From estate planning to tax management, Naugatuck's retirement planners are equipped with the expertise and knowledge needed to help retirees navigate the complex world of finance. Whether you are looking to retire in the near future or are already enjoying your golden years, Naugatuck's retirement planners can help you achieve your financial goals and secure your future.