Retirement Planning in Norfolk, CT

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List of Firms

Top Retirement Planners in Norfolk, CT

Madison Financial Planning
5 out of 5
Location 206 Boston Post Rd, Madison, CT 06443, USA
Phone (203) 245-3131
Retirement Plan Advisory Services
SEC File# 801-56332
CRD# 16678
Location 72 Queen St #860, Southington, CT 06489, USA
Phone (860) 863-4253
Coursey Financial Group
Location 231 Farmington Ave, Farmington, CT 06032, USA
Phone (860) 674-2400
Kane Financial Planning, LLC
Location 1 Darling Dr, Avon, CT 06001, USA
Phone (860) 712-6839
Pyxis Financial Planning
Location 111 Simsbury Rd, Avon, CT 06001, USA
Phone (860) 507-7397
Wealth Enhancement Group
Location 44 Old Ridgebury Rd Ste 150, Danbury, CT 06810, USA
Phone (203) 790-4949
Summit Planning Group LLC
4 out of 5
Location 333 E River Dr # 410, East Hartford, CT 06108, USA
Phone (860) 282-8289
W G Dobbins Wealth Management LLC
Location 10 Station Pl, Norfolk Historic District, CT 06058, USA
Phone (860) 542-5067
Retirement Planning in Norfolk, CT

About Norfolk, CT for Those Planning to Retire

Nestled in the rolling hills of Litchfield County, Connecticut, lies the charming town of Norfolk. Known for its picturesque beauty and cultural offerings, Norfolk is a haven for artists, nature lovers, and history buffs alike. At the heart of the town lies the iconic Norfolk Library, a historic landmark that has been serving the community for over 100 years. Other notable landmarks include the Battell Chapel, the Infinity Music Hall, and the Norfolk Historical Society Museum. Despite its small size, Norfolk boasts a diverse array of top employers, including the Yale School of Music, the Norfolk Country Club, and the Norfolk Chamber Music Festival. The town is also home to a number of small businesses and independent artisans, adding to its unique character and charm. Major highways and streets in the area include Route 44, which runs through the center of town, and Route 272, which winds through the surrounding countryside. The town is also easily accessible from Interstate 84 and the Massachusetts Turnpike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Norfolk, CT can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals and businesses in Norfolk, CT. This can include loans, credit lines, and mortgages. Additionally, a bank can provide investment opportunities to residents of Norfolk, CT, allowing them to grow their wealth and secure their financial future. Furthermore, a bank can offer various financial services such as checking and savings accounts, online banking, and mobile banking. Specifically, given the rural nature of Norfolk, CT, a bank can provide access to financial services that may not be readily available in the area. For example, a bank can offer ATM services, which can be particularly important for residents who may not have easy access to cash. Overall, a bank can play a crucial role in supporting the financial needs of residents of Norfolk, CT.

Insurance Broker

Residents of Norfolk, CT can benefit greatly from the services of an insurance broker. With the town's population of just over 1,700, it's important for residents to have access to a wide range of insurance options that fit their unique needs. An experienced broker can help residents navigate the complexities of insurance policies, from finding the right coverage for their homes and vehicles to securing health insurance that meets their specific requirements. Additionally, with Norfolk's proximity to the Berkshire Mountains, residents may require specialized insurance coverage for outdoor activities such as skiing and hiking. An insurance broker can provide valuable insight into these niche insurance markets and ensure that residents have the coverage they need to enjoy their favorite activities without worry. Overall, an insurance broker can be an invaluable resource for Norfolk residents seeking to protect themselves and their assets.

Wealth Management

Residents of Norfolk, CT could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the town's unique real estate market. With its picturesque scenery and small-town charm, Norfolk is a popular destination for second-home buyers and retirees. A wealth manager could help residents navigate the complexities of owning multiple properties, including tax implications and estate planning. Additionally, with the town's limited job market, many residents rely on investments and retirement accounts for their income. A skilled wealth manager could assist in creating a personalized investment strategy that takes into account the individual's risk tolerance and financial goals. Overall, a wealth manager could provide valuable guidance and support to residents of Norfolk, CT in achieving their financial objectives.

Financial Advisor

Residents of Norfolk, CT could greatly benefit from the services of a financial advisor. With a population of just over 1,700 people, the town is known for its quaint charm and scenic beauty. However, despite its idyllic setting, many residents face financial challenges such as managing debt, saving for retirement, and investing wisely. A financial advisor can help residents navigate these challenges by providing personalized financial planning services that take into account their unique goals and circumstances. For example, a financial advisor could help a Norfolk resident create a budget that allows them to pay off debt while still saving for retirement, or advise them on the best investment opportunities for their risk tolerance and financial goals. Additionally, with Norfolk's close proximity to New York City, some residents may have complex financial situations involving multiple income sources or investments. A financial advisor can help these individuals make sense of their finances and develop a comprehensive plan to ensure their financial security.

Mortgage Loan Officer

Residents of Norfolk, CT could benefit greatly from the expertise of a mortgage loan officer when it comes to securing a home loan. With its picturesque location in the Litchfield Hills, Norfolk is a popular destination for those seeking a peaceful and idyllic lifestyle. However, the town's relatively small population means that the real estate market can be competitive and challenging to navigate. A mortgage loan officer can provide guidance on the different types of loans available, help residents understand the application process, and work with them to find the best possible interest rates. Additionally, residents of Norfolk may have unique needs when it comes to home financing, such as properties with historic significance or those in flood-prone areas. A skilled mortgage loan officer can help residents navigate these complexities and ensure they secure the right loan for their specific needs.

Tax Services

Residents of Norfolk, CT can benefit from the services of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations in the state. Norfolk, CT is a small town with a population of just over 1,500 people. However, the town has a thriving arts community, which means that many residents may have income from creative endeavors such as art sales, performances, or teaching. A tax advisor can help these individuals understand how to report their income and expenses correctly and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help Norfolk residents with estate planning, which is especially important for those who own property or have significant assets. By working with a tax advisor, residents can ensure that their assets are distributed according to their wishes and that their loved ones are not burdened with unnecessary taxes or legal fees.

Estate Planning Lawyer

Residents of Norfolk, CT could greatly benefit from the expertise of an estate planning lawyer. With its small population of just over 1,500 people, Norfolk is a close-knit community where many families have lived for generations. An estate planning lawyer can help these families navigate the complex process of creating a will, trust, or other legal documents to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with healthcare directives, power of attorney, and other important legal matters that may arise as residents age. With its picturesque New England setting and rich history, Norfolk is a unique and special place, and an estate planning lawyer can help ensure that its residents' legacies are protected for generations to come.


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