Retirement Planning in Old Greenwich, CT

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List of Firms

Top Retirement Planners in Old Greenwich, CT

Cassandra Marie Ducey, CFP - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 862-2112
The Waterline Group - Morgan Stanley
Location 1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 661-3330
Merrill Lynch Wealth Management Advisor Glenn C Feigin
Location 2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, USA
Phone (203) 861-5923
Tier 4 Planning - Ameriprise Financial Services, LLC
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 661-2777
Old Greenwich Capital Partners
Location 3 West End Ave, Old Greenwich, CT 06870, USA
Phone (646) 943-6811
Retirement Planning in Old Greenwich, CT

About Old Greenwich, CT for Those Planning to Retire

Old Greenwich, CT is a quaint and charming town located in Fairfield County. It is home to several notable landmarks, including the historic Binney Park and the stunning Greenwich Point Park, which offers breathtaking views of the Long Island Sound. The town is also home to many top employers, such as the investment management firm AQR Capital Management and the healthcare company AmerisourceBergen. Major highways, such as I-95 and the Merritt Parkway, run through the town, making it easily accessible from neighboring areas. Some of the most popular streets in Old Greenwich include Sound Beach Avenue, which is lined with trendy shops and restaurants, and Shore Road, which offers stunning waterfront views. The town is divided into several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet and peaceful retreat or a bustling urban center, Old Greenwich has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Old Greenwich, CT can benefit from a bank in numerous ways. For instance, banks in the area offer various financial services such as savings accounts, loans, and credit cards. However, one of the most significant ways that banks can help Old Greenwich residents is by providing them with investment opportunities. Old Greenwich is a wealthy community with a high concentration of affluent individuals and families. As such, banks can offer investment options that cater to the unique needs of these residents. For example, banks can provide investment opportunities in real estate, stocks, and bonds, among others. By investing in these options, Old Greenwich residents can grow their wealth and secure their financial future. Furthermore, banks can offer personalized investment advice to help residents make informed decisions about their money. This service can be especially beneficial for those who are new to investing or unsure about which investment options to choose.

Insurance Broker

Residents of Old Greenwich, CT can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, residents may be at risk for flood damage, making it crucial to have the appropriate coverage. Additionally, the high property values in Old Greenwich mean that homeowners need to ensure they have adequate coverage for their homes and possessions. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options for their unique needs. They can also assist with finding affordable health insurance, which can be particularly important for families with children attending the highly regarded Greenwich Public Schools. Overall, an insurance broker can provide peace of mind for Old Greenwich residents, knowing that they are properly protected in case of any unforeseen events.

Wealth Management

Residents of Old Greenwich, CT have a unique set of financial needs that can be effectively addressed by a wealth manager. With its affluent population, the town is home to many high-net-worth individuals who require expert guidance on managing their wealth. A wealth manager can assist residents in creating a comprehensive financial plan that takes into account their specific goals and objectives, such as saving for retirement or funding their children's education. In addition, Old Greenwich residents may have complex investment portfolios that require careful management and monitoring. A wealth manager can provide the expertise needed to navigate the intricacies of the financial markets and make informed investment decisions. Finally, Old Greenwich's proximity to New York City means that residents may have unique tax considerations that require specialized knowledge. A wealth manager can help residents navigate the complex tax landscape and minimize their tax liability. Overall, a wealth manager can provide invaluable assistance to residents of Old Greenwich, CT in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Old Greenwich, CT could benefit from the guidance of a financial advisor in a myriad of ways. With its affluent population and high cost of living, Old Greenwich presents unique financial challenges that require the expertise of a seasoned advisor. From estate planning to investment management, a financial advisor can help residents navigate the complexities of wealth management and make informed decisions about their finances. Additionally, with the town's proximity to New York City, many residents may have complex tax situations that require specialized knowledge and strategies. A financial advisor can provide valuable insight into tax planning and optimization, helping residents maximize their savings and minimize their tax burden. Overall, a financial advisor can provide invaluable support and guidance to residents of Old Greenwich, CT, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Old Greenwich, CT is a beautiful coastal town that is home to a thriving community of residents. For many of these individuals, purchasing a home in this area is a significant investment that requires the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage, including finding the best rates and terms for their specific needs. In Old Greenwich, CT, where property values are high and the real estate market is competitive, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference. They can help residents understand the intricacies of the local market, negotiate with lenders, and ultimately secure the financing they need to purchase their dream home.

Tax Services

Residents of Old Greenwich, CT can benefit from the expertise of a tax advisor in a variety of ways. Specifically, given the high property values in the area, a tax advisor can assist homeowners with navigating the complex tax laws related to property taxes and deductions. Additionally, Old Greenwich is home to many successful business owners and entrepreneurs, who may require assistance with tax planning and strategies to minimize their tax liability. A tax advisor can also provide guidance on retirement planning, estate planning, and other financial matters that are particularly relevant to the affluent population of Old Greenwich. With their in-depth knowledge of tax laws and regulations, a tax advisor can help residents of Old Greenwich maximize their financial resources and achieve their long-term goals.

Estate Planning Lawyer

Residents of Old Greenwich, CT can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by establishing a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially relevant in Old Greenwich, CT, where the median home value is $1.7 million, making it crucial to have a well-structured estate plan to ensure that assets are distributed appropriately. Furthermore, an estate planning lawyer can assist with minimizing estate taxes, which can be particularly beneficial for residents of Old Greenwich, CT, where the estate tax exemption is only $3.6 million. Additionally, an estate planning lawyer can help with charitable giving, business succession planning, and asset protection, providing residents with peace of mind knowing that their affairs are in order.


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