Best Financial Advisors in Norwich, CT

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List of Firms

Norwich, CT Fiduciary Financial Advisors

Long Line Trucking Co Inc
SEC File# 801-112929
CRD# 126295
Location 457 W Main St, Norwich, CT 06360, USA
Phone (860) 886-5108
Directions
Rose City Financial Services
5 out of 5
Location 210 CT-32 #104, North Franklin, CT 06254, USA
Phone (860) 383-6044
Directions
Financial Directions Inc
SEC File# 801-56919
CRD# 108475
5 out of 5
Location 129 W Thames St, Norwich, CT 06360, USA
Phone (860) 886-1319
Directions
Olivieri Financial Services
Location 362 New London Turnpike, Norwich, CT 06360, USA
Phone (860) 383-6021
Directions
New York Life
SEC File# 801-118844
CRD# 309234
Location 12 Case St # 308, Norwich, CT 06360, USA
Phone (860) 886-5101
Directions
Norwich Financial LLC
Location 4 Water St # 2, Chester, CT 06412, USA
Phone (860) 526-2021
Directions
Charter Oak Federal Credit Union
4 out of 5
Location 1 Connecticut Ave, Norwich, CT 06360, USA
Phone (860) 446-8085
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location 590 W Main St, Norwich, CT 06360, USA
Phone (860) 892-6630
Directions
Doherty Financial Services LLC
Location 860 Norwich-New London Turnpike, Uncasville, CT 06382, USA
Phone (860) 848-1881
Directions
William Andrian
Location 221 Norwich -New London Tpke New London Turnpike, Montville, CT 06382, USA
Phone (860) 848-1208
Directions
Northwestern Mutual
Location 115 Lafayette St, Norwich, CT 06360, USA
Phone (860) 889-8075
Directions
Cambridge Investment Research
Location 129 W Thames St, Norwich, CT 06360, USA
Phone (860) 886-1319
Directions
Stone Financial
Location 17 River Rd, Lisbon, CT 06351, USA
Phone (860) 376-5388
Directions
Allstate Personal Financial Representative: Jeffrey Minkos
Location 1 Lathrop Ave, Norwich, CT 06360, USA
Phone (860) 682-0380
Directions
People's Securities Inc
2 out of 5
Location 45 Town St, Norwich, CT 06360, USA
Phone (860) 887-9138
Directions
Raymond James Financial Services
Location 77 Salem Turnpike #101, Norwich, CT 06360, USA
Phone (888) 570-0774
Directions
Dime Investment Services
Location 290 Salem Turnpike, Norwich, CT 06360, USA
Phone (860) 859-4308
Directions
Northwestern Mutual Financial
Location 116 Sachem St #4, Norwich, CT 06360, USA
Phone (860) 889-8075
Directions
Rodney L Campopiano - Financial Advisor, Ameriprise Financial Services, LLC
Location 165 State St Ste 311, New London, CT 06320, USA
Phone (860) 574-9065
Directions
Luddie Joel W
Location 113 Salem Turnpike # 11, Norwich, CT 06360, USA
Phone (860) 889-0090
Directions
FairWay
SEC File# 801-122662
CRD# 312918
Location 85 Norman Rd, Norwich, CT 06360, USA
Phone (415) 699-4951
Directions
James Chambers II - UBS Financial Services Inc.
5 out of 5
Location 2 Union St, New London, CT 06320, USA
Phone (860) 437-2004
Directions
Financial Advisors in Norwich, CT

Where Certified Financial Advisors in Norwich, CT Serve

Norwich, CT is a vibrant city located in New London County, Connecticut. It is home to a plethora of landmarks, including the Slater Memorial Museum, the Leffingwell House Museum, and the Norwich Arts Center. The city is also known for its impressive top employers, including Electric Boat, Backus Hospital, and Dime Bank. Major highways and streets in the area include I-395, Route 2, and Route 32, providing easy access to neighboring cities and towns. Norwich is a city of diverse neighborhoods, including Laurel Hill, Greeneville, and Taftville, each with its unique charm and character. With its rich history and modern amenities, Norwich is a city that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Norwich, CT could benefit greatly from the guidance of a financial advisor. With a population of around 40,000, Norwich is a small city that is home to many hardworking individuals and families. A financial advisor could help them with a variety of issues, such as creating a budget, saving for retirement, or planning for their children's education. One specific challenge that many Norwich residents face is the high cost of living in the area. A financial advisor could help them find ways to manage their expenses and save money, whether it's through refinancing their mortgage, reducing their utility bills, or finding ways to cut back on unnecessary expenses. With the help of a financial advisor, residents of Norwich can take control of their finances and achieve their long-term goals.

Insurance Broker

Residents of Norwich, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance coverage for their specific needs. Norwich is a small city with a population of just over 40,000, and many residents may not know where to start when it comes to finding the right insurance policies. An insurance broker can provide guidance and expertise on everything from health insurance to car insurance, ensuring that residents have the coverage they need to protect themselves and their families. Additionally, Norwich is located in a region that is prone to severe weather events, such as hurricanes and blizzards. An insurance broker can help residents navigate the complexities of flood and storm insurance, ensuring that they are adequately protected in the event of a natural disaster. Overall, an insurance broker can be an invaluable resource for residents of Norwich, helping them to find the coverage they need to feel secure and protected.

Retirement Planning

Residents of Norwich, CT could benefit greatly from the help of a retirement planner. With its growing population of retirees, Norwich faces unique challenges in terms of financial planning and investment strategies. A retirement planner can help residents navigate these challenges by providing personalized advice on retirement savings, social security benefits, and tax planning. Additionally, a retirement planner can help residents plan for unexpected expenses and emergencies, such as healthcare costs or home repairs. With its rich history and vibrant community, Norwich is a wonderful place to retire, and a retirement planner can help ensure that residents are able to enjoy their golden years with financial security and peace of mind.

Wealth Management

Residents of Norwich, CT can benefit from a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Norwich, CT to create a comprehensive financial plan that aligns with their goals and values. This can include investment strategies, retirement planning, tax optimization, and estate planning. Additionally, a wealth manager can provide guidance on how to navigate the unique financial landscape of Norwich, CT, which includes a mix of urban and rural areas with varying levels of economic development. For example, a wealth manager may advise clients on how to invest in local businesses or real estate opportunities in downtown Norwich, while also helping them to diversify their portfolio with investments in larger national or international markets. Overall, a wealth manager can provide valuable insights and expertise to help residents of Norwich, CT achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Norwich, CT can greatly benefit from the services of a mortgage loan officer. These professionals can assist with obtaining a mortgage loan to purchase a home, which is especially important in a city where the median home value is $163,000. Additionally, a mortgage loan officer can help residents refinance their current mortgage to potentially lower their monthly payments or obtain cash-out refinancing to fund home renovations or other expenses. With Norwich being a historic city with many older homes, a mortgage loan officer can also provide guidance on obtaining renovation loans to restore or improve these properties. Overall, a mortgage loan officer can be a valuable resource for residents of Norwich, CT looking to achieve their homeownership or home improvement goals.

Tax Services

Residents of Norwich, CT can benefit greatly from the services of a tax advisor. With a population of over 40,000, many individuals and businesses in Norwich may find themselves struggling to navigate the complex tax laws and regulations. A tax advisor can provide guidance on how to minimize tax liabilities, maximize deductions, and ensure compliance with local and federal tax laws. Additionally, Norwich is home to a number of small businesses and self-employed individuals who may need assistance with tax planning and preparation. A tax advisor can help these individuals understand their tax obligations and develop a plan to minimize their tax burden. Overall, a tax advisor can provide valuable support to residents of Norwich, CT, helping them to navigate the often-confusing world of taxes and ensure that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Norwich, CT can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help the residents of Norwich is by assisting them in creating wills and trusts. This is particularly important in Norwich, as it is a city with a rich history and many families have lived in the area for generations. A well-crafted will or trust can ensure that a person's assets are distributed according to their wishes, and can help to avoid disputes among family members. Additionally, an estate planning lawyer can help residents of Norwich to plan for long-term care, including Medicaid planning and the creation of advanced directives. This can be especially important for older residents of the city who may need assistance with their daily lives. Overall, an estate planning lawyer can provide valuable guidance and support to the residents of Norwich, helping them to plan for the future and protect their loved ones.

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FAQs About Personal Financial Advisors in Norwich, CT