Banks & Credit Unions in Shelton, CT

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Bank Branches and ATMs in Shelton, CT

Wells Fargo Bank
3 out of 5
Location 320 Coram Ave, Shelton, CT 06484, USA
Phone (203) 924-5301
Directions
Newtown Savings Bank - Shelton: Bridgeport Ave
1 out of 5
Location 815 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 944-0382
Directions
Cardtronics
Location 819 River Rd, Shelton, CT 06484, USA
Phone (800) 978-4198
Directions
Mutual Security Credit Union
3 out of 5
Location 12 Progress Drive First Floor, Shelton, CT 06484, USA
Phone (800) 761-2400
Directions
ATM (First Niagara Bank)
Location 350 Bridgeport Ave UNIT 1, Shelton, CT 06484, USA
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 484 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 556-2999
Directions
Chase Mortgage
Location 675 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 925-8542
Directions
ATM (Mont's Mart)
3 out of 5
Location 198 Leavenworth Rd, Shelton, CT 06484, USA
Directions
Chase Bank
3 out of 5
Location 675 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 925-8542
Directions
Chase Bank
5 out of 5
Location 2 Corporate Dr #730, Shelton, CT 06484, USA
Phone (203) 944-8426
Directions
Banks in Shelton, CT

Where Shelton, CT Banks & Credit Unions Serve

Shelton, CT is a vibrant city located in Fairfield County. This bustling metropolis is home to a plethora of landmarks, including the scenic Indian Well State Park, the charming Shelton History Center, and the iconic Shelton Farmers' Market. Top employers in the area include the internationally renowned BIC Corporation, the innovative PerkinElmer, and the dynamic Sikorsky Aircraft. Major highways that run through the city include Route 8 and Route 15, providing easy access to nearby cities and towns. The bustling downtown area is filled with a variety of shops, restaurants, and entertainment venues, while the surrounding neighborhoods offer a diverse range of housing options, from cozy single-family homes to spacious apartments and condos. With its rich history, bustling economy, and thriving community, Shelton, CT is a city that has something to offer everyone.

Shelton, CT Banking Related Services

Insurance Broker

Residents of Shelton, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Shelton residents is by finding them the best insurance coverage options that suit their needs and budget. With the rising cost of healthcare and insurance policies, it can be challenging for residents to find affordable coverage that meets their specific needs. An insurance broker can provide personalized recommendations and help residents navigate the complex world of insurance policies. For example, Shelton is home to many small businesses, and an insurance broker can help these businesses find the right types of insurance coverage to protect their operations and employees. Overall, an insurance broker can be a valuable resource for residents of Shelton, CT, helping them find the right insurance coverage and providing peace of mind.

Retirement Planning

Residents of Shelton, CT would greatly benefit from the services of a retirement planner. With a population of over 41,000 people, many of whom are approaching retirement age, having a financial expert to guide them through the retirement planning process can make a significant difference in their financial security. A retirement planner can help Shelton residents create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. They can also provide guidance on tax-efficient investment strategies, estate planning, and Social Security optimization. With the cost of living in Shelton being higher than the national average, having a retirement planner can help residents navigate the complexities of retirement planning and ensure that they are financially prepared for their golden years.

Wealth Management

Residents of Shelton, CT could benefit greatly from the expertise of a wealth manager. With a median household income of $85,000, Shelton is an affluent community with residents who have significant assets and financial goals. A wealth manager can help these individuals and families create a comprehensive financial plan that takes into account their unique circumstances, such as the high property taxes in the area. They can provide guidance on investments, tax planning, retirement planning, and estate planning, all with the goal of helping residents achieve their financial objectives. Additionally, a wealth manager can help residents navigate the complex financial landscape and make informed decisions that align with their values and priorities.

Financial Advisor

Residents of Shelton, CT can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique characteristics of Shelton, CT. For example, Shelton has a higher median household income than the state average, but also higher housing costs. A financial advisor can help residents navigate these challenges by providing advice on how to save for a down payment on a home or invest in the local real estate market. Additionally, with Shelton's proximity to New York City, a financial advisor can assist residents in managing their investments and retirement accounts to maximize returns and minimize taxes. Overall, a financial advisor can provide invaluable support to residents of Shelton, CT in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Shelton, CT can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of applying for a mortgage, ensuring that they secure the best possible interest rate and terms. Secondly, a loan officer can offer guidance on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the one that best suits their financial situation. Additionally, Shelton, CT is known for its high property values, and a loan officer can assist residents in securing the funds needed to purchase their dream home in this desirable area. Ultimately, a mortgage loan officer can be an invaluable resource for anyone looking to buy property in Shelton, CT, providing personalized support and expert advice every step of the way.

Tax Services

Residents of Shelton, CT can greatly benefit from the expertise of a tax advisor. With its thriving business community and growing population, Shelton presents unique tax challenges for its residents. A tax advisor can assist with navigating the complex tax laws and regulations specific to Connecticut, ensuring that residents are taking advantage of all possible deductions and credits. Additionally, with the recent changes to federal tax laws, a tax advisor can provide valuable guidance on how these changes may impact Shelton residents. Whether it's assisting with filing taxes or providing ongoing tax planning advice, a tax advisor can help residents of Shelton, CT stay on top of their finances and make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Shelton, CT can benefit greatly from the services of an estate planning lawyer. With a population of over 40,000 people, many individuals in Shelton have accumulated assets and property that require careful management and distribution. An estate planning lawyer can assist residents in creating a will or trust that outlines their wishes for their assets after they pass away. Additionally, the lawyer can help with legal documents such as power of attorney and healthcare directives. In Shelton, where the median household income is higher than the state average, an estate planning lawyer can also provide guidance on minimizing tax liabilities and maximizing the value of an individual's estate. Overall, an estate planning lawyer can provide peace of mind for residents of Shelton, ensuring that their assets are protected and their wishes are carried out.

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