Retirement Planning in East Haven, CT

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List of Firms

Top Retirement Planners in East Haven, CT

Morrissey Wealth Management
5 out of 5
Location 116 Washington Ave 3rd floor, North Haven, CT 06473, USA
Phone (860) 986-7881
Language http://www.morrisseywealthmanagement.com/
Directions
Chatham Place at Mary Wade
5 out of 5
Location 138 Clinton Ave, New Haven, CT 06513, USA
Phone (475) 900-6040
Language https://www.chathamplace.org/
Directions
TPS Group
5 out of 5
Location 127 Washington Ave, North Haven, CT 06473, USA
Phone (203) 234-2229
Language http://www.tpsgroup.com/
Directions
East Haven Planning & Zoning
Location 250 Main St, East Haven, CT 06512, USA
Phone (203) 468-3357
Language https://www.townofeasthavenct.org/planning-zoning-department
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 555 Long Wharf Dr, New Haven, CT 06511, USA
Phone (475) 209-5588
Language http://newhaven.nm.com/
Directions
National Financial Network, Inc.
Location 555 Long Wharf Dr 11th floor, New Haven, CT 06511, USA
Phone (203) 318-7070
Language https://agencies.guardianlife.com/northeast/new-haven/555-long-wharf-drive
Directions
The Village at Mariner's Point
4 out of 5
Location 111 S Shore Dr, East Haven, CT 06512, USA
Phone (203) 864-6615
Language https://www.benchmarkseniorliving.com/senior-living/ct/east-haven/the-village-at-mariners-point?utm_source=yext-google&utm_medium=local-listings&utm_campaign=comm-vmp-local-listing-google-feb19
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Retirement Planning in East Haven, CT

About East Haven, CT for Those Planning to Retire

East Haven, CT is a vibrant town in New Haven County, Connecticut, with a rich history and an abundance of landmarks. The town is home to the beautiful Farm River State Park, where visitors can enjoy hiking, fishing, and picnicking. Other notable landmarks include the historic Trolley Museum, the Shoreline Trolley Museum, and the East Haven Green, which is the site of many community events throughout the year. East Haven is also home to several major employers, including the Yale New Haven Health System, the Town of East Haven, and the East Haven Board of Education. These employers provide jobs for many residents of the town, and help to keep the local economy strong. Major highways in the area include I-95, which runs through the town, and Route 1, which runs along the coast. The town is also home to several major streets, including Main Street, Frontage Road, and Foxon Boulevard.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of East Haven, CT can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to residents who want to start or expand their businesses. East Haven, CT has a growing economy, and many residents have entrepreneurial ideas that require financial support. A bank can provide loans, lines of credit, and other financial products that can help residents achieve their business goals. Additionally, a bank can provide financial education and resources to residents who want to improve their financial literacy. East Haven, CT has a diverse population, and many residents may not have access to financial education. A bank can provide workshops, seminars, and other resources that can help residents understand financial concepts and make informed decisions about their money. Overall, a bank can play a crucial role in helping residents of East Haven, CT achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of East Haven, CT can benefit immensely from the services of an insurance broker. These professionals are well-equipped to help individuals navigate the complex world of insurance policies and find the best coverage options for their unique needs. In a town like East Haven, where the population is primarily made up of middle-class families, an insurance broker can help residents find affordable health insurance plans, life insurance policies, and auto insurance coverage that meets their budget. Additionally, East Haven is a coastal town, which means residents may need specialized insurance coverage for flood damage or hurricane-related damages. An insurance broker can help residents understand the intricacies of these policies and find the best options for their specific needs. With the help of an insurance broker, residents of East Haven can rest assured that they have the coverage they need to protect themselves and their families from unexpected events.

Wealth Management

Residents of East Haven, CT could benefit greatly from the expertise of a wealth manager. With a population of just over 29,000, East Haven is a small town with a diverse mix of residents. A wealth manager could help these residents navigate the complexities of their financial lives, from planning for retirement to managing their investments. For example, many East Haven residents work in nearby New Haven, which is home to several prestigious universities and hospitals. A wealth manager could help these individuals maximize their retirement savings through tax-efficient strategies, such as contributing to a 401(k) or IRA. Additionally, a wealth manager could help East Haven residents with estate planning and wealth transfer, ensuring that their assets are passed down to their loved ones in a way that minimizes taxes and maximizes their impact. Overall, a wealth manager could provide invaluable guidance and support to the residents of East Haven, CT as they navigate the complexities of their financial lives.

Financial Advisor

Residents of East Haven, CT can benefit greatly from the guidance of a financial advisor. With the town's proximity to the Long Island Sound, many residents may have investments tied to the fishing or boating industries, which can be complex to navigate. Additionally, East Haven's diverse population may require a tailored approach to financial planning, taking into account cultural differences and unique financial goals. A financial advisor can provide expertise in areas such as retirement planning, tax strategies, and investment management, helping residents to make informed decisions and achieve their financial objectives. With the cost of living in Connecticut being higher than the national average, it is especially important for East Haven residents to have a solid financial plan in place to ensure their long-term financial security.

Mortgage Loan Officer

Residents of East Haven, CT can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance their existing mortgages. With the town's proximity to the Long Island Sound, a mortgage loan officer can help residents take advantage of the area's booming real estate market. Additionally, East Haven has a diverse population, with a high percentage of Italian Americans. A mortgage loan officer with knowledge of the Italian culture could help bridge any language or cultural barriers that may arise during the loan process. They can also help residents navigate the complex and ever-changing mortgage industry, ensuring they get the best possible rates and terms for their unique financial situations. Overall, a mortgage loan officer can be an invaluable resource for East Haven residents looking to achieve their homeownership goals.

Tax Services

Residents of East Haven, CT can greatly benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can assist residents in navigating the complex tax laws and regulations in Connecticut, which can be quite confusing and overwhelming for many. Additionally, a tax advisor can help residents in East Haven, CT to maximize their tax deductions and credits, thereby reducing their tax liability and increasing their refunds. Moreover, a tax advisor can provide valuable advice on tax planning strategies to help residents achieve their financial goals, such as saving for retirement or buying a home. In particular, given the high cost of living in East Haven, CT, tax advisors can help residents to optimize their finances and make the most of their hard-earned money.

Estate Planning Lawyer

Residents of East Haven, CT would greatly benefit from the services of an estate planning lawyer. With its rich history and diverse population, East Haven presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their wishes are carried out after they pass away. For example, many residents in East Haven own property that has been in their family for generations. An estate planning lawyer can help these individuals create a plan that ensures their property stays within the family and is not lost due to legal disputes or unforeseen circumstances. Additionally, with the rising cost of healthcare, an estate planning lawyer can help residents plan for the possibility of long-term care and ensure that their assets are protected. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to the residents of East Haven, CT.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in East Haven, CT can be incredibly beneficial for those nearing retirement age. With a focus on creating a personalized retirement plan that takes into account an individual's unique financial situation, lifestyle goals, and overall retirement vision, a retirement planner can help ensure a comfortable retirement. Additionally, given East Haven's proximity to the Long Island Sound, a retirement planner in this area may also offer specialized advice on how to incorporate boating and water-based activities into a retirement lifestyle. Whether it's investing in a boat or finding retirement communities with access to marinas, a retirement planner in East Haven can help retirees make the most of their waterfront location. With their expertise and experience, a retirement planner in East Haven can help individuals navigate the complexities of retirement planning and create a plan that sets them up for success in their golden years.

East Haven, CT is undoubtedly the best place to get a retirement planner. With its vibrant community and stunning natural beauty, East Haven offers a plethora of options for those looking to secure their financial future. The town is home to some of the most experienced and knowledgeable retirement planners in the state, who can help you navigate the complex world of retirement planning with ease. What sets East Haven apart is its unique blend of modern amenities and old-world charm. From its historic downtown to its picturesque coastline, East Haven is a town that exudes both sophistication and warmth. Whether you're looking to retire in style or simply want to ensure that your golden years are financially secure, East Haven is the perfect place to start your journey.