Wealth Management in Groton, CT

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List of Firms

Groton, CT Wealth Management Firms

SEC File# 801-108489
CRD# 160192
5 out of 5
Location 83 Halls Rd #201, Old Lyme, CT 06371, USA
Phone (860) 434-6890
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Maurice Nelligan
Location 27 Coogan Blvd, Mystic, CT 06355, USA
Phone (860) 447-7424
Sightline Wealth Advisors, LLC
SEC File# 801-91168
CRD# 176520
Location 495 Gold Star Hwy #100, Groton, CT 06340, USA
Phone (860) 448-0611
The Tassone / Volpe Group - Morgan Stanley
Location 5 Fort Rachel Pl, Mystic, CT 06355, USA
Phone (860) 572-2426
Charles Schwab
SEC File# 801-35905
CRD# 106753
3 out of 5
Location 4 Holmes St Suite B, Mystic, CT 06355, USA
Phone (860) 415-8090
Mark Benedict - Morgan Stanley
Location 5 Fort Rachel Pl, Mystic, CT 06355, USA
Phone (860) 572-2564
Vision Wealth Management, LLC
Location 210 Boston Post Rd, Waterford, CT 06385, USA
Phone (860) 235-3145
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 31 Willow St, Stonington, CT 06378, USA
Phone (860) 245-0252
Merrill Lynch Wealth Management Advisor Tom McBride
Location 27 Coogan Blvd Suite 22B, Mystic, CT 06355, USA
Phone (860) 447-7459
Morgan Stanley Financial Advisors
Location 125 Eugene O'Neill Dr 1st Fl, New London, CT 06320, USA
Phone (860) 444-9300
Wealth Management in Groton, CT

Where Wealth Management Advisors in Groton, CT Serve

Groton, CT is a vibrant coastal town located in New London County. This picturesque town is home to several landmarks, including the historic Fort Griswold Battlefield State Park, the stunning Avery Point Lighthouse, and the awe-inspiring Submarine Force Museum. Groton is also known for its top employers, which include Electric Boat, Pfizer, and the Naval Submarine Base. Major highways and streets in Groton include I-95, Route 184, and Route 117, providing easy access to nearby cities such as New Haven and Providence. The town is divided into several neighborhoods, each with its own unique charm and character. These include the bustling downtown area, the peaceful Mystic River neighborhood, and the scenic Thames River waterfront. With its rich history, thriving economy, and beautiful surroundings, Groton is a wonderful place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Groton, CT could be helped by a bank in a multitude of ways. For instance, a bank could offer home loans to individuals looking to purchase a home in Groton, CT, a town that is known for its charming New England style architecture and proximity to the coast. Additionally, a bank could provide financial education to residents, which is particularly important in a town that is home to the Naval Submarine Base New London, one of the largest employers in the area. Furthermore, a bank could offer small business loans to entrepreneurs looking to start a business in Groton, CT, a town that is home to many small, locally-owned businesses. Overall, a bank can play a vital role in supporting the economic growth and prosperity of Groton, CT and its residents.

Insurance Broker

Residents of Groton, CT can benefit from the expertise of an insurance broker in numerous ways. With a population of over 39,000, Groton is home to several large employers, including Electric Boat and Pfizer. An insurance broker can assist these residents in finding the best group health insurance plans offered by their employers. In addition, Groton is located on the coast and is susceptible to natural disasters such as hurricanes, which can cause significant damage to homes and businesses. A knowledgeable insurance broker can help residents obtain appropriate coverage for their property, including flood insurance. Furthermore, with the high cost of living in Connecticut, an insurance broker can help residents find affordable insurance options that meet their unique needs and budget constraints.

Retirement Planning

Residents of Groton, CT can benefit from the expertise of a retirement planner in several ways. Firstly, the planner can help them navigate the complex and ever-changing landscape of retirement planning, ensuring that they have sufficient funds to maintain their desired lifestyle during their golden years. Secondly, Groton, CT has a high concentration of military personnel due to the presence of the Naval Submarine Base New London. Retirement planners can assist these individuals in understanding their unique retirement benefits and maximizing their retirement income. Additionally, the planner can provide guidance on tax-efficient retirement savings strategies and investment options that align with the residents' goals and risk tolerance. In a town with a rich maritime history, a retirement planner can help residents plan for unexpected expenses, such as the cost of repairs or maintenance for their boats, which are a common way of life in Groton, CT. Overall, a retirement planner can provide valuable support and peace of mind to residents of Groton, CT as they plan for their retirement.

Financial Advisor

Residents of Groton, CT can benefit greatly from the services of a financial advisor. With a population of over 39,000 people, Groton is a diverse community with a range of financial needs. A financial advisor can assist residents in creating a comprehensive financial plan that takes into account their unique circumstances and goals. For example, many residents of Groton work in the nearby Naval Submarine Base, which is the primary employer in the area. A financial advisor can help these individuals navigate the complexities of military benefits and retirement planning. Additionally, Groton is home to a number of small businesses and entrepreneurs who may need guidance in managing their finances and investments. A financial advisor can provide valuable insight and expertise in these areas, helping these individuals to make informed decisions that support their long-term financial success. Overall, a financial advisor can be an invaluable resource for residents of Groton, CT, helping them to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Groton, CT can benefit from the expertise of a mortgage loan officer in various ways. For instance, given the town's proximity to the United States Navy Submarine Base, many residents may require specialized loans to finance their homes. A mortgage loan officer can provide guidance on obtaining VA loans or other military-specific loans that cater to the unique needs of service members and their families. Additionally, with the town's diverse population, residents may require multilingual services to navigate the complex mortgage application process. A mortgage loan officer can provide support in Spanish, Portuguese, or other languages, making the process smoother and more accessible for non-native English speakers. Furthermore, with Groton's high median home value of $225,000, a mortgage loan officer can assist residents in securing competitive interest rates and favorable loan terms to make homeownership more affordable and attainable.

Tax Services

Residents of Groton, CT can benefit from the expertise of a tax advisor in several ways. Firstly, Groton has a significant military presence, with the Naval Submarine Base New London located in the town. A tax advisor can assist military personnel and their families in navigating the complexities of tax laws that apply to military pay and benefits, such as combat pay, housing allowances, and relocation expenses. Additionally, Groton is home to several large corporations, such as Electric Boat and Pfizer, which employ a significant portion of the town's population. A tax advisor can help these employees maximize their tax deductions and credits, such as those related to work-related expenses and retirement contributions. Furthermore, Groton has a high cost of living compared to other towns in the state, which can make it challenging for residents to make ends meet. A tax advisor can provide guidance on tax planning strategies that can help reduce tax liability and increase financial stability.

Estate Planning Lawyer

Residents of Groton, CT could greatly benefit from the expertise of an estate planning lawyer. With the town being home to the Naval Submarine Base New London, a lawyer with knowledge in military estate planning could assist service members and their families in creating a comprehensive plan for their assets and future. Additionally, with the town's close proximity to the Thames River and Long Island Sound, a lawyer with experience in maritime law could offer valuable guidance in protecting waterfront properties and navigating complex regulations. Furthermore, an estate planning lawyer could help Groton residents with creating wills, trusts, and other legal documents to ensure their wishes are carried out and their loved ones are provided for after their passing. Overall, the services of an estate planning lawyer can offer peace of mind and security for the residents of Groton, CT.


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