Wealth Management in Naugatuck, CT

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List of Firms

Naugatuck, CT Wealth Management Firms

Centurion Wealth Management - Ameriprise Financial Services, LLC
Location 430 Highland Ave, Cheshire, CT 06410, USA
Phone (203) 823-9114
Language https://www.ameripriseadvisors.com/team/centurion-wealth-management/contact?cid=IP_local_google
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Merrill Lynch Wealth Management Advisor John J DeLeo
Location 157 Church St, New Haven, CT 06510, USA
Phone (203) 789-2366
Language https://fa.ml.com/connecticut/new-haven/john-deleo
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O Donnell Asset Management
Location 35 Porter Ave, Naugatuck, CT 06770, USA
Phone (203) 562-5602
Directions
Thomaston Financial Services
Location 824 Highland Ave, Waterbury, CT 06708, USA
Phone (860) 283-3665
Language https://www.thomastonsavingsbank.com/meet-advisors/?utm_source=Google-My-Business&utm_medium=GMB&utm_content=GMB-Listing
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Continental Nine Financial Services
Location 161 Hillside Ave # 1, Waterbury, CT 06710, USA
Phone (203) 753-7600
Language http://www.raindaywealth.com/
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Springboard Asset Management, LLC
Location 250 Main St S UNIT 10, Southbury, CT 06488, USA
Phone (203) 651-7110
Language http://www.springboardasset.com/
Directions
Iron Path Wealth Management, Inc
Location 15 Crabapple Ln, Sandy Hook, CT 06482, USA
Phone (203) 506-6892
Language http://www.ironpathwealth.com/
Directions
Sullivan Financial Services LLC
Location 1449 Old Waterbury Rd, Southbury, CT 06488, USA
Phone (203) 262-4485
Language http://www.sullivanfinancialservicesllc.com/
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Wealth Management in Naugatuck, CT

Where Wealth Management Advisors in Naugatuck, CT Serve

Naugatuck, CT is a charming town nestled in the heart of New Haven County. With a population of over 31,000 residents, it boasts a rich history and a vibrant community. Some of the most notable landmarks in Naugatuck include the Whittemore Glen State Park, the Naugatuck River, and the Naugatuck Historical Society. As for top employers, Naugatuck is home to several major companies, including Chemtura Corporation, Naugatuck Valley Savings and Loan, and Naugatuck Public Schools. These businesses provide a diverse range of job opportunities for residents and contribute significantly to the local economy. In terms of transportation, Naugatuck is conveniently located near several major highways, including I-84, Route 8, and Route 63. The town is also home to several major streets, such as Rubber Avenue, Church Street, and Water Street.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Naugatuck, CT can benefit from a bank in various ways, from managing their finances to securing loans for their businesses or homes. One specific way that Naugatuck residents can be helped by a bank is through the provision of financial literacy programs. Naugatuck is a town with a diverse population, and not everyone may have the same level of financial knowledge. A bank can offer workshops and seminars that can help residents understand how to manage their finances better, such as budgeting, saving, and investing. These programs can be tailored to the needs of the community, such as catering to small business owners or first-time homebuyers. By providing financial education, banks can help Naugatuck residents make informed decisions that can lead to financial stability and success.

Insurance Broker

Residents of Naugatuck, CT can benefit from the services of an insurance broker in a multitude of ways. For instance, with the town's population of over 31,000 people, an insurance broker can help residents navigate the complex world of insurance policies, from health insurance to auto insurance and beyond. Additionally, Naugatuck is located in New Haven County, which has a higher than average rate of property crime, according to recent statistics. An insurance broker can assist residents in finding the right coverage to protect their homes and possessions from theft or damage. Furthermore, with the town's proximity to major highways like Route 8 and I-84, residents may need specialized insurance coverage for their vehicles or businesses. An insurance broker can help Naugatuck residents find the right policies to fit their unique needs and budget, providing peace of mind and protection in an ever-changing world.

Retirement Planning

Residents of Naugatuck, CT can benefit from the expertise of a retirement planner in various ways. One specific area where they can be of great help is in navigating the complex taxation system in the state. Connecticut is known for its high taxes, and Naugatuck residents are no exception. A retirement planner can assist in creating a tax-efficient retirement plan that takes into account the state's tax laws and helps minimize tax liabilities. Additionally, they can help residents determine the best investment strategies to maximize their retirement savings, taking into account their unique financial situation, goals, and risk tolerance. With the help of a retirement planner, Naugatuck residents can have peace of mind knowing that their retirement plans are well-structured and tailored to their specific needs.

Financial Advisor

Residents of Naugatuck, CT can benefit from the services of a financial advisor in numerous ways. With a population of over 31,000, Naugatuck is a bustling town with a diverse range of financial needs. A financial advisor can assist residents in developing a comprehensive financial plan that takes into account their unique financial goals and objectives. This could include strategies for saving for retirement, paying off debt, and investing in the stock market. Additionally, a financial advisor can help residents navigate the complex world of taxes, ensuring that they are taking advantage of all available deductions and credits. Naugatuck residents may also benefit from the expertise of a financial advisor in the area of estate planning, which can be particularly important for those with significant assets or complex family situations. Overall, a financial advisor can be an invaluable resource for residents of Naugatuck, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Naugatuck, CT would greatly benefit from the expertise of a mortgage loan officer. With the town's population steadily increasing, there is a growing demand for affordable housing options. A skilled loan officer can assist residents in navigating the complex process of securing a mortgage, ensuring that they receive the best rates and terms available. Additionally, Naugatuck is home to a diverse community, with residents from all walks of life. A knowledgeable loan officer can work with each individual to understand their unique financial situation and provide personalized guidance on how to achieve their homeownership goals. Whether it's a first-time homebuyer or someone looking to refinance, a mortgage loan officer can provide invaluable support to Naugatuck residents looking to invest in their future.

Tax Services

Residents of Naugatuck, CT can benefit from the services of a tax advisor in many ways. One specific way is by receiving guidance on how to navigate the state and local tax laws that may affect them. Naugatuck is a town with a diverse population and a mix of residential and commercial properties. This complexity can make it challenging for residents to understand the tax implications of their financial decisions. A tax advisor can help them make informed choices about investments, retirement planning, and estate planning. Additionally, tax advisors can assist with filing tax returns, minimizing tax liabilities, and resolving tax disputes. With the help of a tax advisor, residents of Naugatuck can ensure that they are fully compliant with tax laws while maximizing their financial benefits.

Estate Planning Lawyer

Residents of Naugatuck, CT could benefit greatly from the services of an estate planning lawyer. With the town's population of over 31,000, there are many individuals and families who could use assistance in planning their estates. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can provide guidance on minimizing taxes and avoiding probate court, which can be time-consuming and expensive. With Naugatuck's proximity to major cities like Waterbury and New Haven, many residents may have complex financial situations that require specialized knowledge and expertise. An estate planning lawyer can help residents navigate these complexities and ensure that their loved ones are taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Naugatuck, CT can provide a range of services that cater to the specific financial needs of their clients. These services can include investment management, estate planning, tax planning, and retirement planning. Naugatuck, CT, a town known for its rich history, is home to a diverse group of individuals with varying levels of wealth. Therefore, a wealth manager in Naugatuck must have a deep understanding of the local market and the financial needs of its residents. This requires a wealth manager to have a keen eye for detail and a thorough understanding of the complex financial landscape. With their expertise, a wealth manager can help clients navigate the complexities of wealth management and create a customized plan that aligns with their unique financial goals.

Naugatuck, CT is undoubtedly the best place to get a wealth manager. The town's strategic location, nestled in the heart of the Naugatuck Valley, offers a unique blend of urban and suburban lifestyles, making it a perfect spot for both young professionals and retirees. The town's diverse economy, which includes a mix of manufacturing, healthcare, and retail industries, provides a wealth of investment opportunities for wealth managers. Moreover, Naugatuck's rich history and culture add a layer of complexity to the town's investment landscape, requiring a wealth manager who is not only knowledgeable but also well-versed in the town's unique financial ecosystem. With its picturesque downtown, vibrant community, and endless investment opportunities, Naugatuck, CT is undoubtedly the best place to get a wealth manager.