Wealth Management in Wethersfield, CT

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Wethersfield, CT Wealth Management Firms

Hammond Iles Wealth Advisors, Financial Coaching
SEC File# 801-64528
CRD# 136372

5 out of 5

Location 100 Great Meadow Rd Suite 701, Wethersfield, CT 06109, USA
Phone (860) 258-2600
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About Wethersfield, CT

Wethersfield is a town in Hartford County, Connecticut. It is located on the east side of the Connecticut River, south of the city of Hartford. The town was settled in 1634 by John Wethersfield, for whom the town is named. Some of the landmarks in Wethersfield include the Old State House (a National Historic Landmark), Webb-Deane-Stevens Museum, and the Solomon Welles House. The top employers in Wethersfield are health care companies such as Hartford Hospital and Aetna, followed by government jobs and financial services companies. Major highways and streets in Wethersfield include Interstate 91 and Route 9. The town is divided into four neighborhoods: North Wethersfield, South Wethersfield, Central Wethersfield, and East Wethersfield.

Where Wealth Management Advisors in Wethersfield, CT Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Wethersfield, CT offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks provide other services such as online banking and bill pay. They also offer a variety of investment products, such as certificates of deposit (CDs), mutual funds, and stocks.

Retirement Planning

When it comes to retirement planning, Wethersfield, CT residents have a variety of options to choose from. Depending on your needs and goals, you can invest in a 401k plan, an IRA, or a Roth IRA. You can also purchase annuities or life insurance policies. No matter what route you decide to take, it's important to start planning for retirement as early as possible. The sooner you start saving for retirement, the more money you will have when it comes time to retire.

Tax Services

A tax accountant in Wethersfield, CT helps businesses and individuals file their taxes. They can also help with other financial planning needs, such as estate planning or retirement planning. Many tax accountants are certified public accountants (CPAs) and have years of experience in the field. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Wethersfield, CT helps people save and invest money. They provide guidance on how to grow your money and reach your financial goals. Advisors can work with you to create a plan that fits your unique situation, and then help you follow through with it. If you're looking for help getting started with your finances, or if you just want someone to check in with periodically, a financial advisor may be a good fit for you.

Insurance Broker

An insurance broker in Wethersfield, CT helps people find the best insurance policy for their needs. They work with a variety of different companies to get the best rates for their clients. They also help people file claims and answer any questions they may have about their policy.

Mortgage Loan Officer

A mortgage loan officer in Wethersfield, CT helps people buy homes. They work with banks and other lending institutions to get people mortgages. They help people find the best rates and terms for their mortgage. They also work with people who are having trouble making their mortgage payments and help them find ways to keep their homes.

Estate Planning Lawyer

An estate planning lawyer in Wethersfield, CT helps their clients create a will and plan for the future. They can help you designate who will inherit your property and assets, and they can also help you set up trusts to protect your loved ones after you die. If you have any questions about estate planning, be sure to consult with an experienced lawyer.


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