Wealth Management in Windham County, CT

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List of Firms

Windham County, CT Wealth Management Firms

Canoga Wealth Management
5 out of 5
Location 9 N Main St, Chester, CT 06412, USA
Phone (860) 526-5000
Merrill Lynch Wealth Management
4 out of 5
Location 27 Coogan Blvd, Mystic, CT 06355, USA
Phone (800) 937-0856
RBC Wealth Management Branch - Glastonbury
5 out of 5
Location 200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033, USA
Phone (860) 657-1740
Merrill Lynch Wealth Management
Location 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Phone (860) 728-3511
Sean Mazzarella | Fairway Independent Mortgage Corporation Co-Branch Manager/Reverse Mortgage Planner
Location 122 Main St, Danielson, CT 06239, USA
Phone (860) 938-3900
Kelly & Yowell Financial
Location 42 Kate Ln, Tolland, CT 06084, USA
Phone (443) 282-0842
Morgan Stanley Financial Advisors
Location 125 Eugene O'Neill Dr 1st Fl, New London, CT 06320, USA
Phone (860) 444-9300
Edward Jones
SEC File# 801-3297
CRD# 250
Location Danielson, CT 06239, USA
Phone (860) 774-0046
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: 8:00 AM – 12:00 PM Sunday: Closed
Stephen R Bucknam - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 158 Main Street Ste 1, Putnam, CT 06260, USA
Phone (860) 928-5599
SEC File# 801-57281
CRD# 45452
Location 28 Cedar Swamp Rd Suite 1, Smithfield, RI 02917, USA
Phone (401) 356-1400
SEC File# 801-48364
CRD# 111164
Location 111 Founders Plaza #1500, East Hartford, CT 06108, USA
Phone (860) 308-0061
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Wealth Management in Windham County, CT

Where Wealth Management Advisors in Windham County, CT Serve

Nestled in the northeastern corner of Connecticut, Windham County boasts a rich history and diverse landscape. From the rolling hills of the Quiet Corner to the bustling downtown of Willimantic, this region is home to a plethora of landmarks, both natural and man-made. The iconic Frog Bridge in Willimantic, adorned with four giant bronze frogs, is a must-see for visitors and locals alike. Other notable landmarks include the Nathan Hale Homestead in Coventry, the Roseland Cottage in Woodstock, and the Mashamoquet Brook State Park in Pomfret. The top employers in Windham County span a variety of industries, from healthcare and education to manufacturing and retail. Major employers include the University of Connecticut, Windham Hospital, Electric Boat, and Big Y World Class Market. These companies provide thousands of jobs to residents of the county and contribute to the local economy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Windham County, CT can benefit from a bank in several ways. For instance, banks can provide loans to local farmers to help them purchase new equipment or expand their operations. This is particularly important in Windham County, where agriculture is a significant industry. Additionally, banks can offer financial education and resources to help residents manage their money more effectively. In a county where the poverty rate is higher than the state average, this type of support can be crucial. Banks can also provide access to credit and other financial products that may be difficult to obtain otherwise, helping residents build credit and achieve their financial goals. Overall, banks play an important role in supporting the economic well-being of Windham County and its residents.

Insurance Broker

Residents of Windham County, CT can benefit greatly from the expertise of an insurance broker. With the county being home to a diverse population, ranging from urban centers to rural towns, the insurance needs of its residents can vary greatly. An insurance broker can help navigate the complexities of the healthcare system, ensuring that residents have access to the best coverage available. Additionally, given the county's proximity to major highways and transportation hubs, residents may require specialized auto insurance to protect themselves and their vehicles. An insurance broker can help residents find the right policy to meet their needs and budget. Furthermore, with Windham County being prone to severe weather events, such as hurricanes and snowstorms, an insurance broker can help residents protect their homes and belongings with the right homeowners or renters insurance policy. Overall, an insurance broker can provide valuable guidance and support to residents of Windham County, CT, helping them to make informed decisions about their insurance needs.

Retirement Planning

Residents of Windham County, CT can greatly benefit from the expertise of a retirement planner. Specifically, with its aging population, Windham County is in need of retirement planning services that can help residents navigate the complexities of retirement. A retirement planner can help individuals assess their financial situation, create a comprehensive retirement plan, and provide guidance on investment strategies that align with their goals. Additionally, a retirement planner can assist in navigating the unique challenges faced by residents of Windham County, such as the high cost of healthcare and long-term care. With the help of a retirement planner, residents of Windham County can feel confident in their ability to achieve a comfortable retirement and ensure their financial security in the years to come.

Financial Advisor

Residents of Windham County, CT could benefit from the expertise of a financial advisor in numerous ways. One specific area of concern for this county is the high poverty rate. According to recent data, over 10% of Windham County residents live below the poverty line. A financial advisor could assist these individuals in creating a budget, managing debt, and finding ways to save money. Additionally, the county has a large population of retirees who may need help with retirement planning, including managing their investments and creating a sustainable income stream. A financial advisor could also aid small business owners in Windham County by offering guidance on financial planning, tax strategies, and other financial matters. Overall, a financial advisor could provide valuable assistance to residents of Windham County in navigating the complex world of personal finance and achieving their financial goals.

Mortgage Loan Officer

Residents of Windham County, CT could benefit from the expertise of a mortgage loan officer in several ways. With its diverse mix of rural and urban communities, Windham County presents unique challenges for borrowers seeking a mortgage. A skilled loan officer can guide residents through the complex process of securing a mortgage, helping them navigate the often-confusing array of loan products and terms. In addition, a loan officer can help residents understand the specific lending requirements and regulations that apply in Windham County, such as those related to flood zones or historic preservation districts. By working closely with borrowers, a loan officer can help them find the right mortgage product to meet their needs and ensure a successful outcome for both the borrower and the lender.

Tax Services

Residents of Windham County, CT can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents of Windham County navigate the complex tax laws of Connecticut and the United States. With the ever-changing tax regulations, it can be challenging for residents to keep up with the latest updates. A tax advisor can provide guidance on how to comply with these laws and regulations while minimizing tax liabilities. Additionally, Windham County has a diverse economy, with agriculture, tourism, and manufacturing being major industries. A tax advisor can help residents in these industries navigate the tax implications of their businesses, such as deductions for farming expenses or tax credits for hiring new employees. Finally, Windham County is known for its beautiful natural scenery, which attracts many tourists. A tax advisor can help residents who rent out their properties to tourists understand the tax implications of this income and ensure they are compliant with local and state tax laws.

Estate Planning Lawyer

Residents of Windham County, CT can benefit from the services of an estate planning lawyer in numerous ways. Specifically, given the county's large elderly population, an estate planning lawyer can assist in creating a comprehensive plan for end-of-life care and asset distribution. This may include drafting wills, trusts, and powers of attorney, as well as advising on tax implications and Medicaid planning. Additionally, Windham County is home to many small business owners who may require assistance with succession planning and transferring ownership to family members or other parties. An estate planning lawyer can provide guidance on these matters, as well as help protect business assets from potential legal disputes or creditors. Overall, residents of Windham County can benefit greatly from the expertise and guidance of an experienced estate planning lawyer to ensure their wishes are carried out and their assets are protected.


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