Wealth Management in Windham County, CT

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Windham County, CT Wealth Management Firms

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
Merrill Lynch Wealth Management

4 out of 5

Location 27 Coogan Blvd, Mystic, CT 06355, USA
Phone (800) 937-0856
Canoga Wealth Management

5 out of 5

Location 9 N Main St, Chester, CT 06412, USA
Phone (860) 526-5000
Kelly & Yowell Financial
Location 42 Kate Ln, Tolland, CT 06084, USA
Phone (443) 282-0842
RBC Wealth Management Branch - Glastonbury

5 out of 5

Location 200 Glastonbury Blvd Suite 103, Glastonbury, CT 06033, USA
Phone (860) 657-1740
Stephen R Bucknam - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 158 Main Street Ste 1, Putnam, CT 06260, USA
Phone (860) 928-5599
Wealth Management Resources, Inc
SEC File# 801-57281
CRD# 45452
Location 28 Cedar Swamp Rd Suite 1, Smithfield, RI 02917, USA
Phone (401) 356-1400
Founders Capital Management
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
Morgan Stanley Financial Advisors
Location 125 Eugene O'Neill Dr 1st Fl, New London, CT 06320, USA
Phone (860) 444-9300
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
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About Windham County, CT

Windham County is a county located in the northeastern corner of the U.S. state of Connecticut. It is bordered by Massachusetts to the north and Rhode Island to the east. The population was 126,626 at the 2010 census. The county seat and largest municipality is Willimantic. Other major towns include Ashford, Brooklyn, Canterbury, Chaplin, Eastford, Hampton, Killingly, Plainfield, Pomfret, Putnam, Scotland, Sterling, Thompson, and Windham. Windham County is home to a number of notable landmarks including the Quechee Gorge (pictured), the Hanging Hills, and Mount Monadnock. The county also has a number of top employers including Electric Boat Corporation, Northeast Utilities (now Eversource Energy), and Stop & Shop Supermarket Company. Major highways and streets in Windham County include Interstate 95 and Route 6. Some of the more notable neighborhoods in Windham County include Canterbury Center, Downtown Willimantic, Eastford Center Historic District, Hampton Center Historic District, Putnam Green Historic District, and Windham Village Historic District.

Where Wealth Management Advisors in Windham County, CT Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Windham County, CT offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a number of other services, such as online banking and bill payment, that can make managing your finances easier.

Retirement Planning

Windham County, CT is a great place to retire. There are plenty of things to do and the people are friendly and welcoming. The cost of living is low, and there are plenty of retirement-friendly options when it comes to housing, health care, and more.

Tax Services

Windham County, CT tax accountants are responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on how to reduce taxable income, and represent clients in dealings with the IRS. In addition to federal taxes, accountants in Windham County, CT may also prepare state and local tax returns.

Financial Advisor

A Windham County, CT financial advisor typically helps people save for retirement and plan for their financial future. They can provide advice on a variety of topics, such as insurance, investments, and mortgages. Financial advisors often work with a wide range of clients, from individuals to businesses.

Insurance Broker

An insurance broker in Windham County, CT helps people find the best insurance policy for their needs. They work with a variety of companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Windham County, CT work with home buyers to secure financing for their home purchase. They work with a variety of lenders to find the best loan products for their clients, and help them through the application process. Mortgage loan officers also work with homeowners who are looking to refinance their mortgages, or to take out a home equity line of credit.

Estate Planning Lawyer

An estate planning lawyer in Windham County, CT can help you protect your assets and plan for the future. They can help you create a will, power of attorney, and healthcare proxy. They can also help you set up trusts and make other arrangements to ensure that your loved ones are taken care of after you're gone. If you're interested in estate planning, be sure to consult with an experienced lawyer in your area.


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