For over 20 years Contour Mortgage Corporation has been helping people to not only realize the dream of home ownership but to also help them discover how their home’s equity can create financial opportunities.
Established in 1984, Morin Associates, LLC is an independent insurance brokerage firm based in Groton. As an employee benefits organization, our primary focus is to create innovative and cost effective benefit solutions based on customer needs.
CUNA Mutual has more than 100 years of insurance experience, and has provided over one-half century of support to credit unions. The CorePlus Financial Planning & Retirement Services at CorePlus is staffed by Mr. Jay Noyes, who can help you map out a personal financial management program. Jay has extensive experience in financial planning and will serve members well in helping them identify and achieve their financial goals.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.