A highly personalized, holistic approach to financial planning and investment management. We specialize in tailored insurance solutions to meet your specific needs. Our agency has been providing communities throughout Connecticut and neighboring states with business and individual insurance programs and services for seven decades. When we opened our doors in 1932 Local professional service company providing bookkeeping, tax preparation and policy and procedure assistance to local businesses and governments. CFS specializes in working with business owners on their business continuation, exit, and capitalization planning. FINANCIAL ADVISORY/CONSULTANTS Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Charter Oak Federal Credit Union offers a broad range of financial services to individuals and businesses in New London and Windham counties. Visit CharterOak.org or call 800-962-3237 to learn more. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. Based in Groton, Conn., Chelsea Groton Bank is a mutually owned bank with 14 locations throughout New London County. 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. For small business entrepreneurs in Connecticut and Rhode Island who have powerful ideas – and need more power to grow them – the Community Investment Corporation is at your service. Individuals and families can find the plan that's right for them at ConnectiCare, the Connecticut health insurance provider that puts people first. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 8 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. Visit our 9 convenient locations in Eastern CT! From East Lyme to Putnam, a CorePlus branch is nearby to serve you. We are a community credit union. 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. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 12 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Established in 1869, Dime Bank is a mutual bank with over $739 million in assets and 11 convenient branch locations throughout Southeastern/shoreline Connecticut and Rhode Island. Dutch Point is a not-for-profit, cooperative financial institution which exists to serve the financial needs of our members. When you join Dutch Point, you actually become an owner, participating in a Eastern Connecticut Savings Bank has been serving the banking needs of eastern Connecticut since 1915. We have a long history of service to the community and of providing our customers with the banking products and services that meet their needs accompanied by the highest level of personal service. Eastern Savings Bank is an independent, full service community bank offering consumer and business banking and lending services. Eastern Connecticut Savings Bank has been serving the banking needs of eastern Connecticut since 1915. We have a long history of service to the community and of providing our customers with the banking products and services that meet their needs accompanied by the highest level of personal service. Eastern Savings Bank is an independent, full service community bank offering consumer and business banking and lending services. Eastern Connecticut Savings Bank has been serving the banking needs of eastern Connecticut since 1915. We have a long history of service to the community and of providing our customers with the banking products and services that meet their needs accompanied by the highest level of personal service. Farmers Insurance Agency offering Home Auto Umbrella Specialty Life Health and Financial Services We offer financial and investment services to individuals and families, as well as to small business owners and their employees. First Financial Advisory Services, Inc. provides referrals for tax preparation services to individuals. Certified Public Accounting firm specializing in business consulting, tax preparation, and not-for-profit and credit union audits. Gowrie Group provides risk management services and insurance solutions to individuals and organizations with complex insurance needs Providing professional tax and accounting services. Harvard Pilgrim Health Care is a leading health insurance company serving more than 3 million members in Connecticut, Massachusetts, New Hampshire, Maine, and beyond. 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. A community bank voted the ''Best in CT'' for four consecutive years in the annual poll by The Commercial Record. Tailored solutions to reach your financial goals. Offering a personal approach to investing and ready to provide guidance for your retirement, education, wealth management and insurance needs. Fee-only (fiduciary) Registered Investment Advisor. Financial Planning, Investment Management, and Divorce Financial Planning. A Better Insurance Agency We offer tax, accounting and consulting services to businesses, individuals, nonprofits, trusts and estates. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 55 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. Liberty Bank is Connecticut's oldest mutual bank with more than $3 billion in assets and 49 banking offices in CT. As a full-service financial institution, Liberty offers consumer and commercial banking, home mortgages, insurance, and investment services. Independent Property and Casualty Insurance Agency Add an extra layer of protection for life’s speed bumps. We offer a wide range of insurance policies to help you feel confident about your coverage. 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 effectiv Business Exit/Succession Planning, Financial Planning, Investments, Insurance. Whether you're a seasoned veteran or a new recruit, we value your service. When you are part of the world's largest credit union, you have access to world class benefits. Whether you're a seasoned veteran or a new recruit, we value your service. When you are part of the world's largest credit union, you have access to world class benefits. Whether you're a seasoned veteran or a new recruit, we value your service. When you are part of the world's largest credit union, you have access to world class benefits. PKF O'Connor Davies is a new breed of accounting and advisory firm that holds itself to a higher standard – going beyond passive value calculation to active value creation. Medical and Long term care insurance for Connecticut employers and individuals. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Discover what know-how can do. Certified Public Accountants & Business growth planning; Advisors - Certified QuickBooks ProAdvisors; Bookkeeping & Payroll Services. All business support services A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. A local nine-branch community bank serving Eastern Connecticut - established in 1862. USA Benefits Group is a nationwide network of independent insurance professionals who have been providing health and life insurance solutions to individuals, small business owners and the self-employed since 1988. We also offer Critical Illness Plans, Accident Plans, Medicare Supplements and many other unique programs. As a Connecticut independent insurance agency, we are proud to lead and think with our hearts first. We take the time to truly listen and make the best decisions for our clients based on their unique personal or professional needs. We provide our Life Sciences members and partners with the highest quality financial services, growing value through the use of the latest technology while maintaining financial stability. We provide clients with risk management, loss control, claims management, financial consulting and human resource management using a consultative approach. Stifel Financial Corp. is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. Sumner & Sumner offers Home, Auto, Umbrella, Life/ Health,and Business Insurance. We have one of the widest selection of companies to quote your coverage needs with in the area. Farmers Insurance Group of Companies is a leading U.S. insurer group of automobiles, homes and small businesses and also provides a wide range of other insurance and financial services products. Serving Connecticut (CT), Rhode Island (RI) and Massachusetts (MA), the Reardon Agency was founded in Waterford, Connecticut (CT) in 1967 and continues to be a family-owned and operated insurance agency, providing personal and business insurance products to meet the needs of you, your family and your business. When it comes to your finances, you need a bank you can trust and a team you can rely on. Our team of local leaders is dedicated to helping you reach your financial goals, whatever they may be. We off When it comes to your finances, you need a bank you can trust and a team you can rely on. Our team of local leaders is dedicated to helping you reach your financial goals, whatever they may be. We off When it comes to your finances, you need a bank you can trust and a team you can rely on. Our team of local leaders is dedicated to helping you reach your financial goals, whatever they may be. We off We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island. We are headquartered in Waterbury, Connecticut, and have banking centers and ATMs across Connecticut, New York, Massachusetts, and Rhode Island.
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Chelsea Groton Bank
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Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
Chelsea Groton Bank
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Coastal Wealth Management
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.
Community Investment Corporation
ConnectiCare, Inc
CorePlus Credit Union
CorePlus Credit Union
CorePlus Credit Union
CorePlus Credit Union
CorePlus Credit Union
CorePlus Credit Union
CorePlus Credit Union
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Dime Bank
Dime Bank
Dime Bank
Dime Bank
Dime Bank
Dime Bank
Dime Bank
Dime Bank
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Eastern CT Savings Bank
Eastern CT Savings Bank
Eastern CT Savings Bank
Eastern CT Savings Bank
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First Financial Advisory Services, LLC
Garvey, Steele & Bancroft, LLP
Gowrie Group
Grenier & Lender Tax and Accounting
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Liberty Bank
Liberty Bank
Liberty Bank
Liberty Bank
Liberty Bank
Liberty Bank
Liberty Bank
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People's United Bank
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Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
Putnam Bank, a division of Centreville Bank
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