Financial Advisory Services in Connecticut - ViewLocate

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Weiss, Hale & Zahansky Strategic Wealth Advisors photos

Weiss, Hale & Zahansky Strategic Wealth Advisors, Pomfret Center

Pomfret Center / Connecticut / United States

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Weiss, Hale, & Zahansky Strategic Wealth Advisors was created in 2006 by long-term business partners, Jim Weiss and Laurence Hale. As an independent investment firm, Weiss, Hale, & Zahansky Strategic Wealth Advisors partner with Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer and, offers more than 50 years of combined experience in the financial industry. Weiss, Hale, & Zahansky Strategic Wealth Advisors offer wealth management services using a unique and strategic process that encourages clients to Plan well, Invest well, and Live well™. Managing partners Laurence Hale, AAMS®, CRPS® and James Zahansky, AWMA® offer portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. They practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com. This communication is strictly intended for individuals residing in the States of AZ, CA, CO, CT, DC, DE, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.html Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss, Hale, & Zahansky Strategic Wealth Advisors are separate and unrelated to Commonwealth.

Nationwide Insurance: Arias Agency, LLC photos

Nationwide Insurance: Arias Agency, LLC, Manchester

Manchester / Connecticut / United States

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Georgina Arias is the principal agent for this Nationwide Insurance branch. She specializes in providing auto insurance coverage.

Edward Jones - Financial Advisor: Bill Alleman photos

Edward Jones - Financial Advisor: Bill Alleman, Hebron

Hebron / Connecticut / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Coastal Wealth Management - Ameriprise Financial Services, Inc. photos

Coastal Wealth Management - Ameriprise Financial Services, Inc., Mystic

Mystic / Connecticut / United States

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The advisor listed is an Ameriprise financial advisor in Mystic. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. We help our clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementÂ® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Were here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

Jonathan Taylor: Allstate Insurance photos

Jonathan Taylor: Allstate Insurance, Groton

Groton / Connecticut / United States

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As an Allstate Agent in Groton, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car, boat, and more.

Edward Jones - Financial Advisor: Jeff Nelson photos

Edward Jones - Financial Advisor: Jeff Nelson, Mystic

Mystic / Connecticut / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Carmine Aquino: Allstate Insurance photos

Carmine Aquino: Allstate Insurance, Stamford

Stamford / Connecticut / United States

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As a Personal Financial Representative in Stamford, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Im proud to work with a company whos been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - thats something Im glad to be a part of. Im committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the "big picture" when it comes to your financial security. From insurance protection to retirement, Im committed to helping you accomplish your financial goals.

Optimum Retirement photos

Optimum Retirement, Mystic

Mystic / Connecticut / United States

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At Optimum Retirement Solutions, we help bridge the gap between your retirement dreams and reality. As an independent fiduciary, I am well versed in providing individuals and businesses with sound retirement plans that are aimed at their long-term goals, without neglecting their short-term needs. However you imagine your retirement - on the beach or at home with family - allow Optimum Retirement Solutions to guide you on the journey that leads to the post-career life you have always envisioned.

Independent Insurance Center photos

Independent Insurance Center, Manchester

Manchester / Connecticut / United States

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Since 1970, Independent Insurance Center Inc. has been providing a variety of commercial, personal, health and life insurance products and services. Located in Manchester, Conn., the insurer offers commercial insurance policies in the categories of heavy construction, contractors and manufacturing. It also provides automobile, homeowners, personal umbrella liability, jewelry, motorcycles and jet skis insurance solutions. Independent Insurance Center Inc. offers policies from a selection of insurance companies, including AIG, Travelers, Peerless Insurance and The Andover Companies.

Diddel & Diddel photos

Diddel & Diddel, Stamford

Stamford / Connecticut / United States

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For more than 30 years Diddel & Diddel has been helping clients achieve all of their financial goals through asset management, insurance and financial planning. We have a commitment to excellence in everything we do. We consider it an honor and a privilege to provide our clients with insights to help clients make prudent investment decisions that contribute toward reaching their financial goals.

Allstate Insurance Agent: Andrew Smith photos

Allstate Insurance Agent: Andrew Smith, Manchester

Manchester / Connecticut / United States

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I’ve gotten to know many local families as an Allstate agent in Manchester. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Manchester residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Manchester today.

Edward Jones - Financial Advisor: Tom Fagan photos

Edward Jones - Financial Advisor: Tom Fagan, Stamford

Stamford / Connecticut / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Liberty Tax Service photos

Liberty Tax Service, Groton

Groton / Connecticut / United States

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Liberty Tax is a full service income tax preparation company. Visit your local Groton CT Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Joseph Aquino: Allstate Insurance photos

Joseph Aquino: Allstate Insurance, Stamford

Stamford / Connecticut / United States

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As a Personal Financial Representative in Stamford, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. Im proud to offer Allstate products, because they stand by their service. As an Allstate customer, when youre in need, you can take advantage of a variety of repair options for a damaged home or auto. From selecting a repair shop, to workmanship guarantees - it just makes sense to work with Allstate. Im committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the "big picture" when it comes to your financial security. From insurance protection to retirement, Im committed to helping you accomplish your financial goals.

Edward Jones - Financial Advisor: Rich Griffiths photos

Edward Jones - Financial Advisor: Rich Griffiths, East Lyme

East Lyme / Connecticut / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ted Zentek: Allstate Insurance photos

Ted Zentek: Allstate Insurance, Manchester

Manchester / Connecticut / United States

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As a Personal Financial Representative in Manchester, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

H&R Block photos

H&R Block, West Hartford

West Hartford / Connecticut / United States

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Need help filing taxes, including your federal tax return and state tax return? Your local West Hartford H&R Block office is here year-round to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!

Edward Jones - Financial Advisor: Craig W Dennis photos

Edward Jones - Financial Advisor: Craig W Dennis, Hebron

Hebron / Connecticut / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Liberty Tax photos

Liberty Tax, Niantic

Niantic / Connecticut / United States

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Liberty Tax is a full service income tax preparation company. Visit your local Niantic CT Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Morgan Stanley photos

Morgan Stanley, Mystic

Mystic / Connecticut / United States

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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.