Retirement Planning in Cos Cob, CT

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Top Retirement Planners in Cos Cob, CT

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The Waterline Group - Morgan Stanley
Location 1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 661-3330
Directions
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Soundview Wealth Management - UBS Financial Services Inc.
Location 100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830, USA
Phone (203) 862-2126
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SEC File# 801-114931
CRD# 289185
Location 500 West Putnam Avenue STE 400, Greenwich, CT 06830, USA
Phone (646) 201-4865
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
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Loretta Nolan Associates LLC
Location 13 Arcadia Rd # 7, Old Greenwich, CT 06870, USA
Phone (203) 637-1402
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Javier Cabral - Financial Advisor, Ameriprise Financial Services, LLC
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 302-6760
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William Curry - Morgan Stanley
Location One Fawcett Place, 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 625-4877
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Royce & Associates LLC
Location 8 Sound Shore Dr # 140, Greenwich, CT 06830, USA
Phone (203) 869-3541
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SEC File# 801-62193
CRD# 175112
Location 83 Mason St, Greenwich, CT 06830, USA
Phone (203) 869-0033
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SEC File# 801-10970
CRD# 6413
Location 84 E Putnam Ave, Greenwich, CT 06807, USA
Phone (203) 340-9636
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Babcock Brown
Location 33 River Rd, Cos Cob, CT 06807, USA
Phone (203) 769-5912
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Adovasio Financial, P.C.
5 out of 5
Location 385 Cognewaugh Rd, Cos Cob, CT 06807, USA
Phone (508) 641-4939
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Mountain Financial Services
Location 79 E Putnam Ave, Greenwich, CT 06830, USA
Phone (203) 622-1155
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First Financial Resources
Location 100 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 661-9191
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Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 41 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 661-1817
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Chapin Asset Management Inc
Location 15 E Putnam Ave, Greenwich, CT 06830, USA
Phone (203) 255-9993
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Retirement Planning in Cos Cob, CT

About Cos Cob, CT for Those Planning to Retire

Cos Cob, CT is a charming town that boasts a rich history and a plethora of landmarks. From the stunning Greenwich Point Park to the historic Bush-Holley House, there's no shortage of places to explore. The town is also home to several top employers, including the Greenwich Hospital and the Greenwich Public Schools. Major highways such as I-95 and the Merritt Parkway make it easy to get around, while streets like East Putnam Avenue and River Road offer plenty of shopping and dining options. With its unique neighborhoods like the quaint Cos Cob Harbor and the upscale Belle Haven, Cos Cob is a town that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cos Cob, CT would greatly benefit from the services provided by a bank. With its affluent population and proximity to New York City, Cos Cob is home to many successful businesses and individuals who require sophisticated financial products and services. A bank in Cos Cob could offer a range of options, from basic checking and savings accounts to investment opportunities and wealth management services. Additionally, a bank could provide loans for local businesses, helping them to grow and contribute to the community's economy. With its beautiful waterfront and historic architecture, Cos Cob is a desirable place to live, but the cost of living can be high. A bank could offer competitive rates on mortgages and home equity loans, making it easier for residents to purchase and maintain their homes. Overall, a bank in Cos Cob would be an invaluable resource for the community, helping to support its economic growth and financial stability.

Insurance Broker

Residents of Cos Cob, CT can greatly benefit from the services of an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need to protect themselves and their families. This is especially important in Cos Cob, CT, where residents face unique challenges when it comes to insurance. For instance, due to the town's proximity to the coast, residents may need to purchase additional coverage to protect against flood damage. Additionally, many residents in Cos Cob, CT are high-net-worth individuals, which can make finding the right insurance coverage even more complicated. An insurance broker can help these residents find policies that meet their specific needs and provide them with peace of mind knowing that they are fully protected.

Wealth Management

Residents of Cos Cob, CT could greatly benefit from the expertise of a wealth manager in various ways. For instance, a wealth manager could help these residents with their estate planning needs, especially since Cos Cob, CT has a relatively high median home value of $1.3 million. Additionally, a wealth manager could assist with tax planning, given that the average income in Cos Cob, CT is $252,000. Furthermore, a wealth manager could help these residents navigate the complexities of investing, particularly since many residents in Cos Cob, CT work in finance or related industries and may have significant assets to manage. With the help of a wealth manager, residents of Cos Cob, CT could achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Cos Cob, CT could greatly benefit from the services of a financial advisor. With its high median household income and proximity to New York City, Cos Cob is home to many affluent individuals who may have complex financial situations requiring expert guidance. A financial advisor could assist with estate planning, tax strategies, and investment management, helping residents to maximize their wealth and protect their assets. Additionally, with its picturesque waterfront and charming downtown area, Cos Cob is a popular destination for tourists and second-home owners. A financial advisor could help these individuals navigate the unique financial considerations of owning property in a different state or country, such as currency exchange rates and tax implications. Overall, a financial advisor could provide invaluable support to the residents of Cos Cob, CT, helping them to achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Cos Cob, CT can benefit from the expertise of a mortgage loan officer in various ways. One specific aspect that sets Cos Cob apart is its affluent community, which may require a more specialized approach when it comes to mortgage financing. A loan officer can help residents navigate the complexities of the local real estate market, which is known for its high property values and competitive bidding wars. They can also provide guidance on the different loan options available, including jumbo loans, which are common in this area due to the high cost of homes. Additionally, a loan officer can assist residents in securing the best interest rates and terms for their mortgage, which can ultimately save them thousands of dollars over the life of their loan. With the help of a knowledgeable mortgage loan officer, residents of Cos Cob can achieve their homeownership goals with confidence and ease.

Tax Services

Cos Cob, CT is a town with a high cost of living, and its residents could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor could help the residents of Cos Cob is by providing guidance on how to minimize their tax liability. With the town's median household income being over $150,000, many residents are likely to fall into higher tax brackets, making it imperative to take advantage of all available deductions and credits. Additionally, Cos Cob is home to many small business owners who could benefit from a tax advisor's expertise in navigating the complexities of business taxation. A tax advisor could also assist residents in planning for retirement, as the town's high cost of living may make it difficult for some to save adequately for their future. Overall, the services of a tax advisor could greatly benefit the residents of Cos Cob, CT, in navigating the complexities of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Cos Cob, CT can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that includes wills, trusts, and other legal documents that outline the distribution of assets after death. This is particularly important in Cos Cob, CT, where the median home value is $1.4 million, making it one of the most expensive areas in the state. An estate planning lawyer can also provide guidance on minimizing estate taxes, protecting assets from creditors, and ensuring that healthcare and financial decisions are made in accordance with the individual's wishes. Additionally, an estate planning lawyer can assist with the administration of estates, including probate and trust administration, to ensure that the process is as smooth and efficient as possible. Overall, an estate planning lawyer can provide invaluable assistance to residents of Cos Cob, CT in protecting their assets and ensuring that their wishes are carried out after they are gone.

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