Retirement Planning in Southport, CT

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List of Firms

Top Retirement Planners in Southport, CT

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Patrick Colligan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2507 Post Rd Fl 3, Southport, CT 06890, USA
Phone (917) 597-9333
Language https://www.ameripriseadvisors.com/Patrick.Colligan/?cid=IP_local_google
Directions
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Bunting and Somma - Ameriprise Financial Services, LLC
Location 2425 Post Rd Ste 302, Southport, CT 06890, USA
Phone (203) 222-4994
Language https://www.ameripriseadvisors.com/team/bunting-and-somma/?cid=IP_local_google
Directions
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Clapboard Hill Private Wealth
Location 1265 Post Rd E, Westport, CT 06880, USA
Phone (203) 429-0406
Language https://www.clapboardhill.com/contact
Directions
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5th Street Advisors LLC
Location 107 John St, Southport, CT 06890, USA
Phone (203) 327-1212
Language http://www.5thstreetadvisors.com/
Directions
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International Planning Alliance LLC
Location 107 John St 2nd Floor, Southport, CT 06890, USA
Phone (203) 549-1326
Language http://www.planningalliance.com/
Directions
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Harbor West Wealth Management
5 out of 5
Location 830 Post Rd E #102, Westport, CT 06880, USA
Phone (203) 454-3377
Language https://www.harborwest.com/
Directions
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Maplewood at Southport
5 out of 5
Location 917 Mill Hill Terrace, Southport, CT 06890, USA
Phone (203) 916-6355
Language https://www.maplewoodseniorliving.com/southport-connecticut/?utm_source=GMB&utm_medium=organic
Directions
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Pemigewasset Capital Llc
Location 107 John St, Southport, CT 06890, USA
Phone (203) 254-2967
Language http://www.pemipartners.com/
Directions
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Unified Wealth Management
Location 180 Post Rd E Suite 200, Westport, CT 06880, USA
Phone (203) 442-6752
Language https://unifiedwealth.net/
Directions
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Colin Wilhelmy - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 2425 Post Rd Ste 302, Southport, CT 06890, USA
Phone (203) 222-4994
Language https://www.ameripriseadvisors.com/Colin.Wilhelmy/?cid=IP_local_yext
Directions
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Southport Compass
Location 354 Pequot Ave, Southport, CT 06890, USA
Phone (203) 418-7742
Language https://southportcompass.com/?utm_source=google&utm_medium=my-business&utm_campaign=profile
Directions
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Noel I Forma - Financial Advisor, Ameriprise Financial Services, LLC
Location 2507 Post Rd Fl 3, Southport, CT 06890, USA
Phone (203) 610-8231
Language https://www.ameripriseadvisors.com/noel.i.forma/?cid=IP_local_google
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Retirement Planning in Southport, CT

About Southport, CT for Those Planning to Retire

Southport, CT is a charming coastal town located in Fairfield County, Connecticut. Known for its picturesque landscapes and historic landmarks, Southport boasts a plethora of attractions that are sure to delight visitors and locals alike. One of the most notable landmarks in Southport is the Pequot Library, a stunning Gothic Revival-style building that houses an impressive collection of books and manuscripts. Other must-see attractions in Southport include the Southport Harbor, the Southport Beach, and the Sasco Hill Road Historic District, which features some of the town's most beautiful homes and estates. In terms of top employers, Southport is home to a number of thriving businesses and organizations, including the Southport Brewing Company, the Southport Congregational Church, and the Southport School. These employers provide opportunities for residents to work in a variety of fields, from hospitality and food service to education and healthcare.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Southport, CT would greatly benefit from the services of a bank in a myriad of ways. For instance, the bank could assist in providing mortgages to individuals looking to purchase homes in the area. Southport, CT is known for its picturesque landscapes and affluent community, making it an attractive location for potential homeowners. Additionally, the bank could offer investment opportunities to residents looking to grow their wealth. With its proximity to major cities such as New York and Boston, Southport, CT is a prime location for those seeking to invest in the stock market or other financial ventures. Furthermore, the bank could provide small business loans to entrepreneurs looking to start or expand their businesses in the area. Southport, CT boasts a thriving economy, and the bank could play a crucial role in helping local businesses succeed and grow. Overall, the services provided by a bank would be invaluable to the residents of Southport, CT and could greatly contribute to the continued growth and prosperity of the community.

Insurance Broker

Residents of Southport, CT can benefit from the expertise of an insurance broker in numerous ways. For instance, with the town being located in a coastal area, it is particularly vulnerable to natural disasters such as hurricanes and flooding. An insurance broker can help residents secure coverage that protects them from these risks. Additionally, Southport is a relatively affluent community, and many residents have high-value homes and possessions. An insurance broker can assist in finding comprehensive coverage that meets their unique needs. Furthermore, with many Southport residents owning businesses or working in high-risk industries, an insurance broker can help them obtain liability coverage that protects their assets and livelihoods. In short, an insurance broker can provide invaluable guidance and support to Southport residents in navigating the complex world of insurance.

Wealth Management

Residents of Southport, CT can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by creating a personalized investment portfolio that aligns with their financial goals and risk tolerance. With the median home value in Southport, CT being $1.4 million, residents may need to consider diversifying their assets beyond real estate. A wealth manager can also help with tax planning and estate planning, which can be especially important for those with high net worth. Additionally, Southport, CT is a coastal town prone to natural disasters such as hurricanes and flooding. A wealth manager can assist residents in creating a financial plan that includes insurance coverage and emergency funds to mitigate the financial impact of such events. Overall, a wealth manager can provide valuable guidance and support to help residents of Southport, CT achieve their financial objectives and protect their wealth.

Financial Advisor

Residents of Southport, CT can benefit from the expertise of a financial advisor in various ways. With the town's high cost of living, a financial advisor can help residents plan their finances and investments to meet their long-term goals. Southport is a coastal town with a thriving real estate market, and a financial advisor can assist residents in making informed decisions when buying or selling property. Additionally, Southport is home to many small businesses, and a financial advisor can provide guidance on managing finances and optimizing cash flow for entrepreneurs. With the town's proximity to New York City, a financial advisor can also help residents navigate the complexities of taxes and investment opportunities in the region. Overall, a financial advisor can provide valuable insights and strategies to help Southport residents achieve financial stability and success.

Mortgage Loan Officer

Residents of Southport, CT can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is by helping them secure a mortgage that suits their financial situation. With the high cost of living in Southport, CT, finding affordable housing can be challenging, and a mortgage loan officer can help residents navigate through the complex lending process to secure a mortgage that meets their needs. Additionally, the loan officer can provide expert advice on the best mortgage products available in the market, including low-interest rates and favorable repayment terms. This can help residents save money in the long run and avoid the pitfalls of predatory lending practices. Furthermore, given the unique characteristics of Southport, CT, such as its historic homes and picturesque landscapes, a mortgage loan officer can help residents secure specialized mortgage products that cater to these unique needs. Overall, the services of a mortgage loan officer can provide invaluable assistance to residents of Southport, CT looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Southport, CT could benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations in the state of Connecticut. This is particularly important in Southport, CT, where the tax code is notoriously complex and often changes from year to year. In addition, a tax advisor could help residents identify deductions and credits that they may be eligible for, which could significantly reduce their tax liability. Furthermore, a tax advisor could provide guidance on how to structure investments and other financial transactions in a tax-efficient manner, which could help residents maximize their after-tax returns. Overall, the services of a tax advisor could be invaluable to residents of Southport, CT who are looking to minimize their tax burden and maximize their financial well-being.

Estate Planning Lawyer

Residents of Southport, CT can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in drafting a will that clearly outlines the distribution of assets and property after death. This is particularly important in Southport, where the median home value is $1.3 million, making it one of the most expensive places to live in Connecticut. Additionally, an estate planning lawyer can help residents create trusts, which can provide tax benefits and protect assets from creditors. They can also assist with healthcare directives, ensuring that individuals' medical wishes are followed in the event of incapacitation. In a town with a high median age of 45, this is a crucial consideration. Finally, an estate planning lawyer can help residents plan for long-term care, including nursing home expenses, which can be significant in Southport due to its high cost of living. Overall, the services of an estate planning lawyer can provide peace of mind and financial security for Southport residents.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Southport, CT are comprehensive and aimed at ensuring a financially secure future for clients. The planner can help clients assess their current financial situation, identify their retirement goals, and develop a personalized plan to achieve them. They can also provide guidance on investment strategies, tax planning, and estate planning. Specifically in Southport, CT, the retirement planner can leverage their knowledge of the local real estate market to help clients make informed decisions about downsizing or relocating. Additionally, they can provide insight into the unique tax laws and regulations in Connecticut that may impact retirement planning. Overall, a retirement planner in Southport, CT can offer invaluable expertise and guidance to help clients navigate the complex and ever-changing landscape of retirement planning.

Southport, CT is the quintessential New England town that exudes charm and elegance. With its picturesque scenery, rich history, and affluent community, it is no wonder why Southport is the best place to get a retirement planner. The town itself boasts a plethora of financial planning firms that cater to the needs of retirees. These firms have a deep understanding of the complexities of retirement planning and can tailor their services to meet the unique needs of each client. Moreover, Southport's proximity to New York City and other major financial hubs makes it an ideal location for those seeking top-notch financial advice. The town's serene atmosphere and tranquil surroundings provide a conducive environment for retirees to plan for their future without the distractions of the city. In short, Southport, CT is the perfect place to get a retirement planner because of its unparalleled charm, financial expertise, and serene surroundings.